| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 3.02% | 2.29% | 2.23% |
10.58% | 11.91% | 11.88% | 7.43% |
| Barclays 1 Year Municipal Index | 0.03% | 0.17% | 0.22% |
0.61% | 0.71% | 0.97% | 2.21% |
| Barclays 1-15 Year Municipal Index | –0.87% |
0.90% | 0.63% | 4.50% | 2.96% | 4.12% | 4.41% |
| Barclays 1-5 Year Municipal Index | –0.33% |
0.27% | 0.52% | 1.30% | 1.45% | 2.15% | 3.23% |
| Barclays CA Municipal Index | –0.91% | 1.35% |
0.79% | 7.12% | 4.63% | 6.00% | 5.04% |
| Barclays GA ex-USD FlAj RIC CpIxHgd | –0.28% |
2.40% | 1.51% | 8.66% | — | — | — |
| Barclays MA Municipal Index | –1.24% | 1.12% |
0.55% | 6.09% | 3.33% | 4.64% | 4.77% |
| Barclays Municipal Bond Index | –1.03% |
1.23% | 0.72% | 6.49% | 3.73% | 5.00% | 4.75% |
| Barclays Municipal CA Intermed Idx | –0.86% |
0.98% | 0.89% | 4.23% | 3.55% | 5.17% | 4.94% |
| Barclays NJ Municipal Index | –1.52% | 0.97% |
0.24% | 5.32% | 3.62% | 4.88% | 4.76% |
| Barclays NY Municipal Index | –1.09% | 1.11% |
0.69% | 6.32% | 3.63% | 4.72% | 4.68% |
| Barclays OH Municipal Index | –1.18% | 1.44% |
0.82% | 7.06% | 4.11% | 4.77% | 4.42% |
| Barclays PA Municipal Index | –1.12% | 1.19% |
0.66% | 6.55% | 3.97% | 5.11% | 4.90% |
| Barclays US 0-5 Year TIPS Index | –0.18% |
–0.60% | 0.74% | –0.97% | –0.35% |
— | — |
| Barclays US 1-3Yr Gov Flt Adj Idx | –0.22% |
0.06% | 0.30% | 0.69% | 0.60% | 0.96% | — |
| Barclays US 1-5 Year Credit Index | –0.19% |
0.36% | 0.78% | 1.78% | 2.46% | 3.24% | 4.22% |
| Barclays US 1-5 Year Treasury Index | –0.49% |
0.15% | 0.48% | 1.11% | 0.79% | 1.61% | 3.19% |
| Barclays US 1-5 Yr Corporate Index | –0.17% |
0.47% | 0.88% | 1.93% | 2.74% | 3.56% | 4.39% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Barclays US 1-5 Yr Government Index | –0.47% |
0.16% | 0.48% | 1.12% | 0.81% | 1.58% | 3.21% |
| Barclays US 10+ Year Corp Index | –2.31% |
4.26% | 3.14% | 13.15% | 7.01% | 9.90% | 7.15% |
| Barclays US 3-10Yr Gov Flt Adj Idx | –1.43% |
0.83% | 1.11% | 3.63% | 1.76% | 3.94% | — |
| Barclays US 5-10 Year Corp Index | –0.73% |
1.91% | 2.26% | 6.53% | 5.11% | 7.06% | 6.04% |
| Barclays US 5-10 Year Credit Index | –0.76% |
1.73% | 2.13% | 6.53% | 4.94% | 6.89% | 6.08% |
| Barclays US 5-10 Yr Treasury Index | –1.87% |
1.26% | 1.38% | 5.24% | 2.12% | 5.00% | 5.44% |
| Barclays US GNMA Index | –0.11% | 0.44% |
0.34% | 4.07% | 2.04% | 3.82% | 4.86% |
| Barclays US Long Credit A/Better Ix | –2.85% |
4.56% | 2.89% | 14.20% | 6.69% | 9.89% | 6.91% |
| Barclays US Long Gov Flt Adj Idx | –5.26% |
5.58% | 2.71% | 20.48% | 5.87% | 9.83% | — |
| Barclays US Long Treasury Index | –5.35% |
5.70% | 2.75% | 20.78% | 5.90% | 9.93% | 7.70% |
| Barclays US MBS Float Adj Index | –0.06% |
