Overview
Dow Jones Relative Risk Indexes℠ are total-portfolio indexes that allow investors to evaluate the returns on their portfolios considering the amount of risk they have taken. The family includes global and U.S. indexes for five risk profiles—aggressive, moderately aggressive, moderate, moderately conservative and conservative. These profiles are defined based on incremental levels of potential risk relative to the risk of an all-stock index.
Dow Jones Relative Risk Indexes℠
The Dow Jones Relative Risk Index℠ family includes global and U.S. indexes for five risk profiles.
Global Series |
% of All-Stock |
|---|---|
| Dow Jones Aggressive Index℠ | 100% |
| Dow Jones Moderately Aggressive Index℠ | 80% |
| Dow Jones Moderate Index℠ | 60% |
| Dow Jones Moderately Conservative Index℠ | 40% |
| Dow Jones Conservative Index℠ | 20% |
U.S. Series |
% of All-Stock |
|---|---|
| Dow Jones U.S Aggressive Index℠ | 100% |
| Dow Jones U.S. Moderately Aggressive Index℠ | 80% |
| Dow Jones U.S. Moderate Index℠ | 60% |
| Dow Jones U.S. Moderately Conservative Index℠ | 40% |
| Dow Jones U.S. Conservative Index℠ | 20% |
Each Dow Jones Relative Risk Index℠ is made up of composite indexes representing the three major asset classes: stocks, bonds and cash. The asset class indexes are weighted differently within each relative risk index to achieve the targeted risk level. The weightings are rebalanced monthly to maintain these levels.
Use our interactive tools to view how the asset allocation of each index changes throughout its lifespan:
