| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.68% | 5.41% | 21.87% |
21.87% | 10.51% | 8.17% | 9.84% |
| BloomBarc 1 Year Municipal Index | 0.15% | 0.61% | 2.46% |
2.46% | 1.71% | 1.20% | 1.10% |
| BloomBarc 1-15 Year Municipal Index | 0.32% | 0.81% |
6.44% | 6.44% | 4.10% | 3.01% | 3.66% |
| BloomBarc 1-5 Year Municipal Index | 0.23% | 0.87% | 4.03% |
4.03% | 2.55% | 1.82% | 2.03% |
| BloomBarc CA Municipal Index | 0.29% | 0.69% | 7.67% |
7.67% | 4.77% | 3.52% | 4.85% |
| BloomBarc GA Credit Index Hedged | 0.18% | 0.58% | 11.85% |
11.85% | 5.46% | 4.36% | 5.08% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –0.44% |
–1.25% | 8.06% | 8.06% | 4.57% | 3.98% | — |
| BloomBarc MA Municipal Index | 0.27% | 0.70% | 7.26% |
7.26% | 4.46% | 3.28% | 4.05% |
| BloomBarc Municipal Bond Index | 0.31% | 0.74% | 7.54% |
7.54% | 4.72% | 3.53% | 4.34% |
| BloomBarc Municipal CA Intermed Idx | 0.29% | 0.83% |
6.25% | 6.25% | 4.10% | 2.95% | 4.22% |
| BloomBarc NJ Municipal Index | 0.43% | 0.92% | 9.18% |
9.18% | 6.45% | 4.38% | 4.75% |
| BloomBarc NY Municipal Index | 0.27% | 0.64% | 7.12% |
7.12% | 4.39% | 3.38% | 4.13% |
| BloomBarc OH Municipal Index | 0.27% | 0.72% | 7.20% |
7.20% | 4.54% | 3.52% | 4.21% |
| BloomBarc PA Municipal Index | 0.38% | 0.77% | 8.24% |
8.24% | 5.20% | 3.86% | 4.55% |
| BloomBarc US 0-5 Year TIPS Index | 0.72% | 1.14% | 4.85% |
4.85% | 2.09% | 1.81% | — |
| BloomBarc US 1-5 Year Credit Index | 0.36% | 0.84% | 6.58% |
6.58% | 3.31% | 2.71% | 3.07% |
| BloomBarc US 1-5 Year Treasury Idx | 0.14% | 0.33% | 4.25% |
4.25% | 2.13% | 1.67% | 1.73% |
| BloomBarc US 1-5 Yr Corporate Index | 0.40% | 0.95% |
6.99% | 6.99% | 3.47% | 2.90% | 3.32% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.14% | 0.34% | 4.23% |
4.23% | 2.14% | 1.67% | 1.71% |
| BloomBarc US 10+ Year Corp Index | 0.11% | 1.33% | 23.89% |
23.89% | 8.81% | 6.40% | 7.99% |
| BloomBarc US 5-10 Year Corp Index | 0.47% | 1.29% | 14.27% |
14.27% | 5.85% | 4.79% | 5.94% |
| BloomBarc US 5-10 Year Credit Index | 0.43% | 1.18% |
13.90% | 13.90% | 5.79% | 4.64% | 5.79% |
| BloomBarc US 5-10 Yr Treasury Index | –0.43% |
–0.76% | 7.48% | 7.48% | 3.59% | 2.75% | 4.01% |
| BloomBarc US Agg Float Adj Index | –0.09% |
0.14% | 8.87% | 8.87% | 4.08% | 3.07% | 3.78% |
| BloomBarc US GNMA Index | 0.14% | 0.54% | 5.85% |
5.85% | 2.89% | 2.32% | 3.21% |
| BloomBarc US Long Treasury Index | –2.79% |
–4.12% | 14.83% | 14.83% | 6.95% | 4.13% | 7.01% |
| BloomBarc US LongCredit A/Better Ix | –0.57% |
0.11% | 20.85% | 20.85% | 8.07% | 5.95% | 7.76% |
| BloomBarc US MBS Float Adj Index | 0.28% | 0.69% | 6.18% |
6.18% | 3.16% | 2.51% | 3.08% |
| BloomBarc US Treas Bellwether:1Yr | 0.18% | 0.60% | 3.01% |
3.01% | 1.86% | 1.34% | 0.88% |
| BloomBarc US Trsy Inflat Prtcd Idx | 0.38% | 0.79% | 8.43% |
8.43% | 3.32% | 2.62% | 3.36% |
| BloomBarc USD EmergMkt GovRIC CapIx | 2.10% | 2.21% |
14.03% | 14.03% | 6.40% | 6.15% | — |