0.77% | 0.63% | 4.40% | 2.40% | 3.49% | — |
| Barclays US Treas Bellwether:1Yr Ix | –0.01% |
0.04% | 0.08% | 0.24% | 0.27% | 0.38% | 1.99% |
| Barclays US Trsy Inflat Prtcd Index | –1.20% |
0.75% | 1.91% | 3.11% | 0.42% | 4.42% | 4.61% |
| Barclays USD EmergMkt GovRIC Cap Ix | 1.20% | –1.13% |
1.74% | 4.55% | — | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Citigroup 3-Month US T-Bill Index | 0.00% | 0.00% | 0.00% |
0.03% | 0.04% | 0.06% | 1.42% |
| Conservative Growth Composite Index | 1.70% | 1.98% |
2.22% | 7.64% | 7.74% | 8.01% | 5.98% |
| Convertibles Composite Index | 3.90% | 3.63% | 4.22% |
7.19% | 12.80% | 11.09% | 7.18% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Dividend Growth Spliced Index | 5.61% | 2.23% | 2.02% |
12.84% | 15.39% | 14.57% | 7.37% |
| FTSE All-World ex US Index | 5.28% | 1.65% | 5.33% |
1.69% | 6.85% | 6.94% | 6.00% |
| FTSE Emerging Index | 3.17% | –0.97% |
3.94% | 9.46% | 0.18% | 3.94% | 8.54% |
| FTSE Global All Cap Index Hedged | 5.64% | 4.43% | 5.22% |
13.70% | 15.12% | 12.42% | 7.76% |
| FTSE Global Small-Cap ex US Index | 5.51% | 3.41% | 4.65% |
–3.93% | 6.62% | 8.15% | 6.62% |
| FTSE High Dividend Yield Index | 4.97% | 0.84% | 1.91% |
16.34% | 17.45% | 16.72% | 7.94% |
| Growth Composite Index | 4.31% | 2.40% | 3.14% |
9.37% | 12.38% | 11.90% | 7.03% |
| High-Yield Corporate Composite Idx | 2.11% | 1.92% | 3.03% |
3.74% | 7.14% | 8.84% | — |
| iMoneyNet MFR Treasury Funds Avg | — | — |
— | — | — | — | — |
| Income Composite Index | 0.41% | 1.75% | 1.74% |
6.71% | 5.42% | 6.18% | 5.42% |
| Inst Money Market Funds Average | — | — |
— | — | — | — | — |
| Managed Payout Composite Index | 3.18% | 1.69% | 2.59% |
6.86% | 8.47% | 9.00% | — |
| Moderate Growth Composite Index | 3.00% | 2.20% | 2.68% |
8.53% | 10.08% | 10.20% | 6.68% |
| Money Market Funds Average | — | — | — |
— | — | — | — |
| MSCI US Broad Market Index | 5.82% | 2.89% | 2.90% |
14.22% | 18.07% | 16.47% | 8.52% |
| MSCI US Prime Market 750 Index | 5.77% | 2.62% | 2.87% |
15.34% | 18.10% | 16.37% | 8.41% |
| MSCI US Small Cap 1750 Index | 6.23% | 4.91% | 3.20% |
6.49% | 17.69% | 17.14% | 9.53% |
| NASDAQ US Dividend Achievers Select | 5.61% | 2.23% |
2.02% | 12.84% | 15.39% | 14.57% | — |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| NY Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| REIT Spliced Index | –3.57% | 4.94% |
2.95% | 22.69% | 15.44% | 17.74% | 9.44% |
| Russell 1000 Growth Index | 6.67% | 3.94% | 5.03% |
16.24% | 18.05% | 17.21% | 9.28% |
| Russell 1000 Index | 5.78% | 2.63% | 2.87% | 14.88% |
18.14% | 16.39% | 8.30% |
| Russell 1000 Value Index | 4.84% | 1.27% | 0.65% |
13.49% | 18.11% | 15.51% | 7.21% |
