| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.27% | 3.07% | 9.61% |
10.94% | 7.71% | 9.43% | 6.76% |
| BloomBarc 1 Year Municipal Index | –0.12% |
0.35% | 1.30% | 1.13% | 0.75% | 0.74% | 1.66% |
| BloomBarc 1-15 Year Municipal Index | –0.46% |
0.93% | 4.17% | 0.97% | 2.63% | 2.52% | 4.15% |
| BloomBarc 1-5 Year Municipal Index | –0.39% |
0.53% | 2.56% | 1.16% | 1.33% | 1.35% | 2.81% |
| BloomBarc CA Municipal Index | –0.47% |
1.03% | 4.70% | 0.66% | 3.15% | 3.40% | 4.74% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –0.45% |
0.72% | 1.41% | –0.62% | 3.41% | — | — |
| BloomBarc MA Municipal Index | –0.71% |
0.81% | 4.34% | 0.40% | 2.90% | 2.74% | 4.48% |
| BloomBarc Municipal Bond Index | –0.51% |
1.06% | 4.66% | 0.87% | 3.19% | 3.01% | 4.52% |
| BloomBarc Municipal CA Intermed Idx | –0.64% |
0.74% | 4.52% | 0.71% | 2.60% | 2.75% | 4.65% |
| BloomBarc NJ Municipal Index | 0.34% | 2.92% | 7.00% |
1.45% | 3.64% | 3.27% | 4.68% |
| BloomBarc NY Municipal Index | –0.57% |
0.87% | 4.39% | 0.83% | 3.14% | 3.00% | 4.47% |
| BloomBarc OH Municipal Index | –0.55% |
0.85% | 4.51% | 0.88% | 3.35% | 3.29% | 4.25% |
| BloomBarc PA Municipal Index | –0.66% |
0.82% | 4.84% | 1.04% | 3.32% | 3.23% | 4.71% |
| BloomBarc US 0-5 Year TIPS Index | –0.09% |
0.48% | 0.67% | 0.51% | 0.63% | 0.22% | — |
| BloomBarc US 1-3Yr Gov Flt Adj Idx | –0.16% |
0.24% | 0.72% | 0.27% | 0.78% | 0.65% | — |
| BloomBarc US 1-5 Year Credit Index | –0.14% |
0.70% | 2.46% | 1.54% | 2.14% | 1.97% | 3.71% |
| BloomBarc US 1-5 Year Treasury Idx | –0.34% |
0.29% | 1.09% | –0.10% | 1.16% | 0.82% | 2.37% |
| BloomBarc US 1-5 Yr Corporate Index | –0.11% |
0.76% | 2.65% | 1.82% | 2.37% | 2.21% | 3.95% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.34% |
0.29% | 1.09% | –0.06% | 1.17% | 0.83% | 2.38% |
| BloomBarc US 10+ Year Corp Index | –0.06% |
1.97% | 8.46% | 3.02% | 6.08% | 4.84% | 7.69% |
| BloomBarc US 3-10Yr Gov Flt Adj Idx | –0.87% |
0.41% | 2.10% | –1.28% | 2.26% | 1.33% | — |
| BloomBarc US 5-10 Year Corp Index | –0.37% |
1.39% | 5.11% | 1.85% | 4.35% | 3.69% | 6.16% |
| BloomBarc US 5-10 Year Credit Index | –0.41% |
1.40% | 5.11% | 1.66% | 4.16% | 3.50% | 6.11% |
| BloomBarc US 5-10 Yr Treasury Index | –1.16% |
0.46% | 2.60% | –2.09% | 2.65% | 1.39% | 4.77% |
| BloomBarc US Agg Float Adj Index | –0.50% |
0.83% | 3.21% | 0.06% | 2.72% | 2.07% | — |
| BloomBarc US GNMA Index | –0.10% | 0.94% |
1.84% | 0.10% | 2.14% | 1.64% | 4.17% |
| BloomBarc US Long Gov Flt Adj Idx | –2.14% |
0.59% | 6.06% | –6.16% | 4.84% | 2.87% | — |
| BloomBarc US Long Treasury Index | –2.16% |
0.58% | 6.02% | –6.35% | 4.85% | 2.84% | 6.89% |
| BloomBarc US LongCredit A/Better Ix | –0.47% |
1.93% | 7.96% | 1.45% | 6.24% | 4.62% | 7.26% |
| BloomBarc US MBS Float Adj Index | –0.20% |
0.94% | 2.23% | 0.34% | 2.32% | 1.93% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.04% | 0.30% | 0.57% |
