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Benchmark Returns

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index0.10%2.71%1.92% 9.53%11.17%10.62%7.62%
Barclays 1 Year Municipal Index0.00%0.04%0.23% 0.52%0.68%0.93%2.20%
Barclays 1-15 Year Municipal Index–0.37% –1.03%0.47%3.46%2.80%4.02%4.32%
Barclays 1-5 Year Municipal Index–0.05% –0.42%0.43%1.33%1.41%2.13%3.19%
Barclays CA Municipal Index–0.55%–1.16% 0.54%5.17%4.34%5.51%4.91%
Barclays GA ex-USD FlAj RIC CpIxHgd–0.83% –0.43%1.36%7.45%
Barclays MA Municipal Index–0.61%–1.49% 0.30%4.46%3.18%4.52%4.63%
Barclays Municipal Bond Index–0.52% –1.27%0.48%4.80%3.47%4.75%4.63%
Barclays Municipal CA Intermed Idx–0.30% –0.98%0.76%3.51%3.36%4.92%4.84%
Barclays NJ Municipal Index–1.05%–2.56% –0.82%3.05%3.09%4.47%4.55%
Barclays NY Municipal Index–0.51%–1.27% 0.51%4.81%3.44%4.51%4.57%
Barclays OH Municipal Index–0.60%–1.43% 0.56%5.28%3.79%4.62%4.30%
Barclays PA Municipal Index–0.50%–1.29% 0.48%4.85%3.75%4.95%4.79%
Barclays US 0-5 Year TIPS Index0.70%0.16%1.08% –0.78%–0.32%
Barclays US 1-3Yr Gov Flt Adj Idx0.05%0.06%0.59% 0.95%0.64%1.01%
Barclays US 1-5 Year Credit Index0.17%0.35%1.32% 2.09%2.46%3.16%4.25%
Barclays US 1-5 Year Treasury Index0.02%–0.07% 0.91%1.61%0.84%1.69%3.16%
Barclays US 1-5 Yr Corporate Index0.13%0.32%1.37% 2.18%2.72%3.42%4.42%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index0.03%–0.05% 0.90%1.60%0.86%1.66%3.18%
Barclays US 10+ Year Corp Index–2.29% –4.41%0.93%7.61%6.43%8.72%6.96%
Barclays US 3-10Yr Gov Flt Adj Idx–0.21% –0.86%1.69%4.31%1.72%4.03%
Barclays US 5-10 Year Corp Index–0.15% –0.44%2.56%5.65%4.87%6.64%6.08%
Barclays US 5-10 Year Credit Index–0.10% –0.36%2.54%5.72%4.71%6.52%6.12%
Barclays US 5-10 Yr Treasury Index–0.40% –1.41%1.86%5.73%1.99%5.04%5.30%
Barclays US GNMA Index0.20%0.50%0.95% 4.15%1.99%3.77%4.83%
Barclays US Long Credit A/Better Ix–2.19% –4.71%0.92%9.19%6.01%8.77%6.55%
Barclays US Long Gov Flt Adj Idx–3.03% –7.06%0.75%15.08%5.05%9.22%
Barclays US Long Treasury Index–3.11% –7.21%0.73%15.33%5.05%9.31%7.20%
Barclays US MBS Float Adj Index0.08%0.39%1.09% 4.28%2.31%3.44%
Barclays US Treas Bellwether:1Yr Ix0.08%0.08% 0.16%0.28%0.29%0.39%1.94%
Barclays US Trsy Inflat Prtcd Index0.74%–0.95% 2.17%2.48%0.20%3.96%4.43%
Barclays USD EmergMkt GovRIC Cap Ix1.93%3.84% 4.40%4.98%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%0.89%
Citigroup 3-Month US T-Bill Index0.00%0.01%0.01% 0.03%0.04%0.05%1.38%
Conservative Growth Composite Index0.44%2.01% 2.53%7.09%7.60%7.29%6.14%
Convertibles Composite Index1.03%4.98%5.30% 9.60%13.35%9.86%7.90%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index0.43%5.15%2.24% 12.73%16.85%
