| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 3.06% | 3.14% | 1.74% |
15.67% | 10.70% | 16.63% | 6.96% |
| Barclays 1 Year Municipal Index | 0.12% | 0.25% | 0.20% |
0.80% | 1.03% | 1.40% | 2.21% |
| Barclays 1-15 Year Municipal Index | 0.94% | 2.26% | 2.42% |
0.76% | 4.60% | 4.69% | 4.13% |
| Barclays 1-5 Year Municipal Index | 0.45% | 0.95% | 1.00% |
1.47% | 2.61% | 2.92% | 3.14% |
| Barclays CA Municipal Index | 1.19% | 3.43% | 3.47% |
0.87% | 6.90% | 6.47% | 4.73% |
| Barclays GA ex-USD FlAj RIC CpIxHgd | 0.45% | 1.41% |
1.95% | 3.08% | — | — | — |
| Barclays Municipal Bond Index | 1.17% | 2.88% | 3.14% |
–0.21% | 5.62% | 5.68% | 4.40% |
| Barclays Municipal CA Intermed Idx | 1.04% | 2.80% | 2.90% |
2.12% | 5.89% | 5.86% | 4.70% |
| Barclays NY Municipal Index | 1.04% | 2.56% | 2.85% |
0.12% | 5.24% | 5.42% | 4.33% |
| Barclays OH Municipal Index | 1.05% | 2.90% | 3.12% |
0.48% | 5.54% | 5.98% | 3.97% |
| Barclays PA Municipal Index | 1.02% | 2.87% | 2.99% |
0.51% | 5.78% | 5.52% | 4.51% |
| Barclays US 0-5 Year TIPS Index | 0.26% | 0.17% | 0.57% |
–1.18% | 1.44% | — | — |
| Barclays US 1-3Yr Gov Flt Adj Idx | 0.09% | 0.12% | 0.26% |
0.53% | 0.87% | — | — |
| Barclays US 1-5 Year Credit Index | 0.38% | 0.61% | 0.95% |
1.75% | 3.30% | 5.69% | 4.11% |
| Barclays US 1-5 Year Treasury Index | 0.14% | 0.10% |
0.54% | 0.29% | 1.52% | 1.89% | 3.05% |
| Barclays US 1-5 Yr Corporate Index | 0.40% | 0.71% | 1.02% |
2.04% | 3.61% | 6.40% | 4.27% |
| Barclays US 1-5 Yr Government Index | 0.14% | 0.11% |
0.54% | 0.31% | 1.50% | 1.94% | 3.09% |
| Barclays US 10+ Year Corp Index | 2.00% | 5.95% | 5.49% |
0.86% | 8.81% | 12.88% | 6.59% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Barclays US 3-10Yr Gov Flt Adj Idx | 0.31% | 0.42% | 1.75% |
–0.90% | 3.80% | — | — |
| Barclays US 5-10 Year Corp Index | 1.01% | 2.49% | 2.98% |
1.09% | 6.41% | 10.68% | 5.70% |
| Barclays US 5-10 Year Credit Index | 1.10% | 2.39% | 2.94% |
0.73% | 6.26% | 10.14% | 5.74% |
| Barclays US 5-10 Yr Treasury Index | 0.38% | 0.73% | 2.53% |
–2.05% | 4.68% | 4.33% | 5.00% |
| Barclays US Corp High Yield Index | 2.02% | 3.29% | 2.74% |
8.38% | 9.03% | 18.94% | 8.73% |
| Barclays US GNMA Index | 0.36% | 1.70% | 2.18% |
0.33% | 3.27% | 4.33% | 4.79% |
| Barclays US Long Credit A/Better Ix | 1.70% | 5.43% |
5.61% | –0.53% | 8.73% | 11.20% | 6.22% |
| Barclays US Long Gov Flt Adj Idx | 0.82% | 4.28% | 6.30% |
–4.89% | 7.96% | — | — |
| Barclays US Long Treasury Index | 0.83% | 4.34% | 6.40% |
–4.90% | 8.10% | 5.66% | 6.21% |
| Barclays US MBS Float Adj Index | 0.36% | 1.41% | 1.78% |
0.91% | 3.00% | — | — |
| Barclays US Trsy Inflat Prtcd Index | 0.45% | 0.93% |
2.43% | –5.78% | 4.02% | 6.20% | 4.74% |
