| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –3.85% | –3.20% |
7.00% | 12.52% | 3.66% | 6.09% | 7.55% |
| Bloomberg 1 Year Municipal Index | –0.41% |
–0.09% | 1.05% | 2.29% | 0.11% | 1.04% | 0.88% |
| Bloomberg 1-15 Year Municipal Index | –2.25% |
–2.85% | –1.05% | 2.50% | –1.66% |
1.25% | 1.98% |
| Bloomberg 1-5 Year Municipal Index | –1.10% |
–1.18% | –0.14% | 2.07% | –0.98% |
0.97% | 1.11% |
| Bloomberg CA Municipal Index | –2.87% |
–3.61% | –1.25% | 2.95% | –2.27% |
1.06% | 2.42% |
| Bloomberg Commodity Index TR | –0.69% |
4.71% | –3.44% | –1.30% | 16.23% |
6.13% | –0.75% |
| Bloomberg GA Credit Idx Hedged USD | –1.85% |
–1.62% | 1.33% | 4.15% | –4.10% | 0.82% |
2.21% |
| Bloomberg GA ex-USD FlAdjRIC Cp Hgd | –1.49% |
–1.29% | 2.22% | 2.31% | –4.06% | 0.14% |
2.01% |
| Bloomberg MA Municipal Index | –2.81% |
–3.87% | –1.76% | 2.20% | –2.68% |
0.89% | 2.05% |
| Bloomberg Municipal Bond Index | –2.93% |
–3.95% | –1.38% | 2.66% | –2.30% |
1.05% | 2.29% |
| Bloomberg Municipal CA Intermed Idx | –2.26% |
–2.90% | –1.44% | 2.40% | –2.12% |
1.03% | 1.85% |
| Bloomberg NJ Municipal Index | –2.71% |
–3.43% | 0.04% | 4.30% | –1.04% | 1.93% |
2.95% |
| Bloomberg NY Municipal Index | –3.15% |
–4.45% | –1.22% | 3.11% | –2.08% |
0.87% | 2.12% |
| Bloomberg OH Municipal Index | –2.88% |
–3.99% | –1.77% | 2.14% | –2.76% |
0.90% | 2.27% |
| Bloomberg PA Municipal Index | –2.80% |
–3.90% | –1.06% | 2.85% | –2.35% |
1.26% | 2.49% |
| Bloomberg US 0-5 Year TIPS Index | –0.18% |
0.43% | 1.92% | 3.24% | 1.90% | 2.80% | 1.71% |
| Bloomberg US 1-5 Year Credit Index | –0.49% |
0.25% | 1.90% | 3.72% | –1.14% | 1.60% | 1.67% |
| Bloomberg US 1-5 Year Treasury Idx | –0.38% |
0.17% | 1.12% | 2.07% | –1.88% | 0.90% | 0.79% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Bloomberg US 1-5 Yr Corporate Index | –0.52% |
0.25% | 2.01% | 4.00% | –1.04% | 1.72% | 1.82% |
| Bloomberg US 1-5 Yr Government Idx | –0.37% |
0.19% | 1.16% | 2.10% | –1.86% | 0.90% | 0.80% |
| Bloomberg US 10+ Year Corp Index | –5.26% |
–7.23% | –2.71% | 2.55% | –9.05% |
–0.16% | 2.74% |
| Bloomberg US 5-10 Year Corp Index | –2.59% |
–2.69% | 0.37% | 4.18% | –4.47% | 1.38% |
2.48% |
| Bloomberg US 5-10 Year Credit Index | –2.57% |
–2.71% | 0.26% | 3.89% | –4.51% | 1.30% |
2.38% |
| Bloomberg US 5-10 Yr Treasury Index | –2.38% |
–3.14% | –1.76% | –0.60% |
–6.15% | 0.20% | 0.87% |
| Bloomberg US Agg Float Adj Index | –2.46% |
–3.11% | –1.06% | 0.78% | –5.18% |
0.18% | 1.16% |
| Bloomberg US GNMA Index | –3.09% | –3.77% |
–1.77% | 0.29% | –4.64% | –0.68% |
0.58% |
| Bloomberg US Long Treasury Index | –7.29% |
–11.83% | –8.55% | –9.09% |
–15.73% | –2.78% | 0.75% |
| Bloomberg US LongCredit A/Better Ix | –5.52% |
–7.68% | –3.47% | 0.86% | –10.15% |
–0.69% | 2.41% |
| Bloomberg US MBS Float Adj Index | –3.05% |
–3.84% | –2.01% | 0.13% | –4.87% |
–0.69% | 0.62% |
| Bloomberg US Treas Bellwether:1Yr | 0.36% | 1.29% | 3.11% |
3.88% | 1.02% | 1.69% | 1.17% |
