| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 0.96% | 2.31% | 14.79% |
7.81% | 8.84% | 7.99% | 10.19% |
| BloomBarc 1 Year Municipal Index | 0.33% | 1.01% | 1.91% |
2.47% | 1.34% | 1.12% | 1.16% |
| BloomBarc 1-15 Year Municipal Index | 0.79% | 2.43% |
5.22% | 6.62% | 2.51% | 3.15% | 3.82% |
| BloomBarc 1-5 Year Municipal Index | 0.61% | 1.82% | 3.36% |
4.15% | 1.72% | 1.76% | 2.14% |
| BloomBarc CA Municipal Index | 0.84% | 2.66% | 6.01% |
7.06% | 2.72% | 3.77% | 5.13% |
| BloomBarc GA Credit Index Hedged | 0.90% | 4.06% | 9.19% |
9.77% | 3.92% | 4.32% | 5.30% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 1.36% | 4.28% |
7.63% | 9.51% | 3.76% | 4.70% | — |
| BloomBarc MA Municipal Index | 0.79% | 2.44% | 5.69% |
7.17% | 2.43% | 3.50% | 4.25% |
| BloomBarc Municipal Bond Index | 0.81% | 2.57% | 5.94% |
7.31% | 2.80% | 3.77% | 4.63% |
| BloomBarc Municipal CA Intermed Idx | 0.90% | 2.70% |
5.37% | 6.80% | 2.40% | 3.11% | 4.39% |
| BloomBarc NJ Municipal Index | 1.04% | 3.37% | 7.32% |
8.70% | 4.05% | 4.60% | 5.03% |
| BloomBarc NY Municipal Index | 0.79% | 2.50% | 5.79% |
7.17% | 2.62% | 3.65% | 4.44% |
| BloomBarc OH Municipal Index | 0.72% | 2.45% | 5.67% |
7.17% | 2.69% | 3.81% | 4.78% |
| BloomBarc PA Municipal Index | 0.82% | 2.68% | 6.44% |
8.05% | 3.17% | 4.08% | 4.76% |
| BloomBarc US 0-5 Year TIPS Index | 0.02% | 1.21% | 3.36% |
3.41% | 1.68% | 0.99% | — |
| BloomBarc US 1-5 Year Credit Index | 0.06% | 1.78% | 4.56% |
5.96% | 2.38% | 2.40% | 3.25% |
| BloomBarc US 1-5 Year Treasury Idx | –0.18% |
1.52% | 2.92% | 4.88% | 1.25% | 1.53% | 1.69% |
| BloomBarc US 1-5 Yr Corporate Index | 0.08% | 1.82% |
4.84% | 6.10% | 2.53% | 2.56% | 3.55% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.17% |
1.51% | 2.91% | 4.86% | 1.27% | 1.54% | 1.67% |
| BloomBarc US 10+ Year Corp Index | 1.20% | 7.79% | 17.17% |
14.65% | 4.82% | 6.02% | 7.89% |
| BloomBarc US 5-10 Year Corp Index | 0.42% | 4.24% | 10.59% |
11.25% | 3.67% | 4.41% | 6.20% |
| BloomBarc US 5-10 Year Credit Index | 0.41% | 4.17% |
10.30% | 11.13% | 3.55% | 4.28% | 6.03% |
| BloomBarc US 5-10 Yr Treasury Index | –0.18% |
3.58% | 5.87% | 9.37% | 1.26% | 3.02% | 3.87% |
| BloomBarc US Agg Float Adj Index | 0.21% | 3.33% | 6.46% |
8.15% | 2.16% | 3.05% | 3.79% |
| BloomBarc US GNMA Index | 0.31% | 2.39% | 4.43% |
6.41% | 1.99% | 2.52% | 3.25% |
| BloomBarc US Long Treasury Index | 0.16% | 8.14% | 11.16% |
14.16% | 0.64% | 5.63% | 6.48% |
| BloomBarc US LongCredit A/Better Ix | 1.08% | 7.82% |
15.39% | 14.29% | 3.84% | 6.08% | 7.59% |
| BloomBarc US MBS Float Adj Index | 0.41% | 2.35% | 4.48% |
6.59% | 2.11% | 2.65% | 3.14% |
| BloomBarc US Treas Bellwether:1Yr | 0.08% | 0.82% | 1.89% |
2.93% | 1.53% | 1.13% | 0.80% |
| BloomBarc US Trsy Inflat Prtcd Idx | 0.36% | 2.89% | 6.53% |
5.72% | 1.91% | 1.82% | 3.67% |
| BloomBarc USD EmergMkt GovRIC CapIx | 1.21% | 5.26% |
