Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -4.76% | 8.73% | 7.42% | 13.49% | 10.60% | 11.34% | 9.61% | 8.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | 01/21/1998 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 01/21/1998.
AR inception is since 01/21/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.23 | 8.73 | 7.42 | 13.49 | 10.60 | 11.34 | 9.61 | 8.57 | -4.76 | 14.82 | 16.02 | -7.01 | 20.83 | 9.59 | 25.03 | -2.92 | 26.80 | 16.37 | 0.09 | 9.72 | 29.64 | 9.94 | 8.06 | 14.01 | 22.72 | -32.14 | 8.79 | 18.91 | 1.61 | 5.02 | 27.89 | -14.69 | -4.96 | -6.04 | 27.71 | 19.23 |
| Sharpe Ratio | NA | -1.03 | 19.41 | 65.71 | 49.99 | NA | NA | 37.09 | -83.20 | 72.66 | 104.11 | -42.59 | 168.91 | 25.33 | 188.21 | -23.59 | 407.94 | 129.16 | 0.38 | 90.23 | 292.66 | 85.85 | 38.23 | 86.56 | 95.59 | -83.75 | 41.32 | 160.80 | -5.58 | 38.31 | 169.54 | -61.60 | -33.53 | -45.73 | 140.66 | 76.52 |
| Standard Deviation(%) | NA | 16.42 | 15.70 | 16.13 | 17.84 | NA | NA | 18.75 | 24.51 | 11.33 | 11.40 | 19.79 | 12.32 | 36.79 | 12.55 | 18.02 | 6.44 | 12.52 | 15.41 | 10.75 | 10.12 | 11.61 | 20.99 | 16.09 | 23.67 | 39.35 | 14.09 | 9.77 | 10.06 | 10.66 | 16.04 | 25.65 | 22.09 | 22.16 | 17.41 | 22.31 |
| Draw Down(%) | NA | 15.95 | 17.47 | 20.75 | 36.70 | NA | NA | 51.88 | 15.83 | 6.05 | 8.56 | 20.75 | 6.37 | 36.70 | 6.69 | 17.89 | 3.21 | 9.83 | 13.87 | 7.14 | 5.66 | 8.55 | 15.96 | 13.09 | 26.98 | 41.47 | 9.61 | 8.00 | 8.37 | 7.88 | 14.48 | 30.82 | 26.51 | 16.44 | 11.85 | 19.58 |
| Yield(%) | 0.00 | 1.77 | 1.93 | 2.68 | 3.25 | 4.50 | 4.39 | 4.79 | 0.38 | 1.81 | 2.05 | 1.73 | 1.90 | 1.98 | 2.55 | 2.98 | 2.46 | 2.60 | 2.28 | 2.10 | 2.57 | 2.68 | 2.55 | 2.62 | 3.11 | 2.25 | 2.21 | 2.34 | 2.09 | 2.11 | 2.23 | 1.73 | 1.58 | 1.27 | 1.67 | 1.58 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIA (SPDR Dow Jones Industrial Average ETF Trust) |
-11.50%
Feb 2006 - Feb 2009 |
-5.61%
Feb 2004 - Feb 2009 |
-0.72%
Apr 1999 - Apr 2009 |
4.95%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIA (SPDR Dow Jones Industrial Average ETF Trust) |
25.55%
Feb 2009 - Feb 2012 |
21.23%
Feb 2009 - Feb 2014 |
16.61%
Feb 2009 - Feb 2019 |
14.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart