| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –6.91% | –7.92% |
–12.05% | –5.06% | 8.61% | 8.72% |
8.94% |
| Bloomberg 1 Year Municipal Index | –0.40% |
–1.36% | –2.01% | –1.98% |
0.52% | 0.85% | 0.78% |
| Bloomberg 1-15 Year Municipal Index | –2.10% |
–5.00% | –7.32% | –6.80% |
0.48% | 1.55% | 2.08% |
| Bloomberg 1-5 Year Municipal Index | –1.09% |
–3.06% | –4.71% | –4.63% |
0.36% | 0.91% | 1.15% |
| Bloomberg CA Municipal Index | –2.90% |
–6.41% | –9.19% | –8.20% |
0.26% | 1.67% | 2.64% |
| Bloomberg Commodity Index TR | 4.14% | 20.19% | 30.75% |
43.53% | 17.87% | 10.22% | –0.26% |
| Bloomberg GA Credit Idx Hedged USD | –3.97% |
–8.37% | –10.64% | –9.24% |
0.56% | 1.86% | 3.01% |
| Bloomberg GA ex-USD FlAdjRIC Cp Hgd | –2.47% |
–6.10% | –7.39% | –7.06% |
–0.19% | 1.53% | — |
| Bloomberg MA Municipal Index | –2.82% |
–6.20% | –8.86% | –8.15% |
0.23% | 1.54% | 2.23% |
| Bloomberg Municipal Bond Index | –2.77% |
–6.26% | –8.82% | –7.88% |
0.46% | 1.80% | 2.48% |
| Bloomberg Municipal CA Intermed Idx | –2.28% |
–5.38% | –8.17% | –7.88% |
–0.07% | 1.15% | 2.02% |
| Bloomberg NJ Municipal Index | –2.98% |
–6.81% | –9.61% | –8.25% |
1.15% | 3.01% | 3.02% |
| Bloomberg NY Municipal Index | –2.91% |
–6.62% | –9.26% | –8.19% |
0.10% | 1.47% | 2.31% |
| Bloomberg OH Municipal Index | –2.69% |
–6.16% | –8.64% | –7.82% |
0.48% | 1.76% | 2.58% |
| Bloomberg PA Municipal Index | –2.80% |
–6.31% | –8.81% | –7.82% |
0.75% | 2.16% | 2.78% |
| Bloomberg US 0-5 Year TIPS Index | –0.02% |
0.23% | –0.32% | 3.03% | 4.24% | 3.11% | 1.69% |
| Bloomberg US 1-5 Year Credit Index | –1.31% |
–3.80% | –4.91% | –5.27% |
1.06% | 1.59% | 1.90% |
| Bloomberg US 1-5 Year Treasury Idx | –0.85% |
–3.28% | –4.19% | –4.94% |
0.53% | 0.89% | 0.87% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Bloomberg US 1-5 Yr Corporate Index | –1.41% |
–3.92% | –5.09% | –5.39% |
1.14% | 1.69% | 2.08% |
| Bloomberg US 1-5 Yr Government Idx | –0.85% |
–3.27% | –4.18% | –4.93% |
0.52% | 0.89% | 0.88% |
| Bloomberg US 10+ Year Corp Index | –9.76% |
–15.31% | –20.06% | –15.08% |
0.87% | 2.40% | 3.90% |
| Bloomberg US 5-10 Year Corp Index | –4.69% |
–8.94% | –11.39% | –10.17% |
1.04% | 2.04% | 3.13% |
| Bloomberg US 5-10 Year Credit Index | –4.61% |
–8.80% | –11.20% | –10.00% |
0.97% | 1.98% | 3.00% |
| Bloomberg US 5-10 Yr Treasury Index | –3.21% |
–7.14% | –9.01% | –8.39% |
0.43% | 0.99% | 1.40% |
| Bloomberg US Agg Float Adj Index | –3.80% |
–7.54% | –9.59% | –8.47% |
0.44% | 1.24% | 1.76% |
| Bloomberg US GNMA Index | –3.23% | –6.11% |
–7.25% | –8.01% | –0.55% |