11.45% | 11.22% | 5.08% | 5.08% | — |
| Bloomberg Commodity Index TR | –0.67% |
–1.44% | 4.35% | –5.36% | –0.68% |
–8.34% | –4.11% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.25% | 0.60% |
1.01% | 0.60% | 0.36% | 0.18% |
| Communication Services Spliced Idx | 3.47% | 1.39% | 21.18% |
7.35% | –1.43% | 3.31% | 8.64% |
| Conservative Growth Composite Index | 0.50% | 2.43% |
10.90% | 6.59% | 5.98% | 5.45% | 7.02% |
| Consumer Discretionary Spliced Idx | 1.20% | 0.45% | 21.31% |
6.80% | 13.97% | 12.85% | 18.06% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 1.45% | 1.55% | 20.44% |
7.00% | 13.11% | 10.94% | — |
| Dividend Growth Spliced Index | 2.14% | 3.94% | 21.33% |
12.85% | 13.70% | 11.70% | 13.32% |
| FTSE All-World ex US Index | –1.17% | –0.81% |
12.16% | –2.26% | 7.24% | 2.44% | 5.73% |
| FTSE All-World Index | 0.29% | 0.56% | 16.58% |
3.13% | 10.50% | 6.89% | 9.60% |
| FTSE AW ex US High Div Yield Idx | –1.89% |
–1.95% | 9.53% | –2.72% | 7.00% | 0.76% |
5.31% |
| FTSE Emerging Index | –0.54% | –1.61% |
11.15% | 0.17% | 8.35% | 2.38% | 4.86% |
| FTSE Global All Cap Index Hdg. | 1.01% | 0.74% | 17.63% |
4.46% | 11.43% | 8.76% | 10.67% |
| FTSE Global Small-Cap ex US Index | –1.01% |
–1.54% | 10.99% | –7.89% | 4.79% |
1.86% | 6.90% |
| FTSE High Dividend Yield Index | 0.74% | 0.57% | 14.64% |
5.18% | 9.72% | 9.60% | 13.40% |
| Global Wellesley Income Comp Index | 0.25% | 2.38% | 9.80% |
6.25% | — | — | — |
| Global Wellington Composite Index | 0.55% | 1.96% | 14.24% |
5.82% | — | — | — |
| Growth Composite Index | 0.44% | 1.22% | 15.02% |
4.38% | 9.23% | 7.15% | 10.03% |
| High-Yield Corporate Composite Idx | 0.57% | 2.13% | 10.56% |
8.13% | 6.13% | 4.96% | 7.82% |
| iMoneyNet MFR Treasury Funds Avg | 0.14% | 0.45% | 1.06% |
1.75% | 0.91% | 0.55% | 0.27% |
| Income Composite Index | 0.53% | 3.03% | 8.86% |
7.61% | 4.32% | 4.51% | 5.54% |
| Information Technology Spliced Idx | 3.52% | 2.61% | 31.73% |
18.92% | 25.32% | 19.27% | 18.17% |
| JP Morgan EMBI Global Diversified | 1.21% | 5.08% | 12.66% |
10.98% | 5.27% | 5.47% | 7.58% |
| Managed Payout Composite Index | 0.40% | 1.55% | 12.76% |
4.69% | 7.37% | 5.60% | 7.82% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 0.47% | 1.83% | 12.96% |
5.52% | 7.61% | 6.33% | 8.67% |
| Money Market Funds Average | 0.17% | 0.50% | 1.21% |
1.97% | 1.14% | 0.69% | 0.35% |
| MSCI US Broad Market Index | 1.52% | 1.60% | 20.54% |
6.94% | 13.12% | 10.98% | 14.06% |
| MSCI US Prime Market 750 Index | 1.58% | 1.82% | 20.75% |
8.09% | 13.45% | 11.30% | 14.13% |
| MSCI US Small Cap 1750 Index | 1.02% | –0.35% |
18.71% | –2.48% | 10.06% | 8.35% | 13.43% |
| NASDAQ Intl DividendAchieversSel Ix | –1.21% |
1.66% | 17.34% | 2.75% | 7.36% | — | — |
| NASDAQ US Dividend Achievers Select | 2.14% | 3.94% |
21.33% | 12.85% | 13.70% | 11.70% | 13.26% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.08% | 0.28% | 0.66% |
