INDX-DJU

Dow Jones Utility Average

Index

$1,081.98+15.48 (+1.45%)Close Oct 16, 2026

Jan 2, 1992 – Oct 16, 2026

Final balance: $48,204
CAGR: +4.63%
Max drawdown: −59.73%
Sharpe ratio: 0.34

Growth of $10,000

Trailing returns (%)

Dow Jones Utility Average's average annual return was 5.20% over the last 10 years and 4.64% over the last 20 years, through Oct 16, 2026. $10,000 in the Dow Jones Utility Average on Oct 14, 2016 grew to $16,600 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1992
INDX-DJU	+3.26	−6.17	−7.11	+1.30	−6.61	+9.10	+3.79	+5.20	+6.20	+4.64	+5.01	+5.43	+4.63

1M: +3.26%
3M: −6.17%
6M: −7.11%
YTD: +1.30%
1Y: −6.61%
3Y: +9.10%
5Y: +3.79%
10Y: +5.20%
15Y: +6.20%
20Y: +4.64%
25Y: +5.01%
30Y: +5.43%
Since 1992: +4.63%

Annual returns

2026 through Oct 16

Dow Jones Utility Average returns by year

Year	Return
2026 through Oct 16	+1.30%
2025	+8.68%
2024	+11.46%
2023	−8.86%
2022	−1.36%
2021	+13.43%
2020	−1.65%
2019	+23.32%
2018	−1.44%
2017	+9.67%
2016	+14.15%
2015	−6.51%
2014	+25.99%
2013	+8.27%
2012	−2.49%
2011	+14.74%
2010	+1.75%
2009	+7.35%
2008	−30.38%
2007	+16.59%
2006	+12.75%
2005	+20.95%
2004	+25.50%
2003	+24.04%
2002	−26.79%
2001	−28.68%
2000	+45.45%
1999	−9.27%
1998	+14.37%
1997	+17.43%
1996	+3.16%
1995	+24.17%
1994	−20.84%
1993	+3.75%
1992	−1.53%

Metrics

Since 1992

Volatility	18.16%
Sortino ratio	0.48
Calmar ratio	0.08
Best year, 2000	+45.45%
Worst year, 2008	−30.38%
Positive years	22 of 34
Longest drawdown	6.4 years

Worst drawdowns

Since 1992

Decline	Peak	Bottom	Recovered	Length
−59.7%	Dec 2000	Oct 2002	Sep 2005	4.7 years
−47.4%	Dec 2007	Mar 2009	Apr 2014	6.4 years
−36.4%	Feb 2020	Mar 2020	Dec 2021	1.8 years
−32.2%	Sep 1993	Nov 1994	Nov 1997	4.2 years
−26.9%	Apr 2022	Oct 2023	Nov 2024	2.6 years