| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 0.81% | 1.69% | 15.62% |
6.29% | 9.03% | 7.86% | 9.66% |
| BloomBarc 1 Year Municipal Index | –0.21% |
0.26% | 1.84% | 2.64% | 1.44% | 1.09% | 1.10% |
| BloomBarc 1-15 Year Municipal Index | –0.81% |
1.13% | 5.58% | 7.39% | 2.74% | 3.03% | 3.54% |
| BloomBarc 1-5 Year Municipal Index | –0.57% |
0.38% | 3.13% | 4.37% | 1.79% | 1.64% | 2.01% |
| BloomBarc CA Municipal Index | –0.74% |
1.71% | 6.93% | 8.48% | 3.16% | 3.66% | 4.53% |
| BloomBarc GA Credit Index Hedged | –0.52% |
2.76% | 11.21% | 11.60% | 4.46% | 4.58% | 5.14% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –0.43% |
3.05% | 9.43% | 11.48% | 4.31% | 4.78% | — |
| BloomBarc MA Municipal Index | –0.77% |
1.57% | 6.51% | 8.51% | 2.89% | 3.40% | 3.87% |
| BloomBarc Municipal Bond Index | –0.80% |
1.58% | 6.75% | 8.55% | 3.19% | 3.66% | 4.16% |
| BloomBarc Municipal CA Intermed Idx | –0.94% |
0.91% | 5.38% | 7.24% | 2.53% | 2.94% | 4.00% |
| BloomBarc NJ Municipal Index | –0.99% |
1.85% | 8.19% | 9.94% | 4.26% | 4.45% | 4.53% |
| BloomBarc NY Municipal Index | –0.82% |
1.40% | 6.43% | 8.27% | 2.96% | 3.50% | 4.00% |
| BloomBarc OH Municipal Index | –0.82% |
1.44% | 6.43% | 8.37% | 3.07% | 3.68% | 4.03% |
| BloomBarc PA Municipal Index | –0.82% |
1.74% | 7.41% | 9.34% | 3.65% | 3.98% | 4.42% |
| BloomBarc US 0-5 Year TIPS Index | –0.22% |
0.32% | 3.67% | 3.44% | 1.65% | 1.27% | — |
| BloomBarc US 1-5 Year Credit Index | –0.02% |
1.14% | 5.69% | 6.67% | 2.72% | 2.61% | 3.13% |
| BloomBarc US 1-5 Year Treasury Idx | –0.25% |
0.76% | 3.90% | 5.72% | 1.62% | 1.69% | 1.69% |
| BloomBarc US 1-5 Yr Corporate Index | 0.01% | 1.17% |
5.98% | 6.78% | 2.86% | 2.78% | 3.40% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.25% |
0.77% | 3.88% | 5.69% | 1.63% | 1.69% | 1.68% |
| BloomBarc US 10+ Year Corp Index | –1.43% |
5.61% | 22.26% | 20.06% | 6.48% | 6.95% | 7.82% |
| BloomBarc US 5-10 Year Corp Index | –0.52% |
2.44% | 12.82% | 13.20% | 4.30% | 4.83% | 6.01% |
| BloomBarc US 5-10 Year Credit Index | –0.53% |
2.47% | 12.57% | 13.12% | 4.21% | 4.70% | 5.85% |
| BloomBarc US 5-10 Yr Treasury Index | –0.90% |
2.12% | 8.30% | 11.98% | 2.24% | 3.38% | 3.91% |
| BloomBarc US Agg Float Adj Index | –0.58% |
2.33% | 8.72% | 10.44% | 2.96% | 3.40% | 3.79% |
| BloomBarc US GNMA Index | 0.01% | 1.13% | 5.29% |
7.34% | 2.12% | 2.54% | 3.19% |
| BloomBarc US Long Treasury Index | –2.49% |
7.92% | 19.77% | 24.79% | 4.07% | 6.77% | 6.87% |
| BloomBarc US LongCredit A/Better Ix | –1.82% |
5.74% | 20.71% | 20.23% | 5.81% | 6.96% | 7.54% |
| BloomBarc US MBS Float Adj Index | 0.07% | 1.34% | 5.45% |
7.58% | 2.28% | 2.69% | 3.08% |
| BloomBarc US Treas Bellwether:1Yr | 0.14% | 0.59% | 2.40% |
3.13% | 1.68% | 1.22% | 0.83% |
| BloomBarc US Trsy Inflat Prtcd Idx | –1.36% |
1.35% | 7.58% | 7.13% | 2.21% | 2.45% | 3.46% |
| BloomBarc USD EmergMkt GovRIC CapIx | –0.28% |
