Benchmark Returns

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index–6.91%–7.92% –12.05%–5.06%8.61%8.72% 8.94%
Bloomberg 1 Year Municipal Index–0.40% –1.36%–2.01%–1.98% 0.52%0.85%0.78%
Bloomberg 1-15 Year Municipal Index–2.10% –5.00%–7.32%–6.80% 0.48%1.55%2.08%
Bloomberg 1-5 Year Municipal Index–1.09% –3.06%–4.71%–4.63% 0.36%0.91%1.15%
Bloomberg CA Municipal Index–2.90% –6.41%–9.19%–8.20% 0.26%1.67%2.64%
Bloomberg Commodity Index TR4.14%20.19%30.75% 43.53%17.87%10.22%–0.26%
Bloomberg GA Credit Idx Hedged USD–3.97% –8.37%–10.64%–9.24% 0.56%1.86%3.01%
Bloomberg GA ex-USD FlAdjRIC Cp Hgd–2.47% –6.10%–7.39%–7.06% –0.19%1.53%
Bloomberg MA Municipal Index–2.82% –6.20%–8.86%–8.15% 0.23%1.54%2.23%
Bloomberg Municipal Bond Index–2.77% –6.26%–8.82%–7.88% 0.46%1.80%2.48%
Bloomberg Municipal CA Intermed Idx–2.28% –5.38%–8.17%–7.88% –0.07%1.15%2.02%
Bloomberg NJ Municipal Index–2.98% –6.81%–9.61%–8.25% 1.15%3.01%3.02%
Bloomberg NY Municipal Index–2.91% –6.62%–9.26%–8.19% 0.10%1.47%2.31%
Bloomberg OH Municipal Index–2.69% –6.16%–8.64%–7.82% 0.48%1.76%2.58%
Bloomberg PA Municipal Index–2.80% –6.31%–8.81%–7.82% 0.75%2.16%2.78%
Bloomberg US 0-5 Year TIPS Index–0.02% 0.23%–0.32%3.03%4.24%3.11%1.69%
Bloomberg US 1-5 Year Credit Index–1.31% –3.80%–4.91%–5.27% 1.06%1.59%1.90%
Bloomberg US 1-5 Year Treasury Idx–0.85% –3.28%–4.19%–4.94% 0.53%0.89%0.87%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Bloomberg US 1-5 Yr Corporate Index–1.41% –3.92%–5.09%–5.39% 1.14%1.69%2.08%
Bloomberg US 1-5 Yr Government Idx–0.85% –3.27%–4.18%–4.93% 0.52%0.89%0.88%
Bloomberg US 10+ Year Corp Index–9.76% –15.31%–20.06%–15.08% 0.87%2.40%3.90%
Bloomberg US 5-10 Year Corp Index–4.69% –8.94%–11.39%–10.17% 1.04%2.04%3.13%
Bloomberg US 5-10 Year Credit Index–4.61% –8.80%–11.20%–10.00% 0.97%1.98%3.00%
Bloomberg US 5-10 Yr Treasury Index–3.21% –7.14%–9.01%–8.39% 0.43%0.99%1.40%
Bloomberg US Agg Float Adj Index–3.80% –7.54%–9.59%–8.47% 0.44%1.24%1.76%
Bloomberg US GNMA Index–3.23%–6.11% –7.25%–8.01%–0.55% 0.48%1.11%
Bloomberg US Long Treasury Index–8.89% –15.02%–18.53%–12.23% 0.71%1.67%2.57%
Bloomberg US LongCredit A/Better Ix–9.43% –14.95%–19.49%–14.93% 0.53%2.04%3.55%
Bloomberg US MBS Float Adj Index–3.39% –6.77%–8.09%–8.55% –0.59%0.51%1.26%
Bloomberg US Treas Bellwether:1Yr–0.07% –0.42%–0.71%–0.78% 1.00%1.29%0.85%
Bloomberg US Trsy Inflat Prtcd Idx–2.04% –3.04%–5.00%0.75%5.37%3.88% 2.27%
Bloomberg US Universal Index–3.73% –7.59%–9.62%–8.57% 0.52%1.37%2.07%
Bloomberg USD EmergMkt GovRIC CapIx–5.87% –12.27%–14.86%–13.67% –1.60%0.32%
CA Tax-Exempt Money Mkt Funds Avg0.01%0.02%0.02% 0.03%0.31%0.46%0.25%
Communication Services Spliced Idx–14.85% –19.68%–24.50%–25.62% 5.89%2.69%7.33%
Conservative Growth Composite Index–5.18% –7.32%–10.32%–6.85% 4.63%5.15%5.62%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Consumer Discretionary Spliced Idx–11.40% –11.98%–20.53%–12.98% 15.90%15.36%15.67%
CRSP US Total Market Index–9.02%–8.45% –13.97%–3.34%13.02%12.98% 13.26%
