| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 0.27% | 2.02% | 2.02% |
13.28% | 10.68% | 15.39% | 7.02% |
| Barclays 1 Year Municipal Index | 0.04% | 0.24% | 0.24% |
0.76% | 0.98% | 1.34% | 2.21% |
| Barclays 1-15 Year Municipal Index | –0.16% |
2.26% | 2.26% | 0.83% | 4.59% | 4.63% | 4.16% |
| Barclays 1-5 Year Municipal Index | –0.45% |
0.55% | 0.55% | 0.98% | 2.35% | 2.72% | 3.12% |
| Barclays CA Municipal Index | 0.30% | 3.77% | 3.77% |
1.63% | 7.15% | 6.69% | 4.78% |
| Barclays GA ex-USD FlAj RIC CpIxHgd | 0.33% | 2.29% |
2.29% | 2.63% | — | — | — |
| Barclays MA Municipal Index | 0.11% | 2.94% | 2.94% |
0.61% | 5.27% | 5.16% | 4.44% |
| Barclays Municipal Bond Index | 0.17% | 3.32% | 3.32% |
0.39% | 5.79% | 5.71% | 4.45% |
| Barclays Municipal CA Intermed Idx | –0.58% |
2.30% | 2.30% | 1.69% | 5.77% | 5.80% | 4.70% |
| Barclays NJ Municipal Index | 0.02% | 3.31% | 3.31% |
0.78% | 6.44% | 5.76% | 4.61% |
| Barclays NY Municipal Index | 0.10% | 2.95% | 2.95% |
0.63% | 5.34% | 5.44% | 4.38% |
| Barclays OH Municipal Index | 0.15% | 3.27% | 3.27% |
1.01% | 5.63% | 6.01% | 4.03% |
| Barclays PA Municipal Index | 0.31% | 3.30% | 3.30% |
1.12% | 5.98% | 5.49% | 4.58% |
| Barclays US 0-5 Year TIPS Index | –0.39% |
0.18% | 0.18% | –1.78% | 1.04% | — | — |
| Barclays US 1-3Yr Gov Flt Adj Idx | –0.11% |
0.14% | 0.14% | 0.39% | 0.84% | — | — |
| Barclays US 1-5 Year Credit Index | –0.20% |
0.75% | 0.75% | 1.44% | 3.22% | 5.59% | 4.03% |
| Barclays US 1-5 Year Treasury Index | –0.30% |
0.24% | 0.24% | –0.06% | 1.44% | 1.64% | 2.97% |
| Barclays US 1-5 Yr Corporate Index | –0.20% |
0.82% | 0.82% | 1.69% | 3.54% | 6.35% | 4.19% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Barclays US 1-5 Yr Government Index | –0.29% |
0.25% | 0.25% | –0.03% | 1.41% | 1.71% | 3.01% |
| Barclays US 10+ Year Corp Index | 0.64% | 6.17% | 6.17% |
2.01% | 9.18% | 13.32% | 6.54% |
| Barclays US 3-10Yr Gov Flt Adj Idx | –0.65% |
1.09% | 1.09% | –1.74% | 3.59% | — | — |
| Barclays US 5-10 Year Corp Index | –0.09% |
2.89% | 2.89% | 0.69% | 6.42% | 10.74% | 5.57% |
| Barclays US 5-10 Year Credit Index | –0.06% |
2.88% | 2.88% | 0.40% | 6.25% | 10.13% | 5.61% |
| Barclays US 5-10 Yr Treasury Index | –0.72% |
1.79% | 1.79% | –3.09% | 4.45% | 3.53% | 4.79% |
| Barclays US Corp High Yield Index | 0.24% | 2.98% | 2.98% |
7.54% | 9.00% | 18.25% | 8.68% |
| Barclays US GNMA Index | –0.41% | 1.77% |
1.77% | –0.18% | 3.04% | 3.91% | 4.70% |
| Barclays US Long Credit A/Better Ix | 0.49% | 6.13% |
6.13% | 0.52% | 9.01% | 11.55% | 6.13% |
| Barclays US Long Gov Flt Adj Idx | 0.67% | 7.01% | 7.01% |
–4.18% | 8.19% | — | — |
| Barclays US Long Treasury Index | 0.66% | 7.10% | 7.10% |