1.31% | 11.57% | 11.33% | 4.47% | 5.31% | — |
| Bloomberg Commodity Index TR | 1.17% | –1.84% |
3.13% | –6.57% | –1.50% | –7.18% |
–4.32% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.21% | 0.74% |
1.01% | 0.63% | 0.39% | 0.20% |
| Communication Services Spliced Idx | –0.35% |
0.40% | 17.58% | 0.60% | –0.40% | 3.12% | 8.13% |
| Conservative Growth Composite Index | 0.51% | 1.60% |
12.12% | 7.14% | 6.25% | 5.60% | 6.67% |
| Consumer Discretionary Spliced Idx | 1.22% | 0.71% | 20.73% |
1.04% | 14.27% | 12.44% | 16.87% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 1.72% | 1.11% | 20.03% |
2.92% | 12.82% | 10.43% | — |
| Dividend Growth Spliced Index | 1.33% | 4.18% | 23.75% |
10.09% | 14.84% | 11.57% | 12.69% |
| FTSE All-World ex US Index | 2.64% | –1.58% |
11.70% | –1.12% | 6.46% | 3.24% | 4.76% |
| FTSE All-World Index | 2.22% | 0.14% | 16.41% |
1.71% | 10.09% | 7.08% | 8.70% |
| FTSE AW ex US High Div Yield Idx | 4.19% | –2.07% |
9.33% | –1.35% | 6.20% | 1.75% | 4.14% |
| FTSE Emerging Index | 1.23% | –3.80% |
7.51% | 0.91% | 6.16% | 2.59% | 3.57% |
| FTSE Global All Cap Index Hdg. | 2.30% | 1.29% | 17.95% |
3.02% | 11.17% | 8.61% | 9.92% |
| FTSE Global Small-Cap ex US Index | 1.96% | –2.35% |
9.49% | –6.48% | 3.75% | 2.68% | 5.45% |
| FTSE High Dividend Yield Index | 3.81% | 2.47% | 16.60% |
5.37% | 10.62% | 9.42% | 12.71% |
| Global Wellesley Income Comp Index | 1.03% | 1.93% | 11.64% |
8.04% | — | — | — |
| Global Wellington Composite Index | 1.35% | 1.34% | 15.15% |
5.36% | — | — | — |
| Growth Composite Index | 1.55% | 0.58% | 15.18% |
3.31% | 9.00% | 7.14% | 9.30% |
| High-Yield Corporate Composite Idx | 0.40% | 1.80% | 11.91% |
8.17% | 5.80% | 5.27% | 7.36% |
| iMoneyNet MFR Treasury Funds Avg | 0.12% | 0.39% | 1.32% |
1.76% | 1.00% | 0.60% | 0.30% |
| Income Composite Index | –0.01% | 2.08% |
10.54% | 8.98% | 4.82% | 4.74% | 5.37% |
| Information Technology Spliced Idx | 1.25% | 2.58% | 30.53% |
7.95% | 22.99% | 18.36% | 17.19% |
| JP Morgan EMBI Global Diversified | –0.46% |
1.50% | 12.99% | 11.57% | 4.61% | 5.74% | 6.88% |
| Managed Payout Composite Index | 1.11% | 0.86% | 13.26% |
4.25% | 7.31% | 5.73% | 7.17% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 1.03% | 1.10% | 13.66% |
5.25% | 7.64% | 6.40% | 8.12% |
| Money Market Funds Average | 0.14% | 0.46% | 1.50% |
1.98% | 1.23% | 0.75% | 0.37% |
| MSCI AC World Index ex USA Net | 2.57% | –1.80% |
11.56% | –1.23% | 6.33% | 2.90% | 4.45% |
| MSCI US Broad Market Index | 1.77% | 1.21% | 20.17% |
2.91% | 12.83% | 10.47% | 13.15% |
| MSCI US Prime Market 750 Index | 1.73% | 1.53% | 20.68% |
4.09% | 13.33% | 10.77% | 13.28% |
| MSCI US Small Cap 1750 Index | 2.23% | –1.59% |
15.66% | –6.93% | 8.45% | 7.93% | 11.95% |
| NASDAQ Intl DividendAchieversSel Ix | 1.68% | –1.81% |
16.63% | 4.88% | 7.43% | — | — |
| NASDAQ US Dividend Achievers Select | 1.33% | 4.18% |