Dividend Growth Spliced Index–5.00% –4.94%–9.93%2.56%12.72% 13.15%12.52%
FTSE All-World ex US Index–6.14%–7.60% –10.96%–9.65%4.95%5.31% 5.45%
FTSE All-World Index–7.88%–8.24% –12.63%–5.11%9.80%9.78% 9.62%
FTSE AW ex US High Div Yield Idx–5.14% –4.79%–3.56%0.60%5.50%5.32% 5.31%
FTSE Emerging Index–5.25%–9.85% –10.21%–14.99%3.16%4.81% 3.35%
FTSE Global All Cap Index Hdg.–6.21% –6.21%–10.66%–2.14% 10.73%10.55%11.12%
FTSE Global Small-Cap ex US Index–7.06% –7.00%–13.35%–10.86% 5.70%4.75%5.66%
FTSE High Dividend Yield Index–4.15% –3.00%–3.45%6.91%10.34% 10.21%11.80%
Global Wellesley Income Comp Index–3.97% –6.40%–7.77%–4.55% 3.47%
Global Wellington Composite Index–6.61% –7.95%–11.83%–5.47% 7.26%
Growth Composite Index–6.96%–7.69% –11.86%–5.97%8.50%8.61% 9.02%
High-Yield Corporate Composite Idx–3.39% –5.50%–8.08%–5.31% 2.97%3.68%4.96%
iMoneyNet MFR Treasury Funds Avg0.01%0.01%0.01% 0.02%0.44%0.71%0.36%
Income Composite Index–4.29%–7.20% –9.61%–7.41%2.50%3.29%3.82%
Information Technology Spliced Idx–11.68% –12.93%–19.62%–1.69% 21.14%22.90%19.09%
JP Morgan EMBI Global Diversified–5.59% –12.56%–15.05%–14.51% –1.97%0.23%2.98%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Managed Allocation Composite Index–5.71% –6.24%–9.40%–4.20% 7.49%7.35%6.92%
Moderate Growth Composite Index–6.07% –7.49%–11.07%–6.38% 6.63%6.93%7.35%
MSCI AC World Growth ex US–7.44%–10.17% –17.41%–16.23%5.25%6.32% 5.94%
MSCI AC World Index ex USA Net–6.28% –7.99%–11.38%–10.31% 4.30%4.94%5.04%
MSCI All Country World Index Value–5.05% –4.81%–5.96%0.28%6.21%6.22% 7.28%
MSCI US Broad Market Index–8.98%–8.36% –13.77%–2.87%13.29%13.11% 13.36%
MSCI US Prime Market 750 Index–9.01% –8.54%–13.76%–1.95% 13.70%13.57%13.61%
MSCI US Small Cap 1750 Index–8.67% –6.43%–13.87%–11.28% 9.51%9.05%11.18%
NY Tax-Exempt Money Mkt Funds Avg0.01%0.02%0.02% 0.03%0.33%0.49%0.26%
Real Estate Spliced Index–4.18%–1.87% –9.88%7.90%10.01%8.81%9.02%
Russell 1000 Growth Index–12.08%–12.52% –20.03%–5.35%16.68%17.28% 15.56%
Russell 1000 Index–8.91%–8.42% –13.59%–2.10%13.57%13.44% 13.53%
Russell 1000 Value Index–5.64%–4.10% –6.34%1.32%9.58%9.06%11.17%
Russell 2000 Growth Index–12.27%–11.48% –23.35%–26.44%4.14%7.08% 9.95%
Russell 2000 Index–9.91%–7.82% –16.69%–16.87%6.73%7.24% 10.06%
Russell 2000 Value Index–7.76%–4.40% –9.97%–6.59%8.38%6.75%9.81%
Russell 2500 Growth Index–11.42%–10.51% –22.32%–23.08%7.28%10.12% 11.43%
Russell 2500 Value Index–6.78%–3.26% –8.18%–3.70%9.10%7.69%10.33%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Russell 3000 Index–8.97%–8.39% –13.78%–3.11%13.11%13.01% 13.29%
Russell Midcap Growth Index–11.26% –10.93%–22.42%–16.73% 8.72%12.06%12.17%
Russell Midcap Value Index–5.94%–3.54% –7.65%0.00%10.19%8.61%11.40%
S&P 500 Growth Index–12.48%–12.69% –20.00%–3.23%15.64%16.31% 15.26%
S&P 500 Index–8.72%–8.17% –12.92%0.21%13.85%13.66%13.67%
S&P 500 Value Index–4.86%–3.45% –5.02%3.25%10.74%10.05%11.49%
S&P Completion Index–10.58%–9.83% –18.93%–18.89%8.61%9.24% 11.08%