–4.18% | 8.34% | 4.81% | 6.12% |
| Barclays US MBS Float Adj Index | –0.29% |
1.49% | 1.49% | 0.49% | 2.81% | — | — |
| Barclays US Trsy Inflat Prtcd Index | –0.47% |
1.95% | 1.95% | –6.49% | 3.50% | 4.91% | 4.53% |
| Barclays USD EmergMkt GovRIC Cap Ix | 0.97% | 3.08% |
3.08% | –0.20% | — | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.02% | 0.99% |
| Citigroup 3-Month US T-Bill Index | 0.00% | 0.01% | 0.01% |
0.05% | 0.05% | 0.08% | 1.56% |
| Conservative Growth Composite Index | 0.17% | 1.90% |
1.90% | 7.82% | 6.82% | 10.83% | 5.72% |
| Convertibles Composite Index | –1.13% |
3.29% | 3.29% | 18.45% | 9.03% | 17.99% | 6.50% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Dividend Growth Spliced Index | 0.83% | 0.39% | 0.39% |
16.88% | 13.20% | 20.11% | 7.08% |
| FTSE All-World ex US Index | 0.37% | 0.51% | 0.51% |
12.50% | 4.29% | 15.93% | 7.76% |
| FTSE Emerging Index | 3.89% | –0.13% |
–0.13% | –2.41% | –3.34% |
14.47% | 10.38% |
| FTSE Global All Cap Index Hedged | 0.36% | 1.12% | 1.12% |
17.38% | 10.12% | 17.53% | 7.55% |
| FTSE Global Small-Cap ex US Index | 0.12% | 4.46% | 4.46% |
17.47% | 5.18% | 20.84% | — |
| FTSE High Dividend Yield Index | 2.50% | 1.97% | 1.97% |
18.74% | 16.15% | 21.89% | 8.00% |
| Growth Composite Index | 0.38% | 1.81% | 1.81% |
15.74% | 10.36% | 17.06% | 7.03% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 1.18% |
| Income Composite Index | 0.06% | 1.93% | 1.93% |
4.01% | 5.24% | 7.84% | 5.05% |
| Inst Money Market Funds Average | 0.00% | 0.00% | 0.00% |
0.00% | 0.02% | 0.06% | 1.62% |
| Managed Payout Composite Index | 0.30% | 2.63% | 2.63% |
9.73% | 6.76% | 14.17% | — |
| Moderate Growth Composite Index | 0.28% | 1.86% | 1.86% |
11.75% | 8.91% | 14.13% | 6.56% |
| Money Market Funds Average | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.01% | 1.36% |
| MSCI US Broad Market Index | 0.51% | 2.01% | 2.01% |
22.76% | 14.68% | 22.09% | 8.08% |
| MSCI US Prime Market 750 Index | 0.64% | 1.94% | 1.94% |
22.23% | 14.68% | 21.46% | 7.87% |
| MSCI US Small Cap 1750 Index | –0.36% |
2.45% | 2.45% | 26.27% | 14.60% | 26.94% | 9.93% |
| NASDAQ US Dividend Achievers Select | 0.83% | 0.39% |
0.39% | 16.88% | 13.20% | 19.02% | — |
| NY Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.01% | 0.03% | 1.02% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| REIT Spliced Index | 0.54% | 9.98% | 9.98% | 4.28% |
10.65% | 28.67% | 8.34% |
| Russell 1000 Growth Index | –1.01% | 1.12% |
1.12% | 23.22% | 14.62% | 21.68% | 7.86% |
| Russell 1000 Index | 0.64% | 2.05% | 2.05% | 22.41% |
14.75% | 21.73% | 7.80% |
| Russell 1000 Value Index | 2.39% | 3.02% | 3.02% |
21.57% | 14.80% | 21.75% | 7.58% |
