| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –0.90% | –0.84% |
–0.84% | 8.83% | 6.78% | 8.66% | 7.71% |
| BloomBarc 1 Year Municipal Index | –0.07% |
0.38% | 0.38% | 0.61% | 0.66% | 0.66% | 1.34% |
| BloomBarc 1-15 Year Municipal Index | 0.22% | –0.91% |
–0.91% | 1.81% | 1.78% | 2.20% | 3.80% |
| BloomBarc 1-5 Year Municipal Index | –0.06% |
–0.05% | –0.05% | 0.53% | 0.94% | 1.10% |
2.35% |
| BloomBarc CA Municipal Index | 0.45% | –1.07% |
–1.07% | 2.88% | 2.23% | 3.07% | 4.71% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 1.09% | 0.98% |
0.98% | 3.56% | 2.51% | 3.81% | — |
| BloomBarc MA Municipal Index | 0.46% | –1.19% |
–1.19% | 2.26% | 1.98% | 2.57% | 4.25% |
| BloomBarc Municipal Bond Index | 0.37% | –1.11% |
–1.11% | 2.66% | 2.25% | 2.73% | 4.40% |
| BloomBarc Municipal CA Intermed Idx | 0.24% | –1.07% |
–1.07% | 1.45% | 1.57% | 2.27% | 4.24% |
| BloomBarc NJ Municipal Index | 0.41% | –1.02% |
–1.02% | 5.16% | 3.13% | 3.08% | 4.56% |
| BloomBarc NY Municipal Index | 0.29% | –1.20% |
–1.20% | 2.31% | 2.19% | 2.73% | 4.28% |
| BloomBarc OH Municipal Index | 0.34% | –1.09% |
–1.09% | 2.44% | 2.29% | 3.01% | 4.17% |
| BloomBarc PA Municipal Index | 0.45% | –1.22% |
–1.22% | 3.01% | 2.48% | 3.01% | 4.56% |
| BloomBarc US 0-5 Year TIPS Index | 0.53% | 0.21% | 0.21% |
0.39% | 1.16% | 0.14% | — |
| BloomBarc US 1-5 Year Credit Index | 0.08% | –0.71% |
–0.71% | 0.70% | 1.36% | 1.57% | 3.24% |
| BloomBarc US 1-5 Year Treasury Idx | 0.33% | –0.40% |
–0.40% | –0.11% | 0.44% | 0.62% | 1.62% |
| BloomBarc US 1-5 Yr Corporate Index | 0.04% | –0.80% |
–0.80% | 0.80% | 1.53% | 1.76% | 3.52% |
| BloomBarc US 1-5 Yr Government Idx | 0.32% | –0.39% |
–0.39% | –0.09% | 0.46% | 0.63% | 1.66% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 10+ Year Corp Index | 0.67% | –4.05% |
–4.05% | 6.11% | 3.30% | 4.83% | 7.68% |
| BloomBarc US 5-10 Year Corp Index | 0.09% | –2.37% |
–2.37% | 1.65% | 2.26% | 2.89% | 5.73% |
| BloomBarc US 5-10 Year Credit Index | 0.16% | –2.29% |
–2.29% | 1.64% | 2.11% | 2.75% | 5.58% |
| BloomBarc US 5-10 Yr Treasury Index | 1.00% | –1.51% |
–1.51% | –0.25% | 0.46% | 0.99% | 3.46% |
| BloomBarc US Agg Float Adj Index | 0.64% | –1.48% |
–1.48% | 1.24% | 1.20% | 1.82% | — |
| BloomBarc US GNMA Index | 0.65% | –1.27% |
–1.27% | 0.28% | 0.92% | 1.48% | 3.46% |
| BloomBarc US Long Treasury Index | 3.03% | –3.29% |
–3.29% | 3.51% | 0.35% | 3.29% | 5.78% |
| BloomBarc US LongCredit A/Better Ix | 0.98% | –4.19% |
–4.19% | 5.60% | 3.08% | 4.64% | 7.06% |
| BloomBarc US MBS Float Adj Index | 0.61% | –1.16% |
–1.16% | 0.72% | 1.09% | 1.76% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.21% | 0.38% | 0.38% |
0.90% | 0.69% | 0.51% | 0.77% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.05% | –0.79% |
–0.79% | 0.92% | 1.30% | 0.05% | 2.93% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.19% | –1.55% |
–1.55% | 3.14% | 5.29% | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.06% | 0.15% | 0.15% |