| Bloomberg US Trsy Inflat Prtcd Idx | –1.85% |
–2.60% | –0.78% | 1.25% | –1.98% |
2.12% | 1.74% |
| Bloomberg US Universal Index | –2.38% |
–2.88% | –0.62% | 1.61% | –4.68% |
0.34% | 1.43% |
| Bloomberg USD EmergMkt GovRIC CapIx | –3.03% |
–2.87% | 0.61% | 8.70% | –4.66% | –0.28% |
2.16% |
| CA Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Communication Services Spliced Idx | –3.63% |
–0.86% | 28.67% | 28.84% | 1.99% | 4.86% | 5.11% |
| Conservative Growth Composite Index | –2.94% |
–2.83% | 3.87% | 8.88% | 0.20% | 3.26% | 4.54% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Consumer Discretionary Spliced Idx | –5.80% |
–4.56% | 24.06% | 15.97% | 5.64% | 9.77% | 12.13% |
| CRSP US Total Market Index | –4.79% | –3.30% |
12.34% | 20.37% | 9.26% | 9.07% | 11.24% |
| Dividend Growth Spliced Index | –4.28% |
–3.90% | 3.85% | 17.43% | 8.57% | 9.14% | 10.63% |
| FTSE All-World ex US Index | –3.03% | –3.39% |
5.56% | 20.67% | 4.23% | 3.00% | 3.75% |
| FTSE All-World Index | –4.01% | –3.17% |
10.28% | 21.33% | 7.30% | 6.83% | 7.97% |
| FTSE AW ex US High Div Yield Idx | –0.77% |
–0.13% | 8.00% | 24.78% | 11.39% | 4.34% | 3.84% |
| FTSE Emerging Index | –1.95% | –1.63% |
1.99% | 10.67% | –0.31% | 1.82% | 2.76% |
| FTSE Global All Cap Index Hdg. | –3.37% |
–2.07% | 11.76% | 20.36% | 9.39% | 8.08% | 9.44% |
| FTSE Global Small-Cap ex US Index | –4.03% |
–2.75% | 4.74% | 17.90% | 3.16% | 1.54% | 3.37% |
| FTSE High Dividend Yield Index | –3.34% |
–1.91% | –2.33% | 12.48% | 11.91% |
6.89% | 9.47% |
| Global Wellesley Income Comp Index | –1.94% |
–1.56% | 1.88% | 9.29% | 1.39% | 2.70% | — |
| Global Wellington Composite Index | –3.42% |
–2.78% | 7.66% | 15.75% | 3.97% | 5.31% | — |
| Growth Composite Index | –3.72% | –3.12% |
7.78% | 16.74% | 5.13% | 5.86% | 7.37% |
| High-Yield Corporate Composite Idx | –1.21% |
0.17% | 4.81% | 9.40% | 1.12% | 3.16% | 4.09% |
| iMoneyNet MFR Treasury Funds Avg | — | — |
— | — | — | — | — |
| Income Composite Index | –2.55% | –2.69% |
1.91% | 5.04% | –2.30% | 1.77% | 3.00% |
| Information Technology Spliced Idx | –6.54% |
–6.03% | 30.72% | 36.29% | 10.99% | 16.67% | 19.30% |
| JP Morgan EMBI Global Diversified | –2.60% |
–2.23% | 1.76% | 10.01% | –4.56% |
–0.35% | 2.47% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | –3.33% |
–2.97% | 5.83% | 12.78% | 2.68% | 4.62% | 5.99% |
| MSCI AC World Growth ex US | –5.28% | –7.31% |
2.61% | 15.84% | –1.86% | 2.54% | 3.92% |
| MSCI AC World Index ex USA Net | –3.16% |
–3.77% | 5.34% | 20.39% | 3.74% | 2.58% | 3.35% |
| MSCI AC World Index Net | –4.14% | –3.40% |
10.06% | 20.80% | 6.89% | 6.46% | 7.56% |
| MSCI All Country World Index Value | –2.63% |
–1.76% | 2.42% | 16.98% | 9.72% | 3.97% | 5.27% |
| MSCI US Broad Market Index | –4.80% | –3.28% |
12.55% | 20.67% | 9.58% | 9.26% | 11.37% |
| MSCI US Prime Market 750 Index | –4.72% |
–3.17% | 13.38% | 21.49% | 9.51% | 9.77% | 11.78% |
| MSCI US Small Cap 1750 Index | –5.82% |
