| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 0.11% | 3.73% | 7.49% |
9.67% | 9.01% | 10.20% | 7.06% |
| Barclays 1 Year Municipal Index | –0.15% |
0.20% | 0.68% | 0.77% | 0.74% | 0.75% | 1.97% |
| Barclays 1-15 Year Municipal Index | 0.04% | 1.41% | 3.56% |
5.46% | 4.93% | 3.76% | 4.52% |
| Barclays 1-5 Year Municipal Index | –0.09% |
0.74% | 1.74% | 2.34% | 2.04% | 1.71% | 3.16% |
| Barclays CA Municipal Index | 0.17% | 1.80% | 4.51% |
6.83% | 7.09% | 5.54% | 5.11% |
| Barclays GA ex-USD FlAj RIC CpIxHgd | 0.05% | 2.82% |
7.01% | 8.27% | 6.20% | — | — |
| Barclays MA Municipal Index | 0.00% | 1.73% | 4.31% |
6.56% | 6.29% | 4.48% | 4.91% |
| Barclays Municipal Bond Index | 0.13% | 1.79% | 4.54% |
6.88% | 6.47% | 4.80% | 4.87% |
| Barclays Municipal CA Intermed Idx | 0.00% | 1.36% | 3.40% |
5.40% | 5.16% | 4.22% | 5.06% |
| Barclays NJ Municipal Index | 0.62% | 3.10% | 6.65% |
11.00% | 6.61% | 5.14% | 4.94% |
| Barclays NY Municipal Index | 0.11% | 1.70% | 4.47% |
6.56% | 6.39% | 4.62% | 4.84% |
| Barclays OH Municipal Index | 0.08% | 1.66% | 4.42% |
6.91% | 6.85% | 4.92% | 4.61% |
| Barclays PA Municipal Index | 0.12% | 1.77% | 4.62% |
6.99% | 6.65% | 5.06% | 5.08% |
| Barclays US 0-5 Year TIPS Index | –0.26% |
0.57% | 2.31% | 1.87% | 0.44% | 0.39% | — |
| Barclays US 1-3Yr Gov Flt Adj Idx | –0.16% |
0.37% | 1.20% | 1.06% | 0.90% | 0.67% | — |
| Barclays US 1-5 Year Credit Index | –0.02% |
1.24% | 3.39% | 3.38% | 2.58% | 2.57% | 4.14% |
| Barclays US 1-5 Year Treasury Index | –0.32% |
0.62% | 2.04% | 1.90% | 1.51% | 1.03% | 3.02% |
| Barclays US 1-5 Yr Corporate Index | 0.02% | 1.35% | 3.61% |
3.78% | 2.82% | 2.91% | 4.34% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Barclays US 1-5 Yr Government Index | –0.30% |
0.61% | 2.00% | 1.86% | 1.51% | 1.05% | 3.02% |
| Barclays US 10+ Year Corp Index | 0.49% | 7.75% | 17.98% |
17.71% | 9.89% | 8.08% | 7.95% |
| Barclays US 3-10Yr Gov Flt Adj Idx | –0.64% |
1.44% | 4.53% | 4.47% | 3.62% | 2.44% | — |
| Barclays US 5-10 Year Corp Index | 0.11% | 3.46% | 8.90% |
9.46% | 6.37% | 5.51% | 6.46% |
| Barclays US 5-10 Year Credit Index | 0.10% | 3.43% | 8.76% |
9.05% | 6.27% | 5.30% | 6.47% |
| Barclays US 5-10 Yr Treasury Index | –0.79% |
1.93% | 5.85% | 5.88% | 4.66% | 3.05% | 5.68% |
| Barclays US Agg Float Adj Index | –0.13% |
2.44% | 6.09% | 6.15% | 4.38% | 3.28% | — |
| Barclays US GNMA Index | 0.16% | 1.04% | 3.05% |
3.80% | 3.81% | 2.40% | 4.72% |
| Barclays US Long Credit A/Better Ix | 0.08% | 6.71% |
16.22% | 17.58% | 10.62% | 8.16% | 7.69% |
| Barclays US Long Gov Flt Adj Idx | –0.91% |
7.44% | 16.45% | 16.59% | 11.81% | 7.75% | — |
| Barclays US Long Treasury Index | –0.95% |
7.49% | 16.59% | 16.75% | 11.90% | 7.83% | 8.41% |
| Barclays US MBS Float Adj Index | 0.15% | 1.08% | 3.27% |
3.76% | 3.80% | 2.57% | — |
