| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.67% | 9.58% | 9.58% |
7.41% | 9.03% | 7.51% | 11.38% |
| BloomBarc 1 Year Municipal Index | 0.27% | 0.81% | 0.81% |
2.18% | 1.15% | 0.94% | 1.14% |
| BloomBarc 1-15 Year Municipal Index | 1.16% | 2.51% |
2.51% | 5.09% | 2.31% | 3.05% | 3.84% |
| BloomBarc 1-5 Year Municipal Index | 0.50% | 1.49% | 1.49% |
3.32% | 1.45% | 1.57% | 2.14% |
| BloomBarc CA Municipal Index | 1.64% | 2.81% | 2.81% |
5.08% | 2.58% | 3.76% | 5.22% |
| BloomBarc GA Credit Index Hedged | 2.10% | 4.35% | 4.35% |
5.16% | 3.84% | 3.91% | 5.88% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 1.80% | 3.12% |
3.12% | 5.35% | 3.44% | 4.36% | — |
| BloomBarc MA Municipal Index | 1.52% | 2.77% | 2.77% |
5.17% | 2.37% | 3.48% | 4.31% |
| BloomBarc Municipal Bond Index | 1.58% | 2.90% | 2.90% |
5.38% | 2.71% | 3.73% | 4.72% |
| BloomBarc Municipal CA Intermed Idx | 1.07% | 2.54% |
2.54% | 5.41% | 2.13% | 3.01% | 4.40% |
| BloomBarc NJ Municipal Index | 1.90% | 3.42% | 3.42% |
6.72% | 4.09% | 4.27% | 5.01% |
| BloomBarc NY Municipal Index | 1.55% | 2.86% | 2.86% |
5.19% | 2.55% | 3.65% | 4.54% |
| BloomBarc OH Municipal Index | 1.46% | 2.80% | 2.80% |
5.30% | 2.61% | 3.87% | 4.93% |
| BloomBarc PA Municipal Index | 1.76% | 3.19% | 3.19% |
5.99% | 3.04% | 3.99% | 4.74% |
| BloomBarc US 0-5 Year TIPS Index | 0.75% | 1.66% | 1.66% |
2.04% | 1.37% | 0.91% | — |
| BloomBarc US 1-5 Year Credit Index | 1.04% | 2.39% | 2.39% |
4.27% | 2.22% | 2.13% | 3.85% |
| BloomBarc US 1-5 Year Treasury Idx | 0.87% | 1.23% | 1.23% |
3.17% | 0.95% | 1.26% | 1.45% |
| BloomBarc US 1-5 Yr Corporate Index | 1.06% | 2.61% |
2.61% | 4.42% | 2.41% | 2.30% | 4.30% |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.86% | 1.22% | 1.22% |
3.17% | 0.97% | 1.26% | 1.49% |
| BloomBarc US 10+ Year Corp Index | 4.34% | 7.97% | 7.97% |
4.38% | 5.26% | 5.31% | 9.24% |
| BloomBarc US 5-10 Year Corp Index | 2.34% | 5.41% | 5.41% |
6.11% | 3.55% | 3.98% | 7.31% |
| BloomBarc US 5-10 Year Credit Index | 2.36% | 5.26% |
5.26% | 6.06% | 3.42% | 3.88% | 6.96% |
| BloomBarc US 5-10 Yr Treasury Index | 2.08% | 2.44% |
2.44% | 5.28% | 0.98% | 2.68% | 3.10% |
| BloomBarc US Agg Float Adj Index | 1.95% | 3.00% | 3.00% |
4.46% | 2.05% | 2.73% | — |
| BloomBarc US GNMA Index | 1.33% | 2.09% | 2.09% |
4.46% | 1.59% | 2.41% | 3.16% |
| BloomBarc US Long Treasury Index | 5.26% | 4.67% | 4.67% |
6.24% | 1.47% | 5.44% | 5.13% |
| BloomBarc US LongCredit A/Better Ix | 4.31% | 7.07% |
7.07% | 4.68% | 4.21% | 5.49% | 8.48% |
| BloomBarc US MBS Float Adj Index | 1.40% | 2.12% | 2.12% |
4.34% | 1.75% | 2.53% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.35% | 0.85% | 0.85% |
2.44% | 1.33% | 0.95% | 0.75% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.84% | 3.19% | 3.19% |
2.70% | 1.70% | 1.94% | 3.41% |
| BloomBarc USD EmergMkt GovRIC CapIx | 1.38% | 5.59% |
