Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Balanced Composite Index | –0.17% | 3.43% |
6.35% | 0.88% | 6.02% | 6.92% | 7.76% |
Bloomberg 1 Year Municipal Index | –0.11% |
0.67% | 0.66% | 0.79% | 0.10% | 1.03% | 0.86% |
Bloomberg 1-15 Year Municipal Index | –0.88% |
0.76% | 1.09% | 1.16% | –0.38% | 1.71% | 2.05% |
Bloomberg 1-5 Year Municipal Index | –0.61% |
0.50% | 0.43% | 0.41% | –0.44% | 1.13% | 1.15% |
Bloomberg CA Municipal Index | –0.84% |
1.07% | 1.44% | 0.88% | –0.87% | 1.57% | 2.42% |
Bloomberg Commodity Index TR | –5.64% |
–6.54% | –11.37% | –22.48% |
17.15% | 3.17% | –1.86% |
Bloomberg GA Credit Idx Hedged USD | –0.81% |
2.09% | 2.93% | –1.32% | –2.53% | 1.25% |
2.22% |
Bloomberg GA ex-USD FlAdjRIC Cp Hgd | 0.05% | 2.72% |
3.60% | –1.35% | –3.11% | 0.48% | 2.11% |
Bloomberg MA Municipal Index | –0.90% |
1.02% | 1.46% | 0.41% | –1.25% | 1.50% | 2.13% |
Bloomberg Municipal Bond Index | –0.87% |
1.10% | 1.65% | 0.49% | –0.64% | 1.65% | 2.28% |
Bloomberg Municipal CA Intermed Idx | –1.09% |
0.49% | 0.70% | 1.39% | –0.97% | 1.49% | 2.00% |
Bloomberg NJ Municipal Index | –0.68% |
1.48% | 2.57% | 1.81% | 1.70% | 2.57% | 2.94% |
Bloomberg NY Municipal Index | –0.89% |
1.35% | 2.14% | 0.49% | –0.52% | 1.51% | 2.22% |
Bloomberg OH Municipal Index | –1.03% |
0.59% | 1.12% | –0.17% | –1.16% | 1.47% |
2.33% |
Bloomberg PA Municipal Index | –0.96% |
0.98% | 1.77% | 0.36% | –0.61% | 1.85% | 2.53% |
Bloomberg US 0-5 Year TIPS Index | –0.70% |
1.39% | 1.68% | –1.20% | 2.66% | 2.80% | 1.65% |
Bloomberg US 1-5 Year Credit Index | –0.42% |
1.67% | 1.97% | 0.48% | –0.56% | 1.73% | 1.69% |
Bloomberg US 1-5 Year Treasury Idx | –0.54% |
1.91% | 1.75% | –0.28% | –1.62% | 1.03% |
0.86% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Bloomberg US 1-5 Yr Corporate Index | –0.40% |
1.61% | 1.98% | 0.58% | –0.40% | 1.84% | 1.83% |
Bloomberg US 1-5 Yr Government Idx | –0.53% |
1.90% | 1.75% | –0.27% | –1.60% | 1.02% |
0.87% |
Bloomberg US 10+ Year Corp Index | –2.78% |
2.18% | 3.29% | –4.85% | –5.86% | 1.02% |
2.86% |
Bloomberg US 5-10 Year Corp Index | –1.27% |
2.55% | 3.24% | –0.67% | –2.28% | 2.07% |
2.54% |
Bloomberg US 5-10 Year Credit Index | –1.24% |
2.62% | 3.23% | –0.69% | –2.33% | 2.01% |
2.44% |
Bloomberg US 5-10 Yr Treasury Index | –1.22% |
2.96% | 2.75% | –2.00% | –4.59% | 1.00% |
1.14% |
Bloomberg US Agg Float Adj Index | –1.12% |
2.07% | 2.48% | –2.05% | –3.64% | 0.86% |
1.41% |
Bloomberg US GNMA Index | –0.77% | 1.67% |
2.38% | –2.61% | –3.46% | 0.15% | 0.99% |
Bloomberg US Long Treasury Index | –2.79% |
2.34% | 3.74% | –8.18% | –12.04% |
–0.84% | 1.47% |
Bloomberg US LongCredit A/Better Ix | –2.82% |
2.12% | 3.38% | –5.18% | –6.94% | 0.55% |
2.58% |
Bloomberg US MBS Float Adj Index | –0.72% |
1.72% | 2.31% | –2.52% | –3.48% | 0.16% |
1.07% |
Bloomberg US Treas Bellwether:1Yr | 0.05% | 0.98% | 1.58% |
1.92% | 0.55% | 1.51% | 1.04% |
Bloomberg US Trsy Inflat Prtcd Idx | –1.20% |