S&P EPAC SmallCap Index–6.95%–8.58% –15.90%–15.91%4.10%4.35% 7.19%
S&P Global ex U.S. Property Index–5.79% –5.84%–8.54%–8.68% –0.94%2.37%4.47%
S&P MidCap 400 Growth Index–7.62%–6.24% –15.98%–11.65%9.26%9.29% 11.10%
S&P MidCap 400 Index–7.11%–4.77% –11.64%–7.03%9.91%9.29% 11.40%
S&P MidCap 400 Value Index–6.62%–3.36% –7.19%–2.30%9.91%8.87%11.39%
S&P National AMT-Free Muni Bond Idx–2.74% –5.98%–8.39%–7.37% 0.55%1.78%2.33%
S&P SmallCap 600 Growth Index–9.50% –8.89%–18.11%–12.36% 8.26%9.10%11.96%
S&P SmallCap 600 Index–7.81%–6.18% –12.99%–8.54%9.15%8.91% 11.79%
S&P SmallCap 600 Value Index–6.27% –3.64%–7.80%–4.69% 9.54%8.44%11.45%
S&P U.S. Dividend Growers Index TR–5.00% –4.94%–9.93%
Spl Bloomberg US 5-10Yr G/Cr FltAdj–3.82% –7.87%–9.98%–9.07% 0.85%1.56%2.23%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Spl Bloomberg US Long Treasury Idx–8.89% –15.02%–18.53%–12.23% 0.71%1.66%2.58%
Spl Bloomberg US Treas 1-3 Yr Idx–0.48% –2.29%–2.97%–3.55% 0.61%0.92%0.78%
Spl Bloomberg US Treas 3-10 Yr Idx–2.40% –6.07%–7.66%–7.81% 0.40%0.92%1.26%
Spl Bloomberg US1-5YrGov/Cr FlAdjIx–1.00% –3.44%–4.42%–5.04% 0.73%1.14%1.22%
Spl Bloomberg USLongGv/Cr FltAdj Ix–9.30% –15.07%–19.23%–13.81% 1.03%2.27%3.38%
Spl S&P Global Ex-US Dividend Growers Idx USD NTR–5.07% –4.72%–11.37%–3.83% 8.36%8.24%
Spl Total International Stock Index–6.24% –7.54%–11.21%–9.77% 5.02%5.25%5.45%
Spliced Alternative Strategies Idx0.03%0.05%0.06% 0.08%1.35%3.14%
Spliced Bloomberg USAgg Flt AdjIx–3.80% –7.54%–9.59%–8.47% 0.44%1.24%1.76%
Spliced Developed ex US Index–6.52% –6.82%–11.45%–8.07% 5.53%5.44%6.28%
Spliced Emerging Markets Index–5.45% –9.69%–10.61%–14.47% 3.59%4.72%3.08%
Spliced Energy Index–1.98%3.90% 10.10%22.38%–4.53%–0.44% –1.18%
Spliced Equity Income Index–4.15%–3.00% –3.45%6.91%10.34%10.21%11.80%
Spliced European Stock Index–5.92% –8.79%–13.34%–7.69% 5.18%5.19%6.22%
Spliced Extended Market Index–10.58% –9.83%–18.93%–18.89% 8.61%9.24%11.08%
Spliced Global Capital Cycles Index–8.46% –4.22%–8.09%–2.92% 11.73%8.13%–0.37%
Spliced Global Equity Index–8.00%–8.44% –12.94%–5.44%9.41%9.46% 9.21%
Spliced Growth Index–12.83%–13.72% –21.80%–8.29%16.13%16.14% 14.85%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Health Care Index–4.76%–0.83% –8.37%3.09%12.92%10.93%12.38%
Spliced Inst Total Stock Market Idx–9.02% –8.45%–13.97%–3.34% 13.02%12.98%13.26%
Spliced International Index–6.28%–7.99% –11.38%–10.31%4.30%4.94% 5.04%
Spliced Large Cap Index–9.09%–8.73% –13.94%–1.81%13.71%13.59% 13.59%
Spliced Market Neutral Index USD0.03%0.05%0.06% 0.08%0.71%1.09%0.60%
Spliced Mega Cap Growth Index–12.99% –14.15%–21.52%–7.48% 17.12%16.91%15.43%
Spliced Mega Cap Index–9.31%–9.20% –13.96%–1.21%14.19%14.12% 13.88%
Spliced Mega Cap Value Index–4.85% –3.09%–3.91%6.48%11.05% 11.24%12.36%
Spliced Mid Cap Growth Idx–11.44%–10.93% –22.35%–12.02%10.76%12.16% 11.99%
Spliced Mid Cap Index–8.04%–6.50% –13.85%–4.51%11.13%10.88% 12.10%
Spliced Mid Cap Value Index–4.89%–2.32% –4.83%3.07%10.86%9.29%11.93%
