| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.74% | 14.48% | 1.78% |
9.10% | 8.91% | 8.29% | 10.18% |
| BloomBarc 1 Year Municipal Index | 0.00% | 1.22% | 1.28% |
2.16% | 1.81% | 1.42% | 1.14% |
| BloomBarc 1-15 Year Municipal Index | 0.58% | 2.69% |
2.18% | 4.18% | 3.75% | 3.42% | 3.59% |
| BloomBarc 1-5 Year Municipal Index | 0.26% | 2.38% | 1.86% |
3.14% | 2.50% | 2.11% | 2.04% |
| BloomBarc CA Municipal Index | 0.57% | 2.87% | 2.36% |
4.83% | 4.33% | 3.95% | 4.67% |
| BloomBarc GA Credit Index Hedged | 1.62% | 6.92% | 3.43% |
6.90% | 5.63% | 5.18% | 4.96% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.57% | 2.31% |
2.53% | 4.34% | 5.21% | 4.66% | — |
| BloomBarc MA Municipal Index | 0.02% | 2.34% | 2.59% |
4.94% | 4.15% | 3.81% | 4.01% |
| BloomBarc Municipal Bond Index | 0.82% | 2.72% | 2.08% |
4.45% | 4.22% | 3.93% | 4.22% |
| BloomBarc Municipal CA Intermed Idx | 0.30% | 3.16% |
2.69% | 4.49% | 3.74% | 3.40% | 4.03% |
| BloomBarc NJ Municipal Index | 2.71% | 2.93% | –0.70% |
2.06% | 4.83% | 4.62% | 4.38% |
| BloomBarc NY Municipal Index | 0.88% | 2.35% | 1.52% |
3.60% | 3.72% | 3.62% | 3.94% |
| BloomBarc OH Municipal Index | 0.59% | 2.86% | 2.74% |
4.98% | 4.24% | 4.03% | 4.27% |
| BloomBarc PA Municipal Index | 0.84% | 2.36% | 2.10% |
4.68% | 4.56% | 4.27% | 4.45% |
| BloomBarc US 0-5 Year TIPS Index | 0.75% | 2.63% | 1.92% |
3.42% | 2.67% | 1.99% | 1.66% |
| BloomBarc US 1-5 Year Credit Index | 0.88% | 4.63% | 3.35% |
5.41% | 3.85% | 3.18% | 3.08% |
| BloomBarc US 1-5 Year Treasury Idx | 0.07% | 0.40% | 4.23% |
5.38% | 3.28% | 2.33% | 1.85% |
| BloomBarc US 1-5 Yr Corporate Index | 1.05% | 5.59% |
3.28% | 5.48% | 3.94% | 3.35% | 3.31% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.07% | 0.41% | 4.18% |
5.34% | 3.27% | 2.32% | 1.84% |
| BloomBarc US 10+ Year Corp Index | 2.52% | 11.36% | 6.34% |
13.79% | 8.80% | 8.76% | 7.82% |
| BloomBarc US 5-10 Year Corp Index | 2.27% | 10.01% | 5.30% |
9.26% | 6.41% | 5.77% | 5.78% |
| BloomBarc US 5-10 Year Credit Index | 2.12% | 9.44% |
5.20% | 9.08% | 6.31% | 5.59% | 5.63% |
| BloomBarc US 5-10 Yr Treasury Index | 0.11% | 0.86% |
9.60% | 11.07% | 6.05% | 4.52% | 4.13% |
| BloomBarc US Agg Float Adj Index | 0.68% | 3.03% | 6.30% |
8.92% | 5.40% | 4.37% | 3.87% |
| BloomBarc US GNMA Index | –0.13% | 0.58% |
3.64% | 5.37% | 3.82% | 3.03% | 3.05% |
| BloomBarc US Long Treasury Index | 0.13% | 0.25% | 21.20% |
25.41% | 12.04% | 9.26% | 7.74% |
| BloomBarc US LongCredit A/Better Ix | 2.24% | 8.68% |
9.00% | 15.39% | 9.11% | 8.76% | 7.80% |
| BloomBarc US MBS Float Adj Index | –0.08% |
0.61% | 3.46% | 5.57% | 3.89% | 3.13% | 3.01% |
| BloomBarc US Treas Bellwether:1Yr | 0.03% | 0.05% | 1.62% |
2.83% | 2.31% | 1.62% | 0.99% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.12% | 4.24% | 6.01% |
8.28% | 5.05% | 3.75% | 3.52% |
| BloomBarc USD EmergMkt GovRIC CapIx | 2.81% | 11.16% |