| Barclays USD EmergMkt GovRIC Cap Ix | 2.65% | 2.49% |
2.08% | –1.66% | — | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.02% | 1.00% |
| Citigroup 3-Month US T-Bill Index | 0.00% | 0.01% | 0.01% |
0.05% | 0.06% | 0.08% | 1.57% |
| Conservative Growth Composite Index | 2.25% | 2.26% |
1.72% | 8.91% | 6.81% | 11.66% | 5.70% |
| Convertibles Composite Index | 3.44% | 6.17% | 4.47% |
22.62% | 9.55% | 19.50% | 6.68% |
| Dividend Growth Spliced Index | 4.86% | 1.53% | –0.43% |
19.75% | 13.29% | 21.94% | 6.85% |
| FTSE All-World ex US Index | 4.88% | 1.01% | 0.14% |
12.19% | 4.17% | 17.71% | 7.79% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| FTSE Emerging Index | 3.02% | –5.13% |
–3.86% | –7.36% | –3.05% |
16.84% | 10.13% |
| FTSE Global All Cap Index Hedged | 4.08% | 2.58% | 0.75% |
19.54% | 9.89% | 19.06% | 7.45% |
| FTSE Global Small-Cap ex US Index | 6.43% | 6.41% | 4.34% |
17.94% | 5.67% | 22.55% | — |
| FTSE High Dividend Yield Index | 3.64% | 1.60% | –0.51% |
20.02% | 15.49% | 23.69% | 7.57% |
| Growth Composite Index | 3.98% | 3.05% | 1.42% |
17.93% | 10.32% | 18.55% | 6.94% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 1.18% |
| Income Composite Index | 1.39% | 1.85% | 1.86% |
4.60% | 5.25% | 8.38% | 5.07% |
| Inst Money Market Funds Average | 0.00% | 0.00% | 0.00% |
0.00% | 0.02% | 0.07% | 1.62% |
| Managed Payout Composite Index | 3.40% | 3.49% | 2.31% |
11.36% | 6.73% | 15.26% | — |
| Moderate Growth Composite Index | 3.11% | 2.66% | 1.58% |
13.36% | 8.89% | 15.31% | 6.52% |
| Money Market Funds Average | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.02% | 1.37% |
| MSCI US Broad Market Index | 4.75% | 4.18% | 1.49% |
26.92% | 14.66% | 24.02% | 7.90% |
| MSCI US Prime Market 750 Index | 4.72% | 4.03% | 1.30% |
26.08% | 14.50% | 23.33% | 7.64% |
| MSCI US Small Cap 1750 Index | 4.94% | 5.15% | 2.81% |
32.74% | 15.65% | 29.34% | 10.10% |
| NASDAQ US Dividend Achievers Select | 4.86% | 1.53% |
–0.43% | 19.75% | 13.29% | 20.51% | — |
| NY Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.01% | 0.04% | 1.02% |
| REIT Spliced Index | 4.94% | 9.70% | 9.40% | 6.75% |
9.91% | 29.45% | 8.86% |
| Russell 1000 Growth Index | 5.15% | 5.07% | 2.15% |
29.14% | 15.06% | 24.02% | 7.77% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 1000 Index | 4.75% | 4.14% | 1.40% | 26.34% |
14.60% | 23.63% | 7.58% |
| Russell 1000 Value Index | 4.32% | 3.17% | 0.62% |
23.44% | 14.05% | 23.18% | 7.24% |
| Russell 2000 Growth Index | 4.83% | 5.13% | 3.02% |
37.06% | 15.98% | 28.05% | 9.19% |
| Russell 2000 Index | 4.71% | 3.82% | 1.81% | 31.56% |
14.41% | 26.63% | 8.71% |
| Russell 2000 Value Index | 4.58% | 2.43% | 0.53% |
26.19% | 12.79% | 25.14% | 8.09% |
