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Benchmark Returns

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index–0.40%1.82% 1.82%9.85%11.17%10.98%7.52%
Barclays 1 Year Municipal Index0.00%0.23%0.23% 0.57%0.71%0.98%2.22%
Barclays 1-15 Year Municipal Index0.21%0.84%0.84% 4.89%3.29%4.29%4.51%
Barclays 1-5 Year Municipal Index–0.03% 0.49%0.49%1.72%1.57%2.24%3.27%
Barclays CA Municipal Index0.30%1.10%1.10% 7.13%4.96%6.05%5.14%
Barclays GA ex-USD FlAj RIC CpIxHgd0.69%2.21% 2.21%9.05%
Barclays MA Municipal Index0.36%0.92%0.92% 6.36%3.82%4.85%4.88%
Barclays Municipal Bond Index0.29%1.01%1.01% 6.62%4.05%5.11%4.85%
Barclays Municipal CA Intermed Idx0.17%1.06%1.06% 5.02%3.93%5.32%5.05%
Barclays NJ Municipal Index–0.01%0.23% 0.23%5.29%3.88%5.01%4.83%
Barclays NY Municipal Index0.33%1.02%1.02% 6.56%3.97%4.83%4.78%
Barclays OH Municipal Index0.35%1.17%1.17% 7.28%4.40%4.98%4.52%
Barclays PA Municipal Index0.33%0.98%0.98% 6.57%4.34%5.24%4.99%
Barclays US 0-5 Year TIPS Index–0.35% 0.38%0.38%–0.93%–0.44%
Barclays US 1-3Yr Gov Flt Adj Idx0.24%0.54%0.54% 1.04%0.70%1.06%
Barclays US 1-5 Year Credit Index0.37%1.15%1.15% 2.35%2.54%3.27%4.31%
Barclays US 1-5 Year Treasury Index0.41%0.89% 0.89%1.82%1.00%1.79%3.24%
Barclays US 1-5 Yr Corporate Index0.36%1.24%1.24% 2.50%2.83%3.57%4.48%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index0.40%0.88% 0.88%1.82%1.01%1.74%3.26%
Barclays US 10+ Year Corp Index0.15%3.29%3.29% 12.59%8.12%9.93%7.42%
Barclays US 3-10Yr Gov Flt Adj Idx0.79%1.91%1.91% 5.13%2.31%4.30%
Barclays US 5-10 Year Corp Index0.44%2.71%2.71% 7.11%5.47%7.05%6.24%
Barclays US 5-10 Year Credit Index0.51%2.65%2.65% 7.13%5.30%6.90%6.29%
Barclays US 5-10 Yr Treasury Index0.88%2.28%2.28% 6.93%2.84%5.42%5.58%
Barclays US GNMA Index0.40%0.75%0.75% 4.91%2.15%3.87%4.92%
Barclays US Long Credit A/Better Ix0.28%3.18% 3.18%13.96%7.67%9.96%7.10%
Barclays US Long Gov Flt Adj Idx1.15%3.90%3.90% 21.06%7.61%10.49%
Barclays US Long Treasury Index1.17%3.96%3.96% 21.40%7.68%10.61%7.90%
Barclays US MBS Float Adj Index0.37%1.01%1.01% 5.09%2.50%3.54%
Barclays US Treas Bellwether:1Yr Ix0.00%0.08% 0.08%0.24%0.26%0.39%1.97%
Barclays US Trsy Inflat Prtcd Index–0.47% 1.42%1.42%3.11%0.63%4.29%4.55%
Barclays USD EmergMkt GovRIC Cap Ix0.67%2.42% 2.42%4.24%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%0.91%
Citigroup 3-Month US T-Bill Index0.00%0.01%0.01% 0.03%0.04%0.06%1.40%
Conservative Growth Composite Index–0.14% 2.08%2.08%7.30%7.56%7.44%6.07%
Convertibles Composite Index0.00%4.22%4.22% 8.41%12.58%10.10%7.43%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Dividend Growth Spliced Index–2.05% –0.07%–0.07%9.62%13.78% 13.11%7.32%