–2.40% | 1.06% | 3.70% | 5.12% | — |
| Bloomberg Commodity Index TR | 2.28% | 5.08% | –19.40% |
–17.38% | –6.14% | –7.69% |
–5.82% |
| CA Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Communication Services Spliced Idx | –0.03% |
22.22% | –0.53% | 8.66% | 2.35% | 4.20% | 9.01% |
| Conservative Growth Composite Index | 1.72% | 9.72% |
1.47% | 6.61% | 6.37% | 5.93% | 6.93% |
| Consumer Discretionary Spliced Idx | 5.25% | 37.78% |
6.01% | 12.88% | 13.55% | 11.66% | 17.36% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 2.29% | 22.09% | –3.40% |
6.47% | 10.04% | 10.03% | — |
| Dividend Growth Spliced Index | 0.04% | 14.02% | –5.06% |
3.71% | 10.31% | 10.62% | 12.71% |
| FTSE All-World ex US Index | 4.44% | 16.45% | –10.79% |
–4.25% | 1.35% | 2.52% | 5.30% |
| FTSE All-World Index | 3.18% | 19.28% | –6.19% |
2.52% | 6.44% | 6.84% | 9.51% |
| FTSE AW ex US High Div Yield Idx | 3.74% | 12.82% | –18.64% |
–13.55% | –2.55% | –0.06% |
4.12% |
| FTSE Emerging Index | 7.30% | 18.37% | –10.30% |
–3.56% | 2.51% | 2.61% | 3.31% |
| FTSE Global All Cap Index Hdg. | 2.80% | 18.94% | –5.35% |
3.58% | 7.26% | 7.48% | 10.32% |
| FTSE Global Small-Cap ex US Index | 3.70% | 23.11% | –13.39% |
–5.97% | –1.10% | 1.52% | 5.33% |
| FTSE High Dividend Yield Index | –0.70% |
12.54% | –14.40% | –6.54% | 3.62% |
6.61% | 11.89% |
| Global Wellesley Income Comp Index | 1.45% | 8.25% | –3.28% |
1.29% | — | — | — |
| Global Wellington Composite Index | 2.22% | 14.50% | –2.26% |
4.81% | — | — | — |
| Growth Composite Index | 2.71% | 16.73% | –3.26% |
4.30% | 6.79% | 6.93% | 9.76% |
| High-Yield Corporate Composite Idx | 0.67% | 9.84% | –1.92% |
2.25% | 4.13% | 4.89% | 6.50% |
| iMoneyNet MFR Treasury Funds Avg | — | — |
— | — | — | — | — |
| Income Composite Index | 1.19% | 6.25% | 3.46% |
7.25% | 5.94% | 5.26% | 5.46% |
| Information Technology Spliced Idx | 7.07% | 31.83% |
14.57% | 34.03% | 27.19% | 23.08% | 20.41% |
| JP Morgan EMBI Global Diversified | 3.51% | 12.26% | –2.76% |
0.49% | 3.60% | 5.30% | 6.03% |
| Managed Allocation Composite Index | 2.30% | 13.34% |
–2.12% | 4.15% | 5.96% | 5.79% | 7.53% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 2.22% | 13.22% | –0.77% |
5.62% | 6.66% | 6.49% | 8.47% |
| Money Market Funds Average | — | — | — |
— | — | — | — |
| MSCI AC World Index ex USA Net | 4.52% | 16.12% | –11.00% |
–4.80% | 1.13% | 2.26% | 4.97% |
| MSCI US Broad Market Index | 2.40% | 22.27% | –3.47% |
6.56% | 10.03% | 10.04% | 13.78% |
| MSCI US Prime Market 750 Index | 2.33% | 21.92% | –2.48% |
8.01% | 10.89% | 10.68% | 14.08% |
| MSCI US Small Cap 1750 Index | 3.22% | 26.25% | –13.00% |
–6.82% | 2.23% | 4.43% | 11.04% |
| NASDAQ Intl DividendAchieversSel Ix | 4.31% | 15.26% |
–6.31% | 0.42% | 4.88% | — | — |
| NASDAQ US Dividend Achievers Select | 0.04% | 14.02% |
–5.06% | 3.71% | 10.31% | 10.62% | 12.71% |
