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Dow Jones Relative Risk Indexes

The Dow Jones Relative Risk Indexes measure the performance of conservative, moderate and aggressive portfolios based on incremental levels of potential risk. The indexes are designed to systematically measure various levels of risk relative to the risk of a global all-stock index. Investors can identify an appropriate benchmark as the index that has the most similar historic risk characteristics.

 
DOW JONES RELATIVE RISK INDEXES
 

   
GLOBAL ASSET ALLOCATION  
  • DOWNLOAD HISTORICAL DATA

  • (excel format) 
     
     
    Performance as of 10/05/2012
     
      Relative Risk Index Yesterday MTD Previous Calendar Month YTD 1 Year  
     
      DJ Conservative Portfolio Index -0.06% 0.06% 0.91% 5.53% 7.97%  
      DJ Moderately Conservative Portfolio Index 0.02% 0.39% 1.47% 7.92% 12.23%  
      DJ Moderate Portfolio Index 0.09% 0.67% 1.94% 10.28% 16.69%  
      DJ Moderately Aggressive Portfolio Index 0.15% 0.93% 2.40% 12.53% 21.15%  
      DJ Aggressive Portfolio Index 0.21% 1.19% 2.88% 14.93% 25.81%  


      Index Percent of Equity Risk Similar Balanced Inv. Names  
       
      DJ Conservative Portfolio Index 20% Income  
      DJ Moderately Conservative Portfolio Index 40% Income with Growth  
      DJ Moderate Portfolio Index 60% Growth with Income  
      DJ Moderately Aggressive Portfolio Index 80% Moderate Growth  
      DJ Aggressive Portfolio Index 100% (All Stocks Portfolio) Aggressive Growth  

    Each Portfolio Index is rebalanced monthly to the appropriate percentage of the risk experienced by the all stock Portfolio Index over the previous 36 months.

     


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