| Barclays US Treas Bellwether:1Yr Ix | –0.01% |
0.32% | 0.70% | 0.75% | 0.44% | 0.36% | 1.60% |
| Barclays US Trsy Inflat Prtcd Index | –0.45% |
2.50% | 6.68% | 5.37% | 2.71% | 1.77% | 4.44% |
| Barclays USD EmergMkt GovRIC Cap Ix | 1.59% | 6.51% |
13.41% | 13.52% | 7.82% | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.01% | 0.01% | 0.02% |
0.03% | 0.01% | 0.01% | 0.58% |
| Citigroup 3-Month US T-Bill Idx (Daily) | 0.03% | 0.07% |
0.16% | 0.18% | 0.08% | 0.07% | — |
| Conservative Growth Composite Index | 0.09% | 3.32% |
6.79% | 7.81% | 6.60% | 6.72% | 5.57% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Convertibles Composite Index | 0.37% | 4.04% | 5.04% |
4.10% | 7.33% | 9.01% | 6.28% |
| CRSP US Total Market Index | 0.26% | 4.49% | 8.05% |
11.43% | 11.71% | 14.40% | — |
| Dividend Growth Spliced Index | –0.02% |
4.70% | 10.72% | 15.39% | 10.57% | 12.77% | 6.79% |
| FTSE All-World ex US Index | 0.54% | 3.99% | 4.61% |
3.37% | 2.59% | 3.72% | 2.63% |
| FTSE AW ex US High Div Yield Idx | 1.15% | 3.47% | 5.20% |
1.57% | 1.00% | 3.19% | 2.31% |
| FTSE Emerging Index | 1.81% | 11.80% | 15.31% |
11.31% | 2.25% | –0.16% | 4.32% |
| FTSE Global All Cap Index Hdg. | 0.70% | 3.83% | 5.10% |
7.25% | 9.16% | 11.31% | 5.55% |
| FTSE Global Small-Cap ex US Index | –0.48% |
2.37% | 5.42% | 6.56% | 4.32% | 4.16% | 3.85% |
| FTSE High Dividend Yield Index | –0.34% |
4.28% | 10.97% | 17.54% | 12.31% | 14.98% | 7.58% |
| Growth Composite Index | 0.26% | 3.98% | 6.92% |
8.42% | 8.11% | 9.75% | 5.99% |
| High-Yield Corporate Composite Idx | 1.73% | 5.05% | 11.81% |
8.15% | 5.47% | 7.03% | 7.21% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.65% |
| Income Composite Index | 0.01% | 2.95% | 6.61% |
7.35% | 5.75% | 5.16% | 5.31% |
| Inst Money Market Funds Average | 0.02% | 0.06% | 0.15% |
0.16% | 0.05% | 0.04% | 0.97% |
| Managed Payout Composite Index | 0.09% | 3.38% | 6.86% |
7.33% | 5.98% | 6.58% | — |
| Moderate Growth Composite Index | 0.18% | 3.66% | 6.89% |
8.17% | 7.39% | 8.32% | 5.96% |
| Money Market Funds Average | 0.01% | 0.03% | 0.04% |
0.04% | 0.01% | 0.01% | 0.81% |
| MSCI US Broad Market Index | 0.26% | 4.47% | 7.99% |
11.43% | 11.82% | 14.51% | 7.78% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| MSCI US Prime Market 750 Index | 0.15% | 4.21% | 7.63% |
11.79% | 12.17% | 14.61% | 7.75% |
| MSCI US Small Cap 1750 Index | 1.10% | 6.49% | 11.12% |
9.25% | 9.34% | 13.74% | 8.33% |
| NASDAQ Intl DividendAchieversSel Ix | –1.84% |
2.73% | 6.80% | — | — | — | — |
| NASDAQ US Dividend Achievers Select | –0.02% |
4.70% | 10.72% | 15.39% | 10.57% | 12.77% | 7.77% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.03% | 0.03% | 0.04% |
0.04% | 0.01% | 0.01% | 0.60% |
| REIT Spliced Index | –3.66% | 7.31% |
13.99% | 25.76% | 16.06% | 13.55% | 6.84% |
| Russell 1000 Growth Index | –0.50% | 3.79% |