Spliced Pacific Stock Index–7.24%–5.29% –10.98%–12.59%4.18%4.62% 5.76%
Spliced S&P U.S. Dividend Growers Index TR–5.00% –4.94%–9.93%2.56%12.72% 13.15%12.52%
Spliced Small and Mid Cap Index–8.04% –6.21%–13.31%–8.01% 10.86%10.74%12.14%
Spliced Small Cap Growth Index–10.97% –10.27%–21.60%–22.19% 6.46%9.76%10.68%
Spliced Small Cap Index–8.23%–6.08% –13.50%–11.20%8.65%9.24% 11.24%
Spliced Small Cap Value Index–6.34% –3.17%–7.45%–2.56% 9.32%8.08%11.26%
Spliced Social Index–9.98%–10.53% –16.68%–3.74%13.90%14.23% 14.72%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Total Stock Market Index–9.02% –8.45%–13.97%–3.34% 13.02%12.98%13.25%
Spliced Total World Stock Index–7.90% –8.10%–12.78%–5.84% 9.60%9.56%9.54%
Spliced U.S. Government Money Market Funds Average0.00% 0.01%0.01%0.03%0.51%0.84%0.45%
Spliced US IMI Consumer Stapl 25/501.97%2.64% 0.56%12.76%13.23%9.92%11.64%
Spliced US IMI Energy 25/50–1.68%16.39% 36.73%60.78%10.33%6.43%3.34%
Spliced US IMI Financials 25/50–10.07% –12.09%–12.58%–4.49% 8.77%9.37%12.40%
Spliced US IMI Health Care 25/50–5.89% –2.07%–9.77%1.96%14.28% 13.03%15.21%
Spliced US IMI Industrials 25/50–7.88% –5.55%–11.39%–7.42% 8.67%9.11%12.01%
Spliced US IMI Materials 25/50–4.03% 2.03%–5.07%4.36%15.85%11.23%10.81%
Spliced US IMI Utilities 25/50–4.32% 3.10%–0.36%9.32%9.13%9.83%11.06%
Spliced Value Index–4.72%–2.78% –3.77%5.94%11.02%10.95%12.31%
STAR Composite Index–6.20%–7.32% –10.96%–5.61%7.48%7.62% 7.78%
Target Retirement 2015 Composite Ix–4.21% –6.08%–8.64%–5.28% 4.61%5.13%5.99%
Target Retirement 2020 Composite Ix–5.06% –6.63%–9.68%–5.58% 5.85%6.28%7.06%
Target Retirement 2025 Composite Ix–5.81% –7.25%–10.72%–6.12% 6.58%7.00%7.75%
Target Retirement 2030 Composite Ix–6.28% –7.53%–11.26%–6.23% 7.21%7.59%8.35%
Target Retirement 2035 Composite Ix–6.62% –7.60%–11.56%–6.08% 7.90%8.21%8.97%
Target Retirement 2040 Composite Ix–6.95% –7.68%–11.86%–5.94% 8.58%8.83%9.49%

BenchmarkReturns as of 04/30/2022Month End YTD
as of
04/30/2022
Average Annual Total
Returns as of 04/30/2022
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2045 Composite Ix–7.29% –7.77%–12.16%–5.80% 9.28%9.35%9.79%
Target Retirement 2050 Composite Ix–7.41% –7.80%–12.27%–5.80% 9.37%9.41%9.82%
Target Retirement 2055 Composite Ix–7.41% –7.80%–12.27%–5.80% 9.37%9.41%9.82%
Target Retirement 2060 Composite Ix–7.41% –7.80%–12.27%–5.80% 9.37%9.41%9.82%
Target Retirement 2065 Composite Ix–7.41% –7.80%–12.27%–5.80% 9.37%9.41%
Target Retirement Income Compos. Ix–4.18% –6.06%–8.58%–5.33% 4.26%4.53%4.68%
Tax-Exempt Money Mkt Funds Average0.01%0.02%0.02% 0.03%0.34%0.54%0.30%
Tax-Managed Balanced Compos. Index–5.51% –6.56%–10.31%–4.14% 7.54%7.86%8.04%
US Gov't Money Market Funds Average0.00%0.01% 0.01%0.03%0.42%0.68%0.35%
Wellesley Income Composite Index–4.58% –6.77%–8.72%–4.09% 4.26%4.78%5.80%
Wellington Composite Index–7.35%–8.32% –12.36%–3.22%9.38%9.56% 9.81%

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