0.48% | 1.11% |
| Bloomberg US Long Treasury Index | –8.89% |
–15.02% | –18.53% | –12.23% |
0.71% | 1.67% | 2.57% |
| Bloomberg US LongCredit A/Better Ix | –9.43% |
–14.95% | –19.49% | –14.93% |
0.53% | 2.04% | 3.55% |
| Bloomberg US MBS Float Adj Index | –3.39% |
–6.77% | –8.09% | –8.55% |
–0.59% | 0.51% | 1.26% |
| Bloomberg US Treas Bellwether:1Yr | –0.07% |
–0.42% | –0.71% | –0.78% |
1.00% | 1.29% | 0.85% |
| Bloomberg US Trsy Inflat Prtcd Idx | –2.04% |
–3.04% | –5.00% | 0.75% | 5.37% | 3.88% |
2.27% |
| Bloomberg US Universal Index | –3.73% |
–7.59% | –9.62% | –8.57% |
0.52% | 1.37% | 2.07% |
| Bloomberg USD EmergMkt GovRIC CapIx | –5.87% |
–12.27% | –14.86% | –13.67% |
–1.60% | 0.32% | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.01% | 0.02% | 0.02% |
0.03% | 0.31% | 0.46% | 0.25% |
| Communication Services Spliced Idx | –14.85% |
–19.68% | –24.50% | –25.62% |
5.89% | 2.69% | 7.33% |
| Conservative Growth Composite Index | –5.18% |
–7.32% | –10.32% | –6.85% |
4.63% | 5.15% | 5.62% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Consumer Discretionary Spliced Idx | –11.40% |
–11.98% | –20.53% | –12.98% |
15.90% | 15.36% | 15.67% |
| CRSP US Total Market Index | –9.02% | –8.45% |
–13.97% | –3.34% | 13.02% | 12.98% |
13.26% |
| Dividend Growth Spliced Index | –5.00% |
–4.94% | –9.93% | 2.56% | 12.72% |
13.15% | 12.52% |
| FTSE All-World ex US Index | –6.14% | –7.60% |
–10.96% | –9.65% | 4.95% | 5.31% |
5.45% |
| FTSE All-World Index | –7.88% | –8.24% |
–12.63% | –5.11% | 9.80% | 9.78% |
9.62% |
| FTSE AW ex US High Div Yield Idx | –5.14% |
–4.79% | –3.56% | 0.60% | 5.50% | 5.32% |
5.31% |
| FTSE Emerging Index | –5.25% | –9.85% |
–10.21% | –14.99% | 3.16% | 4.81% |
3.35% |
| FTSE Global All Cap Index Hdg. | –6.21% |
–6.21% | –10.66% | –2.14% |
10.73% | 10.55% | 11.12% |
| FTSE Global Small-Cap ex US Index | –7.06% |
–7.00% | –13.35% | –10.86% |
5.70% | 4.75% | 5.66% |
| FTSE High Dividend Yield Index | –4.15% |
–3.00% | –3.45% | 6.91% | 10.34% |
10.21% | 11.80% |
| Global Wellesley Income Comp Index | –3.97% |
–6.40% | –7.77% | –4.55% |
3.47% | — | — |
| Global Wellington Composite Index | –6.61% |
–7.95% | –11.83% | –5.47% |
7.26% | — | — |
| Growth Composite Index | –6.96% | –7.69% |
–11.86% | –5.97% | 8.50% | 8.61% |
9.02% |
| High-Yield Corporate Composite Idx | –3.39% |
–5.50% | –8.08% | –5.31% |
2.97% | 3.68% | 4.96% |
| iMoneyNet MFR Treasury Funds Avg | 0.01% | 0.01% | 0.01% |
0.02% | 0.44% | 0.71% | 0.36% |
| Income Composite Index | –4.29% | –7.20% |
–9.61% | –7.41% | 2.50% | 3.29% | 3.82% |