| Bloomberg Commodity Index TR | 5.04% | 4.42% | 7.69% |
7.69% | –0.94% | –3.92% | –4.73% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.19% | 0.93% |
0.93% | 0.67% | 0.43% | 0.22% |
| Communication Services Spliced Idx | 2.41% | 8.81% | 27.94% |
27.94% | 0.22% | 4.84% | 8.20% |
| Conservative Growth Composite Index | 1.27% | 3.41% |
15.94% | 15.94% | 7.75% | 5.85% | 6.76% |
| Consumer Discretionary Spliced Idx | 3.09% | 5.73% | 27.65% |
27.65% | 15.34% | 11.75% | 16.63% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 2.87% | 9.00% | 30.84% |
30.84% | 14.56% | 11.21% | — |
| Dividend Growth Spliced Index | 2.26% | 4.85% | 29.75% |
29.75% | 15.86% | 11.30% | 12.56% |
| FTSE All-World ex US Index | 4.33% | 9.06% | 21.81% |
21.81% | 9.96% | 5.83% | 5.29% |
| FTSE All-World Index | 3.60% | 9.12% | 27.04% |
27.04% | 12.80% | 8.86% | 9.16% |
| FTSE AW ex US High Div Yield Idx | 4.40% | 8.50% | 18.63% |
18.63% | 8.38% | 4.56% | 4.58% |
| FTSE Emerging Index | 6.96% | 11.77% | 20.16% |
20.16% | 11.23% | 5.65% | 3.84% |
| FTSE Global All Cap Index Hdg. | 2.77% | 8.05% | 27.44% |
27.44% | 12.43% | 9.68% | 10.27% |
| FTSE Global Small-Cap ex US Index | 5.33% | 11.18% | 21.72% |
21.72% | 8.70% | 5.87% | 6.18% |
| FTSE High Dividend Yield Index | 3.07% | 6.55% | 24.24% |
24.24% | 10.87% | 9.86% | 12.95% |
| Global Wellesley Income Comp Index | 1.28% | 2.74% | 14.70% |
14.70% | — | — | — |
| Global Wellington Composite Index | 2.13% | 5.81% | 21.84% |
21.84% | — | — | — |
| Growth Composite Index | 2.75% | 7.19% | 23.46% |
23.46% | 11.18% | 8.12% | 9.60% |
| High-Yield Corporate Composite Idx | 1.45% | 2.41% | 14.61% |
14.61% | 6.29% | 5.83% | 7.14% |
| iMoneyNet MFR Treasury Funds Avg | 0.10% | 0.31% | 1.63% |
1.63% | 1.10% | 0.66% | 0.33% |
| Income Composite Index | 0.54% | 1.55% | 12.26% |
12.26% | 6.00% | 4.63% | 5.36% |
| Information Technology Spliced Idx | 4.03% | 14.04% |
48.85% | 48.85% | 27.97% | 20.18% | 17.57% |
| JP Morgan EMBI Global Diversified | 2.01% | 1.81% | 15.04% |
15.04% | 6.69% | 6.24% | 6.90% |
| Managed Payout Composite Index | 2.26% | 5.51% | 19.51% |
19.51% | 9.12% | 6.53% | 7.31% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 2.01% | 5.29% | 19.67% |
19.67% | 9.48% | 7.01% | 8.33% |
| Money Market Funds Average | 0.11% | 0.35% | 1.86% |
1.86% | 1.32% | 0.82% | 0.41% |
| MSCI AC World Index ex USA Net | 4.33% | 8.92% | 21.51% |
21.51% | 9.87% | 5.51% | 4.97% |
| MSCI US Broad Market Index | 2.89% | 9.07% | 31.07% |
31.07% | 14.59% | 11.26% | 13.48% |
| MSCI US Prime Market 750 Index | 2.89% | 9.08% | 31.65% |
31.65% | 15.27% | 11.61% | 13.59% |
| MSCI US Small Cap 1750 Index | 2.88% | 8.83% | 25.86% |
25.86% | 8.86% | 8.31% | 12.45% |
| NASDAQ Intl DividendAchieversSel Ix | 3.88% | 9.17% |
27.32% | 27.32% | 12.95% | — | — |
| NASDAQ US Dividend Achievers Select | 2.26% | 4.85% |
29.75% | 29.75% | 15.86% | 11.30% | 12.72% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.19% | 1.01% |