23.75% | 10.09% | 14.84% | 11.57% | 12.86% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.08% | 0.24% | 0.82% |
1.11% | 0.68% | 0.42% | 0.21% |
| Real Estate Spliced Index | 1.89% | 7.43% | 28.20% |
19.94% | 7.15% | 10.05% | 12.97% |
| Russell 1000 Growth Index | 0.01% | 1.49% | 23.30% |
3.71% | 16.89% | 13.39% | 14.94% |
| Russell 1000 Index | 1.73% | 1.42% | 20.53% | 3.87% |
13.19% | 10.62% | 13.23% |
| Russell 1000 Value Index | 3.57% | 1.36% | 17.81% |
4.00% | 9.43% | 7.79% | 11.46% |
| Russell 2000 Growth Index | –0.82% | –4.17% |
15.34% | –9.63% | 9.79% | 9.08% | 12.25% |
| Russell 2000 Index | 2.08% | –2.40% |
14.18% | –8.89% | 8.23% | 8.19% | 11.19% |
| Russell 2000 Value Index | 5.13% | –0.57% |
12.82% | –8.24% | 6.54% | 7.17% | 10.06% |
| Russell 2500 Growth Index | –1.88% | –3.18% |
19.97% | –4.11% | 12.33% | 10.22% | 13.48% |
| Russell 2500 Value Index | 4.58% | 0.13% | 15.41% |
–4.35% | 6.87% | 6.98% | 11.00% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | 1.76% | 1.16% | 20.09% | 2.92% |
12.83% | 10.44% | 13.08% |
| Russell 3000 Value Index | 3.67% | 1.23% | 17.47% |
3.10% | 9.24% | 7.76% | 11.36% |
| Russell Midcap Growth Index | –1.14% | –0.67% |
25.23% | 5.20% | 14.50% | 11.12% | 14.08% |
| Russell Midcap Value Index | 4.06% | 1.22% | 19.47% |
1.60% | 7.82% | 7.55% | 12.29% |
| S&P 500 Growth Index | 0.29% | 0.72% | 21.06% |
3.25% | 15.73% | 12.82% | 14.72% |
| S&P 500 Index | 1.87% | 1.70% | 20.55% | 4.25% |
13.39% | 10.84% | 13.24% |
| S&P 500 Value Index | 3.74% | 2.83% | 20.01% | 5.56% |
10.61% | 8.47% | 11.56% |
| S&P Completion Index | 1.00% | –1.64% |
17.53% | –3.96% | 9.83% | 8.40% | 12.30% |
| S&P EPAC SmallCap Index | 2.42% | –1.72% |
10.59% | –7.57% | 5.11% | 5.34% | 7.01% |
| S&P Global ex U.S. Property Index | 1.85% | 0.10% | 13.23% |
8.46% | 5.86% | 5.16% | — |
| S&P MidCap 400 Growth Index | 1.28% | –0.61% |
18.32% | –2.53% | 10.04% | 9.53% | 13.05% |
| S&P MidCap 400 Index | 3.06% | –0.09% |
17.87% | –2.49% | 9.38% | 8.88% | 12.56% |
| S&P MidCap 400 Value Index | 4.97% | 0.44% | 17.39% |
–2.44% | 8.45% | 7.96% | 11.95% |
| S&P National AMT-Free Muni Bond Idx | –0.76% |
1.56% | 6.75% | 8.44% | 3.05% | 3.53% | 3.95% |
| S&P SmallCap 600 Growth Index | 0.98% | –1.86% |
11.50% | –10.40% | 10.43% | 10.98% | 13.90% |
| S&P SmallCap 600 Index | 3.34% | –0.20% |
13.46% | –9.34% | 9.33% | 9.89% | 13.02% |
| S&P SmallCap 600 Value Index | 5.72% | 1.45% | 15.52% |
–8.21% | 8.21% | 8.78% | 12.17% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –0.73% |
2.28% | 10.23% | 12.49% | 3.18% | 4.01% | 4.84% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | –2.49% |
7.92% | 19.77% | 24.79% | 4.13% | 6.76% | 6.87% |
| Spl BloomBarc US Treas 1-3 Yr Idx | –0.12% |
0.58% | 3.07% | 4.43% | 1.53% | 1.34% | 1.20% |
| Spl BloomBarc US Treas 3-10 Yr Idx | –0.68% |
1.61% | 6.81% | 9.94% | 2.07% | 2.87% | 3.28% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | –0.17% |