| Russell 2000 Growth Index | 7.20% | 7.86% | 4.75% |
7.37% | 17.83% | 17.96% | 9.40% |
| Russell 2000 Index | — | — | — |
— | — | — | — |
| Russell 2000 Value Index | 4.64% | 3.03% | 0.29% |
3.96% | 15.32% | 13.97% | 7.13% |
| Russell 2500 Growth Index | 7.36% | 7.05% | 5.71% |
9.62% | 17.94% | 18.40% | 10.15% |
| Russell 2500 Value Index | 4.62% | 3.45% | 1.98% |
6.95% | 16.87% | 15.46% | 8.21% |
| Russell 3000 Growth Index | 6.71% | 4.23% | 5.01% |
15.51% | 18.03% | 17.27% | 9.29% |
| Russell 3000 Index | 5.79% | 2.84% | 2.85% | 14.12% |
18.02% | 16.36% | 8.30% |
| Russell 3000 Value Index | 4.82% | 1.40% | 0.62% |
12.70% | 17.89% | 15.39% | 7.20% |
| Russell Midcap Growth Index | 6.88% | 4.78% | 5.08% |
13.10% | 18.16% | 17.92% | 9.99% |
| Russell Midcap Value Index | 4.10% | 3.38% | 2.61% |
13.63% | 19.57% | 17.53% | 9.59% |
| S&P 500 Growth Index | 5.98% | 3.22% | 4.21% | 17.22% |
18.76% | 17.46% | 9.10% |
| S&P 500 Index | 5.75% | 2.31% | 2.57% | 15.51% |
18.00% | 16.18% | 7.99% |
| S&P 500 Value Index | 5.49% | 1.35% | 0.81% | 13.62% |
17.20% | 14.89% | 7.05% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P Completion Index | 6.03% | 5.00% | 4.01% | 7.99% |
17.84% | 17.28% | — |
| S&P EPAC SmallCap Index | 6.14% | 5.72% | 6.56% |
–1.22% | 11.35% | 10.58% | 6.65% |
| S&P Global ex U.S. Property Index | 3.25% | 3.32% | 5.56% |
10.05% | 10.45% | — | — |
| S&P MidCap 400 Growth Index | 4.47% | 5.31% | 5.06% |
10.14% | 16.18% | 17.53% | 10.66% |
| S&P MidCap 400 Index | 5.12% | 4.80% | 3.94% | 11.14% |
17.25% | 17.02% | 10.05% |
| S&P MidCap 400 Value Index | 5.87% | 4.17% | 2.70% |
12.08% | 18.34% | 16.51% | 9.87% |
| S&P SmallCap 600 Growth Index | 6.16% | 7.41% | 4.26% |
8.31% | 17.93% | 18.72% | 10.04% |
| S&P SmallCap 600 Index | 6.03% | 5.25% | 2.32% |
7.75% | 17.79% | 17.63% | 9.22% |
| S&P SmallCap 600 Value Index | 5.89% | 3.08% | 0.35% |
7.01% | 17.61% | 16.58% | 8.94% |
| Spl Barclays US 5-10Yr G/Cr Flt Adj | –1.34% |
1.48% | 1.74% | 5.89% | 3.51% | 5.89% | 5.71% |
| Spl Barclays US1-5YrGov/Cr FlAdj Ix | –0.38% |
0.23% | 0.58% | 1.33% | 1.30% | 2.05% | 3.47% |
| Spl Barclays USLongGv/Cr Flt Adj Ix | –3.38% |
4.49% | 2.81% | 15.98% | 6.45% | 9.92% | 7.51% |
| Spl Total International Stock Index | 5.31% | 1.82% |
5.26% | 1.12% | 6.79% | 6.61% | 5.14% |
| Spliced Barclays USAgg Float Adj Ix | –1.01% |
1.26% | 1.18% | 5.00% | 2.78% | 4.33% | 4.84% |
| Spliced Dev ex North America Index | 5.76% | 2.88% | 6.42% |
0.20% | 9.39% | 7.77% | 4.83% |
| Spliced Emerging Markets Index | 3.17% | –0.97% |
3.94% | 9.46% | 0.30% | 4.03% | 7.83% |
| Spliced Energy Index | 5.60% | –2.06% |
0.32% | –12.08% | –2.89% | 3.16% |
4.29% |