| Information Technology Spliced Idx | –11.68% |
–12.93% | –19.62% | –1.69% |
21.14% | 22.90% | 19.09% |
| JP Morgan EMBI Global Diversified | –5.59% |
–12.56% | –15.05% | –14.51% |
–1.97% | 0.23% | 2.98% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Managed Allocation Composite Index | –5.71% |
–6.24% | –9.40% | –4.20% |
7.49% | 7.35% | 6.92% |
| Moderate Growth Composite Index | –6.07% |
–7.49% | –11.07% | –6.38% |
6.63% | 6.93% | 7.35% |
| MSCI AC World Growth ex US | –7.44% | –10.17% |
–17.41% | –16.23% | 5.25% | 6.32% |
5.94% |
| MSCI AC World Index ex USA Net | –6.28% |
–7.99% | –11.38% | –10.31% |
4.30% | 4.94% | 5.04% |
| MSCI All Country World Index Value | –5.05% |
–4.81% | –5.96% | 0.28% | 6.21% | 6.22% |
7.28% |
| MSCI US Broad Market Index | –8.98% | –8.36% |
–13.77% | –2.87% | 13.29% | 13.11% |
13.36% |
| MSCI US Prime Market 750 Index | –9.01% |
–8.54% | –13.76% | –1.95% |
13.70% | 13.57% | 13.61% |
| MSCI US Small Cap 1750 Index | –8.67% |
–6.43% | –13.87% | –11.28% |
9.51% | 9.05% | 11.18% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.01% | 0.02% | 0.02% |
0.03% | 0.33% | 0.49% | 0.26% |
| Real Estate Spliced Index | –4.18% | –1.87% |
–9.88% | 7.90% | 10.01% | 8.81% | 9.02% |
| Russell 1000 Growth Index | –12.08% | –12.52% |
–20.03% | –5.35% | 16.68% | 17.28% |
15.56% |
| Russell 1000 Index | –8.91% | –8.42% |
–13.59% | –2.10% | 13.57% | 13.44% |
13.53% |
| Russell 1000 Value Index | –5.64% | –4.10% |
–6.34% | 1.32% | 9.58% | 9.06% | 11.17% |
| Russell 2000 Growth Index | –12.27% | –11.48% |
–23.35% | –26.44% | 4.14% | 7.08% |
9.95% |
| Russell 2000 Index | –9.91% | –7.82% |
–16.69% | –16.87% | 6.73% | 7.24% |
10.06% |
| Russell 2000 Value Index | –7.76% | –4.40% |
–9.97% | –6.59% | 8.38% | 6.75% | 9.81% |
| Russell 2500 Growth Index | –11.42% | –10.51% |
–22.32% | –23.08% | 7.28% | 10.12% |
11.43% |
| Russell 2500 Value Index | –6.78% | –3.26% |
–8.18% | –3.70% | 9.10% | 7.69% | 10.33% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | –8.97% | –8.39% |
–13.78% | –3.11% | 13.11% | 13.01% |
13.29% |
| Russell Midcap Growth Index | –11.26% |
–10.93% | –22.42% | –16.73% |
8.72% | 12.06% | 12.17% |
| Russell Midcap Value Index | –5.94% | –3.54% |
–7.65% | 0.00% | 10.19% | 8.61% | 11.40% |
| S&P 500 Growth Index | –12.48% | –12.69% |
–20.00% | –3.23% | 15.64% | 16.31% |
15.26% |
| S&P 500 Index | –8.72% | –8.17% |
–12.92% | 0.21% | 13.85% | 13.66% | 13.67% |
| S&P 500 Value Index | –4.86% | –3.45% |
–5.02% | 3.25% | 10.74% | 10.05% | 11.49% |
| S&P Completion Index | –10.58% | –9.83% |