5.59% | 4.47% | 5.45% | 4.93% | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.09% | 0.25% | 0.25% |
0.92% | 0.49% | 0.29% | 0.16% |
| Communication Services Spliced Idx | 1.74% | 12.67% |
12.67% | 1.40% | –0.75% | 2.77% | 8.81% |
| Conservative Growth Composite Index | 1.60% | 6.79% |
6.79% | 4.42% | 6.15% | 5.17% | 7.96% |
| Consumer Discretionary Spliced Idx | 2.71% | 14.82% |
14.82% | 10.13% | 13.17% | 11.87% | 20.70% |
| CRSP US Total Market Index | 1.45% | 14.06% | 14.06% |
8.82% | 13.53% | 10.35% | — |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Dividend Growth Spliced Index | 1.14% | 12.52% | 12.52% |
10.81% | 12.86% | 10.19% | 15.05% |
| FTSE All-World ex US Index | 0.63% | 10.19% | 10.19% |
–4.23% | 8.17% | 2.93% | 9.23% |
| FTSE AW ex US High Div Yield Idx | –0.27% |
8.67% | 8.67% | –3.49% | 7.94% | 1.39% | 9.25% |
| FTSE Emerging Index | 1.48% | 10.41% | 10.41% |
–5.64% | 10.50% | 4.16% | 9.19% |
| FTSE Global All Cap Index Hdg. | 1.48% | 12.65% | 12.65% |
6.14% | 11.89% | 8.60% | 12.98% |
| FTSE Global Small-Cap ex US Index | –0.03% |
10.40% | 10.40% | –9.69% | 6.35% | 2.04% | 11.04% |
| FTSE High Dividend Yield Index | 0.50% | 10.73% | 10.73% |
7.27% | 10.91% | 9.70% | 15.63% |
| Global Wellesley Income Comp Index | 1.50% | 6.03% | 6.03% |
3.74% | — | — | — |
| Global Wellington Composite Index | 1.54% | 9.37% | 9.37% |
4.40% | — | — | — |
| Growth Composite Index | 1.27% | 10.60% | 10.60% |
3.82% | 9.74% | 6.94% | 11.89% |
| High-Yield Corporate Composite Idx | 1.06% | 6.91% | 6.91% |
6.21% | 7.20% | 4.48% | 9.54% |
| iMoneyNet MFR Treasury Funds Avg | 0.16% | 0.46% | 0.46% |
1.56% | 0.71% | 0.43% | 0.21% |
| Income Composite Index | 1.75% | 4.90% | 4.90% |
4.61% | 4.32% | 4.20% | 6.00% |
| Information Technology Spliced Idx | 4.14% | 20.65% |
20.65% | 18.89% | 23.94% | 18.63% | 20.41% |
| JP Morgan EMBI Global Diversified | 1.42% | 6.95% | 6.95% |
4.21% | 5.79% | 5.44% | 8.52% |
| Managed Payout Composite Index | 1.32% | 8.83% | 8.83% |
3.53% | 7.89% | 5.35% | 9.67% |
| Moderate Growth Composite Index | 1.44% | 8.69% | 8.69% |
4.15% | 7.95% | 6.08% | 10.03% |
| Money Market Funds Average | 0.18% | 0.53% | 0.53% |
1.79% | 0.92% | 0.55% | 0.28% |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| MSCI US Broad Market Index | 1.46% | 14.13% | 14.13% |
8.77% | 13.52% | 10.40% | 16.10% |
| MSCI US Prime Market 750 Index | 1.81% | 14.01% | 14.01% |
9.43% | 13.64% | 10.82% | 16.02% |
| MSCI US Small Cap 1750 Index | –1.59% |
15.24% | 15.24% | 3.28% | 12.19% | 7.16% | 16.63% |
| NASDAQ Intl DividendAchieversSel Ix | 2.89% | 12.08% |
12.08% | 2.80% | 8.17% | — | — |
| NASDAQ US Dividend Achievers Select | 1.14% | 12.52% |
12.52% | 10.81% | 12.86% | 10.19% | 14.52% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.10% | 0.27% | 0.27% |
0.98% | 0.51% | 0.31% | 0.17% |
| Real Estate Spliced Index | 4.19% | 17.28% | 17.28% |