0.89% | 4.48% | 6.01% | 2.01% | 2.01% | 2.12% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –1.91% |
6.59% | 20.94% | 21.88% | 5.56% | 6.81% | 7.42% |
| Spl Total International Stock Index | 2.57% | –1.65% |
11.48% | –1.66% | 6.19% | 3.19% | 4.57% |
| Spliced BloomBarc USAgg Flt AdjIx | –0.58% |
2.33% | 8.72% | 10.44% | 2.96% | 3.40% | 3.78% |
| Spliced Developed ex US Index | 2.97% | –1.07% |
12.63% | –2.26% | 6.32% | 3.56% | 5.06% |
| Spliced Emerging Markets Index | 1.23% | –3.63% |
8.10% | 1.16% | 5.41% | 1.97% | 3.25% |
| Spliced Energy Index | 4.66% | –5.49% |
6.65% | –14.85% | 2.00% | –3.68% |
1.66% |
| Spliced Equity Income Index | 3.81% | 2.47% | 16.60% |
5.37% | 10.62% | 9.42% | 12.71% |
| Spliced European Stock Index | 2.69% | –1.95% |
13.65% | –1.35% | 6.70% | 2.69% | 4.83% |
| Spliced Extended Market Index | 1.00% | –1.64% |
17.53% | –3.96% | 9.83% | 8.40% | 12.30% |
| Spliced Global Capital Cycles Index | 1.35% | –1.66% |
15.37% | 2.81% | 2.44% | 0.69% | –1.65% |
| Spliced Global Equity Index | 2.10% | –0.03% |
16.20% | 1.38% | 9.71% | 6.65% | 8.35% |
| Spliced Growth Index | 0.24% | 2.01% | 24.94% |
4.55% | 15.42% | 12.24% | 14.45% |
| Spliced Health Care Index | –0.20% | –1.39% |
7.87% | –2.51% | 7.61% | 6.10% | 11.94% |
| Spliced Inst Total Stock Market Idx | 1.72% | 1.11% |
20.03% | 2.92% | 12.82% | 10.43% | 13.12% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced International Index | 2.57% | –1.80% |
11.56% | –1.23% | 6.33% | 2.90% | 4.01% |
| Spliced Large Cap Index | 1.78% | 1.58% | 20.51% |
4.22% | 13.39% | 10.75% | 13.27% |
| Spliced Market Neutral Index USD | 0.17% | 0.56% | 1.78% |
2.36% | 1.52% | 0.95% | 0.51% |
| Spliced Mega Cap Growth Index | 0.31% | 2.44% | 24.59% |
4.06% | 16.16% | 12.71% | 14.65% |
| Spliced Mega Cap Index | 1.72% | 1.77% | 20.08% |
4.33% | 13.94% | 11.05% | 13.29% |
| Spliced Mega Cap Value Index | 3.17% | 1.09% | 15.82% |
4.09% | 11.84% | 9.53% | 12.03% |
| Spliced Mid Cap Growth Idx | –0.20% | –0.61% |
24.60% | 4.89% | 12.61% | 10.04% | 13.45% |
| Spliced Mid Cap Index | 2.06% | 0.62% | 22.66% |
3.70% | 10.70% | 9.24% | 13.10% |
| Spliced Mid Cap Value Index | 4.44% | 1.88% | 20.49% |
2.34% | 8.87% | 8.41% | 12.65% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.08% | 0.24% |
0.84% | 1.14% | 0.75% | 0.46% | 0.23% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.08% | 0.24% |
0.84% | 1.14% | 0.75% | 0.46% | 0.23% |
| Spliced Pacific Stock Index | 3.59% | –0.30% |
9.25% | –4.76% | 5.85% | 4.72% | 5.43% |
| Spliced Small and Mid Cap Index | 2.05% | –0.29% |
19.66% | –1.09% | 10.36% | 9.15% | 12.91% |
| Spliced Small Cap Growth Index | –1.53% |
–2.15% | 21.40% | –2.03% | 12.27% |
9.70% | 13.04% |
| Spliced Small Cap Index | 1.37% | –1.47% |
17.79% | –3.80% | 9.61% | 8.60% | 12.35% |
| Spliced Small Cap Value Index | 3.96% | –0.93% |
14.59% | –5.47% | 7.34% | 7.62% | 11.59% |
| Spliced Social Index | 1.79% | 1.87% | 21.25% |