Dividend Growth Spliced Index–0.49% 2.93%–0.56%8.03%13.71%12.50%7.46%
FTSE All-World ex US Index5.08%8.96%9.00% 3.53%9.17%6.40%6.92%
FTSE Emerging Index7.92%9.13%9.95%11.02% 4.03%3.31%10.21%
FTSE Global All Cap Index Hedged1.47%7.03%6.61% 14.41%15.72%11.14%8.32%
FTSE Global Small-Cap ex US Index5.96%10.20%9.30% 0.22%9.23%7.10%7.72%
FTSE High Dividend Yield Index1.99%4.77%1.72% 10.99%16.30%15.04%8.10%
Growth Composite Index1.37%4.89%3.71% 9.01%12.29%10.64%7.43%
High-Yield Corporate Composite Idx1.06%2.73%3.65% 3.55%7.09%8.05%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%1.07%
Income Composite Index–0.02%0.59% 1.91%6.06%5.26%5.71%5.46%
Inst Money Market Funds Average0.00%0.00%0.00% 0.00%0.01%0.03%1.46%
Managed Payout Composite Index1.22%3.64%3.05% 6.32%8.32%7.96%
Moderate Growth Composite Index0.91%3.44%3.13% 8.07%9.96%9.20%6.96%
Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.00%1.25%
MSCI US Broad Market Index0.49%5.25%2.34% 12.94%16.92%14.44%8.89%
MSCI US Prime Market 750 Index0.81%5.20%2.32% 13.41%16.91%14.50%8.73%
MSCI US Small Cap 1750 Index–1.86% 5.64%2.62%9.56%16.94%13.96%10.24%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
NASDAQ US Dividend Achievers Select–0.49% 2.93%–0.56%8.03%13.71%12.50%
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.01%0.92%
REIT Spliced Index–5.90%–7.67% –1.43%13.08%10.82%12.94%8.53%
Russell 1000 Growth Index0.50%5.98%4.36% 16.67%16.60%15.49%9.62%
Russell 1000 Index0.71%5.20%2.31%13.00% 16.95%14.47%8.62%
Russell 1000 Value Index0.93%4.38%0.21% 9.31%17.20%13.39%7.51%
Russell 2000 Growth Index–2.94%5.91% 3.49%14.65%17.22%14.94%10.41%
Russell 2000 Index–2.55%5.03% 1.65%9.71%15.87%12.73%9.18%
Russell 2000 Value Index–2.14%4.14% –0.20%4.89%14.52%10.55%7.87%
Russell 2500 Growth Index–2.08%6.85% 5.20%15.54%17.42%15.68%11.02%
Russell 2500 Value Index–1.43%4.18% 1.54%6.28%15.97%12.46%8.72%
Russell 3000 Growth Index0.23%5.97%4.29% 16.50%16.64%15.45%9.69%
Russell 3000 Index0.45%5.19%2.26%12.74% 16.86%14.33%8.66%
Russell 3000 Value Index0.69%4.36%0.17% 8.96%16.98%13.15%7.54%
Russell Midcap Growth Index–0.70%6.43% 4.64%16.46%17.14%15.59%10.55%
Russell Midcap Value Index–1.14%2.72% 1.26%9.97%18.41%14.57%9.77%
S&P 500 Growth Index0.48%4.71%2.96%16.32% 17.05%15.59%9.35%
S&P 500 Index0.96%5.07%1.92%12.98% 16.73%14.33%8.32%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
S&P 500 Value Index1.50%5.48%0.80%9.43% 16.43%13.05%7.47%
S&P Completion Index–1.53%5.71% 3.69%11.33%17.17%14.39%
S&P EPAC SmallCap Index5.28%10.61%11.05% 3.61%13.28%9.71%7.63%
