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^DJUSST vs. STLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJUSST and STLD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

^DJUSST vs. STLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones U.S. Iron & Steel Index (^DJUSST) and Steel Dynamics, Inc. (STLD). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember
-17.92%
-10.16%
^DJUSST
STLD

Key characteristics

Sharpe Ratio

^DJUSST:

-0.84

STLD:

-0.11

Sortino Ratio

^DJUSST:

-1.22

STLD:

0.07

Omega Ratio

^DJUSST:

0.86

STLD:

1.01

Calmar Ratio

^DJUSST:

-0.69

STLD:

-0.13

Martin Ratio

^DJUSST:

-1.35

STLD:

-0.26

Ulcer Index

^DJUSST:

17.29%

STLD:

13.13%

Daily Std Dev

^DJUSST:

27.76%

STLD:

31.74%

Max Drawdown

^DJUSST:

-81.48%

STLD:

-87.05%

Current Drawdown

^DJUSST:

-32.96%

STLD:

-26.26%

Returns By Period

Over the past 10 years, ^DJUSST has underperformed STLD with an annualized return of 8.62%, while STLD has yielded a comparatively higher 21.70% annualized return.


^DJUSST

YTD

0.00%

1M

-20.34%

6M

-17.81%

1Y

-23.32%

5Y*

15.05%

10Y*

8.62%

STLD

YTD

-2.63%

1M

-21.66%

6M

-11.56%

1Y

-2.63%

5Y*

29.92%

10Y*

21.70%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

^DJUSST vs. STLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Iron & Steel Index (^DJUSST) and Steel Dynamics, Inc. (STLD). 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 ^DJUSST, currently valued at -0.84, compared to the broader market-0.500.000.501.001.502.00-0.84-0.10
The chart of Sortino ratio for ^DJUSST, currently valued at -1.22, compared to the broader market-1.000.001.002.003.00-1.220.08
The chart of Omega ratio for ^DJUSST, currently valued at 0.86, compared to the broader market0.901.001.101.201.301.400.861.01
The chart of Calmar ratio for ^DJUSST, currently valued at -0.69, compared to the broader market0.001.002.003.00-0.69-0.12
The chart of Martin ratio for ^DJUSST, currently valued at -1.35, compared to the broader market0.005.0010.0015.00-1.35-0.25
^DJUSST
STLD

The current ^DJUSST Sharpe Ratio is -0.84, which is lower than the STLD Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of ^DJUSST and STLD, 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-1.00-0.500.000.501.00AugustSeptemberOctoberNovemberDecember
-0.84
-0.10
^DJUSST
STLD

Drawdowns

^DJUSST vs. STLD - Drawdown Comparison

The maximum ^DJUSST drawdown since its inception was -81.48%, smaller than the maximum STLD drawdown of -87.05%. Use the drawdown chart below to compare losses from any high point for ^DJUSST and STLD. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember
-32.96%
-26.26%
^DJUSST
STLD

Volatility

^DJUSST vs. STLD - Volatility Comparison

Dow Jones U.S. Iron & Steel Index (^DJUSST) and Steel Dynamics, Inc. (STLD) have volatilities of 7.08% and 6.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember
7.08%
6.79%
^DJUSST
STLD
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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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