| Russell 2500 Growth Index | 5.22% | 6.00% | 3.23% |
35.03% | 15.87% | 28.68% | 9.91% |
| Russell 2500 Value Index | 4.92% | 4.57% | 2.13% |
25.52% | 13.98% | 26.57% | 8.95% |
| Russell 3000 Growth Index | 5.12% | 5.07% | 2.22% |
29.76% | 15.13% | 24.33% | 7.89% |
| Russell 3000 Index | 4.74% | 4.11% | 1.43% | 26.74% |
14.58% | 23.86% | 7.67% |
| Russell 3000 Value Index | 4.34% | 3.11% | 0.61% |
23.65% | 13.95% | 23.34% | 7.30% |
| Russell Midcap Growth Index | 6.28% | 7.28% | 3.97% |
31.61% | 14.84% | 27.49% | 9.66% |
| Russell Midcap Value Index | 5.40% | 6.46% | 3.62% |
26.50% | 15.13% | 28.09% | 10.09% |
| S&P 500 Growth Index | 5.24% | 4.90% | 2.14% | 28.70% |
15.79% | 23.13% | 7.75% |
| S&P 500 Index | 4.57% | 3.51% | 0.96% | 25.37% |
14.35% | 23.00% | 7.16% |
| S&P 500 Value Index | 3.84% | 2.02% | –0.31% |
21.88% | 12.91% | 22.99% | 6.75% |
| S&P Completion Index | 5.41% | 6.68% | 3.54% | 32.73% |
15.40% | 28.31% | — |
| S&P EPAC SmallCap Index | 5.64% | 6.63% | 4.18% |
25.48% | 9.52% | 22.37% | 9.41% |
| S&P Global ex U.S. Property Index | 2.95% | –2.06% |
–1.27% | –1.30% | 6.21% | — |
— |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P MidCap 400 Growth Index | 5.31% | 5.99% | 2.61% |
26.87% | 14.09% | 27.50% | 10.76% |
| S&P MidCap 400 Index | 4.88% | 5.83% | 2.66% | 26.58% |
14.14% | 26.95% | 10.15% |
| S&P MidCap 400 Value Index | 4.43% | 5.67% | 2.71% |
26.25% | 14.25% | 26.41% | 9.98% |
| S&P SmallCap 600 Growth Index | 4.28% | 1.29% | –0.01% |
32.99% | 17.29% | 28.71% | 11.00% |
| S&P SmallCap 600 Index | 4.46% | 1.88% | 0.43% |
32.30% | 16.83% | 28.04% | 10.18% |
| S&P SmallCap 600 Value Index | 4.62% | 2.45% | 0.85% |
31.63% | 16.47% | 27.45% | 9.92% |
| Spl Barclays US 5-10Yr G/Cr Flt Adj | 0.74% | 1.55% |
2.72% | –0.67% | 5.47% | 7.12% | 5.36% |
| Spl Barclays US1-5YrGov/Cr FlAdj Ix | 0.22% | 0.27% |
0.67% | 0.75% | 2.01% | 3.03% | 3.36% |
| Spl Barclays USLongGv/Cr Flt Adj Ix | 1.67% | 5.18% |
5.76% | –1.92% | 8.69% | 9.36% | 6.57% |
| Spl NJ Long-Term Tax Exempt Id | 1.09% | 3.05% | 3.29% |
0.22% | 6.20% | 5.76% | 4.57% |
| Spl Total International Stock Index | 5.05% | 1.55% |
0.57% | 12.82% | 4.16% | 17.14% | 6.93% |
| Spliced Barclays USAgg Float Adj Ix | 0.55% | 1.44% |
2.00% | 0.18% | 3.89% | 5.18% | 4.58% |
| Spliced Dev ex North America Index | 5.33% | 2.38% | 1.05% |
18.92% | 6.53% | 17.53% | 6.62% |
| Spliced Developed Markets Index | 5.33% | 2.38% | 1.05% |
18.88% | 6.51% | 17.52% | 6.62% |
| Spliced Emerging Markets Index | 3.02% | –5.13% |
–3.86% | –7.79% | –2.71% |
16.37% | 9.55% |
| Spliced Energy Index | 5.61% | 0.78% | –1.26% |
8.92% | –0.07% | 11.65% | 10.13% |
| Spliced Equity Income Index | 3.64% | 1.60% | –0.51% |
20.02% | 15.49% | 23.69% | 8.15% |
