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^DJT vs. EVX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJT and EVX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

^DJT vs. EVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Transportation Average (^DJT) and VanEck Vectors Environmental Services ETF (EVX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
4.70%
2.22%
^DJT
EVX

Key characteristics

Sharpe Ratio

^DJT:

-0.00

EVX:

1.01

Sortino Ratio

^DJT:

0.13

EVX:

1.43

Omega Ratio

^DJT:

1.01

EVX:

1.18

Calmar Ratio

^DJT:

-0.00

EVX:

1.27

Martin Ratio

^DJT:

-0.00

EVX:

5.42

Ulcer Index

^DJT:

4.37%

EVX:

2.61%

Daily Std Dev

^DJT:

17.75%

EVX:

13.93%

Max Drawdown

^DJT:

-60.92%

EVX:

-55.91%

Current Drawdown

^DJT:

-9.52%

EVX:

-9.44%

Returns By Period

In the year-to-date period, ^DJT achieves a 1.03% return, which is significantly lower than EVX's 14.02% return. Over the past 10 years, ^DJT has underperformed EVX with an annualized return of 5.75%, while EVX has yielded a comparatively higher 12.45% annualized return.


^DJT

YTD

1.03%

1M

-7.51%

6M

6.28%

1Y

0.00%

5Y*

7.99%

10Y*

5.75%

EVX

YTD

14.02%

1M

-7.85%

6M

2.17%

1Y

14.13%

5Y*

10.70%

10Y*

12.45%

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Risk-Adjusted Performance

^DJT vs. EVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Transportation Average (^DJT) and VanEck Vectors Environmental Services ETF (EVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for ^DJT, currently valued at -0.00, compared to the broader market-0.500.000.501.001.502.002.50-0.001.01
The chart of Sortino ratio for ^DJT, currently valued at 0.13, compared to the broader market-1.000.001.002.003.000.131.43
The chart of Omega ratio for ^DJT, currently valued at 1.01, compared to the broader market0.901.001.101.201.301.401.011.18
The chart of Calmar ratio for ^DJT, currently valued at -0.00, compared to the broader market0.001.002.003.00-0.001.27
The chart of Martin ratio for ^DJT, currently valued at -0.00, compared to the broader market0.005.0010.0015.00-0.005.42
^DJT
EVX

The current ^DJT Sharpe Ratio is -0.00, which is lower than the EVX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ^DJT and EVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
-0.00
1.01
^DJT
EVX

Drawdowns

^DJT vs. EVX - Drawdown Comparison

The maximum ^DJT drawdown since its inception was -60.92%, which is greater than EVX's maximum drawdown of -55.91%. Use the drawdown chart below to compare losses from any high point for ^DJT and EVX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.52%
-9.44%
^DJT
EVX

Volatility

^DJT vs. EVX - Volatility Comparison

Dow Jones Transportation Average (^DJT) has a higher volatility of 4.65% compared to VanEck Vectors Environmental Services ETF (EVX) at 3.87%. This indicates that ^DJT's price experiences larger fluctuations and is considered to be riskier than EVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
4.65%
3.87%
^DJT
EVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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