0.38% | 0.18% | 0.11% | 0.18% |
| Conservative Growth Composite Index | –0.25% |
–0.67% | –0.67% | 7.15% | 4.71% | 5.84% |
5.62% |
| Convertibles Composite Index | 0.22% | 1.92% | 1.92% |
9.11% | 5.79% | 8.74% | 7.47% |
| CRSP US Total Market Index | –1.98% | –0.60% |
–0.60% | 13.87% | 10.21% | 13.04% | — |
| Dividend Growth Spliced Index | –1.37% |
–0.47% | –0.47% | 14.63% | 10.18% |
11.38% | 8.51% |
| FTSE All-World ex US Index | –1.75% | –1.19% |
–1.19% | 16.45% | 6.53% | 6.30% | 3.13% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| FTSE AW ex US High Div Yield Idx | –1.88% |
–1.39% | –1.39% | 12.78% | 5.45% |
5.15% | 2.65% |
| FTSE Emerging Index | –2.74% | 1.44% |
1.44% | 21.63% | 7.95% | 4.86% | 3.07% |
| FTSE Global All Cap Index Hdg. | –1.95% |
–1.64% | –1.64% | 12.03% | 7.95% |
10.81% | 7.25% |
| FTSE Global Small-Cap ex US Index | –1.02% |
–0.73% | –0.73% | 19.07% | 9.00% |
7.55% | 4.40% |
| FTSE High Dividend Yield Index | –2.14% |
–2.81% | –2.81% | 9.56% | 10.06% |
11.95% | 9.21% |
| Global Wellesley Income Comp Index | –0.51% |
–1.75% | –1.75% | — | — |
— | — |
| Global Wellington Composite Index | –1.19% |
–1.05% | –1.05% | — | — |
— | — |
| Growth Composite Index | –1.30% | –0.69% |
–0.69% | 12.47% | 7.62% | 9.29% | 7.21% |
| High-Yield Corporate Composite Idx | –0.49% |
–1.06% | –1.06% | 3.24% | 4.36% | 4.52% |
7.25% |
| iMoneyNet MFR Treasury Funds Avg | 0.08% | 0.20% | 0.20% |
0.54% | 0.19% | 0.12% | 0.12% |
| Income Composite Index | 0.26% | –0.70% |
–0.70% | 4.52% | 3.19% | 4.08% | 4.78% |
| JP Morgan EMBI Global Diversified | 0.29% | –1.74% |
–1.74% | 4.30% | 5.78% | 4.69% | 7.04% |
| Managed Payout Composite Index | –0.85% |
–0.67% | –0.67% | 9.84% | 5.83% | 6.58% |
— |
| Moderate Growth Composite Index | –0.77% |
–0.67% | –0.67% | 9.79% | 6.19% | 7.58% |
6.58% |
| Money Market Funds Average | 0.10% | 0.26% | 0.26% |
0.76% | 0.33% | 0.20% | 0.24% |
| MSCI US Broad Market Index | –1.99% | –0.61% |
–0.61% | 13.82% | 10.25% | 13.10% | 9.77% |
| MSCI US Prime Market 750 Index | –2.33% |
–0.61% | –0.61% | 14.15% | 10.54% |
13.30% | 9.66% |
| MSCI US Small Cap 1750 Index | 1.01% | –0.67% |
–0.67% | 10.85% | 8.12% | 11.56% | 10.61% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| NASDAQ Intl DividendAchieversSel Ix | –1.05% |
–3.33% | –3.33% | 13.52% | — |
— | — |
| NASDAQ US Dividend Achievers Select | –1.37% |
–0.47% | –0.47% | 14.63% | 10.18% |
11.38% | 9.13% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.06% | 0.16% | 0.16% |
0.42% | 0.18% | 0.11% | 0.19% |
| Real Estate Spliced Index | 3.82% | –8.06% |
–8.06% | –4.35% | 0.89% | 5.86% | 6.50% |
| Russell 1000 Growth Index | –2.74% | 1.42% |
1.42% | 21.25% | 12.90% | 15.53% | 11.34% |
| Russell 1000 Index | –2.27% | –0.69% |
–0.69% | 13.98% | 10.39% | 13.17% | 9.61% |
| Russell 1000 Value Index | –1.76% | –2.83% |
–2.83% | 6.95% | 7.88% | 10.78% | 7.78% |