| NY Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Real Estate Spliced Index | 2.47% | 13.50% | –13.82% |
–6.82% | 2.32% | 5.47% | 9.79% |
| Russell 1000 Growth Index | 4.35% | 27.84% | 9.81% |
23.28% | 18.99% | 15.89% | 17.23% |
| Russell 1000 Index | 2.21% | 21.82% | –2.81% |
7.48% | 10.64% | 10.47% | 13.97% |
| Russell 1000 Value Index | –0.66% | 14.29% |
–16.26% | –8.84% | 1.82% | 4.64% |
10.41% |
| Russell 2000 Growth Index | 3.84% | 30.58% | –3.06% |
3.48% | 7.86% | 6.86% | 12.92% |
| Russell 2000 Index | — | — | — |
— | — | — | — |
| Russell 2000 Value Index | 2.90% | 18.91% | –23.50% |
–17.48% | –4.35% | 1.26% | 7.82% |
| Russell 2500 Growth Index | 3.68% | 32.87% | 2.02% |
9.21% | 12.10% | 9.57% | 14.45% |
| Russell 2500 Value Index | 1.86% | 20.60% | –21.18% |
–15.50% | –2.60% | 1.85% | 8.81% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | 2.29% | 22.03% | –3.48% |
6.53% | 10.04% | 10.03% | 13.72% |
| Russell 3000 Value Index | –0.46% | 14.55% |
–16.74% | –9.42% | 1.41% | 4.41% |
10.23% |
| Russell Midcap Growth Index | 2.34% | 30.26% | 4.16% |
11.91% | 14.76% | 11.60% | 15.09% |
| Russell Midcap Value Index | 1.13% | 19.95% | –18.09% |
–11.81% | –0.54% | 3.32% | 10.29% |
| S&P 500 Growth Index | 4.10% | 26.23% | 7.93% |
17.75% | 16.75% | 14.63% | 16.62% |
| S&P 500 Index | 1.99% | 20.54% | –3.08% |
7.51% | 10.73% | 10.73% | 13.99% |
| S&P 500 Value Index | –0.95% | 13.15% |
–15.52% | –4.50% | 3.74% | 5.98% |
10.88% |
| S&P Completion Index | 4.05% | 31.14% | –5.60% |
1.08% | 6.32% | 6.64% | 12.26% |
| S&P EPAC SmallCap Index | 2.17% | 20.83% | –12.67% |
–4.00% | 0.00% | 3.21% | 7.72% |
| S&P Global ex U.S. Property Index | 2.23% | 9.10% | –21.11% |
–15.50% | –1.33% | 0.83% | — |
| S&P MidCap 400 Growth Index | 1.37% | 25.92% | –5.21% |
0.56% | 5.85% | 7.18% | 12.64% |
| S&P MidCap 400 Index | 1.26% | 24.07% | –12.78% |
–6.70% | 2.39% | 5.22% | 11.34% |
| S&P MidCap 400 Value Index | 1.12% | 21.74% | –20.98% |
–14.75% | –1.52% | 2.77% | 9.77% |
| S&P National AMT-Free Muni Bond Idx | 0.73% | 2.44% |
2.00% | 4.23% | 4.08% | 3.83% | 4.04% |
| S&P SmallCap 600 Growth Index | 3.80% | 23.06% | –11.54% |
–5.68% | 4.11% | 6.62% | 12.83% |
| S&P SmallCap 600 Index | 3.74% | 21.94% | –17.85% |
–11.29% | 0.56% | 4.48% | 11.24% |
| S&P SmallCap 600 Value Index | 3.66% | 20.62% | –24.46% |
–17.38% | –3.15% | 2.19% | 9.58% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 1.11% | 4.81% |
7.77% | 10.37% | 6.25% | 5.08% | 4.87% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | 0.13% | 0.25% | 21.20% |
25.41% | 12.04% | 9.26% | 7.74% |
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.04% | 0.25% | 3.01% |
4.14% | 2.71% | 1.87% | 1.36% |
| Spl BloomBarc US Treas 3-10 Yr Idx | 0.12% | 0.75% | 7.85% |
9.20% | 5.14% | 3.82% | 3.45% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.35% | 1.77% |
