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^W1DOW vs. ^IBEX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^W1DOW and ^IBEX is 0.44, 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.


Performance

^W1DOW vs. ^IBEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Global Index (^W1DOW) and IBEX 35 Index (^IBEX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^W1DOW:

0.81

^IBEX:

1.46

Sortino Ratio

^W1DOW:

0.95

^IBEX:

1.85

Omega Ratio

^W1DOW:

1.14

^IBEX:

1.27

Calmar Ratio

^W1DOW:

0.58

^IBEX:

0.68

Martin Ratio

^W1DOW:

2.40

^IBEX:

7.55

Ulcer Index

^W1DOW:

3.93%

^IBEX:

3.13%

Daily Std Dev

^W1DOW:

14.34%

^IBEX:

16.65%

Max Drawdown

^W1DOW:

-59.33%

^IBEX:

-62.65%

Current Drawdown

^W1DOW:

-0.75%

^IBEX:

-11.25%

Returns By Period

In the year-to-date period, ^W1DOW achieves a 4.50% return, which is significantly lower than ^IBEX's 22.05% return. Over the past 10 years, ^W1DOW has outperformed ^IBEX with an annualized return of 6.99%, while ^IBEX has yielded a comparatively lower 2.30% annualized return.


^W1DOW

YTD

4.50%

1M

5.52%

6M

1.73%

1Y

12.09%

3Y*

9.99%

5Y*

11.17%

10Y*

6.99%

^IBEX

YTD

22.05%

1M

6.51%

6M

21.57%

1Y

24.82%

3Y*

16.93%

5Y*

14.80%

10Y*

2.30%

*Annualized

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Dow Jones Global Index

IBEX 35 Index

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

^W1DOW vs. ^IBEX — Risk-Adjusted Performance Rank

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

^W1DOW
The Risk-Adjusted Performance Rank of ^W1DOW is 6969
Overall Rank
The Sharpe Ratio Rank of ^W1DOW is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ^W1DOW is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^W1DOW is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ^W1DOW is 6161
Calmar Ratio Rank
The Martin Ratio Rank of ^W1DOW is 7575
Martin Ratio Rank

^IBEX
The Risk-Adjusted Performance Rank of ^IBEX is 9191
Overall Rank
The Sharpe Ratio Rank of ^IBEX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IBEX is 9393
Sortino Ratio Rank
The Omega Ratio Rank of ^IBEX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of ^IBEX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of ^IBEX is 9797
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.

^W1DOW vs. ^IBEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Global Index (^W1DOW) and IBEX 35 Index (^IBEX). 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 ^W1DOW Sharpe Ratio is 0.81, which is lower than the ^IBEX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of ^W1DOW and ^IBEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

^W1DOW vs. ^IBEX - Drawdown Comparison

The maximum ^W1DOW drawdown since its inception was -59.33%, smaller than the maximum ^IBEX drawdown of -62.65%. Use the drawdown chart below to compare losses from any high point for ^W1DOW and ^IBEX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

^W1DOW vs. ^IBEX - Volatility Comparison

Dow Jones Global Index (^W1DOW) and IBEX 35 Index (^IBEX) have volatilities of 3.18% and 3.04%, 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.


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