1.77% | 2.21% | –4.20% | 0.36% | 2.64% | 1.75% |
Bloomberg US Universal Index | –1.04% |
1.90% | 2.48% | –1.89% | –3.11% | 0.98% |
1.64% |
Bloomberg USD EmergMkt GovRIC CapIx | –0.88% |
0.82% | 1.54% | –1.49% | –2.69% | 0.11% |
1.88% |
CA Tax-Exempt Money Mkt Funds Avg | 0.22% | 0.63% | 0.98% |
1.75% | 0.61% | 0.71% | 0.43% |
Communication Services Spliced Idx | 2.56% | 11.95% |
23.60% | –0.86% | 3.79% | 5.39% | 5.14% |
Conservative Growth Composite Index | –0.89% |
2.50% | 4.64% | –0.42% | 2.27% | 3.74% | 4.77% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Consumer Discretionary Spliced Idx | 1.14% | 2.76% | 16.11% |
–0.13% | 11.50% | 10.40% | 12.39% |
CRSP US Total Market Index | 0.42% | 4.14% | 8.73% |
2.01% | 12.13% | 10.00% | 11.41% |
Dividend Growth Spliced Index | –2.78% |
1.26% | 1.39% | 1.80% | 11.33% | 10.66% | 10.81% |
FTSE All-World ex US Index | –3.42% | 0.56% |
4.67% | –1.25% | 7.67% | 2.61% | 4.21% |
FTSE All-World Index | –1.03% | 3.56% |
7.75% | 1.23% | 10.44% | 7.11% | 8.23% |
FTSE AW ex US High Div Yield Idx | –4.71% |
–1.80% | 2.66% | –2.94% | 11.87% |
3.42% | 3.88% |
FTSE Emerging Index | –2.32% | –0.83% |
–0.44% | –8.22% | 4.25% | 0.36% | 2.29% |
FTSE Global All Cap Index Hdg. | –0.29% |
3.05% | 8.11% | 3.24% | 11.65% | 8.34% | 9.48% |
FTSE Global Small-Cap ex US Index | –3.12% |
–1.72% | 3.65% | –5.69% | 7.15% | 0.26% |
3.83% |
FTSE High Dividend Yield Index | –5.19% |
–4.57% | –5.71% | –5.96% |
11.65% | 7.26% | 9.35% |
Global Wellesley Income Comp Index | –2.22% |
0.60% | 1.64% | –1.96% | 2.50% | 2.89% | — |
Global Wellington Composite Index | –0.83% |
3.38% | 6.67% | 1.27% | 6.38% | 5.78% | — |
Growth Composite Index | –1.03% | 2.64% |
6.35% | 0.59% | 7.93% | 6.25% | 7.64% |
High-Yield Corporate Composite Idx | –0.93% |
1.34% | 3.25% | 0.11% | 2.17% | 3.35% | 3.87% |
iMoneyNet MFR Treasury Funds Avg | 0.36% | 1.08% | 1.73% |
2.98% | 1.00% | 1.16% | 0.66% |
Income Composite Index | –0.82% | 2.40% |
3.74% | –1.07% | –0.59% | 2.31% | 3.22% |
Information Technology Spliced Idx | 8.45% | 18.64% |
30.83% | 16.59% | 17.99% | 19.24% | 19.97% |
JP Morgan EMBI Global Diversified | –0.57% |
0.92% | 1.82% | –1.48% | –2.70% | –0.13% |
2.08% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Moderate Growth Composite Index | –0.96% |
2.58% | 5.51% | 0.13% | 5.12% | 5.06% | 6.25% |
MSCI AC World Growth ex US | –2.77% | 2.73% |
6.65% | 0.23% | 4.38% | 2.95% | 4.78% |
MSCI AC World Index ex USA Net | –3.64% |
0.43% | 4.77% | –1.41% | 7.23% | 2.22% | 3.83% |
MSCI AC World Index Net | –1.07% | 3.44% |
7.68% | 0.85% | 10.07% | 6.77% | 7.82% |
MSCI All Country World Index Value | –4.29% |
–2.96% | –1.42% | –4.94% |
10.20% | 3.83% | 5.29% |
MSCI US Broad Market Index | 0.43% | 4.15% | 8.88% |
2.17% | 12.50% | 10.18% | 11.54% |
MSCI US Prime Market 750 Index | 0.61% | 5.31% | 9.72% |
2.81% | 12.54% | 10.78% | 11.90% |
MSCI US Small Cap 1750 Index | –1.79% |
–7.63% | 0.05% | –4.74% | 12.07% |
4.70% | 8.36% |