| Spliced Equity Income Index | 4.97% | 0.84% | 1.91% |
16.34% | 17.45% | 16.72% | 8.40% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced European Stock Index | 6.32% | 1.74% | 6.30% |
–3.11% | 10.37% | 8.44% | 4.99% |
| Spliced Extended Market Index | 6.03% | 5.00% | 4.01% |
7.99% | 17.84% | 17.28% | 9.72% |
| Spliced Glbl Custom Metals & Mining | 4.65% | 5.13% |
8.89% | –15.42% | –17.74% | –6.37% |
4.54% |
| Spliced Global Equity Index | 5.57% | 1.91% | 3.92% |
7.55% | 11.57% | 10.71% | 6.47% |
| Spliced Growth Index | 6.30% | 3.72% | 4.74% | 16.26% |
18.35% | 17.40% | 9.42% |
| Spliced Health Care Index | 4.43% | 4.13% | 6.87% |
17.36% | 24.53% | 18.12% | 10.15% |
| Spliced Inst Total Stock Market Idx | 5.77% | 2.85% |
2.85% | 14.06% | 18.02% | 16.44% | 8.49% |
| Spliced International Index | 5.35% | 1.40% | 5.19% |
0.87% | 6.49% | 6.01% | 3.97% |
| Spliced Large Cap Index | 5.76% | 2.48% | 2.75% |
15.18% | 17.99% | 16.31% | 8.38% |
| Spliced Mega Cap Growth Index | 6.30% | 3.60% | 4.78% |
17.09% | 18.67% | 17.34% | 9.31% |
| Spliced Mega Cap Index | 5.70% | 2.12% | 2.51% |
15.38% | 17.86% | 16.02% | 8.08% |
| Spliced Mega Cap Value Index | 5.21% | 0.91% | 0.70% |
13.99% | 17.39% | 14.85% | 6.87% |
| Spliced Mid Cap Growth Idx | 6.67% | 4.83% | 5.02% |
14.24% | 17.21% | 17.78% | 9.80% |
| Spliced Mid Cap Index | 6.02% | 4.22% | 3.95% |
14.23% | 18.62% | 17.67% | 9.84% |
| Spliced Mid Cap Value Index | 5.38% | 3.63% | 2.89% |
14.14% | 19.85% | 17.38% | 9.63% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | — | — |
— | — | — | — | — |
| Spliced OH Tax-Ex Money Mkt Fds Avg | — | — |
— | — | — | — | — |
| Spliced PA Tax-Ex Money Mkt Fds Avg | — | — |
— | — | — | — | — |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Pacific Stock Index | 4.95% | 4.82% | 6.74% |
5.88% | 7.79% | 6.83% | 4.71% |
| Spliced Small and Mid Cap Index | 5.92% | 4.73% | 3.87% |
10.89% | 18.43% | 17.56% | 9.75% |
| Spliced Small Cap Growth Index | 5.95% | 5.85% | 5.07% |
5.13% | 16.78% | 17.72% | 10.16% |
| Spliced Small Cap Index | 5.84% | 4.85% | 3.56% |
8.20% | 17.99% | 17.31% | 9.61% |
| Spliced Small Cap Value Index | 5.73% | 3.98% | 2.25% |
10.80% | 18.79% | 16.64% | 8.85% |
| Spliced Social Index | 6.44% | 3.31% | 2.90% | 16.95% |
20.93% | 17.06% | 7.48% |
| Spliced Total Stock Market Index | 5.77% | 2.85% | 2.85% |
14.06% | 17.99% | 16.42% | 8.48% |
| Spliced Total World Stock Index | 5.58% | 2.32% | 4.04% |
7.54% | 11.99% | 11.08% | — |
| Spliced US IMI Consumer Discr 25/50 | 8.19% | 5.64% |
4.92% | 14.46% | 22.51% | 22.09% | 10.13% |
| Spliced US IMI Consumer Stapl 25/50 | 4.27% | 2.43% |
2.95% | 21.28% | 18.31% | 16.85% | 11.18% |
| Spliced US IMI Energy 25/50 | 4.77% | –0.47% |