FTSE All-World ex US Index–1.51%3.74% 3.74%–0.21%6.82%5.19%6.14%
FTSE Emerging Index–1.98%1.88% 1.88%3.27%0.84%1.94%9.07%
FTSE Global All Cap Index Hedged–0.15% 5.06%5.06%13.12%14.62%10.95%7.88%
FTSE Global Small-Cap ex US Index–1.43% 3.15%3.15%–5.42%6.74%6.26%6.71%
FTSE High Dividend Yield Index–2.14% –0.26%–0.26%11.09%15.54% 15.00%7.88%
Growth Composite Index–0.81%2.31% 2.31%8.07%11.60%10.64%7.12%
High-Yield Corporate Composite Idx–0.45% 2.56%2.56%3.10%7.08%8.23%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%1.09%
Income Composite Index0.19%1.93%1.93% 6.84%5.53%5.96%5.52%
Inst Money Market Funds Average0.00%0.00%0.00% 0.00%0.02%0.03%1.48%
Managed Payout Composite Index–0.76% 1.81%1.81%5.73%7.87%7.95%
Moderate Growth Composite Index–0.47% 2.20%2.20%7.71%9.61%9.30%6.78%
Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.00%1.27%
MSCI US Broad Market Index–1.02%1.84% 1.84%12.48%16.48%14.82%8.59%
MSCI US Prime Market 750 Index–1.34% 1.49%1.49%13.07%16.36%14.70%8.44%
MSCI US Small Cap 1750 Index1.32%4.56%4.56% 8.28%17.32%15.63%9.92%
NASDAQ US Dividend Achievers Select–2.05% –0.07%–0.07%9.62%13.78% 13.11%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.01%0.93%
REIT Spliced Index1.75%4.75%4.75%24.17% 14.17%15.89%9.81%
Russell 1000 Growth Index–1.14%3.84% 3.84%16.09%16.34%15.63%9.36%
Russell 1000 Index–1.25%1.59% 1.59%12.73%16.45%14.73%8.34%
Russell 1000 Value Index–1.36%–0.72% –0.72%9.33%16.44%13.75%7.21%
Russell 2000 Growth Index1.80%6.63%6.63% 12.06%17.74%16.58%10.02%
Russell 2000 Index1.74%4.32%4.32%8.21% 16.27%14.57%8.82%
Russell 2000 Value Index1.69%1.98%1.98% 4.43%14.79%12.54%7.53%
Russell 2500 Growth Index1.64%7.44%7.44% 13.83%17.91%16.97%10.64%
Russell 2500 Value Index1.02%3.02%3.02% 6.58%16.29%14.06%8.46%
Russell 3000 Growth Index–0.92%4.05% 4.05%15.76%16.45%15.71%9.41%
Russell 3000 Index–1.02%1.80% 1.80%12.37%16.43%14.71%8.38%
Russell 3000 Value Index–1.13%–0.51% –0.51%8.94%16.30%13.66%7.24%
Russell Midcap Growth Index0.28%5.38%5.38% 15.56%17.41%16.43%10.19%
Russell Midcap Value Index–0.18%2.42% 2.42%11.70%18.60%15.84%9.61%
S&P 500 Growth Index–1.67%2.47% 2.47%16.11%16.85%15.77%9.11%
S&P 500 Index–1.58%0.95%0.95% 12.73%16.11%14.47%8.01%
S&P 500 Value Index–1.48%–0.69% –0.69%9.12%15.34%13.14%7.09%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
S&P Completion Index1.24%5.30%5.30%10.15% 17.45%15.87%
S&P EPAC SmallCap Index–1.01%5.49% 5.49%–1.80%10.94%8.82%6.77%
S&P Global ex U.S. Property Index–1.40% 4.08%4.08%7.77%10.57%