20.08% | 5.81% | 8.89% | 18.36% |
| Russell 1000 Growth Index | 2.85% | 16.10% | 16.10% |
12.75% | 16.53% | 13.50% | 17.52% |
| Russell 1000 Index | 1.74% | 14.00% | 14.00% | 9.30% |
13.52% | 10.63% | 16.05% |
| Russell 1000 Value Index | 0.64% | 11.93% | 11.93% |
5.67% | 10.45% | 7.72% | 14.52% |
| Russell 2000 Growth Index | –1.35% | 17.14% |
17.14% | 3.85% | 14.87% | 8.41% | 16.52% |
| Russell 2000 Index | –2.09% | 14.58% |
14.58% | 2.05% | 12.92% | 7.05% | 15.36% |
| Russell 2000 Value Index | –2.88% | 11.93% |
11.93% | 0.17% | 10.86% | 5.59% | 14.12% |
| Russell 2500 Growth Index | –0.25% | 18.99% |
18.99% | 7.54% | 15.60% | 9.72% | 17.50% |
| Russell 2500 Value Index | –1.33% | 13.12% |
13.12% | 1.84% | 9.85% | 6.02% | 15.03% |
| Russell 3000 Index | 1.46% | 14.04% | 14.04% | 8.77% |
13.48% | 10.36% | 16.00% |
| Russell 3000 Value Index | 0.39% | 11.93% | 11.93% |
5.30% | 10.50% | 7.56% | 14.50% |
| Russell Midcap Growth Index | 1.35% | 19.62% | 19.62% |
11.51% | 15.06% | 10.89% | 17.60% |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Value Index | 0.50% | 14.37% | 14.37% |
2.89% | 9.50% | 7.22% | 16.39% |
| S&P 500 Growth Index | 2.73% | 14.95% | 14.95% |
12.77% | 15.91% | 13.36% | 17.17% |
| S&P 500 Index | 1.94% | 13.65% | 13.65% | 9.50% |
13.51% | 10.91% | 15.92% |
| S&P 500 Value Index | 1.06% | 12.19% | 12.19% |
5.93% | 10.62% | 8.05% | 14.49% |
| S&P Completion Index | –0.99% | 15.99% |
15.99% | 4.76% | 13.17% | 7.75% | 16.49% |
| S&P EPAC SmallCap Index | –0.40% | 9.92% |
9.92% | –10.23% | 6.75% | 4.12% | 12.13% |
| S&P Global ex U.S. Property Index | 4.47% | 13.27% | 13.27% |
2.31% | 7.74% | 5.69% | — |
| S&P MidCap 400 Growth Index | 0.61% | 14.95% | 14.95% |
1.69% | 11.90% | 8.79% | 16.64% |
| S&P MidCap 400 Index | –0.57% | 14.49% |
14.49% | 2.59% | 11.24% | 8.29% | 16.28% |
| S&P MidCap 400 Value Index | –1.79% | 14.02% |
14.02% | 3.60% | 10.32% | 7.52% | 15.80% |
| S&P National AMT-Free Muni Bond Idx | 1.53% | 2.79% |
2.79% | 5.05% | 2.54% | 3.57% | 4.53% |
| S&P SmallCap 600 Growth Index | –2.77% |
10.84% | 10.84% | 3.84% | 14.10% | 9.73% | 17.93% |
| S&P SmallCap 600 Index | –3.33% | 11.61% |
11.61% | 1.57% | 12.55% | 8.45% | 17.00% |
| S&P SmallCap 600 Value Index | –3.91% |
12.45% | 12.45% | –0.44% | 11.00% | 7.17% | 16.09% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 2.21% | 3.72% |
3.72% | 5.63% | 2.15% | 3.26% | 4.98% |
| Spl BloomBarc US Long Treasury Idx | 5.26% | 4.67% | 4.67% |
6.24% | 1.53% | 5.43% | — |
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.62% | 0.99% | 0.99% |
2.73% | 0.99% | 0.99% | — |
| Spl BloomBarc US Treas 3-10 Yr Idx | 1.68% | 2.03% | 2.03% |
4.60% | 0.99% | 2.23% | — |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.92% | 1.62% |
1.62% | 3.54% | 1.41% | 1.57% | 2.20% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 4.70% | 6.45% |