Multi-Sector Income Bond Composite Index | –0.85% |
1.51% | 2.63% | –0.17% | — | — | — |
NY Tax-Exempt Money Mkt Funds Avg | 0.24% | 0.67% | 1.05% |
1.85% | 0.64% | 0.76% | 0.45% |
Real Estate Spliced Index | –3.97% | –5.68% |
–1.93% | –15.72% | 4.94% | 4.20% |
5.45% |
Russell 1000 Growth Index | 4.56% | 12.81% | 20.76% |
9.55% | 12.85% | 13.84% | 14.76% |
Russell 1000 Index | 0.47% | 4.93% | 9.30% | 2.45% |
12.45% | 10.61% | 11.76% |
Russell 1000 Value Index | –3.86% | –2.86% |
–1.43% | –4.55% | 11.63% | 6.78% |
8.42% |
Russell 2000 Growth Index | 0.02% | –3.58% |
4.86% | 2.68% | 4.62% | 2.74% | 7.90% |
Russell 2000 Index | –0.92% | –7.35% |
–0.04% | –4.68% | 9.23% | 2.74% | 7.36% |
Russell 2000 Value Index | –1.97% | –11.27% |
–5.04% | –11.50% | 13.60% | 2.09% |
6.43% |
Russell 2500 Growth Index | –0.11% | –2.94% |
5.08% | 2.30% | 5.16% | 5.56% | 9.41% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Russell 2500 Value Index | –2.85% | –9.07% |
–2.81% | –9.73% | 13.52% | 3.65% |
6.99% |
Russell 3000 Index | 0.39% | 4.17% | 8.74% | 2.03% |
12.25% | 10.07% | 11.45% |
Russell Midcap Growth Index | 0.06% | –0.03% |
7.62% | 5.75% | 5.80% | 8.18% | 10.56% |
Russell Midcap Value Index | –4.44% | –7.44% |
–3.17% | –9.49% | 12.31% | 5.24% |
8.00% |
S&P 500 Growth Index | 2.50% | 10.04% | 13.98% |
1.96% | 11.00% | 11.76% | 13.58% |
S&P 500 Index | 0.43% | 5.75% | 9.65% | 2.92% |
12.92% | 11.01% | 11.99% |
S&P 500 Value Index | –1.91% | 1.08% |
4.94% | 3.02% | 13.86% | 9.25% | 9.68% |
S&P Completion Index | 0.44% | –4.61% |
3.94% | –3.65% | 7.72% | 4.52% | 8.25% |
S&P Global ex U.S. Property Index | –6.14% |
–6.29% | –5.43% | –18.17% |
–2.65% | –4.85% | 0.00% |
S&P MidCap 400 Growth Index | –2.78% | –4.37% |
1.60% | –1.28% | 8.73% | 5.47% | 8.92% |
S&P MidCap 400 Index | –3.19% | –7.03% |
–0.29% | –2.63% | 12.58% | 6.00% |
9.05% |
S&P MidCap 400 Value Index | –3.62% | –9.73% |
–2.26% | –4.05% | 16.41% | 6.12% |
8.82% |
S&P National AMT-Free Muni Bond Idx | –0.69% |
1.41% | 1.89% | 0.56% | –0.47% | 1.70% | 2.18% |
S&P SmallCap 600 Growth Index | 0.20% | –6.79% |
–0.86% | –5.76% | 10.42% | 3.91% |
9.39% |
S&P SmallCap 600 Index | –1.75% | –9.41% |
–2.03% | –7.26% | 13.57% | 3.80% |
8.93% |
S&P SmallCap 600 Value Index | –3.73% |
–12.07% | –3.19% | –8.69% |
16.63% | 3.44% | 8.30% |
S&P U.S. Dividend Growers Index TR | –2.78% |
1.26% | 1.39% | 1.80% | — | — | — |
Spl Bloomberg US 5-10Yr G/Cr FltAdj | –1.22% |
2.81% | 2.95% | –1.47% | –3.46% | 1.55% |
1.81% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spl Bloomberg US Long Treasury Idx | –2.79% |
2.34% | 3.74% | –8.18% | –12.04% |
–0.84% | 1.47% |
Spl Bloomberg US Treas 1-3 Yr Idx | –0.35% |
1.55% | 1.51% | 0.03% | –0.94% | 1.03% | 0.80% |
Spl Bloomberg US Treas 3-10 Yr Idx | –1.04% |
2.73% | 2.45% | –1.43% | –3.68% | 0.99% |
1.08% |
Spl Bloomberg US1-5YrGov/Cr FlAdjIx | –0.50% |
1.83% | 1.82% | –0.03% | –1.25% | 1.28% |
1.15% |
Spl Bloomberg USLongGv/Cr FltAdj Ix | –2.73% |