S&P MidCap 400 Growth Index2.38%7.55%7.55% 13.28%16.45%16.31%11.06%
S&P MidCap 400 Index1.32%5.31%5.31%12.19% 17.03%15.72%10.32%
S&P MidCap 400 Value Index0.13%2.83%2.83% 10.85%17.57%15.10%9.99%
S&P SmallCap 600 Growth Index2.25%6.60%6.60% 10.64%17.64%17.47%10.65%
S&P SmallCap 600 Index1.60%3.96%3.96% 8.72%17.30%16.25%9.68%
S&P SmallCap 600 Value Index0.93%1.29%1.29% 6.65%16.89%15.06%9.25%
Spl Barclays US 5-10Yr G/Cr Flt Adj0.70%2.45% 2.45%7.03%4.06%6.12%5.90%
Spl Barclays US1-5YrGov/Cr FlAdj Ix0.39%0.97% 0.97%1.99%1.46%2.18%3.53%
Spl Barclays USLongGv/Cr Flt Adj Ix0.54%3.36% 3.36%15.73%7.71%10.20%7.72%
Spl Total International Stock Index–1.50% 3.68%3.68%–0.75%6.73%4.92%5.30%
Spliced Barclays USAgg Float Adj Ix0.48%1.66% 1.66%5.66%3.14%4.45%4.95%
Spliced Dev ex North America Index–1.26% 5.08%5.08%–0.56%9.09%6.20%4.97%
Spliced Emerging Markets Index–1.98% 1.88%1.88%3.27%0.76%2.02%8.37%
Spliced Energy Index–3.63%–3.31% –3.31%–17.16%–2.49% 1.81%4.29%
Spliced Equity Income Index–2.14%–0.26% –0.26%11.09%15.54%15.00%8.31%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced European Stock Index–2.62% 3.52%3.52%–4.73%9.62%6.52%4.98%
Spliced Extended Market Index1.24%5.30%5.30% 10.15%17.45%15.87%10.05%
Spliced Glbl Custom Metals & Mining–11.23% –3.34%–3.34%–21.50% –18.18%–10.09%3.82%
Spliced Global Equity Index–1.55%2.31% 2.31%5.42%10.75%8.99%6.54%
Spliced Growth Index–1.22%3.46% 3.46%16.69%16.56%15.77%9.47%
Spliced Health Care Index1.30%8.26%8.26% 20.99%23.84%17.82%10.35%
Spliced Inst Total Stock Market Idx–1.01% 1.81%1.81%12.33%16.44%14.79%8.58%
Spliced International Index–1.62%3.49% 3.49%–1.01%6.40%4.39%4.07%
Spliced Large Cap Index–1.40%1.31% 1.31%12.79%16.23%14.62%8.40%
Spliced Mega Cap Growth Index–1.86% 2.83%2.83%16.71%16.50%15.62%9.28%
Spliced Mega Cap Index–1.77%0.69% 0.69%12.34%15.86%14.30%8.07%
Spliced Mega Cap Value Index–1.69% –1.00%–1.00%9.01%15.55% 13.14%6.88%
Spliced Mid Cap Growth Idx1.01%6.09%6.09% 17.32%16.85%16.41%10.09%
Spliced Mid Cap Index0.36%4.32%4.32% 14.95%17.99%16.15%10.00%
Spliced Mid Cap Value Index–0.30%2.59% 2.59%12.60%18.93%15.72%9.67%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.92%
Spliced OH Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.96%
Spliced PA Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.94%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Pacific Stock Index0.74%7.53%7.53% 6.45%8.16%5.78%5.05%
Spliced Small and Mid Cap Index0.79%4.69%4.69% 12.08%17.92%16.06%10.02%
Spliced Small Cap Growth Index1.14%6.27%6.27% 8.76%16.35%16.15%10.58%
Spliced Small Cap Index1.19%4.79%4.79% 9.82%17.56%15.78%9.99%
