| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.98% | 1.02% | 1.08% |
8.86% | 7.16% | 8.61% | 7.50% |
| BloomBarc 1 Year Municipal Index | 0.33% | 0.16% | 0.62% |
0.50% | 0.74% | 0.70% | 1.32% |
| BloomBarc 1-15 Year Municipal Index | 0.94% | 0.89% |
–0.25% | 0.45% | 2.23% | 2.38% | 3.78% |
| BloomBarc 1-5 Year Municipal Index | 0.64% | 0.31% | 0.32% |
–0.08% | 1.15% | 1.17% | 2.36% |
| BloomBarc CA Municipal Index | 1.35% | 1.39% | –0.15% |
1.43% | 2.82% | 3.29% | 4.61% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.07% | 1.04% |
0.93% | 2.36% | 2.99% | 3.76% | — |
| BloomBarc MA Municipal Index | 1.11% | 1.12% | –0.54% |
0.55% | 2.47% | 2.78% | 4.15% |
| BloomBarc Municipal Bond Index | 1.15% | 1.16% | –0.33% |
1.11% | 2.79% | 2.92% | 4.30% |
| BloomBarc Municipal CA Intermed Idx | 1.24% | 1.12% |
–0.20% | 0.01% | 2.07% | 2.52% | 4.26% |
| BloomBarc NJ Municipal Index | 1.16% | 1.35% | –0.10% |
3.59% | 4.21% | 3.32% | 4.52% |
| BloomBarc NY Municipal Index | 1.13% | 1.00% | –0.50% |
0.68% | 2.64% | 2.94% | 4.18% |
| BloomBarc OH Municipal Index | 1.11% | 1.03% | –0.41% |
0.86% | 2.78% | 3.20% | 4.15% |
| BloomBarc PA Municipal Index | 1.17% | 1.29% | –0.39% |
1.43% | 3.03% | 3.22% | 4.48% |
| BloomBarc US 0-5 Year TIPS Index | 0.35% | 0.85% | 0.53% |
0.78% | 1.05% | 0.51% | — |
| BloomBarc US 1-5 Year Credit Index | 0.45% | 0.40% | –0.39% |
0.15% | 1.38% | 1.64% | 3.31% |
| BloomBarc US 1-5 Year Treasury Idx | 0.49% | 0.46% | –0.27% |
–0.55% | 0.45% | 0.70% | 1.83% |
| BloomBarc US 1-5 Yr Corporate Index | 0.46% | 0.41% |
–0.43% | 0.24% | 1.58% | 1.83% | 3.58% |
| BloomBarc US 1-5 Yr Government Idx | 0.49% | 0.45% | –0.26% |
–0.52% | 0.46% | 0.71% | 1.85% |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 10+ Year Corp Index | 0.50% | –0.80% |
–5.44% | 0.72% | 4.27% | 4.74% | 7.49% |
| BloomBarc US 5-10 Year Corp Index | 0.67% | –0.15% |
–2.61% | –0.86% | 2.33% | 3.02% | 5.72% |
| BloomBarc US 5-10 Year Credit Index | 0.64% | –0.14% |
–2.58% | –0.88% | 2.14% | 2.87% | 5.61% |
| BloomBarc US 5-10 Yr Treasury Index | 1.02% | 0.94% |
–1.57% | –2.05% | 0.59% | 1.29% | 3.88% |
| BloomBarc US Agg Float Adj Index | 0.71% | 0.58% | –1.54% |
–0.38% | 1.40% | 1.97% | — |
| BloomBarc US GNMA Index | 0.76% | 0.99% | –0.94% |
–0.48% | 1.00% | 1.83% | 3.56% |
| BloomBarc US Long Treasury Index | 2.12% | 3.16% | –3.17% |
0.09% | 2.00% | 3.84% | 6.21% |
| BloomBarc US LongCredit A/Better Ix | 0.73% | –0.27% |
–5.38% | 0.67% | 4.06% | 4.64% | 7.00% |
| BloomBarc US MBS Float Adj Index | 0.68% | 0.81% | –0.97% |
–0.30% | 1.13% | 1.99% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.22% | 0.49% | 0.66% |
1.05% | 0.74% | 0.57% | 0.83% |
| BloomBarc US Trsy Inflat Prtcd Idx | 0.43% | 1.42% | –0.42% |
0.74% | 1.46% | 0.86% | 3.15% |