–18.93% | –18.89% | 8.61% | 9.24% |
11.08% |
| S&P EPAC SmallCap Index | –6.95% | –8.58% |
–15.90% | –15.91% | 4.10% | 4.35% |
7.19% |
| S&P Global ex U.S. Property Index | –5.79% |
–5.84% | –8.54% | –8.68% |
–0.94% | 2.37% | 4.47% |
| S&P MidCap 400 Growth Index | –7.62% | –6.24% |
–15.98% | –11.65% | 9.26% | 9.29% |
11.10% |
| S&P MidCap 400 Index | –7.11% | –4.77% |
–11.64% | –7.03% | 9.91% | 9.29% |
11.40% |
| S&P MidCap 400 Value Index | –6.62% | –3.36% |
–7.19% | –2.30% | 9.91% | 8.87% | 11.39% |
| S&P National AMT-Free Muni Bond Idx | –2.74% |
–5.98% | –8.39% | –7.37% |
0.55% | 1.78% | 2.33% |
| S&P SmallCap 600 Growth Index | –9.50% |
–8.89% | –18.11% | –12.36% |
8.26% | 9.10% | 11.96% |
| S&P SmallCap 600 Index | –7.81% | –6.18% |
–12.99% | –8.54% | 9.15% | 8.91% |
11.79% |
| S&P SmallCap 600 Value Index | –6.27% |
–3.64% | –7.80% | –4.69% |
9.54% | 8.44% | 11.45% |
| S&P U.S. Dividend Growers Index TR | –5.00% |
–4.94% | –9.93% | — | — |
— | — |
| Spl Bloomberg US 5-10Yr G/Cr FltAdj | –3.82% |
–7.87% | –9.98% | –9.07% |
0.85% | 1.56% | 2.23% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Bloomberg US Long Treasury Idx | –8.89% |
–15.02% | –18.53% | –12.23% |
0.71% | 1.66% | 2.58% |
| Spl Bloomberg US Treas 1-3 Yr Idx | –0.48% |
–2.29% | –2.97% | –3.55% |
0.61% | 0.92% | 0.78% |
| Spl Bloomberg US Treas 3-10 Yr Idx | –2.40% |
–6.07% | –7.66% | –7.81% |
0.40% | 0.92% | 1.26% |
| Spl Bloomberg US1-5YrGov/Cr FlAdjIx | –1.00% |
–3.44% | –4.42% | –5.04% |
0.73% | 1.14% | 1.22% |
| Spl Bloomberg USLongGv/Cr FltAdj Ix | –9.30% |
–15.07% | –19.23% | –13.81% |
1.03% | 2.27% | 3.38% |
| Spl S&P Global Ex-US Dividend Growers Idx USD NTR | –5.07% |
–4.72% | –11.37% | –3.83% |
8.36% | 8.24% | — |
| Spl Total International Stock Index | –6.24% |
–7.54% | –11.21% | –9.77% |
5.02% | 5.25% | 5.45% |
| Spliced Alternative Strategies Idx | 0.03% | 0.05% | 0.06% |
0.08% | 1.35% | 3.14% | — |
| Spliced Bloomberg USAgg Flt AdjIx | –3.80% |
–7.54% | –9.59% | –8.47% |
0.44% | 1.24% | 1.76% |
| Spliced Developed ex US Index | –6.52% |
–6.82% | –11.45% | –8.07% |
5.53% | 5.44% | 6.28% |
| Spliced Emerging Markets Index | –5.45% |
–9.69% | –10.61% | –14.47% |
3.59% | 4.72% | 3.08% |
| Spliced Energy Index | –1.98% | 3.90% |
10.10% | 22.38% | –4.53% | –0.44% |
–1.18% |
| Spliced Equity Income Index | –4.15% | –3.00% |
–3.45% | 6.91% | 10.34% | 10.21% | 11.80% |
| Spliced European Stock Index | –5.92% |
–8.79% | –13.34% | –7.69% |
5.18% | 5.19% | 6.22% |
| Spliced Extended Market Index | –10.58% |
–9.83% | –18.93% | –18.89% |