| Spliced European Stock Index | 7.31% | 5.47% | 3.19% |
26.01% | 8.58% | 19.40% | 7.22% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Extended Market Index | 5.41% | 6.68% | 3.54% |
32.73% | 15.40% | 28.31% | 10.00% |
| Spliced Glbl Custom Metals & Mining | 8.04% | 10.62% |
10.25% | –16.21% | –16.35% | 9.44% |
6.50% |
| Spliced Global Equity Index | 4.83% | 2.37% | 0.64% |
18.16% | 8.35% | 19.58% | 7.02% |
| Spliced Growth Index | 5.57% | 5.87% | 2.42% | 28.66% |
15.68% | 24.01% | 8.01% |
| Spliced Health Care Index | 6.98% | 8.63% | 7.57% |
35.11% | 21.80% | 22.29% | 8.18% |
| Spliced Inst Total Stock Market Idx | 4.74% | 4.20% |
1.51% | 26.91% | 14.66% | 24.03% | 7.89% |
| Spliced International Index | 5.02% | 1.13% | 0.25% |
12.25% | 3.98% | 15.45% | 5.68% |
| Spliced Large Cap Index | 4.68% | 3.93% | 1.23% |
25.92% | 14.46% | 23.30% | 7.63% |
| Spliced MA Tax-Exempt Index | 0.96% | 2.67% | 2.83% |
0.00% | 5.13% | 5.20% | 4.39% |
| Spliced Mega Cap Growth Index | 5.29% | 5.20% | 1.81% |
28.74% | 16.18% | 23.47% | 7.68% |
| Spliced Mega Cap Index | 4.40% | 3.37% | 0.75% |
25.18% | 14.47% | 22.49% | 7.15% |
| Spliced Mega Cap Value Index | 3.71% | 1.95% | –0.08% |
22.64% | 12.95% | 21.67% | 6.59% |
| Spliced Mid Cap Growth Idx | 6.62% | 7.71% | 4.41% |
27.65% | 13.08% | 26.37% | 9.27% |
| Spliced Mid Cap Index | 6.03% | 6.67% | 3.58% |
29.55% | 14.42% | 27.33% | 9.99% |
| Spliced Mid Cap Value Index | 5.47% | 5.71% | 2.81% |
29.97% | 15.62% | 28.13% | 10.43% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.03% | 1.01% |
| Spliced OH Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.04% | 1.05% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.02% | 1.03% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Pacific Stock Index | 2.02% | –2.71% |
–2.57% | 7.91% | 3.37% | 14.61% | 5.74% |
| Spliced Small and Mid Cap Index | 5.55% | 6.27% | 3.35% |
31.31% | 15.14% | 28.30% | 10.07% |
| Spliced Small Cap Growth Index | 5.12% | 6.48% | 3.92% |
33.83% | 15.68% | 29.91% | 10.49% |
| Spliced Small Cap Index | 5.07% | 5.60% | 2.92% |
31.59% | 15.32% | 29.12% | 10.00% |
| Spliced Small Cap Value Index | 5.02% | 4.87% | 2.10% |
28.75% | 14.72% | 28.19% | 9.33% |
| Spliced Social Index | 4.82% | 4.59% | 2.12% | 29.78% |
16.04% | 25.79% | 6.05% |
| Spliced Total Stock Market Index | 4.74% | 4.20% | 1.51% |
26.84% | 14.64% | 24.01% | 7.88% |
| Spliced Total World Stock Index | 4.90% | 2.78% | 0.96% |
19.18% | 8.86% | 20.18% | — |
| Spliced US IMI Consumer Discr 25/50 | 6.44% | 2.75% |
0.37% | 35.34% | 21.37% | 33.98% | 9.44% |
| Spliced US IMI Consumer Stapl 25/50 | 3.91% | –0.83% |
–1.55% | 15.64% | 16.38% | 19.74% | 9.61% |
| Spliced US IMI Energy 25/50 | 5.54% | 2.12% | –0.92% |