0.65% | 0.57% | 0.46% | 1.09% |
| BloomBarc US Trsy Inflat Prtcd Idx | –0.64% |
0.86% | 1.72% | –0.73% | 1.62% | 0.02% | 3.90% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.00% | 2.35% |
7.89% | 4.37% | 5.83% | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.06% | 0.15% |
0.21% | 0.10% | 0.06% | 0.28% |
| Conservative Growth Composite Index | 0.60% | 2.53% |
8.14% | 7.21% | 5.49% | 6.31% | 5.17% |
| Convertibles Composite Index | 1.16% | 3.18% | 10.17% |
12.40% | 6.67% | 10.02% | 6.14% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 2.46% | 4.55% | 13.96% |
18.64% | 10.71% | 14.21% | — |
| Dividend Growth Spliced Index | 2.34% | 2.83% | 13.11% |
15.48% | 9.64% | 12.17% | 6.30% |
| FTSE All-World ex US Index | 1.85% | 5.95% | 20.73% |
19.49% | 5.11% | 7.35% | 1.74% |
| FTSE AW ex US High Div Yield Idx | 2.00% | 5.95% | 18.59% |
21.06% | 3.29% | 6.64% | 1.43% |
| FTSE Emerging Index | –1.05% | 7.77% |
23.52% | 20.01% | 4.46% | 3.98% | 1.53% |
| FTSE Global All Cap Index Hdg. | 2.33% | 4.53% | 13.95% |
19.03% | 9.40% | 12.53% | 5.29% |
| FTSE Global Small-Cap ex US Index | 2.01% | 6.60% | 22.58% |
18.49% | 6.60% | 8.48% | 2.57% |
| FTSE High Dividend Yield Index | 3.01% | 4.55% | 9.60% |
15.99% | 10.36% | 13.50% | 7.46% |
| Global Wellesley Income Comp Index | 0.72% | — |
— | — | — | — | — |
| Global Wellington Composite Index | 1.38% | — |
— | — | — | — | — |
| Growth Composite Index | 1.68% | 4.28% | 13.84% |
14.99% | 7.83% | 10.20% | 5.80% |
| High-Yield Corporate Composite Idx | 0.71% | 1.81% | 6.21% |
7.29% | 5.41% | 5.78% | 7.11% |
| iMoneyNet MFR Treasury Funds Avg | 0.04% | 0.12% | 0.22% |
0.23% | 0.08% | 0.05% | 0.22% |
| Income Composite Index | 0.06% | 1.67% | 5.38% |
3.48% | 4.23% | 4.33% | 4.81% |
| Managed Payout Composite Index | 1.15% | 3.48% | 10.63% |
11.01% | 5.87% | 7.05% | — |
| Moderate Growth Composite Index | 1.14% | 3.40% | 10.96% |
11.04% | 6.69% | 8.27% | 5.67% |
| Money Market Funds Average | 0.06% | 0.18% | 0.41% |
0.48% | 0.18% | 0.11% | 0.38% |
| MSCI US Broad Market Index | 2.44% | 4.53% | 13.97% |
18.67% | 10.78% | 14.26% | 7.72% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| MSCI US Prime Market 750 Index | 2.05% | 4.41% | 14.38% |
18.57% | 10.76% | 14.28% | 7.62% |
| MSCI US Small Cap 1750 Index | 5.53% | 5.39% | 10.72% |
19.12% | 11.01% | 14.17% | 8.63% |
| NASDAQ Intl DividendAchieversSel Ix | 0.55% | 3.96% |
21.63% | 14.25% | — | — | — |
| NASDAQ US Dividend Achievers Select | 2.34% | 2.83% |
13.11% | 15.48% | 9.64% | 12.17% | 7.48% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.06% | 0.18% |
0.22% | 0.09% | 0.05% | 0.29% |
| REIT Spliced Index | –0.10% | 0.93% |
3.61% | 0.54% | 9.67% | 9.58% | 6.00% |
| Russell 1000 Growth Index | 1.30% | 5.90% | 20.72% |
21.94% | 12.69% | 15.26% | 9.08% |
