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^DJU vs. GS
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJU and GS is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

^DJU vs. GS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Utility Average (^DJU) and The Goldman Sachs Group, Inc. (GS). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
-0.03%
35.24%
^DJU
GS

Key characteristics

Sharpe Ratio

^DJU:

1.23

GS:

2.80

Sortino Ratio

^DJU:

1.79

GS:

3.86

Omega Ratio

^DJU:

1.22

GS:

1.52

Calmar Ratio

^DJU:

0.84

GS:

7.58

Martin Ratio

^DJU:

4.88

GS:

25.09

Ulcer Index

^DJU:

3.90%

GS:

2.97%

Daily Std Dev

^DJU:

15.46%

GS:

26.68%

Max Drawdown

^DJU:

-59.73%

GS:

-78.84%

Current Drawdown

^DJU:

-7.67%

GS:

-0.35%

Returns By Period

In the year-to-date period, ^DJU achieves a 1.46% return, which is significantly lower than GS's 14.54% return. Over the past 10 years, ^DJU has underperformed GS with an annualized return of 4.87%, while GS has yielded a comparatively higher 15.83% annualized return.


^DJU

YTD

1.46%

1M

0.91%

6M

-0.03%

1Y

19.92%

5Y*

1.37%

10Y*

4.87%

GS

YTD

14.54%

1M

13.08%

6M

35.24%

1Y

74.47%

5Y*

25.58%

10Y*

15.83%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

^DJU vs. GS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^DJU
The Risk-Adjusted Performance Rank of ^DJU is 5151
Overall Rank
The Sharpe Ratio Rank of ^DJU is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJU is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ^DJU is 5050
Omega Ratio Rank
The Calmar Ratio Rank of ^DJU is 4848
Calmar Ratio Rank
The Martin Ratio Rank of ^DJU is 5050
Martin Ratio Rank

GS
The Risk-Adjusted Performance Rank of GS is 9797
Overall Rank
The Sharpe Ratio Rank of GS is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of GS is 9696
Sortino Ratio Rank
The Omega Ratio Rank of GS is 9595
Omega Ratio Rank
The Calmar Ratio Rank of GS is 9999
Calmar Ratio Rank
The Martin Ratio Rank of GS is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^DJU vs. GS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Utility Average (^DJU) and The Goldman Sachs Group, Inc. (GS). 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 ^DJU, currently valued at 1.23, compared to the broader market-0.500.000.501.001.502.002.501.232.77
The chart of Sortino ratio for ^DJU, currently valued at 1.79, compared to the broader market0.001.002.003.001.793.83
The chart of Omega ratio for ^DJU, currently valued at 1.22, compared to the broader market1.001.201.401.601.221.52
The chart of Calmar ratio for ^DJU, currently valued at 0.84, compared to the broader market0.001.002.003.004.000.847.51
The chart of Martin ratio for ^DJU, currently valued at 4.88, compared to the broader market0.005.0010.0015.0020.004.8824.76
^DJU
GS

The current ^DJU Sharpe Ratio is 1.23, which is lower than the GS Sharpe Ratio of 2.80. The chart below compares the historical Sharpe Ratios of ^DJU and GS, 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 Ratio0.501.001.502.002.503.003.504.00SeptemberOctoberNovemberDecember2025February
1.23
2.77
^DJU
GS

Drawdowns

^DJU vs. GS - Drawdown Comparison

The maximum ^DJU drawdown since its inception was -59.73%, smaller than the maximum GS drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for ^DJU and GS. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-7.67%
-0.35%
^DJU
GS

Volatility

^DJU vs. GS - Volatility Comparison

The current volatility for Dow Jones Utility Average (^DJU) is 5.99%, while The Goldman Sachs Group, Inc. (GS) has a volatility of 8.12%. This indicates that ^DJU experiences smaller price fluctuations and is considered to be less risky than GS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
5.99%
8.12%
^DJU
GS
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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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