| Russell 2000 Growth Index | –2.46% | 0.48% |
0.48% | 27.19% | 13.61% | 25.24% | 8.87% |
| Russell 2000 Index | –0.68% | 1.12% |
1.12% | 24.90% | 13.18% | 24.31% | 8.53% |
| Russell 2000 Value Index | 1.24% | 1.78% | 1.78% |
22.65% | 12.74% | 23.33% | 8.07% |
| Russell 2500 Growth Index | –2.12% | 1.04% |
1.04% | 26.66% | 13.93% | 25.82% | 9.64% |
| Russell 2500 Value Index | 1.37% | 3.52% | 3.52% |
21.76% | 13.88% | 24.81% | 9.01% |
| Russell 3000 Growth Index | –1.13% | 1.07% |
1.07% | 23.53% | 14.53% | 21.94% | 7.95% |
| Russell 3000 Index | 0.53% | 1.97% | 1.97% | 22.61% |
14.61% | 21.93% | 7.86% |
| Russell 3000 Value Index | 2.30% | 2.92% | 2.92% |
21.65% | 14.63% | 21.88% | 7.62% |
| Russell Midcap Growth Index | –1.85% | 2.04% |
2.04% | 24.22% | 13.52% | 24.73% | 9.47% |
| Russell Midcap Value Index | 1.54% | 5.22% | 5.22% |
22.95% | 15.17% | 26.35% | 10.24% |
| S&P 500 Growth Index | –0.73% | 1.39% |
1.39% | 23.12% | 15.39% | 21.10% | 7.93% |
| S&P 500 Index | 0.84% | 1.81% | 1.81% | 21.86% |
14.66% | 21.16% | 7.42% |
| S&P 500 Value Index | 2.58% | 2.26% | 2.26% | 20.54% |
13.96% | 21.32% | 7.10% |
| S&P Completion Index | –0.74% | 2.77% |
2.77% | 25.81% | 14.30% | 25.95% | — |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P EPAC SmallCap Index | –0.42% | 3.73% |
3.73% | 23.43% | 9.18% | 20.75% | 9.09% |
| S&P Global ex U.S. Property Index | 0.68% | –0.60% |
–0.60% | –2.18% | 6.50% | — |
— |
| S&P MidCap 400 Growth Index | –0.46% | 2.14% |
2.14% | 20.92% | 12.77% | 25.05% | 10.63% |
| S&P MidCap 400 Index | 0.37% | 3.04% | 3.04% | 21.24% |
13.37% | 24.86% | 10.14% |
| S&P MidCap 400 Value Index | 1.25% | 3.99% | 3.99% |
21.58% | 14.03% | 24.71% | 10.09% |
| S&P SmallCap 600 Growth Index | 0.09% | 0.08% | 0.08% |
27.59% | 15.81% | 26.74% | 10.93% |
| S&P SmallCap 600 Index | 0.70% | 1.13% | 1.13% |
27.81% | 15.95% | 26.21% | 10.11% |
| S&P SmallCap 600 Value Index | 1.28% | 2.13% | 2.13% |
28.00% | 16.16% | 25.75% | 9.87% |
| Spl Barclays US 5-10Yr G/Cr Flt Adj | –0.38% |
2.33% | 2.33% | –1.35% | 5.35% | 6.73% | 5.19% |
| Spl Barclays US1-5YrGov/Cr FlAdj Ix | –0.26% |
0.40% | 0.40% | 0.42% | 1.93% | 2.84% | 3.27% |
| Spl Barclays USLongGv/Cr Flt Adj Ix | 0.75% | 6.55% |
6.55% | –0.88% | 8.99% | 9.14% | 6.50% |
| Spl Total International Stock Index | 0.34% | 0.92% |
0.92% | 12.79% | 4.32% | 15.45% | 6.91% |
| Spliced Barclays USAgg Float Adj Ix | –0.15% |
1.85% | 1.85% | –0.05% | 3.83% | 4.86% | 4.49% |
| Spliced Dev ex North America Index | –0.51% |
0.54% | 0.54% | 17.36% | 7.15% | 15.98% | 6.51% |
| Spliced Emerging Markets Index | 3.89% | –0.13% |
–0.13% | –2.65% | –3.33% |
14.15% | 9.91% |
| Spliced Energy Index | 2.28% | 0.99% | 0.99% | 10.70% |
