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^IMUS vs. ^DJI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^IMUS and ^DJI is 0.94, 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.


Performance

^IMUS vs. ^DJI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Islamic Market U.S. Index (^IMUS) and Dow Jones Industrial Average (^DJI). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
468.27%
282.29%
^IMUS
^DJI

Key characteristics

Sharpe Ratio

^IMUS:

0.23

^DJI:

0.35

Sortino Ratio

^IMUS:

-0.11

^DJI:

0.66

Omega Ratio

^IMUS:

0.98

^DJI:

1.09

Calmar Ratio

^IMUS:

-0.18

^DJI:

0.39

Martin Ratio

^IMUS:

-0.57

^DJI:

1.36

Ulcer Index

^IMUS:

6.81%

^DJI:

4.69%

Daily Std Dev

^IMUS:

19.89%

^DJI:

17.00%

Max Drawdown

^IMUS:

-47.72%

^DJI:

-53.78%

Current Drawdown

^IMUS:

-10.80%

^DJI:

-8.10%

Returns By Period

In the year-to-date period, ^IMUS achieves a -7.03% return, which is significantly lower than ^DJI's -2.76% return. Over the past 10 years, ^IMUS has outperformed ^DJI with an annualized return of 10.53%, while ^DJI has yielded a comparatively lower 8.64% annualized return.


^IMUS

YTD

-7.03%

1M

14.49%

6M

-8.09%

1Y

5.69%

5Y*

12.22%

10Y*

10.53%

^DJI

YTD

-2.76%

1M

9.89%

6M

-5.40%

1Y

5.92%

5Y*

11.23%

10Y*

8.64%

*Annualized

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Risk-Adjusted Performance

^IMUS vs. ^DJI — Risk-Adjusted Performance Rank

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

^IMUS
The Risk-Adjusted Performance Rank of ^IMUS is 2424
Overall Rank
The Sharpe Ratio Rank of ^IMUS is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IMUS is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ^IMUS is 2222
Omega Ratio Rank
The Calmar Ratio Rank of ^IMUS is 1717
Calmar Ratio Rank
The Martin Ratio Rank of ^IMUS is 2020
Martin Ratio Rank

^DJI
The Risk-Adjusted Performance Rank of ^DJI is 5151
Overall Rank
The Sharpe Ratio Rank of ^DJI is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJI is 4949
Sortino Ratio Rank
The Omega Ratio Rank of ^DJI is 4848
Omega Ratio Rank
The Calmar Ratio Rank of ^DJI is 5555
Calmar Ratio Rank
The Martin Ratio Rank of ^DJI is 5555
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.

^IMUS vs. ^DJI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Islamic Market U.S. Index (^IMUS) and Dow Jones Industrial Average (^DJI). 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.


The current ^IMUS Sharpe Ratio is 0.23, which is lower than the ^DJI Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of ^IMUS and ^DJI, 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-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.23
0.31
^IMUS
^DJI

Drawdowns

^IMUS vs. ^DJI - Drawdown Comparison

The maximum ^IMUS drawdown since its inception was -47.72%, smaller than the maximum ^DJI drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for ^IMUS and ^DJI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-10.80%
-8.10%
^IMUS
^DJI

Volatility

^IMUS vs. ^DJI - Volatility Comparison

Dow Jones Islamic Market U.S. Index (^IMUS) has a higher volatility of 5.98% compared to Dow Jones Industrial Average (^DJI) at 5.18%. This indicates that ^IMUS's price experiences larger fluctuations and is considered to be riskier than ^DJI 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%16.00%December2025FebruaryMarchAprilMay
5.98%
5.18%
^IMUS
^DJI