• Performance
  • Graph View
  • Table View
As of Jun 06, 2025
675.55
10.09%
1 Yr Return
Export
Compare
SPICE
Created with Highcharts 7.1.2Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 20250200400600800550575625650675700
Index Name
Open TR & NTR Hybrid
1 Yr Return
Dow Jones Target 2040 Index
Launch Date: Mar 07, 2005
Open TR & NTR Hybrid675.55
1 Yr Return10.09%

The index Launch Date is Mar 07, 2005. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More 

Export
Compare
SPICE
As of Jun 06, 2025
Index Level
1 Day
MTD
QTD
YTD
Dow Jones Target 2040 Index
Open TR & NTR Hybrid
Index Level 675.55
1 Day 0.26%
MTD0.83%
QTD5.04%
YTD5.11%
As of May 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
Dow Jones Target 2040 Index
Open TR & NTR Hybrid
1 MTH3.38%
3 MTH2.12%
YTD4.25%
1 Year10.01%
3 Year
Annualized7.09%
5 Year
Annualized8.43%
10 Year
Annualized6.75%
As of May 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
Dow Jones Target 2040 Index
Open TR & NTR Hybrid
Annualized Risk
3 Year12.44%
5 Year11.93%
10 Year12.02%
Annualized Risk-Adj Returns
3 Year0.57%
5 Year0.71%
10 Year0.56%
Risk is defined as standard deviation calculated using monthly values.
As of Jun 06, 2025

DJTGT40

Documents

Factsheet
Methodology
Dow Jones Target Date Indices Methodology

Related Indices

Research & Insights

SEE ALL
Processing ...