5.35% | 14.74% | 11.77% | 13.93% |
| Spliced Total Stock Market Index | 1.72% | 1.11% | 20.03% |
2.92% | 12.82% | 10.43% | 13.11% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total World Stock Index | 2.13% | –0.04% |
16.28% | 1.03% | 9.78% | 6.99% | 8.66% |
| Spliced US IMI Consumer Stapl 25/50 | 1.88% | 5.92% |
21.69% | 14.80% | 7.43% | 9.03% | 12.37% |
| Spliced US IMI Energy 25/50 | 3.82% | –7.55% |
3.62% | –23.31% | –4.41% | –6.82% |
2.24% |
| Spliced US IMI Financials 25/50 | 4.65% | 2.01% | 20.02% |
3.44% | 14.67% | 10.85% | 11.13% |
| Spliced US IMI Health Care 25/50 | –0.87% |
–3.23% | 6.23% | –5.09% | 9.85% | 9.27% |
14.59% |
| Spliced US IMI Industrials 25/50 | 3.06% | 0.74% | 23.08% |
0.88% | 11.69% | 9.91% | 13.57% |
| Spliced US IMI Materials 25/50 | 3.41% | –0.96% |
15.89% | –1.47% | 7.75% | 5.15% | 9.43% |
| Spliced US IMI Utilities 25/50 | 4.04% | 8.86% | 24.60% |
25.61% | 13.92% | 13.18% | 12.83% |
| Spliced Value Index | 3.38% | 1.13% | 16.26% | 3.57% |
11.48% | 9.36% | 12.14% |
| STAR Composite Index | 1.13% | 0.98% | 13.92% |
4.80% | 8.05% | 6.56% | 8.19% |
| Target Retirement 2015 Composite Ix | 0.50% | 1.35% |
11.36% | 6.17% | 6.36% | 5.51% | 7.40% |
| Target Retirement 2020 Composite Ix | 0.83% | 1.16% |
12.74% | 5.45% | 7.27% | 6.16% | 8.19% |
| Target Retirement 2025 Composite Ix | 1.06% | 1.07% |
13.82% | 5.02% | 7.98% | 6.58% | 8.71% |
| Target Retirement 2030 Composite Ix | 1.25% | 0.88% |
14.40% | 4.30% | 8.50% | 6.86% | 9.16% |
| Target Retirement 2035 Composite Ix | 1.45% | 0.68% |
14.96% | 3.57% | 9.00% | 7.13% | 9.58% |
| Target Retirement 2040 Composite Ix | 1.64% | 0.48% |
15.52% | 2.83% | 9.51% | 7.39% | 9.87% |
| Target Retirement 2045 Composite Ix | 1.81% | 0.31% |
15.92% | 2.32% | 9.66% | 7.49% | 9.92% |
| Target Retirement 2050 Composite Ix | 1.81% | 0.31% |
15.92% | 2.32% | 9.66% | 7.49% | 9.92% |
| Benchmark | Returns as of 09/30/2019 | Month End YTD
as of
09/30/2019 |
Average Annual Total
Returns as of 09/30/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2055 Composite Ix | 1.81% | 0.31% |
15.92% | 2.32% | 9.66% | 7.49% | — |
| Target Retirement 2060 Composite Ix | 1.81% | 0.31% |
15.92% | 2.32% | 9.66% | 7.49% | — |
| Target Retirement 2065 Composite Ix | 1.81% | 0.31% |
15.92% | 2.32% | — | — | — |
| Target Retirement Income Compos. Ix | 0.30% | 1.46% |
10.40% | 6.83% | 5.24% | 4.73% | 5.90% |
| Tax-Exempt Money Mkt Funds Average | 0.08% | 0.24% | 0.83% |
1.15% | 0.77% | 0.47% | 0.24% |
| Tax-Managed Balanced Compos. Index | 0.46% | 1.36% | 13.02% |
6.01% | 8.07% | 7.02% | 8.60% |
| US Gov't Money Market Funds Average | 0.13% | 0.41% |
1.32% | 1.73% | 0.97% | 0.58% | 0.29% |
| Wellesley Income Composite Index | 0.83% | 2.70% | 13.14% |
9.92% | 6.24% | 6.17% | 7.66% |
| Wellington Composite Index | 0.94% | 2.09% | 17.35% |
7.27% | 10.10% | 8.66% | 10.42% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