1.01% | 0.73% | 0.45% | 0.23% |
| Real Estate Spliced Index | 0.82% | 0.65% | 29.03% |
29.03% | 8.46% | 7.27% | 12.06% |
| Russell 1000 Growth Index | 3.02% | 10.62% | 36.39% |
36.39% | 20.49% | 14.63% | 15.22% |
| Russell 1000 Index | 2.89% | 9.04% | 31.43% | 31.43% |
15.05% | 11.48% | 13.54% |
| Russell 1000 Value Index | 2.75% | 7.41% | 26.54% |
26.54% | 9.68% | 8.29% | 11.80% |
| Russell 2000 Growth Index | 2.29% | 11.39% | 28.48% |
28.48% | 12.49% | 9.34% | 13.01% |
| Russell 2000 Index | 2.88% | 9.94% | 25.53% | 25.53% |
8.59% | 8.23% | 11.83% |
| Russell 2000 Value Index | 3.50% | 8.49% | 22.39% |
22.39% | 4.77% | 6.99% | 10.56% |
| Russell 2500 Growth Index | 0.93% | 10.57% | 32.65% |
32.65% | 15.17% | 10.84% | 14.01% |
| Russell 2500 Value Index | 3.02% | 7.07% | 23.56% |
23.56% | 6.12% | 7.18% | 11.25% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | 2.89% | 9.10% | 31.02% | 31.02% |
14.57% | 11.24% | 13.42% |
| Russell 3000 Value Index | 2.80% | 7.48% | 26.26% |
26.26% | 9.32% | 8.20% | 11.71% |
| Russell Midcap Growth Index | 1.17% | 8.17% | 35.47% |
35.47% | 17.36% | 11.60% | 14.24% |
| Russell Midcap Value Index | 3.04% | 6.36% | 27.06% |
27.06% | 8.10% | 7.62% | 12.41% |
| S&P 500 Growth Index | 2.93% | 8.32% | 31.13% |
31.13% | 18.66% | 13.52% | 14.78% |
| S&P 500 Index | 3.02% | 9.07% | 31.49% | 31.49% |
15.27% | 11.70% | 13.56% |
| S&P 500 Value Index | 3.12% | 9.93% | 31.93% | 31.93% |
11.49% | 9.52% | 12.16% |
| S&P Completion Index | 2.16% | 8.86% | 27.95% |
27.95% | 10.97% | 8.90% | 12.71% |
| S&P EPAC SmallCap Index | 4.59% | 11.86% | 23.71% |
23.71% | 10.37% | 8.15% | 8.31% |
| S&P Global ex U.S. Property Index | 3.76% | 7.01% | 21.17% |
21.17% | 11.16% | 6.38% | — |
| S&P MidCap 400 Growth Index | 2.51% | 6.73% | 26.29% |
26.29% | 10.74% | 9.72% | 13.16% |
| S&P MidCap 400 Index | 2.81% | 7.06% | 26.20% |
26.20% | 9.26% | 9.03% | 12.72% |
| S&P MidCap 400 Value Index | 3.12% | 7.41% | 26.08% |
26.08% | 7.66% | 8.07% | 12.16% |
| S&P National AMT-Free Muni Bond Idx | 0.33% | 0.62% |
7.42% | 7.42% | 4.47% | 3.40% | 4.17% |
| S&P SmallCap 600 Growth Index | 2.99% | 8.64% | 21.13% |
21.13% | 10.08% | 10.87% | 14.20% |
| S&P SmallCap 600 Index | 2.99% | 8.21% | 22.78% |
22.78% | 8.36% | 9.56% | 13.35% |
| S&P SmallCap 600 Value Index | 3.00% | 7.81% | 24.54% |
24.54% | 6.65% | 8.26% | 12.52% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –0.03% |
0.13% | 10.38% | 10.38% | 4.62% | 3.64% | 4.85% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | –2.79% |
–4.12% | 14.83% | 14.83% | 6.96% | 4.17% | 6.98% |
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.22% | 0.51% | 3.59% |
3.59% | 1.86% | 1.40% | 1.25% |
| Spl BloomBarc US Treas 3-10 Yr Idx | –0.21% |
–0.35% | 6.43% | 6.43% | 3.10% | 2.46% | 3.33% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.21% | 0.50% |