| Russell 2000 Growth Index | 1.35% | 2.30% | 2.30% |
18.63% | 8.77% | 12.90% | 10.95% |
| Russell 2000 Index | 1.29% | –0.08% |
–0.08% | 11.79% | 8.39% | 11.47% | 9.84% |
| Russell 2000 Value Index | 1.24% | –2.64% |
–2.64% | 5.13% | 7.87% | 9.96% | 8.61% |
| Russell 2500 Growth Index | 0.82% | 2.38% | 2.38% |
19.92% | 9.11% | 13.37% | 11.17% |
| Russell 2500 Value Index | 1.10% | –2.65% |
–2.65% | 5.72% | 7.26% | 9.88% | 9.34% |
| Russell 3000 Growth Index | –2.44% | 1.48% |
1.48% | 21.06% | 12.57% | 15.32% | 11.31% |
| Russell 3000 Index | –2.01% | –0.64% |
–0.64% | 13.81% | 10.22% | 13.03% | 9.62% |
| Russell 3000 Value Index | –1.54% | –2.82% |
–2.82% | 6.81% | 7.87% | 10.71% | 7.84% |
| Russell Midcap Growth Index | –0.16% | 2.17% |
2.17% | 19.74% | 9.17% | 13.31% | 10.61% |
| Russell Midcap Value Index | 0.25% | –2.50% |
–2.50% | 6.50% | 7.23% | 11.11% | 9.81% |
| S&P 500 Growth Index | –2.98% | 1.93% |
1.93% | 19.69% | 12.66% | 15.37% | 11.35% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P 500 Index | –2.54% | –0.76% |
–0.76% | 13.99% | 10.78% | 13.31% | 9.49% |
| S&P 500 Value Index | –2.04% | –3.57% |
–3.57% | 7.69% | 8.40% | 10.87% | 7.42% |
| S&P Completion Index | 0.70% | 0.12% | 0.12% | 13.09% |
7.97% | 11.77% | 10.29% |
| S&P EPAC SmallCap Index | –1.38% | –0.30% |
–0.30% | 23.16% | 11.55% | 10.97% | 5.86% |
| S&P Global ex U.S. Property Index | 1.09% | –0.29% |
–0.29% | 18.05% | 6.15% | 4.75% | — |
| S&P MidCap 400 Growth Index | 1.02% | 1.35% | 1.35% |
15.66% | 9.78% | 12.63% | 11.55% |
| S&P MidCap 400 Index | 0.93% | –0.77% |
–0.77% | 10.97% | 8.96% | 11.97% | 10.90% |
| S&P MidCap 400 Value Index | 0.84% | –3.01% |
–3.01% | 6.12% | 7.76% | 11.02% | 10.12% |
| S&P National AMT-Free Muni Bond Idx | 0.34% | –1.16% |
–1.16% | 2.56% | 2.17% | 2.48% | 4.22% |
| S&P SmallCap 600 Growth Index | 2.56% | 2.42% | 2.42% |
14.78% | 11.46% | 14.34% | 12.07% |
| S&P SmallCap 600 Index | 2.04% | 0.57% | 0.57% |
12.68% | 10.76% | 13.56% | 11.35% |
| S&P SmallCap 600 Value Index | 1.49% | –1.32% |
–1.32% | 10.50% | 10.01% | 12.69% | 10.58% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 0.60% | –1.88% |
–1.88% | 0.67% | 1.26% | 1.86% | 4.48% |
| Spl BloomBarc US Long Treasury Idx | 3.03% | –3.29% |
–3.29% | 3.48% | 0.43% | 3.28% | — |
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.20% | –0.16% |
–0.16% | 0.01% | 0.40% | 0.52% | — |
| Spl BloomBarc US Treas 3-10 Yr Idx | 0.76% | –1.14% |
–1.14% | –0.28% | 0.51% | 0.96% | — |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.24% | –0.50% |
–0.50% | 0.19% | 0.78% | 0.95% | 2.12% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 1.65% | –3.58% |
–3.58% | 5.09% | 2.13% | 4.09% | 6.79% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Total International Stock Index | –1.67% |
–1.14% | –1.14% | 16.73% | 6.78% |
6.39% | 2.84% |
| Spliced BloomBarc USAgg Flt AdjIx | 0.64% | –1.48% |
–1.48% | 1.24% | 1.20% | 1.82% | 3.65% |