0.16% | 11.32% | 10.45% |
| Spliced Equity Income Index | 2.50% | 1.97% | 1.97% |
18.74% | 16.15% | 21.89% | 8.52% |
| Spliced European Stock Index | –0.96% |
2.20% | 2.20% | 25.07% | 8.53% | 17.58% | 7.46% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Extended Market Index | –0.74% |
2.77% | 2.77% | 25.81% | 14.30% | 25.95% | 9.87% |
| Spliced Glbl Custom Metals & Mining | –4.35% |
5.45% | 5.45% | –16.35% | –17.89% |
5.26% | 5.36% |
| Spliced Global Equity Index | 0.44% | 1.08% | 1.08% |
16.55% | 8.55% | 17.80% | 7.13% |
| Spliced Growth Index | –1.58% | 0.80% |
0.80% | 22.17% | 14.95% | 21.65% | 8.01% |
| Spliced Health Care Index | –1.74% | 5.69% |
5.69% | 25.89% | 20.75% | 20.34% | 8.44% |
| Spliced Inst Total Stock Market Idx | 0.52% | 2.04% |
2.04% | 22.75% | 14.69% | 22.10% | 8.07% |
| Spliced International Index | 0.26% | 0.51% | 0.51% |
12.36% | 4.15% | 14.10% | 5.65% |
| Spliced Large Cap Index | 0.68% | 1.92% | 1.92% |
22.15% | 14.64% | 21.44% | 7.86% |
| Spliced Mega Cap Growth Index | –1.54% |
0.24% | 0.24% | 22.38% | 15.62% | 21.16% | 7.69% |
| Spliced Mega Cap Index | 0.88% | 1.64% | 1.64% |
21.81% | 14.87% | 20.70% | 7.43% |
| Spliced Mega Cap Value Index | 2.80% | 2.72% | 2.72% |
21.52% | 14.08% | 20.26% | 7.08% |
| Spliced Mid Cap Growth Idx | –1.65% | 2.69% |
2.69% | 20.74% | 11.70% | 23.80% | 9.22% |
| Spliced Mid Cap Index | –0.28% | 3.30% |
3.30% | 23.76% | 13.67% | 25.11% | 9.98% |
| Spliced Mid Cap Value Index | 1.06% | 3.91% | 3.91% |
25.21% | 15.50% | 26.26% | 10.45% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.02% | 1.00% |
| Spliced OH Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.03% | 1.05% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.02% | 1.03% |
| Spliced Pacific Stock Index | 0.20% | –2.38% |
–2.38% | 5.32% | 5.21% | 13.49% | 4.79% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Small and Mid Cap Index | –0.28% |
3.07% | 3.07% | 25.23% | 14.28% | 26.01% | 9.99% |
| Spliced Small Cap Growth Index | –2.23% |
1.60% | 1.60% | 24.69% | 13.60% | 26.99% | 10.18% |
| Spliced Small Cap Index | –0.30% | 2.62% |
2.62% | 25.33% | 14.29% | 26.74% | 9.84% |
| Spliced Small Cap Value Index | 1.36% | 3.49% | 3.49% |
24.80% | 14.66% | 26.27% | 9.29% |
| Spliced Social Index | 0.66% | 2.79% | 2.79% | 25.88% |
16.59% | 23.37% | 6.28% |
| Spliced Total Stock Market Index | 0.52% | 2.04% | 2.04% |
22.70% | 14.67% | 22.08% | 8.05% |
| Spliced Total World Stock Index | 0.46% | 1.43% | 1.43% |
17.53% | 9.02% | 18.35% | — |
| Spliced US IMI Consumer Discr 25/50 | –2.40% |
–2.04% | –2.04% | 25.99% | 20.40% |
30.22% | 9.18% |
| Spliced US IMI Consumer Stapl 25/50 | 2.24% | 0.65% |
0.65% | 12.59% | 16.56% | 19.24% | 9.89% |