| Russell 1000 Index | 2.13% | 4.48% | 14.17% | 18.54% |
10.63% | 14.27% | 7.55% |
| Russell 1000 Value Index | 2.96% | 3.11% | 7.92% |
15.12% | 8.53% | 13.20% | 5.92% |
| Russell 2000 Growth Index | 5.45% | 6.22% | 16.81% |
20.98% | 12.17% | 14.28% | 8.47% |
| Russell 2000 Index | 6.24% | 5.67% | 10.94% | 20.74% |
12.18% | 13.79% | 7.85% |
| Russell 2000 Value Index | 7.08% | 5.11% | 5.68% |
20.55% | 12.12% | 13.27% | 7.14% |
| Russell 2500 Growth Index | 4.19% | 5.78% | 17.03% |
20.07% | 11.27% | 14.46% | 8.72% |
| Russell 2500 Value Index | 4.85% | 3.83% | 5.86% |
15.75% | 9.94% | 13.25% | 7.59% |
| Russell 3000 Growth Index | 1.62% | 5.93% | 20.43% |
21.87% | 12.65% | 15.18% | 9.03% |
| Russell 3000 Index | 2.44% | 4.57% | 13.91% | 18.71% |
10.74% | 14.23% | 7.57% |
| Russell 3000 Value Index | 3.26% | 3.27% | 7.72% |
15.53% | 8.79% | 13.20% | 6.01% |
| Russell Midcap Growth Index | 2.83% | 5.28% | 17.29% |
17.82% | 9.96% | 14.18% | 8.20% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Value Index | 2.73% | 2.14% | 7.43% |
13.37% | 9.19% | 14.33% | 7.85% |
| S&P 500 Growth Index | 1.11% | 5.29% | 19.33% |
19.90% | 12.24% | 15.00% | 9.13% |
| S&P 500 Index | 2.06% | 4.48% | 14.24% | 18.61% |
10.81% | 14.22% | 7.44% |
| S&P 500 Value Index | 3.28% | 3.48% | 8.49% | 16.47% |
8.93% | 13.21% | 5.57% |
| S&P Completion Index | 4.24% | 4.96% | 12.66% |
18.91% | 10.34% | 14.11% | 8.20% |
| S&P EPAC SmallCap Index | 2.71% | 6.92% | 25.51% |
21.26% | 10.64% | 12.57% | 3.98% |
| S&P Global ex U.S. Property Index | 0.54% | 5.66% | 19.18% |
10.16% | 6.10% | 6.71% | — |
| S&P MidCap 400 Growth Index | 3.43% | 3.19% | 11.99% |
17.29% | 11.55% | 13.99% | 9.51% |
| S&P MidCap 400 Index | 3.92% | 3.22% | 9.40% | 17.52% |
11.18% | 14.43% | 9.00% |
| S&P MidCap 400 Value Index | 4.44% | 3.26% | 6.60% |
17.04% | 10.41% | 14.64% | 8.38% |
| S&P National AMT-Free Muni Bond Idx | –0.40% |
1.20% | 4.42% | 0.83% | 3.09% | 2.70% | 4.27% |
| S&P SmallCap 600 Growth Index | 6.90% | 5.65% | 10.48% |
21.16% | 14.84% | 15.80% | 9.72% |
| S&P SmallCap 600 Index | 7.71% | 5.96% | 8.92% |
21.05% | 14.07% | 15.60% | 9.27% |
| S&P SmallCap 600 Value Index | 8.53% | 6.28% | 7.20% |
20.71% | 13.21% | 15.33% | 8.77% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –0.79% |
0.92% | 3.82% | –0.28% | 3.38% | 2.43% | 5.37% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | –0.27% |
0.43% | 1.58% | 0.51% | 1.51% | 1.21% | 2.75% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –0.96% |
1.53% | 7.65% | –0.78% | 5.45% | 3.94% | 7.37% |
| Spl Total International Stock Index | 1.87% | 6.02% |
20.93% | 19.39% | 5.26% | 7.46% | 1.35% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced BloomBarc USAgg Flt AdjIx | –0.50% |
0.83% | 3.21% | 0.06% | 2.72% | 2.07% | 4.30% |
| Spliced Developed ex US Index | 2.58% | 5.67% | 20.37% |
19.33% | 5.75% | 8.84% | 1.56% |
