^DJUS vs. WPC
Compare and contrast key facts about Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DJUS or WPC.
Correlation
The correlation between ^DJUS and WPC is 0.38, 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.
Performance
^DJUS vs. WPC - Performance Comparison
Key characteristics
^DJUS:
1.69
WPC:
0.58
^DJUS:
2.28
WPC:
0.95
^DJUS:
1.31
WPC:
1.11
^DJUS:
2.54
WPC:
0.36
^DJUS:
10.07
WPC:
1.64
^DJUS:
2.17%
WPC:
7.15%
^DJUS:
12.95%
WPC:
20.33%
^DJUS:
-56.62%
WPC:
-52.45%
^DJUS:
0.00%
WPC:
-21.80%
Returns By Period
In the year-to-date period, ^DJUS achieves a 4.48% return, which is significantly lower than WPC's 7.73% return. Over the past 10 years, ^DJUS has outperformed WPC with an annualized return of 10.95%, while WPC has yielded a comparatively lower 4.38% annualized return.
^DJUS
4.48%
2.19%
10.27%
21.99%
12.37%
10.95%
WPC
7.73%
5.20%
3.43%
8.76%
-0.95%
4.38%
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Risk-Adjusted Performance
^DJUS vs. WPC — Risk-Adjusted Performance Rank
^DJUS
WPC
^DJUS vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC). 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.
Drawdowns
^DJUS vs. WPC - Drawdown Comparison
The maximum ^DJUS drawdown since its inception was -56.62%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for ^DJUS and WPC. For additional features, visit the drawdowns tool.
Volatility
^DJUS vs. WPC - Volatility Comparison
The current volatility for Dow Jones U.S. Index (^DJUS) is 3.21%, while W. P. Carey Inc. (WPC) has a volatility of 7.21%. This indicates that ^DJUS experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.