2.27% | 3.60% | –6.18% | –8.36% | 0.38% |
2.31% |
Spl S&P Global Ex-US Dividend Growers Idx USD NTR | –3.49% |
3.25% | 5.46% | 0.95% | 8.33% | 5.30% | — |
Spl Total International Stock Index | –3.39% |
0.33% | 4.57% | –1.69% | 7.62% | 2.36% | 4.17% |
Spliced Bloomberg USAgg Flt AdjIx | –1.12% |
2.07% | 2.48% | –2.05% | –3.64% | 0.86% |
1.41% |
Spliced Developed ex US Index | –3.84% |
0.67% | 6.16% | 0.50% | 8.66% | 3.06% | 4.78% |
Spliced Emerging Markets Index | –2.00% |
–0.69% | 0.10% | –7.69% | 4.82% | 0.43% |
2.15% |
Spliced Energy Index | –7.80% | –3.53% |
–6.55% | –8.78% | 9.66% | –4.13% |
–1.56% |
Spliced Equity Income Index | –5.19% | –4.57% |
–5.71% | –5.96% | 11.65% | 7.26% |
9.35% |
Spliced European Stock Index | –5.73% |
0.07% | 8.20% | 3.60% | 10.17% | 3.89% | 4.87% |
Spliced Extended Market Index | 0.44% | –4.61% |
3.94% | –3.65% | 7.72% | 4.52% | 8.25% |
Spliced Global Capital Cycles Index | –2.98% |
0.82% | 3.59% | –3.08% | 10.19% | 4.14% | 2.35% |
Spliced Global Equity Index | –1.07% | 3.44% |
7.68% | 0.85% | 10.07% | 6.77% | 7.82% |
Spliced Growth Index | 5.10% | 14.46% | 24.53% |
9.49% | 11.85% | 13.26% | 13.96% |
Spliced Health Care Index | –4.10% | 2.34% |
–2.46% | –0.45% | 6.27% | 8.97% | 9.53% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Inst Total Stock Market Idx | 0.42% | 4.14% |
8.73% | 2.01% | 12.13% | 10.00% | 11.41% |
Spliced International Explorer Index | –4.18% |
–2.45% | 2.56% | –6.66% | 4.09% | –0.61% |
4.90% |
Spliced International Index | –3.64% | 0.43% |
4.77% | –1.41% | 7.23% | 2.22% | 3.83% |
Spliced Large Cap Index | 0.71% | 5.85% | 10.01% |
2.99% | 12.41% | 10.84% | 11.89% |
Spliced Market Neutral Index USD | 0.42% | 1.23% | 1.95% |
3.38% | 1.19% | 1.51% | 0.93% |
Spliced Mega Cap Growth Index | 5.98% | 17.61% | 28.39% |
11.64% | 13.07% | 14.27% | 14.81% |
Spliced Mega Cap Index | 1.39% | 8.11% | 12.11% |
4.69% | 12.97% | 11.61% | 12.38% |
Spliced Mega Cap Value Index | –3.85% |
–1.77% | –3.11% | –2.53% |
12.68% | 8.63% | 9.99% |
Spliced Mid Cap Growth Idx | 0.11% | –0.55% |
6.41% | 0.74% | 6.52% | 8.22% | 10.08% |
Spliced Mid Cap Index | –2.65% | –4.46% |
0.35% | –4.99% | 9.70% | 7.06% | 9.45% |
Spliced Mid Cap Value Index | –5.22% | –7.99% |
–4.92% | –9.88% | 12.81% | 5.54% |
8.61% |
Spliced Pacific Stock Index | –0.54% | 2.48% |
4.57% | –0.81% | 5.63% | 1.25% | 4.40% |
Spliced S&P U.S. Dividend Growers Index TR | –2.78% |
1.26% | 1.39% | 1.80% | 11.33% | 10.66% | 10.81% |
Spliced Small and Mid Cap Index | –2.20% |
–6.51% | –0.60% | –5.35% |
11.16% | 6.29% | 9.37% |
Spliced Small Cap Growth Index | –0.03% |
–2.29% | 6.63% | 0.21% | 3.73% | 4.77% | 8.26% |
Spliced Small Cap Index | –1.99% | –6.66% |
0.44% | –4.34% | 10.31% | 4.94% | 8.41% |
Spliced Small Cap Value Index | –3.47% |
–9.79% | –3.87% | –7.48% |
15.33% | 4.39% | 8.17% |
Spliced Social Index | 1.96% | 7.58% | 13.40% |