5.62% | 10.54% | 13.33% | 14.74% | 9.11% |
| Russell 1000 Index | 0.13% | 4.18% | 7.83% | 11.69% |
12.02% | 14.60% | 7.64% |
| Russell 1000 Value Index | 0.77% | 4.59% | 10.23% |
12.92% | 10.69% | 14.39% | 6.08% |
| Russell 2000 Growth Index | 1.06% | 7.18% | 5.96% |
3.55% | 8.48% | 13.02% | 8.20% |
| Russell 2000 Index | 1.77% | 7.78% | 10.23% | 8.59% |
8.53% | 12.85% | 7.04% |
| Russell 2000 Value Index | 2.49% | 8.34% | 14.58% |
13.80% | 8.51% | 12.63% | 5.80% |
| Russell 2500 Growth Index | 0.69% | 5.89% | 6.64% |
4.65% | 9.57% | 13.49% | 8.95% |
| Russell 2500 Value Index | 0.89% | 6.12% | 13.76% |
12.79% | 9.61% | 13.53% | 6.96% |
| Russell 3000 Growth Index | –0.38% | 4.04% |
5.65% | 9.99% | 12.94% | 14.60% | 9.03% |
| Russell 3000 Index | 0.26% | 4.45% | 8.01% | 11.44% |
11.74% | 14.46% | 7.59% |
| Russell 3000 Value Index | 0.90% | 4.87% | 10.55% |
12.98% | 10.51% | 14.24% | 6.06% |
| Russell Midcap Growth Index | –0.29% | 4.63% |
6.89% | 7.00% | 10.68% | 13.43% | 8.76% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Value Index | –0.21% | 4.96% |
13.24% | 12.88% | 11.85% | 15.03% | 7.98% |
| S&P 500 Growth Index | –0.29% | 3.97% |
5.96% | 11.77% | 14.00% | 15.13% | 9.06% |
| S&P 500 Index | 0.14% | 4.10% | 7.82% | 12.55% |
12.30% | 14.69% | 7.51% |
| S&P 500 Value Index | 0.59% | 4.24% | 9.77% | 13.17% |
10.37% | 14.17% | 5.85% |
| S&P Completion Index | 0.87% | 6.14% | 8.86% | 6.78% |
9.16% | 13.33% | 8.16% |
| S&P EPAC SmallCap Index | –0.45% | 0.41% |
2.14% | 4.70% | 7.19% | 7.82% | 4.23% |
| S&P Global ex U.S. Property Index | –0.91% |
5.01% | 9.33% | 11.79% | 5.30% | 6.84% | — |
| S&P MidCap 400 Growth Index | 0.62% | 5.53% | 11.10% |
11.25% | 11.81% | 13.47% | 10.16% |
| S&P MidCap 400 Index | 0.50% | 5.25% | 13.12% |
12.33% | 11.45% | 14.07% | 9.26% |
| S&P MidCap 400 Value Index | 0.39% | 5.00% | 15.22% |
13.31% | 10.95% | 14.61% | 8.31% |
| S&P National AMT-Free Muni Bond Idx | 0.23% | 1.76% |
4.45% | 6.92% | 6.36% | 4.57% | — |
| S&P SmallCap 600 Growth Index | 1.57% | 7.13% | 10.88% |
11.42% | 11.36% | 15.11% | 9.66% |
| S&P SmallCap 600 Index | 1.36% | 7.16% | 13.15% |
13.26% | 11.03% | 15.18% | 8.73% |
| S&P SmallCap 600 Value Index | 1.13% | 7.18% | 15.66% |
15.36% | 10.64% | 15.25% | 7.81% |
| Spl Barclays US 5-10Yr G/Cr Flt Adj | –0.36% |
2.65% | 7.23% | 7.38% | 5.45% | 4.14% | 6.02% |
| Spl Barclays US1-5YrGov/Cr FlAdj Ix | –0.20% |
0.83% | 2.49% | 2.39% | 1.87% | 1.51% | 3.31% |
| Spl Barclays USLongGv/Cr Flt Adj Ix | –0.03% |
7.57% | 17.23% | 17.06% | 10.73% | 7.84% | 8.16% |
| Spl Total International Stock Index | 0.43% | 3.81% |
4.69% | 3.70% | 2.78% | 3.75% | 2.11% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Barclays USAgg Float Adj Ix | –0.13% |
2.44% | 6.09% | 6.15% | 4.38% | 3.28% | 4.91% |
| Spliced Developed ex US Index | 0.10% | 2.09% | 1.76% |
1.68% | 3.03% | 5.38% | 1.89% |