–4.55% | 3.91% | 12.17% | 10.49% | 4.53% | 7.83% |
| Multi-Sector Income Bond Composite Index | –1.63% |
–0.88% | 2.63% | 7.19% | — | — | — |
| NY Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Real Estate Spliced Index | –7.33% | –8.50% |
–5.26% | –1.14% | 2.45% | 2.54% | 5.62% |
| Russell 1000 Growth Index | –5.44% | –3.13% |
24.98% | 27.72% | 7.97% | 12.42% | 14.48% |
| Russell 1000 Index | –4.70% | –3.15% |
13.01% | 21.19% | 9.53% | 9.63% | 11.63% |
| Russell 1000 Value Index | –3.86% | –3.16% |
1.79% | 14.44% | 11.05% | 6.23% | 8.45% |
| Russell 2000 Growth Index | –6.60% | –7.32% |
5.24% | 9.59% | 1.09% | 1.55% | 6.72% |
| Russell 2000 Index | — | — | — |
— | — | — | — |
| Russell 2000 Value Index | –5.21% | –2.96% |
–0.53% | 7.84% | 13.32% | 2.59% | 6.19% |
| Russell 2500 Growth Index | –6.02% | –6.84% |
5.63% | 10.61% | 1.01% | 4.05% | 8.37% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 2500 Value Index | –5.35% | –3.66% |
1.95% | 11.34% | 13.32% | 3.99% | 6.95% |
| Russell 3000 Index | –4.76% | –3.25% |
12.39% | 20.46% | 9.38% | 9.14% | 11.28% |
| Russell Midcap Growth Index | –4.87% | –5.22% |
9.88% | 17.47% | 2.61% | 6.97% | 9.94% |
| Russell Midcap Value Index | –5.09% | –4.46% |
0.54% | 11.05% | 10.98% | 5.18% | 7.92% |
| S&P 500 Growth Index | –4.87% | –2.59% |
18.11% | 19.82% | 6.80% | 10.44% | 13.46% |
| S&P 500 Index | –4.77% | –3.27% |
13.07% | 21.62% | 10.15% | 9.92% | 11.91% |
| S&P 500 Value Index | –4.64% | –4.09% |
7.56% | 22.19% | 13.39% | 8.41% | 9.64% |
| S&P Completion Index | –4.89% | –3.38% |
8.76% | 14.28% | 4.58% | 4.40% | 7.80% |
| S&P Global ex U.S. Property Index | –3.87% |
–1.98% | –5.97% | 3.14% | –4.78% |
–3.85% | –0.18% |
| S&P MidCap 400 Growth Index | –4.80% | –3.24% |
6.86% | 16.21% | 7.62% | 5.63% | 8.89% |
| S&P MidCap 400 Index | –5.26% | –4.20% |
4.27% | 15.51% | 12.05% | 6.06% | 8.94% |
| S&P MidCap 400 Value Index | –5.75% | –5.23% |
1.56% | 14.50% | 16.69% | 6.06% | 8.64% |
| S&P National AMT-Free Muni Bond Idx | –2.72% |
–3.62% | –0.98% | 2.88% | –1.98% |
1.15% | 2.27% |
| S&P SmallCap 600 Growth Index | –5.65% |
–4.26% | 2.47% | 9.62% | 8.79% | 2.91% | 8.55% |
| S&P SmallCap 600 Index | –6.00% | –4.93% |
0.81% | 10.08% | 12.10% | 3.21% | 8.15% |
| S&P SmallCap 600 Value Index | –6.34% |
–5.60% | –0.83% | 10.26% | 15.38% |
3.23% | 7.58% |
| S&P U.S. Dividend Growers Index TR | –4.28% |
–3.90% | 3.85% | 17.43% | — | — | — |
| Spl Bloomberg US 5-10Yr G/Cr FltAdj | –2.46% |
–2.95% | –0.90% | 1.27% | –5.36% |
0.78% | 1.63% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Bloomberg US Long Treasury Idx | –7.29% |
–11.83% | –8.55% | –9.09% |
–15.73% | –2.78% | 0.75% |
| Spl Bloomberg US Treas 1-3 Yr Idx | –0.03% |
0.71% | 1.69% | 2.44% | –0.92% | 1.03% | 0.80% |
| Spl Bloomberg US Treas 3-10 Yr Idx | –1.64% |
–1.91% | –0.74% | 0.47% | –4.81% |
0.43% | 0.85% |
| Spl Bloomberg US1-5YrGov/Cr FlAdjIx | –0.41% |
0.21% | 1.40% | 2.62% | –1.62% | 1.14% | 1.10% |
