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^W1DOW vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^W1DOW and ^SP500TR is 0.85, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

^W1DOW vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Global Index (^W1DOW) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%NovemberDecember2025FebruaryMarchApril
244.56%
735.39%
^W1DOW
^SP500TR

Key characteristics

Sharpe Ratio

^W1DOW:

0.34

^SP500TR:

0.56

Sortino Ratio

^W1DOW:

0.55

^SP500TR:

0.91

Omega Ratio

^W1DOW:

1.08

^SP500TR:

1.13

Calmar Ratio

^W1DOW:

0.30

^SP500TR:

0.58

Martin Ratio

^W1DOW:

1.31

^SP500TR:

2.43

Ulcer Index

^W1DOW:

3.75%

^SP500TR:

4.51%

Daily Std Dev

^W1DOW:

14.25%

^SP500TR:

19.43%

Max Drawdown

^W1DOW:

-59.33%

^SP500TR:

-55.25%

Current Drawdown

^W1DOW:

-7.39%

^SP500TR:

-10.52%

Returns By Period

In the year-to-date period, ^W1DOW achieves a -2.49% return, which is significantly higher than ^SP500TR's -6.37% return. Over the past 10 years, ^W1DOW has underperformed ^SP500TR with an annualized return of 5.30%, while ^SP500TR has yielded a comparatively higher 12.05% annualized return.


^W1DOW

YTD

-2.49%

1M

-3.81%

6M

-3.02%

1Y

7.47%

5Y*

10.56%

10Y*

5.30%

^SP500TR

YTD

-6.37%

1M

-4.97%

6M

-4.97%

1Y

9.62%

5Y*

15.92%

10Y*

12.05%

*Annualized

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Risk-Adjusted Performance

^W1DOW vs. ^SP500TR — 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 5656
Overall Rank
The Sharpe Ratio Rank of ^W1DOW is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ^W1DOW is 5353
Sortino Ratio Rank
The Omega Ratio Rank of ^W1DOW is 5353
Omega Ratio Rank
The Calmar Ratio Rank of ^W1DOW is 5757
Calmar Ratio Rank
The Martin Ratio Rank of ^W1DOW is 6262
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 8080
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7878
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7878
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 8383
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 8282
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. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Global Index (^W1DOW) and S&P 500 Total Return (^SP500TR). 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 chart of Sharpe ratio for ^W1DOW, currently valued at 0.34, compared to the broader market-0.500.000.501.001.50
^W1DOW: 0.34
^SP500TR: 0.37
The chart of Sortino ratio for ^W1DOW, currently valued at 0.55, compared to the broader market-1.000.001.002.00
^W1DOW: 0.55
^SP500TR: 0.65
The chart of Omega ratio for ^W1DOW, currently valued at 1.08, compared to the broader market0.901.001.101.201.30
^W1DOW: 1.08
^SP500TR: 1.10
The chart of Calmar ratio for ^W1DOW, currently valued at 0.30, compared to the broader market-0.500.000.501.00
^W1DOW: 0.30
^SP500TR: 0.38
The chart of Martin ratio for ^W1DOW, currently valued at 1.31, compared to the broader market-2.000.002.004.006.00
^W1DOW: 1.31
^SP500TR: 1.55

The current ^W1DOW Sharpe Ratio is 0.34, which is lower than the ^SP500TR Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of ^W1DOW and ^SP500TR, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.34
0.37
^W1DOW
^SP500TR

Drawdowns

^W1DOW vs. ^SP500TR - Drawdown Comparison

The maximum ^W1DOW drawdown since its inception was -59.33%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ^W1DOW and ^SP500TR. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.39%
-10.52%
^W1DOW
^SP500TR

Volatility

^W1DOW vs. ^SP500TR - Volatility Comparison

The current volatility for Dow Jones Global Index (^W1DOW) is 9.89%, while S&P 500 Total Return (^SP500TR) has a volatility of 14.19%. This indicates that ^W1DOW experiences smaller price fluctuations and is considered to be less risky than ^SP500TR 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%NovemberDecember2025FebruaryMarchApril
9.89%
14.19%
^W1DOW
^SP500TR