1.11% | 0.64% | 0.38% | 0.20% |
| Real Estate Spliced Index | 1.60% | 3.47% | 21.25% |
13.23% | 3.24% | 8.12% | 14.56% |
| Russell 1000 Growth Index | 2.26% | 2.38% | 24.23% |
10.82% | 17.13% | 14.25% | 15.74% |
| Russell 1000 Index | 1.55% | 1.76% | 20.69% | 8.00% |
13.31% | 11.15% | 14.10% |
| Russell 1000 Value Index | 0.83% | 1.12% | 17.20% |
5.20% | 9.44% | 8.01% | 12.40% |
| Russell 2000 Growth Index | 0.98% | 0.69% | 21.54% |
–1.22% | 12.66% | 10.21% | 13.67% |
| Russell 2000 Index | 0.58% | –0.69% |
17.66% | –4.42% | 10.36% | 8.53% | 12.47% |
| Russell 2000 Value Index | 0.16% | –2.16% |
13.65% | –7.71% | 7.96% | 6.74% | 11.19% |
| Russell 2500 Growth Index | 1.56% | 2.19% | 25.85% |
5.81% | 14.51% | 11.47% | 14.99% |
| Russell 2500 Value Index | 0.65% | –0.92% |
16.01% | –3.21% | 7.60% | 6.73% | 12.26% |
| Russell 3000 Index | 1.49% | 1.59% | 20.48% | 7.05% |
13.11% | 10.96% | 13.98% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Value Index | 0.78% | 0.89% | 16.96% |
4.23% | 9.36% | 7.93% | 12.31% |
| Russell Midcap Growth Index | 2.33% | 3.22% | 29.03% |
14.15% | 15.51% | 12.30% | 15.41% |
| Russell Midcap Value Index | 0.83% | 0.73% | 19.00% |
1.78% | 7.75% | 7.53% | 13.59% |
| S&P 500 Growth Index | 1.16% | 1.71% | 21.58% |
9.55% | 15.94% | 13.64% | 15.47% |
| S&P 500 Index | 1.44% | 1.69% | 20.24% | 7.99% |
13.36% | 11.34% | 14.03% |
| S&P 500 Value Index | 1.76% | 1.66% | 18.76% | 6.28% |
10.30% | 8.64% | 12.39% |
| S&P Completion Index | 1.63% | 1.01% | 21.44% |
1.89% | 11.70% | 9.02% | 13.76% |
| S&P EPAC SmallCap Index | –1.25% | –2.00% |
11.12% | –8.19% | 6.05% | 4.38% | 8.39% |
| S&P Global ex U.S. Property Index | –0.91% |
0.91% | 12.09% | 3.03% | 5.32% | 3.55% | — |
| S&P MidCap 400 Growth Index | 1.25% | 1.49% | 20.54% |
1.81% | 10.44% | 10.15% | 14.31% |
| S&P MidCap 400 Index | 1.19% | 0.24% | 19.38% |
0.79% | 9.79% | 9.23% | 13.82% |
| S&P MidCap 400 Value Index | 1.12% | –1.07% |
18.18% | –0.24% | 8.85% | 8.03% | 13.21% |
| S&P National AMT-Free Muni Bond Idx | 0.79% | 2.67% |
5.95% | 7.11% | 2.70% | 3.64% | 4.43% |
| S&P SmallCap 600 Growth Index | 1.12% | 0.20% | 14.88% |
–4.81% | 12.29% | 11.49% | 15.04% |
| S&P SmallCap 600 Index | 1.14% | –0.82% |
14.98% | –6.75% | 10.54% | 9.89% | 14.00% |
| S&P SmallCap 600 Value Index | 1.15% | –1.81% |
15.18% | –8.48% | 8.81% | 8.32% | 12.98% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 0.09% | 3.85% |
7.87% | 10.16% | 2.35% | 3.62% | 4.91% |
| Spl BloomBarc US Long Treasury Idx | 0.16% | 8.14% | 11.16% |
14.16% | 0.74% | 5.61% | 6.48% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 1-3 Yr Idx | –0.12% |
1.15% | 2.35% | 3.91% | 1.28% | 1.22% | 1.20% |
| Spl BloomBarc US Treas 3-10 Yr Idx | –0.23% |
2.87% | 4.88% | 7.93% | 1.30% | 2.58% | 3.26% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | –0.10% |