| Spl Bloomberg USLongGv/Cr FltAdj Ix | –6.22% |
–9.37% | –5.40% | –2.93% |
–11.90% | –1.21% | 1.94% |
| Spl S&P Global Ex-US Dividend Growers Idx USD NTR | –3.68% |
–4.09% | 4.23% | 17.16% | 3.81% | 5.26% | — |
| Spl Total International Stock Index | –3.12% |
–3.33% | 5.48% | 20.40% | 4.13% | 2.86% | 3.72% |
| Spliced Bloomberg USAgg Flt AdjIx | –2.46% |
–3.11% | –1.06% | 0.78% | –5.18% |
0.18% | 1.16% |
| Spliced Developed ex US Index | –3.54% |
–3.97% | 6.44% | 23.77% | 5.49% | 3.21% | 4.05% |
| Spliced Emerging Markets Index | –1.90% |
–1.48% | 2.60% | 11.00% | 0.28% | 2.24% | 2.63% |
| Spliced Energy Index | –0.06% | 3.42% |
1.60% | 16.81% | 18.06% | –3.11% | –1.06% |
| Spliced Equity Income Index | –3.34% | –1.91% |
–2.33% | 12.48% | 11.91% | 6.89% | 9.47% |
| Spliced European Stock Index | –4.10% |
–5.02% | 7.63% | 28.88% | 6.75% | 3.81% | 3.99% |
| Spliced Extended Market Index | –4.89% |
–3.38% | 8.76% | 14.28% | 4.58% | 4.40% | 7.80% |
| Spliced Global Capital Cycles Index | –3.72% |
–3.73% | 4.92% | 17.58% | 6.47% | 6.90% | 2.75% |
| Spliced Global Equity Index | –4.14% | –3.40% |
10.06% | 20.80% | 6.89% | 6.46% | 7.56% |
| Spliced Growth Index | –5.76% | –3.68% |
28.35% | 28.16% | 6.79% | 11.98% | 13.61% |
| Spliced Health Care Index | –3.17% | –2.69% |
–2.21% | 10.65% | 5.02% | 6.55% | 8.99% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | –4.79% |
–3.30% | 12.34% | 20.37% | 9.26% | 9.07% | 11.24% |
| Spliced International Explorer Index | –4.42% |
–3.51% | 1.82% | 17.90% | –0.26% |
–0.21% | 3.77% |
| Spliced International Index | –3.16% | –3.77% |
5.34% | 20.39% | 3.74% | 2.58% | 3.35% |
| Spliced Large Cap Index | –4.65% | –3.07% |
13.69% | 21.75% | 9.39% | 9.82% | 11.78% |
| Spliced Market Neutral Index USD | 0.45% | 1.38% | 3.80% |
4.71% | 1.78% | 1.74% | 1.11% |
| Spliced Mega Cap Growth Index | –5.84% |
–3.48% | 32.40% | 31.08% | 7.58% | 12.91% | 14.48% |
| Spliced Mega Cap Index | –4.61% | –2.67% |
15.95% | 23.68% | 9.83% | 10.48% | 12.32% |
| Spliced Mega Cap Value Index | –2.97% |
–1.70% | 0.53% | 15.90% | 12.59% | 7.72% | 10.14% |
| Spliced Mid Cap Growth Idx | –5.19% | –5.27% |
8.91% | 15.12% | 3.27% | 7.22% | 9.51% |
| Spliced Mid Cap Index | –4.89% | –5.06% |
3.30% | 12.63% | 7.28% | 6.51% | 9.08% |
| Spliced Mid Cap Value Index | –4.59% | –4.85% |
–1.56% | 10.37% | 11.36% | 5.44% | 8.43% |
| Spliced Pacific Stock Index | –2.88% | –2.52% |
5.52% | 20.68% | 2.67% | 1.69% | 3.82% |
| Spliced S&P U.S. Dividend Growers Index TR | –4.28% |
–3.90% | 3.85% | 17.43% | 8.57% | 9.14% | 10.63% |
| Spliced Small and Mid Cap Index | –5.44% |
–4.88% | 2.66% | 11.71% | 8.93% | 5.84% | 8.91% |
| Spliced Small Cap Growth Index | –6.57% |
–6.63% | 7.21% | 10.43% | 0.37% | 3.30% | 7.28% |
| Spliced Small Cap Index | –5.63% | –4.64% |
4.12% | 12.40% | 8.66% | 4.57% | 7.96% |
| Spliced Small Cap Value Index | –4.90% |
–3.09% | 2.01% | 13.86% | 15.32% | 4.90% | 8.14% |