–0.25% | –9.18% | 2.72% | 8.34% | 7.16% |
| Spliced US IMI Financials 25/50 | 5.12% | 1.10% | –0.67% |
13.16% | 19.29% | 12.83% | 1.71% |
| Spliced US IMI Health Care 25/50 | 4.69% | 5.65% | 6.44% |
23.66% | 28.97% | 21.45% | 12.14% |
| Spliced US IMI Industrials 25/50 | 6.13% | 2.25% | 2.02% |
10.91% | 18.64% | 17.56% | 8.94% |
| Spliced US IMI Info Tech 25/50 | 8.30% | 3.18% | 4.48% |
20.42% | 16.99% | 17.00% | 10.34% |
| Spliced US IMI Materials 25/50 | 7.93% | 4.72% | 4.98% |
8.95% | 13.47% | 13.82% | 8.41% |
| Spliced US IMI Telecom Serv 25/50 | 6.63% | 1.40% | 4.49% |
12.66% | 15.07% | 14.68% | 7.89% |
| Spliced US IMI Utilities 25/50 | –5.95% |
–0.55% | –3.90% | 15.13% | 13.89% |
14.16% | 8.88% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Value Index | 5.28% | 1.38% | 1.04% | 14.21% |
17.78% | 15.27% | 7.30% |
| STAR Composite Index | 3.26% | 1.96% | 2.66% | 7.96% |
10.16% | 10.12% | 6.87% |
| Target Retirement 2010 Composite Ix | 1.59% | 1.67% |
2.07% | 6.68% | 7.40% | 8.44% | — |
| Target Retirement 2015 Composite Ix | 2.44% | 1.95% |
2.43% | 7.70% | 9.08% | 9.54% | 6.19% |
| Target Retirement 2020 Composite Ix | 3.02% | 2.20% |
2.69% | 8.57% | 10.38% | 10.55% | — |
| Target Retirement 2025 Composite Ix | 3.51% | 2.28% |
2.87% | 8.89% | 11.25% | 11.20% | 6.63% |
| Target Retirement 2030 Composite Ix | 4.01% | 2.35% |
3.04% | 9.20% | 12.11% | 11.84% | — |
| Target Retirement 2035 Composite Ix | 4.50% | 2.42% |
3.21% | 9.51% | 12.97% | 12.45% | 7.01% |
| Target Retirement 2040 Composite Ix | 4.97% | 2.49% |
3.37% | 9.77% | 13.52% | 12.81% | — |
| Target Retirement 2045 Composite Ix | 4.97% | 2.49% |
3.37% | 9.77% | 13.52% | 12.81% | 7.31% |
| Target Retirement 2050 Composite Ix | 4.97% | 2.49% |
3.37% | 9.77% | 13.52% | 12.81% | — |
| Target Retirement 2055 Composite Ix | 4.97% | 2.49% |
3.37% | 9.77% | 13.52% | — | — |
| Target Retirement 2060 Composite Ix | 4.97% | 2.49% |
3.37% | 9.77% | 13.52% | — | — |
| Target Retirement Income Compos. Ix | 1.20% | 1.55% |
1.90% | 6.12% | 6.03% | 7.25% | 5.60% |
| Tax-Exempt Money Mkt Funds Average | — | — |
— | — | — | — | — |
| Tax-Managed Balanced Compos. Index | 2.41% | 1.83% | 1.79% |
9.78% | 10.51% | 10.47% | 6.94% |
| US Gov't Money Market Funds Average | — | — |
— | — | — | — | — |
| Wellesley Income Composite Index | 0.96% | 1.62% | 1.83% |
9.70% | 8.66% | 9.59% | 6.77% |
| Benchmark | Returns as of 02/28/2015 | Month End YTD
as of
02/28/2015 |
Average Annual Total
Returns as of 02/28/2015 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Wellington Composite Index | 3.31% | 2.27% | 2.35% |
12.24% | 13.04% | 12.62% | 7.26% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