6.45% | 5.24% | 3.75% | 5.35% | 7.23% |
| Spl Total International Stock Index | 0.57% | 10.21% |
10.21% | –4.81% | 7.99% | 2.84% | 8.96% |
| Spliced BloomBarc USAgg Flt AdjIx | 1.95% | 3.00% | 3.00% |
4.46% | 2.05% | 2.73% | 3.79% |
| Spliced Developed ex US Index | 0.29% | 10.16% | 10.16% |
–4.43% | 7.44% | 2.73% | 9.15% |
| Spliced Emerging Markets Index | 1.78% | 11.25% | 11.25% |
–6.38% | 9.63% | 3.56% | 8.73% |
| Spliced Energy Index | 1.13% | 14.13% | 14.13% |
2.88% | 8.30% | –2.10% | 4.40% |
| Spliced Equity Income Index | 0.50% | 10.73% | 10.73% |
7.27% | 10.91% | 9.70% | 15.63% |
| Spliced European Stock Index | 0.55% | 10.93% | 10.93% |
–4.13% | 6.75% | 1.39% | 9.19% |
| Spliced Extended Market Index | –0.99% |
15.99% | 15.99% | 4.76% | 13.17% | 7.75% | 16.49% |
| Spliced Global Capital Cycles Index | 1.49% | 13.01% |
13.01% | –7.75% | 11.40% | –0.93% |
2.11% |
| Spliced Global Equity Index | 1.26% | 12.18% | 12.18% |
2.60% | 10.67% | 6.45% | 11.98% |
| Spliced Growth Index | 3.17% | 16.92% | 16.92% |
11.68% | 15.19% | 12.33% | 16.90% |
| Spliced Health Care Index | 0.80% | 8.01% | 8.01% |
10.95% | 9.63% | 7.88% | 13.94% |
| Spliced Inst Total Stock Market Idx | 1.45% | 14.06% |
14.06% | 8.82% | 13.53% | 10.35% | 16.07% |
| Spliced International Index | 0.60% | 10.31% | 10.31% |
–4.22% | 8.09% | 2.57% | 8.18% |
| Spliced Large Cap Index | 1.86% | 13.76% | 13.76% |
9.44% | 13.64% | 10.79% | 15.99% |
| Spliced Market Neutral Index USD | 0.21% | 0.60% | 0.60% |
2.11% | 1.17% | 0.71% | 0.40% |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mega Cap Growth Index | 3.38% | 16.39% | 16.39% |
11.78% | 15.81% | 12.94% | 16.98% |
| Spliced Mega Cap Index | 1.97% | 13.16% | 13.16% |
10.17% | 14.04% | 11.18% | 15.84% |
| Spliced Mega Cap Value Index | 0.58% | 10.13% | 10.13% |
8.44% | 12.37% | 9.64% | 14.82% |
| Spliced Mid Cap Growth Idx | 2.58% | 19.61% | 19.61% |
11.13% | 13.48% | 10.01% | 16.70% |
| Spliced Mid Cap Index | 1.33% | 16.79% | 16.79% |
5.99% | 11.63% | 8.89% | 16.72% |
| Spliced Mid Cap Value Index | 0.01% | 13.84% | 13.84% |
1.08% | 9.82% | 7.74% | 16.63% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.10% | 0.29% |
0.29% | 1.08% | 0.58% | 0.35% | 0.19% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.10% | 0.29% |
0.29% | 1.08% | 0.58% | 0.35% | 0.18% |
| Spliced Pacific Stock Index | 0.22% | 8.08% | 8.08% |
–6.55% | 8.72% | 4.88% | 9.10% |
| Spliced Small and Mid Cap Index | –0.07% |
16.17% | 16.17% | 5.33% | 12.46% | 8.61% | 16.99% |
| Spliced Small Cap Growth Index | 0.30% | 19.52% | 19.52% |
10.41% | 15.74% | 8.67% | 17.47% |
| Spliced Small Cap Index | –0.89% | 16.21% |
16.21% | 5.61% | 12.77% | 7.89% | 16.94% |
| Spliced Small Cap Value Index | –1.94% |
13.39% | 13.39% | 1.60% | 10.29% | 7.20% | 16.34% |
| Spliced Social Index | 1.92% | 13.79% | 13.79% |
10.80% | 15.00% | 11.57% | 17.32% |