1.60% | 3.46% | 5.22% | 1.66% | 1.84% | 2.15% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 0.73% | 7.80% |
14.29% | 14.36% | 3.14% | 5.76% | 7.30% |
| Spl Total International Stock Index | –1.15% |
–0.88% | 12.05% | –2.84% | 6.99% |
2.39% | 5.56% |
| Spliced BloomBarc USAgg Flt AdjIx | 0.21% | 3.33% | 6.46% |
8.15% | 2.16% | 3.05% | 3.78% |
| Spliced Developed ex US Index | –1.36% |
–0.73% | 12.30% | –3.48% | 6.74% |
2.62% | 5.98% |
| Spliced Emerging Markets Index | –0.43% |
–1.57% | 11.69% | –0.25% | 7.54% |
1.74% | 4.46% |
| Spliced Energy Index | –2.66% | –4.04% |
9.84% | –12.05% | 4.26% | –4.24% |
2.50% |
| Spliced Equity Income Index | 0.74% | 0.57% | 14.64% |
5.18% | 9.72% | 9.60% | 13.40% |
| Spliced European Stock Index | –2.00% |
–1.23% | 13.60% | –3.88% | 7.15% |
1.99% | 5.94% |
| Spliced Extended Market Index | 1.63% | 1.01% | 21.44% |
1.89% | 11.70% | 9.02% | 13.76% |
| Spliced Global Capital Cycles Index | –0.47% |
1.79% | 16.77% | –3.81% | 2.09% | –2.26% |
–0.56% |
| Spliced Global Equity Index | 0.29% | 0.52% | 16.57% |
2.95% | 10.17% | 6.48% | 9.25% |
| Spliced Growth Index | 2.27% | 2.30% | 25.25% |
10.23% | 15.65% | 12.90% | 15.21% |
| Spliced Health Care Index | –1.13% | 2.64% |
8.15% | 2.49% | 6.17% | 7.04% | 12.35% |
| Spliced Inst Total Stock Market Idx | 1.45% | 1.55% |
20.44% | 7.00% | 13.11% | 10.94% | 14.03% |
| Spliced International Index | –1.21% | –0.88% |
12.23% | –2.27% | 7.20% | 2.12% | 5.02% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Large Cap Index | 1.51% | 1.73% | 20.43% |
8.08% | 13.46% | 11.26% | 14.10% |
| Spliced Market Neutral Index USD | 0.20% | 0.61% | 1.42% |
2.33% | 1.42% | 0.88% | 0.47% |
| Spliced Mega Cap Growth Index | 2.37% | 2.09% | 24.50% |
9.55% | 16.33% | 13.35% | 15.31% |
| Spliced Mega Cap Index | 1.55% | 1.69% | 19.82% |
8.41% | 13.93% | 11.57% | 14.03% |
| Spliced Mega Cap Value Index | 0.74% | 1.30% | 15.42% |
6.92% | 11.67% | 9.97% | 12.84% |
| Spliced Mid Cap Growth Idx | 1.74% | 2.76% | 27.55% |
11.94% | 13.32% | 11.11% | 14.80% |
| Spliced Mid Cap Index | 1.32% | 1.93% | 23.51% |
6.54% | 11.16% | 9.70% | 14.42% |
| Spliced Mid Cap Value Index | 0.90% | 1.04% | 19.32% |
1.19% | 9.03% | 8.26% | 13.93% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.08% | 0.28% |
0.68% | 1.16% | 0.71% | 0.43% | 0.22% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.08% | 0.28% |
0.68% | 1.16% | 0.71% | 0.43% | 0.22% |
| Spliced Pacific Stock Index | –0.76% | –0.64% |
8.74% | –3.90% | 6.40% | 3.45% | 6.01% |
| Spliced Small and Mid Cap Index | 1.35% | 1.04% | 21.63% |
2.84% | 11.19% | 9.58% | 14.32% |
| Spliced Small Cap Growth Index | 1.80% | 2.35% | 26.30% |
7.63% | 14.15% | 10.49% | 14.60% |
| Spliced Small Cap Index | 1.26% | 0.53% | 21.04% |
1.71% | 10.99% | 9.07% | 13.85% |
| Spliced Small Cap Value Index | 0.77% | –1.09% |
16.56% | –3.22% | 8.32% | 7.82% | 13.05% |
| Spliced Social Index | 2.10% | 2.34% | 21.53% |