| Spliced Emerging Markets Index | –0.89% |
7.56% | 22.84% | 19.14% | 3.88% | 3.51% | 1.09% |
| Spliced Energy Index | 8.06% | 9.43% | –0.04% |
7.41% | –5.67% | –0.84% | –1.33% |
| Spliced Equity Income Index | 3.01% | 4.55% | 9.60% |
15.99% | 10.36% | 13.50% | 7.46% |
| Spliced European Stock Index | 3.41% | 6.71% | 23.78% |
22.93% | 4.94% | 8.84% | 1.30% |
| Spliced Extended Market Index | 4.24% | 4.96% | 12.66% |
18.91% | 10.34% | 14.11% | 8.20% |
| Spliced Glbl Custom Metals & Mining | –4.58% |
11.51% | 16.31% | 11.29% | 2.34% | –6.42% | –3.27% |
| Spliced Global Equity Index | 1.93% | 5.18% | 17.25% |
18.65% | 7.43% | 10.20% | 3.88% |
| Spliced Growth Index | 1.05% | 4.86% | 20.37% |
19.86% | 11.56% | 14.50% | 8.91% |
| Spliced Health Care Index | 1.38% | 2.44% | 18.65% |
12.17% | 6.56% | 13.70% | 8.94% |
| Spliced Inst Total Stock Market Idx | 2.46% | 4.55% |
13.96% | 18.64% | 10.71% | 14.21% | 7.69% |
| Spliced International Index | 1.86% | 6.16% | 21.13% |
19.61% | 4.70% | 6.97% | 0.56% |
| Spliced Large Cap Index | 2.06% | 4.48% | 14.49% |
18.74% | 10.71% | 14.25% | 7.60% |
| Spliced Market Neutral Index USD | 0.09% | 0.26% | 0.56% |
0.64% | 0.28% | 0.18% | 0.41% |
| Spliced Mega Cap Growth Index | 0.96% | 5.08% | 21.56% |
21.47% | 12.12% | 14.78% | 9.23% |
| Spliced Mega Cap Index | 2.02% | 4.68% | 14.79% |
19.43% | 10.89% | 14.20% | 7.52% |
| Spliced Mega Cap Value Index | 2.99% | 4.31% | 9.21% |
17.63% | 9.86% | 13.81% | 5.86% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mid Cap Growth Idx | 1.75% | 3.77% | 16.05% |
15.51% | 9.28% | 13.46% | 7.28% |
| Spliced Mid Cap Index | 2.26% | 3.43% | 12.92% |
15.33% | 9.77% | 14.44% | 7.99% |
| Spliced Mid Cap Value Index | 2.71% | 3.14% | 10.32% |
15.19% | 10.16% | 15.26% | 8.47% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.03% | 0.09% |
0.22% | 0.28% | 0.11% | 0.07% | 0.30% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.03% | 0.09% |
0.22% | 0.28% | 0.11% | 0.07% | 0.30% |
| Spliced Pacific Stock Index | 1.14% | 3.98% | 17.94% |
15.84% | 7.15% | 8.93% | 2.24% |
| Spliced Small and Mid Cap Index | 3.68% | 4.45% | 11.84% |
17.22% | 10.56% | 14.62% | 8.38% |
| Spliced Small Cap Growth Index | 3.81% | 4.76% | 15.25% |
16.85% | 9.48% | 12.66% | 8.27% |
| Spliced Small Cap Index | 4.41% | 4.58% | 10.59% |
17.33% | 10.41% | 13.91% | 8.51% |
| Spliced Small Cap Value Index | 4.92% | 4.42% | 6.96% |
17.65% | 11.15% | 14.81% | 8.51% |
| Spliced Social Index | 2.33% | 4.75% | 16.36% |
20.59% | 11.68% | 16.23% | 7.46% |
| Spliced Total Stock Market Index | 2.46% | 4.55% | 13.96% |
18.64% | 10.71% | 14.19% | 7.68% |
| Spliced Total World Stock Index | 2.12% | 5.28% | 17.30% |
19.04% | 8.04% | 10.79% | — |
| Spliced US IMI Consumer Discr 25/50 | 1.55% | 1.39% |
12.67% | 15.83% | 11.75% | 15.70% | 10.79% |
| Spliced US IMI Consumer Stapl 25/50 | –0.59% |