| Spliced Emerging Markets Index | 1.95% | 11.75% | 14.33% |
10.49% | 2.00% | –0.23% | 4.00% |
| Spliced Energy Index | 0.79% | 3.51% | 15.47% |
6.06% | –5.38% | –1.99% | 0.97% |
| Spliced Equity Income Index | –0.34% | 4.28% |
10.97% | 17.54% | 12.31% | 14.98% | 7.66% |
| Spliced European Stock Index | 0.40% | –0.39% |
–0.71% | –2.59% | 1.91% | 5.15% | 1.66% |
| Spliced Extended Market Index | 0.87% | 6.14% | 8.86% |
6.78% | 9.16% | 13.33% | 8.16% |
| Spliced Glbl Custom Metals & Mining | –8.87% |
14.33% | 58.12% | 37.84% | –5.90% | –13.17% |
–1.00% |
| Spliced Global Equity Index | 0.34% | 4.03% | 5.95% |
7.24% | 6.74% | 8.32% | 4.42% |
| Spliced Growth Index | –0.33% | 3.76% |
5.90% | 9.61% | 12.90% | 14.65% | 9.11% |
| Spliced Health Care Index | –4.08% | 1.13% |
–1.30% | –0.99% | 11.85% | 15.21% |
8.77% |
| Spliced Inst Total Stock Market Idx | 0.26% | 4.49% |
8.05% | 11.43% | 11.71% | 14.47% | 7.76% |
| Spliced International Index | 0.63% | 3.99% | 4.53% |
2.92% | 2.03% | 3.31% | 0.89% |
| Spliced Large Cap Index | 0.18% | 4.21% | 7.66% |
11.89% | 12.06% | 14.56% | 7.72% |
| Spliced Mega Cap Growth Index | –0.26% |
3.73% | 5.69% | 10.32% | 13.28% | 14.99% | 9.21% |
| Spliced Mega Cap Index | 0.18% | 4.11% | 7.49% |
12.67% | 12.18% | 14.65% | 7.58% |
| Spliced Mega Cap Value Index | 0.56% | 4.44% | 9.05% |
14.73% | 11.37% | 14.43% | 5.98% |
| Spliced Mid Cap Growth Idx | –0.76% | 3.84% |
6.94% | 5.60% | 10.45% | 12.62% | 8.19% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mid Cap Index | 0.16% | 4.74% | 8.50% |
8.14% | 11.46% | 14.09% | 8.38% |
| Spliced Mid Cap Value Index | 0.98% | 5.55% | 9.92% |
10.45% | 12.31% | 15.41% | 8.30% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.01% | 0.01% |
0.01% | 0.02% | 0.01% | 0.01% | 0.60% |
| Spliced OH Tax-Ex Money Mkt Fds Avg | 0.01% | 0.01% |
0.01% | 0.02% | 0.01% | 0.01% | 0.63% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.01% | 0.01% |
0.01% | 0.02% | 0.01% | 0.01% | 0.60% |
| Spliced Pacific Stock Index | –0.20% | 5.44% |
4.25% | 7.45% | 4.21% | 5.38% | 2.16% |
| Spliced Small and Mid Cap Index | 0.33% | 5.32% | 10.13% |
9.49% | 10.97% | 14.22% | 8.48% |
| Spliced Small Cap Growth Index | 0.49% | 6.58% | 8.53% |
6.08% | 7.85% | 12.64% | 8.89% |
| Spliced Small Cap Index | 0.62% | 6.01% | 11.02% |
9.32% | 9.78% | 13.90% | 8.40% |
| Spliced Small Cap Value Index | 0.72% | 5.54% | 13.13% |
12.10% | 11.39% | 14.83% | 7.68% |
| Spliced Social Index | 0.68% | 4.53% | 6.56% | 10.12% |
12.79% | 15.86% | 6.87% |
| Spliced Total Stock Market Index | 0.26% | 4.49% | 8.05% |
11.43% | 11.71% | 14.45% | 7.76% |
| Spliced Total World Stock Index | 0.33% | 4.13% | 6.51% |
7.76% | 7.27% | 8.80% | — |
| Spliced US IMI Consumer Discr 25/50 | –1.10% |
2.55% | 3.99% | 6.92% | 12.28% | 17.74% | 10.79% |
| Spliced US IMI Consumer Stapl 25/50 | –0.55% |
