Us30 companies and their performance

Screening Filters

1. is_index_component: ['DJI']

   • Purpose: Identify stocks that are part of the Dow Jones Industrial Average (US 30).
   • Rationale: The user asked for “US 30 companies,” which typically refers to the 30 companies in the Dow Jones Industrial Average. This filter ensures the screen returns only those index constituents, keeping the results aligned with the exact universe the user wants.

2. region: ['US']

   • Purpose: Restrict results to U.S.-listed or U.S.-based securities.
   • Rationale: Since the user specifically asked for “US 30 companies,” this filter reinforces the geographic focus on U.S. stocks and helps exclude non-U.S. securities.

3. month_price_change_pct

   • Purpose: Measure recent 1-month performance.
   • Rationale: This helps evaluate short-term performance for the selected US 30 companies, which is useful when the user wants to compare how these stocks have been doing recently.

4. quarter_price_change_pct

   • Purpose: Measure performance over the last quarter.
   • Rationale: A quarterly view gives a broader short-term trend than one month, helping show which Dow components have had stronger or weaker momentum over a meaningful recent period.

5. ytd_price_change_pct

   • Purpose: Measure performance since the start of the year.
   • Rationale: Year-to-date performance is a standard way to assess how the US 30 companies have performed in the current calendar year, which fits the “their performance” part of the request.

6. year_price_change_pct

   • Purpose: Measure 1-year total price performance.
   • Rationale: This provides a longer-term comparison of how each company has performed over the past 12 months, adding context beyond shorter timeframes.

7. price

   • Purpose: Show the current share price.
   • Rationale: Price helps users understand the current market level of each Dow component and compare the stocks on an absolute basis.

8. volume

   • Purpose: Show trading activity/liquidity.
   • Rationale: Volume gives additional context about how actively the stock is trading, which can be useful when assessing performance and market interest.

Why Results Match:

• The combination of is_index_component: ['DJI'] and region: ['US'] ensures the screener is focused on the US 30 / Dow Jones Industrial Average companies.
• The performance-related filters (monthly, quarterly, YTD, and yearly price change) directly address the user’s request for “their performance” by showing how these companies have performed across multiple time horizons.
• Price and volume add useful market context, helping users interpret performance alongside current valuation level and trading activity.