15.17% | 4.95% | 17.42% | 12.83% |
| Spliced US IMI Financials 25/50 | 3.27% | 2.08% | 0.11% |
23.73% | 11.06% | 24.50% | 0.86% |
| Spliced US IMI Health Care 25/50 | 5.99% | 8.93% | 7.97% |
41.64% | 25.00% | 24.81% | 9.74% |
| Spliced US IMI Industrials 25/50 | 4.13% | 4.11% | –0.05% |
30.56% | 15.27% | 28.42% | 9.48% |
| Spliced US IMI Info Tech 25/50 | 4.90% | 7.15% | 2.52% |
30.78% | 13.22% | 25.04% | 7.81% |
| Spliced US IMI Materials 25/50 | 6.77% | 6.88% | 2.18% |
24.53% | 9.60% | 24.90% | 9.65% |
| Spliced US IMI Telecom Serv 25/50 | –0.65% |
–1.12% | –3.39% | 17.26% | 10.64% |
15.53% | 7.31% |
| Spliced US IMI Utilities 25/50 | 3.28% | 7.36% | 6.07% |
13.50% | 12.88% | 15.55% | 9.60% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Value Index | 3.93% | 2.30% | 0.22% | 23.58% |
13.31% | 22.67% | 7.18% |
| STAR Composite Index | 3.20% | 2.52% | 1.36% | 13.96% |
8.91% | 15.75% | 6.79% |
| Target Retirement 2010 Composite Ix | 2.21% | 2.12% |
1.55% | 8.75% | 7.21% | 13.44% | — |
| Target Retirement 2015 Composite Ix | 2.79% | 2.47% |
1.55% | 11.80% | 8.11% | 15.09% | 6.04% |
| Target Retirement 2020 Composite Ix | 3.21% | 2.72% |
1.56% | 14.05% | 9.02% | 16.60% | — |
| Target Retirement 2025 Composite Ix | 3.53% | 2.87% |
1.50% | 15.76% | 9.56% | 17.85% | 6.43% |
| Target Retirement 2030 Composite Ix | 3.86% | 3.01% |
1.44% | 17.48% | 10.07% | 19.08% | — |
| Target Retirement 2035 Composite Ix | 4.18% | 3.15% |
1.38% | 19.22% | 10.58% | 20.15% | 6.90% |
| Target Retirement 2040 Composite Ix | 4.41% | 3.24% |
1.34% | 20.26% | 10.99% | 20.44% | — |
| Target Retirement 2045 Composite Ix | 4.41% | 3.24% |
1.34% | 20.26% | 10.99% | 20.44% | 7.23% |
| Target Retirement 2050 Composite Ix | 4.41% | 3.24% |
1.34% | 20.26% | 10.99% | 20.44% | — |
| Target Retirement 2055 Composite Ix | 4.41% | 3.24% |
1.34% | 20.26% | 10.99% | — | — |
| Target Retirement 2060 Composite Ix | 4.41% | 3.24% |
1.34% | 20.26% | — | — | — |
| Target Retirement Income Compos. Ix | 1.77% | 1.84% |
1.55% | 6.08% | 6.45% | 10.37% | 5.39% |
| Tax-Exempt Money Mkt Funds Average | 0.00% | 0.01% | 0.00% |
0.01% | 0.00% | 0.02% | 0.97% |
| Tax-Managed Balanced Compos. Index | 2.84% | 3.24% | 1.95% |
13.01% | 9.91% | 14.29% | 6.43% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.01% | 1.33% |
| Wellesley Income Composite Index | 1.80% | 1.97% | 1.49% |
7.13% | 8.81% | 13.23% | 6.36% |
| Benchmark | Returns as of 02/28/2014 | Month End YTD
as of
02/28/2014 |
Average Annual Total
Returns as of 02/28/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Wellington Composite Index | 3.25% | 3.06% | 1.54% |
16.23% | 11.24% | 17.67% | 6.59% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