| Spliced Total Stock Market Index | 1.45% | 14.06% | 14.06% |
8.82% | 13.53% | 10.35% | 16.07% |
| Spliced Total World Stock Index | 1.10% | 12.34% | 12.34% |
2.27% | 10.93% | 6.73% | 12.39% |
| Spliced US IMI Consumer Stapl 25/50 | 3.42% | 11.28% |
11.28% | 9.79% | 5.12% | 8.38% | 13.68% |
| Spliced US IMI Energy 25/50 | 2.39% | 16.79% | 16.79% |
–0.41% | 4.29% | –4.16% | 5.95% |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Financials 25/50 | –3.10% |
9.31% | 9.31% | –4.82% | 13.95% | 9.44% | 15.40% |
| Spliced US IMI Health Care 25/50 | 0.41% | 8.18% | 8.18% |
14.58% | 13.58% | 11.65% | 17.06% |
| Spliced US IMI Industrials 25/50 | –1.27% |
16.78% | 16.78% | 2.47% | 12.04% | 8.95% | 17.36% |
| Spliced US IMI Materials 25/50 | 0.31% | 11.56% | 11.56% |
–2.55% | 9.80% | 5.11% | 13.15% |
| Spliced US IMI Utilities 25/50 | 2.86% | 10.75% | 10.75% |
19.79% | 9.97% | 11.12% | 13.38% |
| Spliced Value Index | 0.55% | 10.76% | 10.76% |
7.23% | 12.19% | 9.41% | 15.16% |
| STAR Composite Index | 1.38% | 9.10% | 9.10% | 4.97% |
8.38% | 6.22% | 10.29% |
| Target Retirement 2015 Composite Ix | 1.45% | 6.53% |
6.53% | 4.05% | 6.44% | 5.16% | 9.38% |
| Target Retirement 2020 Composite Ix | 1.43% | 7.88% |
7.88% | 4.08% | 7.57% | 5.86% | 10.42% |
| Target Retirement 2025 Composite Ix | 1.42% | 8.87% |
8.87% | 4.11% | 8.38% | 6.28% | 11.18% |
| Target Retirement 2030 Composite Ix | 1.36% | 9.58% |
9.58% | 3.99% | 9.05% | 6.60% | 11.88% |
| Target Retirement 2035 Composite Ix | 1.30% | 10.30% |
10.30% | 3.86% | 9.72% | 6.91% | 12.52% |
| Target Retirement 2040 Composite Ix | 1.24% | 11.03% |
11.03% | 3.72% | 10.38% | 7.21% | 12.83% |
| Target Retirement 2045 Composite Ix | 1.19% | 11.57% |
11.57% | 3.63% | 10.62% | 7.34% | 12.90% |
| Target Retirement 2050 Composite Ix | 1.19% | 11.57% |
11.57% | 3.63% | 10.62% | 7.34% | 12.90% |
| Target Retirement 2055 Composite Ix | 1.19% | 11.57% |
11.57% | 3.63% | 10.62% | 7.34% | — |
| Target Retirement 2060 Composite Ix | 1.19% | 11.57% |
11.57% | 3.63% | 10.62% | 7.34% | — |
| Target Retirement 2065 Composite Ix | 1.19% | 11.57% |
11.57% | 3.63% | — | — | — |
| Benchmark | Returns as of 03/31/2019 | Month End YTD
as of
03/31/2019 |
Average Annual Total
Returns as of 03/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement Income Compos. Ix | 1.48% | 5.60% |
5.60% | 4.06% | 5.04% | 4.31% | 6.85% |
| Tax-Exempt Money Mkt Funds Average | 0.10% | 0.28% | 0.28% |
1.09% | 0.60% | 0.36% | 0.19% |
| Tax-Managed Balanced Compos. Index | 1.47% | 8.17% | 8.17% |
7.51% | 7.99% | 7.03% | 10.13% |
| US Gov't Money Market Funds Average | 0.15% | 0.45% |
0.45% | 1.48% | 0.68% | 0.41% | 0.21% |
| Wellesley Income Composite Index | 1.58% | 6.38% | 6.38% |
5.86% | 5.60% | 5.66% | 9.09% |
| Wellington Composite Index | 2.02% | 10.24% | 10.24% |
8.09% | 9.74% | 8.36% | 12.36% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