S&P Global ex U.S. Property Index5.61%7.52%9.92% 11.54%11.93%
S&P MidCap 400 Growth Index–2.56%4.21% 4.80%13.59%15.48%14.86%11.23%
S&P MidCap 400 Index–1.49%4.92% 3.74%12.28%16.53%14.41%10.59%
S&P MidCap 400 Value Index–0.34%5.65% 2.48%10.74%17.59%13.96%10.37%
S&P SmallCap 600 Growth Index–2.86% 5.44%3.56%11.25%16.79%15.65%10.98%
S&P SmallCap 600 Index–2.33%5.22% 1.55%9.24%16.88%14.40%10.05%
S&P SmallCap 600 Value Index–1.76% 4.99%–0.50%7.17%16.91%13.18%9.67%
Spl Barclays US 5-10Yr G/Cr Flt Adj–0.26% –0.90%2.18%5.72%3.33%5.74%5.68%
Spl Barclays US1-5YrGov/Cr FlAdj Ix0.07%0.08% 1.04%1.76%1.33%2.09%3.46%
Spl Barclays USLongGv/Cr Flt Adj Ix–2.41% –5.20%0.87%10.52%5.72%9.01%7.15%
Spl Total International Stock Index5.17%9.08% 9.03%3.20%9.09%6.21%6.09%
Spliced Barclays USAgg Float Adj Ix–0.40% –0.93%1.26%4.38%2.62%4.15%4.77%
Spliced Dev ex North America Index4.23%8.84%9.53% 2.26%11.34%7.48%5.65%
Spliced Emerging Markets Index7.92%9.13%9.95% 11.02%3.77%3.34%9.54%
Spliced Energy Index9.58%11.52%5.95% –13.71%0.91%2.79%5.82%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Equity Income Index1.99%4.77%1.72% 10.99%16.30%15.04%8.72%
Spliced European Stock Index4.44%8.14%8.12% –2.87%12.08%8.04%5.71%
Spliced Extended Market Index–1.53% 5.71%3.69%11.33%17.17%14.39%10.26%
Spliced Glbl Custom Metals & Mining9.74%1.95% 6.08%–15.79%–15.00%–8.96% 5.87%
Spliced Global Equity Index2.90%6.95%5.28% 7.46%12.24%9.58%7.07%
Spliced Growth Index–0.06%4.94% 3.40%16.49%16.65%15.40%9.73%
Spliced Health Care Index–0.05%5.74% 8.20%20.55%23.70%18.73%9.97%
Spliced Inst Total Stock Market Idx0.43%5.15% 2.24%12.73%16.85%14.40%8.87%
Spliced International Index5.05%8.88%8.72% 2.63%8.74%5.81%4.83%
Spliced Large Cap Index0.81%5.12%2.14% 13.10%16.78%14.43%8.70%
Spliced Mega Cap Growth Index0.14%4.47%2.97% 16.18%16.65%15.37%9.52%
Spliced Mega Cap Index1.07%4.94%1.77% 12.61%16.51%14.25%8.36%
Spliced Mega Cap Value Index1.85%5.35%0.83% 9.92%16.63%13.25%7.20%
Spliced Mid Cap Growth Idx–0.78%6.91% 5.26%18.90%16.74%15.48%10.48%
Spliced Mid Cap Index–0.41%5.97% 3.89%15.44%18.06%15.23%10.35%
Spliced Mid Cap Value Index–0.04%5.02% 2.54%12.09%19.19%14.82%9.97%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.91%
Spliced OH Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.95%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced PA Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.93%
Spliced Pacific Stock Index3.98%9.94%11.81% 11.20%10.09%6.64%5.67%
Spliced Small and Mid Cap Index–1.10% 5.58%3.53%12.63%17.77%14.80%10.34%
Spliced Small Cap Growth Index–2.20% 4.81%3.93%10.48%15.85%14.53%10.95%