5.01% | 5.01% | 2.54% | 2.03% | 2.13% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –1.14% |
–1.12% | 19.59% | 19.59% | 8.07% | 5.42% | 7.59% |
| Spl Total International Stock Index | 4.43% | 9.26% |
21.80% | 21.80% | 9.84% | 5.84% | 5.13% |
| Spliced BloomBarc USAgg Flt AdjIx | –0.09% |
0.14% | 8.87% | 8.87% | 4.08% | 3.07% | 3.78% |
| Spliced Developed ex US Index | 3.72% | 8.62% | 22.34% |
22.34% | 9.60% | 6.08% | 5.70% |
| Spliced Emerging Markets Index | 6.86% | 11.38% | 20.40% |
20.40% | 10.39% | 4.93% | 3.52% |
| Spliced Energy Index | 5.32% | 5.77% | 12.80% |
12.80% | 1.46% | 0.74% | 1.67% |
| Spliced Equity Income Index | 3.07% | 6.55% | 24.24% |
24.24% | 10.87% | 9.86% | 12.95% |
| Spliced European Stock Index | 4.20% | 9.62% | 24.58% |
24.58% | 10.27% | 5.51% | 5.46% |
| Spliced Extended Market Index | 2.16% | 8.86% | 27.95% |
27.95% | 10.97% | 8.90% | 12.71% |
| Spliced FTSE 3-Mo US T-Bill Index | 0.14% | 0.77% | 5.58% |
5.58% | 5.58% | — | — |
| Spliced Global Capital Cycles Index | 4.78% | 9.84% |
26.72% | 26.72% | 7.26% | 5.67% | –1.94% |
| Spliced Global Equity Index | 3.52% | 8.95% | 26.60% |
26.60% | 12.44% | 8.41% | 8.79% |
| Spliced Growth Index | 3.11% | 9.91% | 37.31% |
37.31% | 19.28% | 13.24% | 14.66% |
| Spliced Health Care Index | 3.50% | 13.73% | 22.67% |
22.67% | 14.45% | 8.23% | 12.40% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | 2.87% | 9.00% |
30.84% | 30.84% | 14.56% | 11.21% | 13.45% |
| Spliced International Index | 4.33% | 8.92% | 21.51% |
21.51% | 9.87% | 5.51% | 4.68% |
| Spliced Large Cap Index | 2.92% | 9.07% | 31.44% |
31.44% | 15.31% | 11.61% | 13.58% |
| Spliced Market Neutral Index USD | 0.14% | 0.46% | 2.25% |
2.25% | 1.65% | 1.04% | 0.55% |
| Spliced Mega Cap Growth Index | 3.35% | 10.46% | 37.62% |
37.62% | 20.10% | 13.87% | 14.91% |
| Spliced Mega Cap Index | 3.02% | 9.50% | 31.48% |
31.48% | 15.90% | 12.08% | 13.66% |
| Spliced Mega Cap Value Index | 2.69% | 8.58% | 25.76% |
25.76% | 12.14% | 10.43% | 12.50% |
| Spliced Mid Cap Growth Idx | 2.11% | 7.48% | 33.93% |
33.93% | 15.53% | 10.28% | 13.46% |
| Spliced Mid Cap Index | 2.42% | 6.88% | 31.09% |
31.09% | 12.39% | 9.29% | 13.13% |
| Spliced Mid Cap Value Index | 2.73% | 6.28% | 28.05% |
28.05% | 9.51% | 8.27% | 12.69% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.07% | 0.21% |
1.06% | 1.06% | 0.80% | 0.50% | 0.25% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.07% | 0.21% |
1.06% | 1.06% | 0.80% | 0.50% | 0.25% |
| Spliced Pacific Stock Index | 3.25% | 8.02% | 18.00% |
18.00% | 9.26% | 6.95% | 6.24% |
| Spliced Small and Mid Cap Index | 2.21% | 7.59% | 28.75% |
28.75% | 11.33% | 9.37% | 13.13% |
| Spliced Small Cap Growth Index | 1.48% | 9.35% | 32.75% |
32.75% | 15.13% | 10.46% | 13.57% |
| Spliced Small Cap Index | 2.19% | 8.12% | 27.35% |
27.35% | 10.31% | 8.86% | 12.78% |
| Spliced Small Cap Value Index | 2.78% | 7.14% | 22.76% |
22.76% | 6.40% | 7.47% | 11.94% |