| Spliced US IMI Energy 25/50 | 2.48% | 1.54% | 1.54% |
15.43% | 5.14% | 17.12% | 13.16% |
| Spliced US IMI Financials 25/50 | 2.63% | 2.74% | 2.74% |
22.06% | 12.79% | 21.67% | 1.16% |
| Spliced US IMI Health Care 25/50 | –2.04% |
5.77% | 5.77% | 30.63% | 23.20% | 22.73% | 9.85% |
| Spliced US IMI Industrials 25/50 | 0.67% | 0.62% | 0.62% |
27.50% | 14.69% | 26.43% | 9.65% |
| Spliced US IMI Info Tech 25/50 | –0.28% |
2.23% | 2.23% | 27.13% | 13.87% | 22.21% | 8.06% |
| Spliced US IMI Materials 25/50 | 0.79% | 2.98% | 2.98% |
22.25% | 8.97% | 21.80% | 9.89% |
| Spliced US IMI Telecom Serv 25/50 | 4.89% | 1.33% | 1.33% |
18.55% | 11.21% | 15.20% | 7.99% |
| Spliced US IMI Utilities 25/50 | 3.22% | 9.49% | 9.49% |
11.01% | 13.78% | 15.69% | 9.85% |
| Spliced Value Index | 2.61% | 2.84% | 2.84% | 21.99% |
14.27% | 21.21% | 7.60% |
| Benchmark | Returns as of 03/31/2014 | Month End YTD
as of
03/31/2014 |
Average Annual Total
Returns as of 03/31/2014 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| STAR Composite Index | 0.22% | 1.59% | 1.59% | 12.23% |
8.91% | 14.51% | 6.83% |
| Target Retirement 2010 Composite Ix | 0.14% | 1.69% |
1.69% | 7.51% | 7.17% | 12.27% | — |
| Target Retirement 2015 Composite Ix | 0.23% | 1.78% |
1.78% | 10.28% | 8.12% | 13.84% | 6.06% |
| Target Retirement 2020 Composite Ix | 0.29% | 1.85% |
1.85% | 12.33% | 9.04% | 15.24% | — |
| Target Retirement 2025 Composite Ix | 0.33% | 1.84% |
1.84% | 13.82% | 9.58% | 16.36% | 6.48% |
| Target Retirement 2030 Composite Ix | 0.37% | 1.81% |
1.81% | 15.32% | 10.11% | 17.47% | — |
| Target Retirement 2035 Composite Ix | 0.41% | 1.79% |
1.79% | 16.84% | 10.62% | 18.45% | 6.99% |
| Target Retirement 2040 Composite Ix | 0.43% | 1.77% |
1.77% | 17.77% | 11.04% | 18.74% | — |
| Target Retirement 2045 Composite Ix | 0.43% | 1.77% |
1.77% | 17.77% | 11.04% | 18.74% | 7.34% |
| Target Retirement 2050 Composite Ix | 0.43% | 1.77% |
1.77% | 17.77% | 11.04% | 18.74% | — |
| Target Retirement 2055 Composite Ix | 0.43% | 1.77% |
1.77% | 17.77% | 11.04% | — | — |
| Target Retirement 2060 Composite Ix | 0.43% | 1.77% |
1.77% | 17.77% | — | — | — |
| Target Retirement Income Compos. Ix | 0.08% | 1.63% |
1.63% | 5.16% | 6.37% | 9.45% | 5.34% |
| Tax-Exempt Money Mkt Funds Average | 0.00% | 0.00% | 0.00% |
0.01% | 0.00% | 0.02% | 0.97% |
| Tax-Managed Balanced Compos. Index | 0.25% | 2.20% | 2.20% |
11.29% | 9.96% | 13.32% | 6.56% |
| 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 | 0.83% | 2.33% | 2.33% |
6.72% | 9.04% | 12.63% | 6.40% |
| Wellington Composite Index | 0.52% | 2.07% | 2.07% |
14.08% | 11.44% | 16.51% | 6.72% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