| Spliced Developed ex US Index | –1.43% |
–1.78% | –1.78% | 15.62% | 6.39% |
7.04% | 3.00% |
| Spliced Emerging Markets Index | –2.43% |
1.29% | 1.29% | 20.58% | 7.21% | 4.38% | 2.70% |
| Spliced Energy Index | 0.71% | –3.79% |
–3.79% | 6.90% | 1.81% | –0.65% | –0.75% |
| Spliced Equity Income Index | –2.14% | –2.81% |
–2.81% | 9.56% | 10.06% | 11.95% | 9.21% |
| Spliced European Stock Index | –1.11% |
–1.81% | –1.81% | 15.79% | 5.47% |
6.93% | 2.32% |
| Spliced Extended Market Index | 0.70% | 0.12% | 0.12% |
13.09% | 7.97% | 11.77% | 10.29% |
| Spliced Glbl Custom Metals & Mining | –1.78% |
–5.36% | –5.36% | 10.64% | 9.63% |
–2.85% | –3.02% |
| Spliced Global Equity Index | –2.14% | –0.96% |
–0.96% | 14.85% | 8.12% | 9.20% | 5.57% |
| Spliced Growth Index | –2.50% | 1.20% |
1.20% | 18.03% | 11.13% | 14.37% | 10.86% |
| Spliced Health Care Index | –2.01% | –0.98% |
–0.98% | 9.77% | 2.87% | 10.64% | 10.31% |
| Spliced Inst Total Stock Market Idx | –1.98% |
–0.60% | –0.60% | 13.87% | 10.21% |
13.04% | 9.74% |
| Spliced International Index | –1.76% | –1.18% |
–1.18% | 16.53% | 6.18% | 5.89% | 2.06% |
| Spliced Large Cap Index | –2.50% | –0.67% |
–0.67% | 14.18% | 10.58% | 13.25% | 9.64% |
| Spliced Market Neutral Index USD | 0.13% | 0.35% | 0.35% |
1.07% | 0.49% | 0.30% | 0.30% |
| Spliced Mega Cap Growth Index | –3.16% |
1.16% | 1.16% | 18.87% | 12.09% | 15.00% | 11.16% |
| Spliced Mega Cap Index | –2.96% | –0.81% |
–0.81% | 14.53% | 11.12% | 13.43% | 9.53% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mega Cap Value Index | –2.82% |
–2.54% | –2.54% | 10.75% | 10.25% |
12.16% | 7.98% |
| Spliced Mid Cap Growth Idx | 0.10% | 1.64% | 1.64% |
15.67% | 7.31% | 11.85% | 9.46% |
| Spliced Mid Cap Index | –0.10% | 0.03% |
0.03% | 12.36% | 7.90% | 12.31% | 10.18% |
| Spliced Mid Cap Value Index | –0.27% | –1.36% |
–1.36% | 9.58% | 8.45% | 12.45% | 10.70% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.07% | 0.19% |
0.19% | 0.51% | 0.22% | 0.14% | 0.20% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.07% | 0.19% |
0.19% | 0.51% | 0.22% | 0.14% | 0.21% |
| Spliced Pacific Stock Index | –1.97% | –0.46% |
–0.46% | 18.27% | 8.45% | 7.42% | 4.60% |
| Spliced Small and Mid Cap Index | 0.52% | 0.03% | 0.03% |
12.91% | 8.59% | 12.44% | 10.60% |
| Spliced Small Cap Growth Index | 1.51% | 2.09% | 2.09% |
17.38% | 8.06% | 11.34% | 10.86% |
| Spliced Small Cap Index | 1.13% | –0.22% |
–0.22% | 11.80% | 8.03% | 11.65% | 10.65% |
| Spliced Small Cap Value Index | 0.80% | –2.09% |
–2.09% | 7.37% | 7.98% | 11.70% | 10.28% |
| Spliced Social Index | –2.69% | –0.71% |
–0.71% | 15.18% | 10.74% | 14.46% | 10.15% |
| Spliced Total Stock Market Index | –1.98% |
–0.60% | –0.60% | 13.87% | 10.21% |
13.03% | 9.74% |
| Spliced Total World Stock Index | –1.87% |
–0.86% | –0.86% | 15.25% | 8.61% |
9.74% | — |
| Spliced US IMI Consumer Discr 25/50 | –2.30% |
1.98% | 1.98% | 16.02% | 10.74% | 14.93% | 14.14% |