9.72% | 15.08% | 12.42% | 14.96% |
| Spliced Total Stock Market Index | 1.45% | 1.55% | 20.44% |
7.00% | 13.11% | 10.94% | 14.03% |
| Spliced Total World Stock Index | 0.31% | 0.51% | 16.70% |
2.56% | 10.28% | 6.81% | 9.58% |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Consumer Stapl 25/50 | 2.29% | 2.94% |
17.52% | 12.51% | 5.43% | 9.34% | 12.48% |
| Spliced US IMI Energy 25/50 | –2.37% | –6.12% |
9.43% | –19.38% | –0.93% | –6.83% |
3.47% |
| Spliced US IMI Financials 25/50 | 2.67% | 1.76% | 20.80% |
2.78% | 15.27% | 11.54% | 12.69% |
| Spliced US IMI Health Care 25/50 | –1.29% |
2.98% | 8.36% | 3.88% | 9.46% | 10.79% | 15.30% |
| Spliced US IMI Industrials 25/50 | 0.74% | 0.73% | 23.08% |
3.21% | 12.04% | 10.32% | 14.78% |
| Spliced US IMI Materials 25/50 | –0.57% |
1.06% | 16.34% | –3.88% | 7.69% | 5.46% | 10.36% |
| Spliced US IMI Utilities 25/50 | –0.20% |
2.21% | 14.23% | 16.03% | 8.82% | 11.74% | 12.12% |
| Spliced Value Index | 0.75% | 1.15% | 15.82% | 5.77% |
11.41% | 9.74% | 13.03% |
| STAR Composite Index | 0.50% | 1.62% | 13.38% |
5.67% | 8.08% | 6.49% | 8.77% |
| Target Retirement 2015 Composite Ix | 0.43% | 2.16% |
10.35% | 5.87% | 6.19% | 5.36% | 7.91% |
| Target Retirement 2020 Composite Ix | 0.45% | 1.91% |
11.95% | 5.54% | 7.21% | 6.07% | 8.78% |
| Target Retirement 2025 Composite Ix | 0.47% | 1.78% |
13.15% | 5.36% | 7.99% | 6.50% | 9.37% |
| Target Retirement 2030 Composite Ix | 0.46% | 1.55% |
13.92% | 4.94% | 8.60% | 6.81% | 9.88% |
| Target Retirement 2035 Composite Ix | 0.45% | 1.32% |
14.70% | 4.51% | 9.20% | 7.11% | 10.37% |
| Target Retirement 2040 Composite Ix | 0.44% | 1.09% |
15.47% | 4.08% | 9.80% | 7.41% | 10.68% |
| Target Retirement 2045 Composite Ix | 0.43% | 0.91% |
16.05% | 3.79% | 10.02% | 7.54% | 10.75% |
| Target Retirement 2050 Composite Ix | 0.43% | 0.91% |
16.05% | 3.79% | 10.02% | 7.54% | 10.75% |
| Target Retirement 2055 Composite Ix | 0.43% | 0.91% |
16.05% | 3.79% | 10.02% | 7.54% | — |
| Benchmark | Returns as of 07/31/2019 | Month End YTD
as of
07/31/2019 |
Average Annual Total
Returns as of 07/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2060 Composite Ix | 0.43% | 0.91% |
16.05% | 3.79% | 10.02% | 7.54% | — |
| Target Retirement 2065 Composite Ix | 0.43% | 0.91% |
16.05% | 3.79% | — | — | — |
| Target Retirement Income Compos. Ix | 0.42% | 2.32% |
9.27% | 6.23% | 4.98% | 4.56% | 6.21% |
| Tax-Exempt Money Mkt Funds Average | 0.08% | 0.28% | 0.67% |
1.17% | 0.73% | 0.44% | 0.22% |
| Tax-Managed Balanced Compos. Index | 1.18% | 2.14% | 12.82% |
7.64% | 7.99% | 7.33% | 9.17% |
| US Gov't Money Market Funds Average | 0.15% | 0.45% |
1.05% | 1.69% | 0.88% | 0.53% | 0.26% |
| Wellesley Income Composite Index | 0.51% | 2.91% | 10.73% |
8.19% | 5.29% | 5.93% | 7.94% |
| Wellington Composite Index | 1.07% | 2.61% | 16.17% |
8.85% | 9.71% | 8.81% | 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.