3.98% | 5.43% | 3.49% | 2.63% | 2.22% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 1.55% | 6.23% |
12.82% | 18.91% | 10.33% | 8.98% | 7.84% |
| Spl Total International Stock Index | 4.37% | 17.05% |
–11.05% | –4.42% | 1.10% | 2.42% |
5.18% |
| Spliced Alternative Strategies Idx | — | — |
— | — | — | — | — |
| Spliced BloomBarc USAgg Flt AdjIx | 0.68% | 3.03% | 6.30% |
8.92% | 5.40% | 4.37% | 3.87% |
| Spliced Developed ex US Index | 3.42% | 16.40% | –11.33% |
–4.71% | 0.83% | 2.39% | 5.93% |
| Spliced Emerging Markets Index | 7.45% | 19.00% | –9.78% |
–3.16% | 2.05% | 2.03% | 3.11% |
| Spliced Energy Index | –0.11% | 17.81% |
–33.93% | –33.95% | –8.92% |
–6.63% | –1.13% |
| Spliced Equity Income Index | –0.70% | 12.54% |
–14.40% | –6.54% | 3.62% | 6.61% |
11.89% |
| Spliced European Stock Index | 3.85% | 16.17% | –12.96% |
–6.45% | 0.20% | 1.78% | 5.92% |
| Spliced Extended Market Index | 4.05% | 31.14% | –5.60% |
1.08% | 6.32% | 6.64% | 12.26% |
| Spliced Global Capital Cycles Index | 3.80% | 24.38% |
–5.30% | 2.28% | 3.86% | 5.75% | –2.20% |
| Spliced Global Equity Index | 3.20% | 19.22% | –6.25% |
2.11% | 6.14% | 6.46% | 9.16% |
| Spliced Growth Index | 4.78% | 29.06% | 11.36% |
24.84% | 18.08% | 14.97% | 16.84% |
| Spliced Health Care Index | –0.73% | 15.33% |
2.19% | 14.60% | 9.77% | 6.69% | 13.47% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | 2.29% | 22.09% |
–3.40% | 6.47% | 10.04% | 10.03% | 13.75% |
| Spliced International Index | 4.52% | 16.12% | –11.00% |
–4.80% | 1.13% | 2.26% | 4.97% |
| Spliced Large Cap Index | 2.20% | 21.42% | –2.16% |
8.39% | 11.04% | 10.80% | 14.10% |
| Spliced Market Neutral Index USD | — | — |
— | — | — | — | — |
| Spliced Mega Cap Growth Index | 5.22% | 28.81% | 12.70% |
27.53% | 19.06% | 15.98% | 17.36% |
| Spliced Mega Cap Index | 2.25% | 20.79% | –1.19% |
10.10% | 11.94% | 11.56% | 14.40% |
| Spliced Mega Cap Value Index | –1.35% |
11.80% | –14.72% | –6.39% | 4.73% |
7.01% | 11.43% |
| Spliced Mid Cap Growth Idx | 2.78% | 30.61% | 4.43% |
11.56% | 12.92% | 10.18% | 14.32% |
| Spliced Mid Cap Index | 1.97% | 24.97% | –7.20% |
–0.20% | 6.47% | 7.01% | 12.52% |
| Spliced Mid Cap Value Index | 1.01% | 18.61% | –18.59% |
–11.85% | –0.01% | 3.64% | 10.51% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | — | — |
— | — | — | — | — |
| Spliced PA Tax-Ex Money Mkt Fds Avg | — | — |
— | — | — | — | — |
| Spliced Pacific Stock Index | 2.84% | 15.65% | –8.58% |
–1.55% | 1.68% | 3.37% | 5.95% |
| Spliced Small and Mid Cap Index | 2.62% | 26.27% | –9.74% |
–3.17% | 5.17% | 6.29% | 12.17% |
| Spliced Small Cap Growth Index | 3.01% | 32.91% | 0.75% |
7.80% | 11.81% | 9.23% | 13.85% |
| Spliced Small Cap Index | 2.53% | 26.66% | –11.44% |
–5.65% | 3.98% | 5.38% | 11.57% |
| Spliced Small Cap Value Index | 2.07% | 20.75% | –21.37% |
–16.54% | –2.58% | 2.00% | 9.39% |