| Spliced Social Index | –4.99% | –3.49% |
16.54% | 22.58% | 8.32% | 10.10% | 12.39% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | –4.79% |
–3.30% | 12.34% | 20.37% | 9.26% | 9.07% | 11.24% |
| Spliced Total World Stock Index | –4.10% |
–3.22% | 9.77% | 20.71% | 7.24% | 6.51% | 7.79% |
| Spliced U.S. Government Money Market Funds Average | — |
— | — | — | — | — | — |
| Spliced US IMI Consumer Stapl 25/50 | –4.56% |
–5.58% | –3.02% | 9.04% | 6.41% | 8.19% |
8.73% |
| Spliced US IMI Energy 25/50 | 2.40% | 13.10% | 7.21% |
29.70% | 52.65% | 8.19% | 4.27% |
| Spliced US IMI Financials 25/50 | –3.18% |
–0.53% | –1.17% | 10.80% | 13.76% |
5.50% | 9.39% |
| Spliced US IMI Health Care 25/50 | –3.51% |
–3.73% | –4.26% | 6.79% | 6.33% | 7.08% |
11.37% |
| Spliced US IMI Industrials 25/50 | –5.77% |
–4.78% | 7.82% | 25.77% | 12.03% | 7.45% | 10.09% |
| Spliced US IMI Materials 25/50 | –5.04% |
–4.76% | 2.80% | 18.71% | 10.76% | 7.80% | 8.40% |
| Spliced US IMI Utilities 25/50 | –5.68% |
–9.52% | –14.71% | –7.23% |
2.89% | 4.88% | 8.08% |
| Spliced Value Index | –3.28% | –2.33% |
0.15% | 14.85% | 12.45% | 7.32% | 9.87% |
| STAR Composite Index | –3.39% | –2.89% |
6.51% | 13.57% | 3.74% | 5.36% | 6.47% |
| Target Retirement 2020 Composite Ix | –2.72% |
–2.47% | 4.34% | 9.68% | 1.73% | 3.95% | 5.54% |
| Target Retirement 2025 Composite Ix | –3.11% |
–2.77% | 5.41% | 11.91% | 2.58% | 4.50% | 6.13% |
| Target Retirement 2030 Composite Ix | –3.39% |
–2.98% | 6.16% | 13.51% | 3.39% | 4.91% | 6.62% |
| Target Retirement 2035 Composite Ix | –3.53% |
–3.04% | 6.89% | 14.99% | 4.31% | 5.37% | 7.14% |
| Target Retirement 2040 Composite Ix | –3.68% |
–3.10% | 7.62% | 16.48% | 5.23% | 5.82% | 7.62% |
| Target Retirement 2045 Composite Ix | –3.83% |
–3.15% | 8.35% | 17.97% | 6.14% | 6.30% | 7.96% |
| Benchmark | Returns as of 09/30/2023 | Month End YTD
as of
09/30/2023 |
Average Annual Total
Returns as of 09/30/2023 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | –3.92% |
–3.20% | 8.75% | 18.74% | 6.34% | 6.43% | 8.03% |
| Target Retirement 2055 Composite Ix | –3.92% |
–3.20% | 8.75% | 18.74% | 6.34% | 6.43% | 8.03% |
| Target Retirement 2060 Composite Ix | –3.92% |
–3.20% | 8.75% | 18.74% | 6.34% | 6.43% | 8.03% |
| Target Retirement 2065 Composite Ix | –3.92% |
–3.20% | 8.75% | 18.74% | 6.34% | 6.43% | — |
| Target Retirement 2070 Composite Index | –3.92% |
–3.20% | 8.75% | 18.74% | 6.34% | 6.43% | 7.86% |
| Target Retirement Income Compos. Ix | –2.42% |
–2.26% | 3.23% | 7.31% | 0.10% | 2.97% | 3.84% |
| Tax-Exempt Money Mkt Funds Average | — | — |
— | — | — | — | — |
| Tax-Managed Balanced Compos. Index | –3.47% |
–2.97% | 5.92% | 11.87% | 4.21% | 5.98% | 7.12% |
| US Gov't Money Market Funds Average | — | — |
— | — | — | — | — |
| Wellesley Income Composite Index | — | — |
— | — | — | — | — |
| Wellington Composite Index | –4.00% | –3.20% |
8.24% | 14.75% | 4.73% | 6.87% | 8.48% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