4.32% | 9.66% | 17.42% | 14.18% | 15.21% | 11.13% |
| Spliced US IMI Energy 25/50 | 1.89% | 2.74% | 16.39% |
6.31% | –3.76% | 1.41% | 3.58% |
| Spliced US IMI Financials 25/50 | 3.29% | 4.62% | 5.85% |
9.04% | 10.75% | 14.92% | 0.63% |
| Spliced US IMI Health Care 25/50 | –3.10% |
2.79% | 0.97% | 2.62% | 15.60% | 19.31% | 10.95% |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Industrials 25/50 | 1.08% | 5.45% | 11.61% |
15.81% | 12.02% | 15.47% | 8.42% |
| Spliced US IMI Info Tech 25/50 | 2.23% | 7.42% | 9.66% |
17.59% | 16.67% | 16.35% | 10.60% |
| Spliced US IMI Materials 25/50 | 0.08% | 5.30% | 15.77% |
15.90% | 8.49% | 9.33% | 7.78% |
| Spliced US IMI Telecom Serv 25/50 | –5.97% |
3.48% | 14.63% | 19.08% | 10.77% | 11.86% | 6.75% |
| Spliced US IMI Utilities 25/50 | –5.45% |
0.98% | 16.04% | 21.46% | 13.65% | 12.24% | 7.89% |
| Spliced Value Index | 0.63% | 4.62% | 9.23% | 13.96% |
11.36% | 14.50% | 6.30% |
| STAR Composite Index | 0.21% | 3.54% | 6.53% | 7.88% |
7.21% | 8.35% | 6.07% |
| Target Retirement 2010 Composite Ix | 0.03% | 2.84% |
6.03% | 6.81% | 5.99% | 6.53% | 5.37% |
| Target Retirement 2015 Composite Ix | 0.10% | 3.22% |
6.39% | 7.42% | 6.79% | 7.63% | 5.62% |
| Target Retirement 2020 Composite Ix | 0.16% | 3.57% |
6.78% | 8.02% | 7.46% | 8.53% | 5.88% |
| Target Retirement 2025 Composite Ix | 0.20% | 3.75% |
6.88% | 8.22% | 7.77% | 9.10% | 5.92% |
| Target Retirement 2030 Composite Ix | 0.23% | 3.87% |
6.89% | 8.32% | 8.04% | 9.63% | 5.93% |
| Target Retirement 2035 Composite Ix | 0.26% | 3.98% |
6.90% | 8.39% | 8.30% | 10.15% | 6.01% |
| Target Retirement 2040 Composite Ix | 0.29% | 4.10% |
6.89% | 8.46% | 8.44% | 10.43% | 6.14% |
| Target Retirement 2045 Composite Ix | 0.30% | 4.13% |
6.92% | 8.51% | 8.45% | 10.44% | 6.14% |
| Target Retirement 2050 Composite Ix | 0.30% | 4.13% |
6.92% | 8.51% | 8.45% | 10.44% | 6.14% |
| Target Retirement 2055 Composite Ix | 0.30% | 4.13% |
6.92% | 8.51% | 8.45% | 10.44% | — |
| Target Retirement 2060 Composite Ix | 0.30% | 4.13% |
6.92% | 8.51% | 8.45% | — | — |
| Benchmark | Returns as of 08/31/2016 | Month End YTD
as of
08/31/2016 |
Average Annual Total
Returns as of 08/31/2016 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement Income Compos. Ix | 0.02% | 2.80% |
6.01% | 6.74% | 5.45% | 5.54% | 5.39% |
| Tax-Exempt Money Mkt Funds Average | 0.01% | 0.01% | 0.01% |
0.02% | 0.01% | 0.01% | 0.58% |
| Tax-Managed Balanced Compos. Index | 0.09% | 2.85% | 5.88% |
8.88% | 8.68% | 9.35% | 6.69% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.00% | 0.00% | 0.00% | 0.00% | 0.76% |
| Wellesley Income Composite Index | –0.17% |
3.47% | 8.87% | 11.71% | 8.00% | 8.26% | 6.62% |
| Wellington Composite Index | 0.07% | 3.74% | 7.85% |
11.29% | 10.04% | 11.22% | 7.05% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