| Spliced Social Index | 3.01% | 23.39% | –1.22% |
11.29% | 12.75% | 11.73% | 14.99% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | 2.29% | 22.09% | –3.40% |
6.47% | 10.04% | 10.03% | 13.74% |
| Spliced Total World Stock Index | 3.16% | 19.85% | –6.76% |
1.72% | 5.99% | 6.53% | 9.40% |
| Spliced US IMI Consumer Stapl 25/50 | –0.17% |
9.43% | –5.99% | 3.26% | 4.75% | 6.72% | 11.86% |
| Spliced US IMI Energy 25/50 | –0.84% | 33.32% |
–36.55% | –38.06% | –14.11% |
–10.80% | –0.95% |
| Spliced US IMI Financials 25/50 | 0.43% | 13.57% | –23.98% |
–14.88% | –0.62% | 5.20% | 9.64% |
| Spliced US IMI Health Care 25/50 | –1.53% |
16.47% | 1.18% | 12.47% | 11.16% | 8.41% | 16.26% |
| Spliced US IMI Industrials 25/50 | 2.08% | 18.22% | –14.70% |
–9.04% | 2.32% | 6.65% | 11.96% |
| Spliced US IMI Materials 25/50 | 2.00% | 26.19% | –9.09% |
–3.81% | 1.73% | 4.65% | 9.58% |
| Spliced US IMI Utilities 25/50 | –4.71% |
2.43% | –12.00% | –3.87% | 6.06% |
10.16% | 11.43% |
| Spliced Value Index | –0.97% | 12.73% |
–15.46% | –7.45% | 3.89% | 6.47% |
11.27% |
| STAR Composite Index | 2.26% | 14.13% | –0.53% |
6.22% | 7.07% | 6.80% | 8.66% |
| Target Retirement 2015 Composite Ix | 1.62% | 8.95% |
1.28% | 6.07% | 6.12% | 5.74% | 7.75% |
| Target Retirement 2020 Composite Ix | 1.98% | 11.45% |
0.00% | 5.76% | 6.48% | 6.26% | 8.58% |
| Target Retirement 2025 Composite Ix | 2.22% | 13.22% |
–0.87% | 5.56% | 6.75% | 6.61% | 9.16% |
| Target Retirement 2030 Composite Ix | 2.41% | 14.53% |
–1.78% | 5.10% | 6.82% | 6.78% | 9.64% |
| Target Retirement 2035 Composite Ix | 2.59% | 15.85% |
–2.72% | 4.59% | 6.86% | 6.94% | 10.12% |
| Target Retirement 2040 Composite Ix | 2.77% | 17.17% |
–3.69% | 4.04% | 6.88% | 7.08% | 10.37% |
| Target Retirement 2045 Composite Ix | 2.94% | 18.49% |
–4.58% | 3.52% | 6.79% | 7.10% | 10.38% |
| Benchmark | Returns as of 06/30/2020 | Month End YTD
as of
06/30/2020 |
Average Annual Total
Returns as of 06/30/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | 2.94% | 18.49% |
–4.58% | 3.52% | 6.79% | 7.10% | 10.38% |
| Target Retirement 2055 Composite Ix | 2.94% | 18.49% |
–4.58% | 3.52% | 6.79% | 7.10% | 10.38% |
| Target Retirement 2060 Composite Ix | 2.94% | 18.49% |
–4.58% | 3.52% | 6.79% | 7.10% | — |
| Target Retirement 2065 Composite Ix | 2.94% | 18.49% |
–4.58% | 3.52% | 6.79% | — | — |
| Target Retirement Income Compos. Ix | 1.47% | 7.95% |
1.95% | 6.26% | 5.71% | 5.18% | 6.04% |
| Tax-Exempt Money Mkt Funds Average | — | — |
— | — | — | — | — |
| Tax-Managed Balanced Compos. Index | 1.49% | 12.20% |
0.89% | 7.25% | 7.80% | 7.39% | 9.08% |
| US Gov't Money Market Funds Average | — | — |
— | — | — | — | — |
| Wellesley Income Composite Index | — | — |
— | — | — | — | — |
| Wellington Composite Index | 1.76% | 15.31% | 0.50% |
8.77% | 9.40% | 9.05% | 10.94% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
