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Dow Jones U.S. Economic Sector Review
Dow Jones U.S. Industry Indexes
Performance
Index Name Weight 1-Month 3-Month YTD 1-Year 3-Year 5-Year 10-Year
Dow Jones U.S. Index 100.00% 10.35% 7.56% -1.24% -34.77% -10.56% -1.99% -1.81%
Dow Jones U.S. Basic Materials Index 2.91% 17.95% 22.48% 12.87% -46.76% -8.88% 1.99% 0.77%
Dow Jones U.S. Consumer Goods Index 10.27% 7.38% 3.60% -4.07% -24.94% -4.35% -0.48% 1.45%
Dow Jones U.S. Consumer Services Index 12.21% 12.78% 16.24% 6.09% -24.63% -9.07% -3.56% -3.17%
Dow Jones U.S. Financials Index 13.47% 19.98% 16.15% -11.65% -52.65% -26.37% -12.20% -4.28%
Dow Jones U.S. Health Care Index 12.81% -0.47% -6.02% -7.23% -20.74% -5.55% -1.96% 0.49%
Dow Jones U.S. Industrials Index 12.66% 18.00% 8.29% -3.86% -40.20% -12.14% -1.42% -1.43%
Dow Jones U.S. Oil & Gas Index 11.86% 6.88% -1.84% -4.38% -40.95% -3.87% 10.93% 7.93%
Dow Jones U.S. Technology Index 16.38% 12.26% 21.20% 18.00% -25.45% -6.33% -0.29% -4.60%
Dow Jones U.S. Telecommunications Index 3.28% 4.28% 7.46% -3.45% -28.13% -4.75% 1.29% -7.83%
Dow Jones U.S. Utilities Index 4.15% 1.13% -9.44% -10.42% -34.66% -4.12% 4.76% 3.13%
Risk-Return
0%
3-Year Annualized Return
-5%
-10%
-15%
-20%
-25%
Consumer Goods
Utilities
Health Care
Composite
Telecommunications
Consumer Services
Oil & Gas
Technology
Industrials
Basic Materials
Financials
-30%
14% 16% 18% 20% 22% 24% 26% 28% 30% 32%
3-Year Annualized Risk
Industry Weights Relative to World ex-U.S.
Basic Materials
-7.30%
Asset Class Performance
U.S. [71.54] World ex-U.S. [70.38] Commodities [69.14]
REITs [53.69] Infrastructure [88.05]
Consumer Goods
-2.87%
160
Consumer Services
4.34%
140
Financials
-9.78%
Health Care
6.63%
120
Industrials
-0.15%
100
Oil & Gas
2.28%
80
Technology
11.02%
Telecommunications
-2.85%
60
Utilities
-1.34%
40
-15% -10% -5% 0% 5% 10% 15%
Underweight Overweight
20
4/06 7/06 10/06 1/07 4/07 7/07 10/07 1/08 4/08 7/08 10/08 1/09 4/09
Chart compares industry weights within the Dow Jones U.S. Index to industry weights within the Dow Jones U.S. = Dow Jones U.S. Index | World ex-U.S. = Dow Jones World ex-U.S. Index
World ex-U.S. Index
Commodities = Dow Jones-UBS Commodity Index | REITs = Dow Jones U.S. Select REIT Index
Infrastructure = Dow Jones Brookfield Global Infrastructure Index
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mark of Dow Jones & Company, Inc. and UBS. "Brookfield" is a service mark of Brookfield Asset Management Inc. or its affiliates. The "Dow Jones Brookfield Infrastructure Indexes" are published pursuant to an agreement between Dow Jones & Company, Inc. and Brookfield Asset Management. Investment products that may be based
on the indexes referencedare not sponsored,endorsed, sold or promoted by Dow Jones, and Dow Jones makes no representationregarding the advisability of investing in them. Inclusion of a company in these indexes does not in any way reflect an opinion of Dow Jones on the investment merits of such company. Index performance is for
illustrative purposes only and does not represent the performance of an investment product that may be based on the index. Index performance does not reflect management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index.
The Dow Jones U.S. Index, the Dow Jones World ex-U.S. Index and the Dow Jones U.S. Industry Indexes were first published in February 2000. The Dow Jones Brookfield Infrastructure Index was first published in July 2008. To the extent this document includes information for the index for the period prior to its initial publication date,
such information is back-tested (i.e., calculations of how the index might have performed during that time period if the index had existed). Any comparisons, assertionsand conclusions regarding the performance of the Index during the time period prior to launch will be based on back-testing. Back-tested information is purely hypothetical
and is provided solely for informational purposes. Back-tested performance does not represent actual performance and should not be interpreted as an indication of actual performance. Past performance is also not indicative of future results.
Data as of April 30, 2009
Source: Dow Jones Indexes Analytics & Research
For more information, please visit the Dow Jones Indexes Web site at www.djindexes.com.
Source: Dow Jones Indexes. Data through 4/30/2009.
Source:
54
July/August 2009