8.61% | 9.24% | 11.08% |
| Spliced Global Capital Cycles Index | –8.46% |
–4.22% | –8.09% | –2.92% |
11.73% | 8.13% | –0.37% |
| Spliced Global Equity Index | –8.00% | –8.44% |
–12.94% | –5.44% | 9.41% | 9.46% |
9.21% |
| Spliced Growth Index | –12.83% | –13.72% |
–21.80% | –8.29% | 16.13% | 16.14% |
14.85% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Health Care Index | –4.76% | –0.83% |
–8.37% | 3.09% | 12.92% | 10.93% | 12.38% |
| Spliced Inst Total Stock Market Idx | –9.02% |
–8.45% | –13.97% | –3.34% |
13.02% | 12.98% | 13.26% |
| Spliced International Index | –6.28% | –7.99% |
–11.38% | –10.31% | 4.30% | 4.94% |
5.04% |
| Spliced Large Cap Index | –9.09% | –8.73% |
–13.94% | –1.81% | 13.71% | 13.59% |
13.59% |
| Spliced Market Neutral Index USD | 0.03% | 0.05% | 0.06% |
0.08% | 0.71% | 1.09% | 0.60% |
| Spliced Mega Cap Growth Index | –12.99% |
–14.15% | –21.52% | –7.48% |
17.12% | 16.91% | 15.43% |
| Spliced Mega Cap Index | –9.31% | –9.20% |
–13.96% | –1.21% | 14.19% | 14.12% |
13.88% |
| Spliced Mega Cap Value Index | –4.85% |
–3.09% | –3.91% | 6.48% | 11.05% |
11.24% | 12.36% |
| Spliced Mid Cap Growth Idx | –11.44% | –10.93% |
–22.35% | –12.02% | 10.76% | 12.16% |
11.99% |
| Spliced Mid Cap Index | –8.04% | –6.50% |
–13.85% | –4.51% | 11.13% | 10.88% |
12.10% |
| Spliced Mid Cap Value Index | –4.89% | –2.32% |
–4.83% | 3.07% | 10.86% | 9.29% | 11.93% |
| Spliced Pacific Stock Index | –7.24% | –5.29% |
–10.98% | –12.59% | 4.18% | 4.62% |
5.76% |
| Spliced S&P U.S. Dividend Growers Index TR | –5.00% |
–4.94% | –9.93% | 2.56% | 12.72% |
13.15% | 12.52% |
| Spliced Small and Mid Cap Index | –8.04% |
–6.21% | –13.31% | –8.01% |
10.86% | 10.74% | 12.14% |
| Spliced Small Cap Growth Index | –10.97% |
–10.27% | –21.60% | –22.19% |
6.46% | 9.76% | 10.68% |
| Spliced Small Cap Index | –8.23% | –6.08% |
–13.50% | –11.20% | 8.65% | 9.24% |
11.24% |
| Spliced Small Cap Value Index | –6.34% |
–3.17% | –7.45% | –2.56% |
9.32% | 8.08% | 11.26% |
| Spliced Social Index | –9.98% | –10.53% |
–16.68% | –3.74% | 13.90% | 14.23% |
14.72% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | –9.02% |
–8.45% | –13.97% | –3.34% |
13.02% | 12.98% | 13.25% |
| Spliced Total World Stock Index | –7.90% |
–8.10% | –12.78% | –5.84% |
9.60% | 9.56% | 9.54% |
| Spliced U.S. Government Money Market Funds Average | 0.00% |
0.01% | 0.01% | 0.03% | 0.51% | 0.84% | 0.45% |
| Spliced US IMI Consumer Stapl 25/50 | 1.97% | 2.64% |
0.56% | 12.76% | 13.23% | 9.92% | 11.64% |
| Spliced US IMI Energy 25/50 | –1.68% | 16.39% |
36.73% | 60.78% | 10.33% | 6.43% | 3.34% |