4.29% | 12.11% | 11.25% | 12.61% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Total Stock Market Index | 0.42% | 4.14% | 8.73% |
2.01% | 12.13% | 10.00% | 11.41% |
Spliced Total World Stock Index | –1.15% |
2.74% | 7.19% | 0.66% | 10.33% | 6.71% | 8.07% |
Spliced U.S. Government Money Market Funds Average | 0.38% |
1.09% | 1.72% | 2.96% | 1.00% | 1.24% | 0.74% |
Spliced US IMI Consumer Stapl 25/50 | –5.44% |
1.80% | –0.60% | 1.49% | 10.67% | 10.78% | 9.17% |
Spliced US IMI Energy 25/50 | –9.43% | –8.35% |
–11.86% | –8.68% | 32.97% | 4.33% |
2.65% |
Spliced US IMI Financials 25/50 | –3.96% |
–12.01% | –7.10% | –9.81% |
12.64% | 4.50% | 8.88% |
Spliced US IMI Health Care 25/50 | –3.99% |
0.72% | –4.62% | –0.90% | 7.79% | 10.14% |
12.11% |
Spliced US IMI Industrials 25/50 | –2.35% |
–3.63% | 1.16% | 5.40% | 14.63% | 7.43% | 10.23% |
Spliced US IMI Materials 25/50 | –6.64% |
–8.82% | –2.84% | –10.58% |
13.61% | 6.56% | 8.33% |
Spliced US IMI Utilities 25/50 | –5.59% |
0.14% | –7.08% | –9.65% | 5.91% | 7.75% |
9.15% |
Spliced Value Index | –4.12% | –2.90% |
–3.40% | –3.88% | 12.78% | 8.10% |
9.77% |
STAR Composite Index | –0.80% | 2.72% |
5.77% | 0.77% | 6.16% | 5.88% | 6.71% |
Target Retirement 2020 Composite Ix | –0.89% |
2.41% | 4.62% | –0.34% | 4.02% | 4.45% | 5.87% |
Target Retirement 2025 Composite Ix | –0.93% |
2.52% | 5.23% | –0.03% | 5.05% | 4.99% | 6.47% |
Target Retirement 2030 Composite Ix | –0.97% |
2.59% | 5.66% | 0.19% | 6.03% | 5.40% | 6.97% |
Target Retirement 2035 Composite Ix | –0.99% |
2.61% | 5.98% | 0.36% | 7.09% | 5.84% | 7.49% |
Target Retirement 2040 Composite Ix | –1.02% |
2.63% | 6.29% | 0.52% | 8.14% | 6.27% | 7.96% |
Target Retirement 2045 Composite Ix | –1.05% |
2.65% | 6.60% | 0.67% | 9.19% | 6.71% | 8.27% |
Benchmark | Returns as of 05/31/2023 | Month End YTD as of 05/31/2023 |
Average Annual Total Returns as of 05/31/2023 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Target Retirement 2050 Composite Ix | –1.07% |
2.65% | 6.76% | 0.78% | 9.33% | 6.79% | 8.31% |
Target Retirement 2055 Composite Ix | –1.07% |
2.65% | 6.76% | 0.78% | 9.33% | 6.79% | 8.31% |
Target Retirement 2060 Composite Ix | –1.07% |
2.65% | 6.76% | 0.78% | 9.33% | 6.79% | 8.31% |
Target Retirement 2065 Composite Ix | –1.07% |
2.65% | 6.76% | 0.78% | 9.33% | 6.79% | — |
Target Retirement 2070 Composite Index | –1.07% |
2.65% | 6.76% | 0.78% | 9.33% | 6.79% | 8.15% |
Target Retirement Income Compos. Ix | –0.84% |
2.30% | 4.00% | –0.62% | 1.90% | 3.39% | 4.03% |
Tax-Exempt Money Mkt Funds Average | 0.24% | 0.68% | 1.07% |
1.89% | 0.65% | 0.79% | 0.49% |
Tax-Managed Balanced Compos. Index | –0.19% |
2.90% | 5.24% | 2.36% | 6.32% | 6.69% | 7.22% |
US Gov't Money Market Funds Average | 0.38% | 1.09% |
1.72% | 2.96% | 1.00% | 1.13% | 0.64% |
Wellesley Income Composite Index | –2.70% |
–0.24% | –0.28% | –3.00% |
1.78% | 3.59% | 4.66% |
Wellington Composite Index | –0.20% | 4.47% |
7.18% | 1.50% | 7.12% | 7.80% | 8.57% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.