Spliced Small Cap Index–1.69%5.28% 3.02%10.51%17.25%14.14%10.33%
Spliced Small Cap Value Index–1.25% 5.69%2.21%10.53%18.21%13.48%9.48%
Spliced Social Index0.34%5.63%2.11%16.26% 19.52%15.00%7.85%
Spliced Total Stock Market Index0.43%5.15%2.24% 12.73%16.82%14.38%8.87%
Spliced Total World Stock Index2.78%7.12%5.55% 7.87%12.76%9.95%
Spliced US IMI Consumer Discr 25/50–0.42% 7.65%4.39%18.79%20.37%18.54%10.87%
Spliced US IMI Consumer Stapl 25/50–1.08% 1.76%0.46%12.72%16.05%15.59%11.09%
Spliced US IMI Energy 25/507.12%10.05%4.77% –11.43%6.04%7.86%8.69%
Spliced US IMI Financials 25/50–0.33% 4.82%–0.95%11.86%17.27%10.34%2.04%
Spliced US IMI Health Care 25/50–1.81% 4.14%5.88%27.33%27.10%21.11%11.77%
Spliced US IMI Industrials 25/50–0.58% 3.92%–0.10%6.92%17.63%14.16%9.07%
Spliced US IMI Info Tech 25/501.65%7.09%3.30% 20.43%15.52%14.73%10.98%
Spliced US IMI Materials 25/502.37%6.40%3.50% 6.29%13.06%11.51%9.50%
Spliced US IMI Telecom Serv 25/503.68%7.89%5.72% 9.45%15.14%13.32%8.12%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Utilities 25/50–0.59% –7.20%–5.17%6.02%12.24% 12.51%8.40%
Spliced Value Index1.60%5.28%1.04%10.31% 17.02%13.49%7.62%
STAR Composite Index1.09%3.78%3.19%7.65% 10.07%9.12%7.18%
Target Retirement 2010 Composite Ix0.50%1.90% 2.38%6.20%7.24%7.53%
Target Retirement 2015 Composite Ix0.76%2.84% 2.82%7.24%8.95%8.52%6.40%
Target Retirement 2020 Composite Ix0.91%3.46% 3.13%8.10%10.25%9.42%
Target Retirement 2025 Composite Ix1.08%4.00% 3.35%8.46%11.13%9.96%6.91%
Target Retirement 2030 Composite Ix1.25%4.54% 3.57%8.81%12.00%10.49%
Target Retirement 2035 Composite Ix1.43%5.08% 3.78%9.16%12.87%11.00%7.40%
Target Retirement 2040 Composite Ix1.60%5.61% 4.00%9.47%13.44%11.37%
Target Retirement 2045 Composite Ix1.60%5.61% 4.00%9.47%13.44%11.37%7.77%
Target Retirement 2050 Composite Ix1.60%5.61% 4.00%9.47%13.44%11.37%
Target Retirement 2055 Composite Ix1.60%5.61% 4.00%9.47%13.44%
Target Retirement 2060 Composite Ix1.60%5.61% 4.00%9.47%13.44%
Target Retirement Income Compos. Ix0.40%1.48% 2.19%5.67%5.88%6.61%5.62%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.01%0.01%0.00%0.88%
Tax-Managed Balanced Compos. Index0.18%2.07%1.46% 8.32%9.86%9.50%7.04%
US Gov't Money Market Funds Average0.00%0.00% 0.00%0.00%0.00%0.00%1.22%

BenchmarkReturns as of 04/30/2015Month End YTD
as of
04/30/2015
Average Annual Total
Returns as of 04/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Wellesley Income Composite Index0.30%0.75%1.63% 7.14%8.11%8.76%6.78%
Wellington Composite Index0.41%2.81%1.85% 10.21%12.15%11.29%7.43%

Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.