Spliced Small Cap Value Index1.23%3.51%3.51% 10.65%18.35%15.14%9.19%
Spliced Social Index–1.10%1.77% 1.77%14.91%19.01%15.24%7.57%
Spliced Total Stock Market Index–1.01% 1.81%1.81%12.33%16.41%14.78%8.56%
Spliced Total World Stock Index–1.30% 2.69%2.69%5.66%11.31%9.39%
Spliced US IMI Consumer Discr 25/50–0.09% 4.83%4.83%17.17%20.80%20.10%10.21%
Spliced US IMI Consumer Stapl 25/50–1.35% 1.56%1.56%17.02%16.56%15.59%11.10%
Spliced US IMI Energy 25/50–1.95%–2.20% –2.20%–13.11%3.27%7.32% 7.31%
Spliced US IMI Financials 25/500.05%–0.62% –0.62%10.31%16.77%10.94%2.08%
Spliced US IMI Health Care 25/501.31%7.83%7.83% 27.89%27.78%20.89%12.32%
Spliced US IMI Industrials 25/50–1.50% 0.48%0.48%8.52%17.52%15.28%8.76%
Spliced US IMI Info Tech 25/50–2.73% 1.63%1.63%17.47%14.15%14.85%10.29%
Spliced US IMI Materials 25/50–3.70% 1.10%1.10%4.10%11.87%11.24%8.38%
Spliced US IMI Telecom Serv 25/50–2.41% 1.96%1.96%4.81%13.65%12.64%7.80%
Spliced US IMI Utilities 25/50–0.74% –4.61%–4.61%10.71%13.13% 13.31%8.70%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Value Index–1.57%–0.55% –0.55%9.55%16.05%13.54%7.31%
STAR Composite Index–0.57%2.08% 2.08%7.10%9.60%9.15%6.96%
Target Retirement 2010 Composite Ix–0.19% 1.87%1.87%6.32%7.18%7.72%
Target Retirement 2015 Composite Ix–0.37% 2.04%2.04%7.06%8.69%8.65%6.27%
Target Retirement 2020 Composite Ix–0.48% 2.20%2.20%7.74%9.87%9.53%
Target Retirement 2025 Composite Ix–0.60% 2.25%2.25%7.88%10.62%10.04%6.71%
Target Retirement 2030 Composite Ix–0.73% 2.29%2.29%8.01%11.36%10.54%
Target Retirement 2035 Composite Ix–0.86% 2.32%2.32%8.13%12.11%11.02%7.09%
Target Retirement 2040 Composite Ix–0.98% 2.36%2.36%8.23%12.59%11.35%
Target Retirement 2045 Composite Ix–0.98% 2.36%2.36%8.23%12.59%11.35%7.39%
Target Retirement 2050 Composite Ix–0.98% 2.36%2.36%8.23%12.59%11.34%
Target Retirement 2055 Composite Ix–0.98% 2.36%2.36%8.23%12.59%
Target Retirement 2060 Composite Ix–0.98% 2.36%2.36%8.23%12.59%
Target Retirement Income Compos. Ix–0.11% 1.79%1.79%5.92%5.97%6.82%5.65%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.01%0.01%0.00%0.89%
Tax-Managed Balanced Compos. Index–0.50% 1.28%1.28%8.95%9.89%9.76%7.00%
US Gov't Money Market Funds Average0.00%0.00% 0.00%0.00%0.00%0.00%1.24%
Wellesley Income Composite Index–0.50% 1.33%1.33%8.26%8.29%9.04%6.82%

BenchmarkReturns as of 03/31/2015Month End YTD
as of
03/31/2015
Average Annual Total
Returns as of 03/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Wellington Composite Index–0.89%1.43% 1.43%10.66%12.01%11.54%7.32%

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