| Spliced Social Index | 3.32% | 10.59% | 34.08% |
34.08% | 17.25% | 12.53% | 14.50% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | 2.87% | 9.00% | 30.84% |
30.84% | 14.56% | 11.21% | 13.44% |
| Spliced Total World Stock Index | 3.57% | 9.14% | 26.91% |
26.91% | 12.48% | 8.74% | 9.12% |
| Spliced US IMI Consumer Stapl 25/50 | 2.71% | 3.71% |
26.20% | 26.20% | 9.26% | 8.03% | 12.24% |
| Spliced US IMI Energy 25/50 | 7.24% | 5.59% | 9.42% |
9.42% | –5.01% | –3.13% | 2.27% |
| Spliced US IMI Financials 25/50 | 2.53% | 9.76% | 31.74% |
31.74% | 11.10% | 11.26% | 12.42% |
| Spliced US IMI Health Care 25/50 | 3.34% | 14.87% | 22.03% |
22.03% | 16.74% | 10.54% | 15.26% |
| Spliced US IMI Industrials 25/50 | 0.16% | 5.85% | 30.28% |
30.28% | 10.92% | 9.65% | 13.61% |
| Spliced US IMI Materials 25/50 | 3.04% | 6.83% | 23.80% |
23.80% | 8.15% | 6.70% | 9.30% |
| Spliced US IMI Utilities 25/50 | 3.28% | 0.35% | 25.03% |
25.03% | 13.74% | 10.50% | 12.13% |
| Spliced Value Index | 2.73% | 8.25% | 25.85% | 25.85% |
11.73% | 10.09% | 12.54% |
| STAR Composite Index | 2.10% | 5.75% | 20.46% |
20.46% | 9.82% | 7.31% | 8.42% |
| Target Retirement 2015 Composite Ix | 1.29% | 3.34% |
15.08% | 15.08% | 7.65% | 5.78% | 7.39% |
| Target Retirement 2020 Composite Ix | 1.74% | 4.55% |
17.87% | 17.87% | 8.88% | 6.62% | 8.26% |
| Target Retirement 2025 Composite Ix | 2.04% | 5.36% |
19.92% | 19.92% | 9.76% | 7.20% | 8.83% |
| Target Retirement 2030 Composite Ix | 2.31% | 6.07% |
21.34% | 21.34% | 10.40% | 7.61% | 9.31% |
| Target Retirement 2035 Composite Ix | 2.59% | 6.79% |
22.76% | 22.76% | 11.04% | 8.02% | 9.77% |
| Target Retirement 2040 Composite Ix | 2.87% | 7.50% |
24.19% | 24.19% | 11.67% | 8.43% | 10.14% |
| Target Retirement 2045 Composite Ix | 3.12% | 8.15% |
25.37% | 25.37% | 12.01% | 8.66% | 10.25% |
| Benchmark | Returns as of 12/31/2019 | Month End YTD
as of
12/31/2019 |
Average Annual Total
Returns as of 12/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | 3.12% | 8.15% |
25.37% | 25.37% | 12.01% | 8.66% | 10.25% |
| Target Retirement 2055 Composite Ix | 3.12% | 8.15% |
25.37% | 25.37% | 12.01% | 8.66% | — |
| Target Retirement 2060 Composite Ix | 3.12% | 8.15% |
25.37% | 25.37% | 12.01% | 8.66% | — |
| Target Retirement 2065 Composite Ix | 3.12% | 8.15% |
25.37% | 25.37% | — | — | — |
| Target Retirement Income Compos. Ix | 1.06% | 2.72% |
13.41% | 13.41% | 6.51% | 4.97% | 5.97% |
| Tax-Exempt Money Mkt Funds Average | 0.08% | 0.22% | 1.06% |
1.06% | 0.82% | 0.52% | 0.26% |
| Tax-Managed Balanced Compos. Index | 1.60% | 4.88% | 18.53% |
18.53% | 9.67% | 7.42% | 8.81% |
| US Gov't Money Market Funds Average | 0.09% | 0.29% |
1.61% | 1.61% | 1.06% | 0.64% | 0.32% |
| Wellesley Income Composite Index | 1.07% | 2.59% | 16.08% |
16.08% | 7.16% | 6.11% | 7.74% |
| Wellington Composite Index | 1.96% | 6.01% | 24.40% |
24.40% | 11.75% | 9.09% | 10.62% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