| Spliced US IMI Consumer Stapl 25/50 | –0.67% |
–6.40% | –6.40% | –0.83% |
5.18% | 8.92% | 9.71% |
| Spliced US IMI Energy 25/50 | 2.03% | –5.95% |
–5.95% | –1.33% | –2.23% |
–1.29% | 0.76% |
| Spliced US IMI Financials 25/50 | –3.31% |
–0.52% | –0.52% | 16.88% | 14.36% |
15.03% | 6.43% |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Health Care 25/50 | –2.57% |
–0.28% | –0.28% | 12.80% | 5.80% |
14.62% | 12.97% |
| Spliced US IMI Industrials 25/50 | –1.97% |
–1.82% | –1.82% | 14.41% | 11.34% |
13.81% | 9.32% |
| Spliced US IMI Info Tech 25/50 | –3.32% |
4.13% | 4.13% | 27.61% | 18.93% | 20.23% | 14.19% |
| Spliced US IMI Materials 25/50 | –3.67% |
–5.35% | –5.35% | 10.08% | 8.14% |
9.99% | 6.54% |
| Spliced US IMI Telecom Serv 25/50 | –2.84% |
–7.28% | –7.28% | –8.63% |
2.55% | 6.03% | 5.35% |
| Spliced US IMI Utilities 25/50 | 4.04% | –3.35% |
–3.35% | 2.50% | 8.50% | 9.44% | 7.55% |
| Spliced Value Index | –2.51% | –2.29% |
–2.29% | 10.84% | 10.09% | 12.26% | 8.44% |
| STAR Composite Index | –0.99% | –0.82% |
–0.82% | 9.54% | 6.35% | 7.65% | 6.71% |
| Target Retirement 2015 Composite Ix | –0.34% |
–0.56% | –0.56% | 7.43% | 4.91% | 6.37% |
5.80% |
| Target Retirement 2020 Composite Ix | –0.64% |
–0.63% | –0.63% | 9.14% | 5.84% | 7.47% |
6.36% |
| Target Retirement 2025 Composite Ix | –0.86% |
–0.67% | –0.67% | 10.33% | 6.48% |
8.17% | 6.64% |
| Target Retirement 2030 Composite Ix | –1.06% |
–0.68% | –0.68% | 11.34% | 7.01% |
8.81% | 6.87% |
| Target Retirement 2035 Composite Ix | –1.25% |
–0.68% | –0.68% | 12.34% | 7.54% |
9.44% | 7.18% |
| Target Retirement 2040 Composite Ix | –1.45% |
–0.69% | –0.69% | 13.35% | 8.06% |
9.97% | 7.49% |
| Target Retirement 2045 Composite Ix | –1.56% |
–0.70% | –0.70% | 13.81% | 8.31% |
10.12% | 7.57% |
| Target Retirement 2050 Composite Ix | –1.56% |
–0.70% | –0.70% | 13.81% | 8.31% |
10.12% | 7.57% |
| Target Retirement 2055 Composite Ix | –1.56% |
–0.70% | –0.70% | 13.81% | 8.31% |
10.12% | — |
| Target Retirement 2060 Composite Ix | –1.56% |
–0.70% | –0.70% | 13.81% | 8.31% |
10.12% | — |
| Benchmark | Returns as of 03/31/2018 | Month End YTD
as of
03/31/2018 |
Average Annual Total
Returns as of 03/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2065 Composite Ix | –1.56% |
–0.70% | –0.70% | 12.18% | — |
— | — |
| Target Retirement Income Compos. Ix | –0.04% |
–0.52% | –0.52% | 5.56% | 3.86% | 4.53% |
5.03% |
| Tax-Exempt Money Mkt Funds Average | 0.07% | 0.19% | 0.19% |
0.53% | 0.24% | 0.15% | 0.20% |
| Tax-Managed Balanced Compos. Index | –0.99% |
–0.69% | –0.69% | 7.90% | 6.23% | 7.77% |
7.26% |
| US Gov't Money Market Funds Average | 0.08% | 0.20% |
0.20% | 0.51% | 0.19% | 0.11% | 0.16% |
| Wellesley Income Composite Index | –0.49% |
–2.30% | –2.30% | 4.65% | 4.75% | 5.84% |
6.36% |
| Wellington Composite Index | –1.51% | –1.17% |
–1.17% | 9.72% | 7.69% | 9.53% | 7.98% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