–1.17% | 5.44% | 3.94% | 8.90% | 11.81% | 9.86% |
| Spliced US IMI Energy 25/50 | 10.42% | 6.89% | –8.25% |
–1.27% | –7.40% | 0.22% | 0.58% |
| Spliced US IMI Financials 25/50 | 5.45% | 5.05% | 11.57% |
34.65% | 14.35% | 17.19% | 2.87% |
| Spliced US IMI Health Care 25/50 | 1.14% | 3.71% | 21.56% |
16.35% | 10.99% | 17.60% | 11.46% |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Industrials 25/50 | 4.78% | 5.06% | 14.19% |
23.39% | 12.41% | 16.60% | 7.82% |
| Spliced US IMI Info Tech 25/50 | 0.87% | 8.28% | 26.36% |
27.93% | 16.90% | 17.43% | 10.88% |
| Spliced US IMI Materials 25/50 | 3.78% | 6.04% | 15.84% |
22.37% | 7.93% | 11.67% | 6.22% |
| Spliced US IMI Telecom Serv 25/50 | –0.53% |
1.24% | –5.46% | 0.97% | 6.02% | 8.25% | 3.86% |
| Spliced US IMI Utilities 25/50 | –2.51% |
3.08% | 11.88% | 12.78% | 12.32% | 12.34% | 7.42% |
| Spliced Value Index | 2.99% | 4.14% | 9.52% | 17.76% |
9.96% | 14.08% | 6.28% |
| STAR Composite Index | 1.28% | 3.44% | 11.04% |
11.82% | 6.79% | 8.45% | 5.78% |
| Target Retirement 2015 Composite Ix | 0.74% | 2.65% |
8.53% | 8.16% | 5.54% | 7.10% | 4.92% |
| Target Retirement 2020 Composite Ix | 1.03% | 3.20% |
10.33% | 10.32% | 6.42% | 8.28% | 5.28% |
| Target Retirement 2025 Composite Ix | 1.25% | 3.58% |
11.61% | 11.97% | 6.94% | 9.06% | 5.37% |
| Target Retirement 2030 Composite Ix | 1.46% | 3.91% |
12.69% | 13.44% | 7.37% | 9.79% | 5.41% |
| Target Retirement 2035 Composite Ix | 1.66% | 4.24% |
13.77% | 14.94% | 7.78% | 10.50% | 5.60% |
| Target Retirement 2040 Composite Ix | 1.86% | 4.57% |
14.86% | 16.45% | 8.20% | 11.04% | 5.87% |
| Target Retirement 2045 Composite Ix | 1.96% | 4.71% |
15.29% | 17.01% | 8.38% | 11.16% | 5.92% |
| Target Retirement 2050 Composite Ix | 1.96% | 4.71% |
15.29% | 17.01% | 8.38% | 11.16% | 5.92% |
| Target Retirement 2055 Composite Ix | 1.96% | 4.71% |
15.29% | 17.01% | 8.38% | 11.16% | — |
| Target Retirement 2060 Composite Ix | 1.96% | 4.71% |
15.29% | 17.01% | 8.38% | 11.16% | — |
| Target Retirement 2065 Composite Ix | 1.96% | 4.71% |
— | — | — | — | — |
| Benchmark | Returns as of 09/30/2017 | Month End YTD
as of
09/30/2017 |
Average Annual Total
Returns as of 09/30/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement Income Compos. Ix | 0.39% | 2.04% |
6.40% | 5.44% | 4.47% | 4.87% | 4.93% |
| Tax-Exempt Money Mkt Funds Average | 0.03% | 0.09% | 0.25% |
0.34% | 0.13% | 0.08% | 0.29% |
| Tax-Managed Balanced Compos. Index | 0.83% | 2.71% | 9.11% |
9.49% | 6.80% | 8.45% | 6.44% |
| US Gov't Money Market Funds Average | 0.04% | 0.11% |
0.21% | 0.23% | 0.08% | 0.05% | 0.30% |
| Wellesley Income Composite Index | 0.81% | 2.32% | 6.11% |
6.08% | 6.08% | 6.58% | 6.09% |
| Wellington Composite Index | 1.21% | 3.30% | 10.65% |
12.18% | 8.39% | 10.24% | 6.83% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