| Spliced US IMI Financials 25/50 | –10.07% |
–12.09% | –12.58% | –4.49% |
8.77% | 9.37% | 12.40% |
| Spliced US IMI Health Care 25/50 | –5.89% |
–2.07% | –9.77% | 1.96% | 14.28% |
13.03% | 15.21% |
| Spliced US IMI Industrials 25/50 | –7.88% |
–5.55% | –11.39% | –7.42% |
8.67% | 9.11% | 12.01% |
| Spliced US IMI Materials 25/50 | –4.03% |
2.03% | –5.07% | 4.36% | 15.85% | 11.23% | 10.81% |
| Spliced US IMI Utilities 25/50 | –4.32% |
3.10% | –0.36% | 9.32% | 9.13% | 9.83% | 11.06% |
| Spliced Value Index | –4.72% | –2.78% |
–3.77% | 5.94% | 11.02% | 10.95% | 12.31% |
| STAR Composite Index | –6.20% | –7.32% |
–10.96% | –5.61% | 7.48% | 7.62% |
7.78% |
| Target Retirement 2015 Composite Ix | –4.21% |
–6.08% | –8.64% | –5.28% |
4.61% | 5.13% | 5.99% |
| Target Retirement 2020 Composite Ix | –5.06% |
–6.63% | –9.68% | –5.58% |
5.85% | 6.28% | 7.06% |
| Target Retirement 2025 Composite Ix | –5.81% |
–7.25% | –10.72% | –6.12% |
6.58% | 7.00% | 7.75% |
| Target Retirement 2030 Composite Ix | –6.28% |
–7.53% | –11.26% | –6.23% |
7.21% | 7.59% | 8.35% |
| Target Retirement 2035 Composite Ix | –6.62% |
–7.60% | –11.56% | –6.08% |
7.90% | 8.21% | 8.97% |
| Target Retirement 2040 Composite Ix | –6.95% |
–7.68% | –11.86% | –5.94% |
8.58% | 8.83% | 9.49% |
| Benchmark | Returns as of 04/30/2022 | Month End YTD
as of
04/30/2022 |
Average Annual Total
Returns as of 04/30/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2045 Composite Ix | –7.29% |
–7.77% | –12.16% | –5.80% |
9.28% | 9.35% | 9.79% |
| Target Retirement 2050 Composite Ix | –7.41% |
–7.80% | –12.27% | –5.80% |
9.37% | 9.41% | 9.82% |
| Target Retirement 2055 Composite Ix | –7.41% |
–7.80% | –12.27% | –5.80% |
9.37% | 9.41% | 9.82% |
| Target Retirement 2060 Composite Ix | –7.41% |
–7.80% | –12.27% | –5.80% |
9.37% | 9.41% | 9.82% |
| Target Retirement 2065 Composite Ix | –7.41% |
–7.80% | –12.27% | –5.80% |
9.37% | 9.41% | — |
| Target Retirement Income Compos. Ix | –4.18% |
–6.06% | –8.58% | –5.33% |
4.26% | 4.53% | 4.68% |
| Tax-Exempt Money Mkt Funds Average | 0.01% | 0.02% | 0.02% |
0.03% | 0.34% | 0.54% | 0.30% |
| Tax-Managed Balanced Compos. Index | –5.51% |
–6.56% | –10.31% | –4.14% |
7.54% | 7.86% | 8.04% |
| US Gov't Money Market Funds Average | 0.00% | 0.01% |
0.01% | 0.03% | 0.42% | 0.68% | 0.35% |
| Wellesley Income Composite Index | –4.58% |
–6.77% | –8.72% | –4.09% |
4.26% | 4.78% | 5.80% |
| Wellington Composite Index | –7.35% | –8.32% |
–12.36% | –3.22% | 9.38% | 9.56% |
9.81% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