| BloomBarc USD EmergMkt GovRIC CapIx | –0.76% |
–1.67% | –3.39% | –0.90% |
4.04% | 3.69% | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.21% | 0.30% |
0.49% | 0.23% | 0.14% | 0.17% |
| Communication Services Spliced Idx | –2.74% |
–4.28% | –8.64% | –9.09% |
1.40% | 4.89% | 4.19% |
| Conservative Growth Composite Index | 0.65% | 0.42% |
0.00% | 5.51% | 4.77% | 5.81% | 5.44% |
| Consumer Discretionary Spliced Idx | 2.23% | 1.82% | 6.28% |
17.12% | 11.90% | 14.41% | 14.03% |
| Convertibles Composite Index | 2.38% | 2.91% | 4.66% |
9.78% | 5.72% | 8.44% | 7.06% |
| CRSP US Total Market Index | 2.81% | 1.16% | 2.58% |
15.11% | 10.70% | 12.84% | — |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Dividend Growth Spliced Index | 1.76% | –0.56% |
0.35% | 11.80% | 10.31% | 10.95% | 7.87% |
| FTSE All-World ex US Index | –2.35% | –2.48% |
–1.93% | 9.62% | 4.99% | 5.84% | 2.26% |
| FTSE AW ex US High Div Yield Idx | –3.85% |
–4.06% | –3.59% | 5.82% | 3.38% | 4.35% |
1.85% |
| FTSE Emerging Index | –3.63% | –7.10% |
–3.11% | 12.24% | 4.84% | 4.25% | 1.61% |
| FTSE Global All Cap Index Hdg. | 1.18% | 1.09% | 1.41% |
12.31% | 8.14% | 10.64% | 6.76% |
| FTSE Global Small-Cap ex US Index | –0.21% |
–0.03% | 0.26% | 14.15% | 7.28% | 7.52% | 4.11% |
| FTSE High Dividend Yield Index | 1.60% | –0.47% |
–1.15% | 11.05% | 9.82% | 11.49% | 9.15% |
| Global Wellesley Income Comp Index | –0.37% |
–0.57% | –1.81% | — | — |
— | — |
| Global Wellington Composite Index | 0.47% | –0.10% |
0.04% | — | — | — | — |
| Growth Composite Index | 0.77% | 0.06% | 0.68% |
10.66% | 7.47% | 9.06% | 6.79% |
| High-Yield Corporate Composite Idx | –0.14% |
–0.16% | –0.73% | 1.61% | 4.00% | 4.40% |
6.92% |
| iMoneyNet MFR Treasury Funds Avg | 0.10% | 0.27% | 0.39% |
0.69% | 0.26% | 0.15% | 0.12% |
| Income Composite Index | 0.58% | 0.58% | –0.39% |
2.96% | 3.36% | 4.14% | 4.72% |
| Information Technology Spliced Idx | 7.05% | 3.40% | 11.36% |
27.64% | 20.01% | 20.71% | 13.48% |
| JP Morgan EMBI Global Diversified | –0.94% |
–2.10% | –4.08% | –0.56% |
4.50% | 4.34% | 6.67% |
| Managed Payout Composite Index | 0.75% | 0.36% | 0.54% |
8.56% | 5.85% | 6.61% | 4.65% |
| Moderate Growth Composite Index | 0.71% | 0.25% | 0.35% |
8.08% | 6.14% | 7.45% | 6.29% |
| Money Market Funds Average | 0.12% | 0.33% | 0.49% |
0.91% | 0.40% | 0.24% | 0.23% |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| MSCI US Broad Market Index | 2.84% | 1.18% | 2.60% |
15.09% | 10.73% | 12.92% | 9.35% |
| MSCI US Prime Market 750 Index | 2.51% | 0.45% | 2.22% |
14.57% | 10.79% | 13.02% | 9.25% |
| MSCI US Small Cap 1750 Index | 5.53% | 7.43% | 5.64% |
19.18% | 10.35% | 12.14% | 10.15% |
| NASDAQ Intl DividendAchieversSel Ix | 0.51% | 1.90% |
–0.45% | 8.36% | — | — | — |
| NASDAQ US Dividend Achievers Select | 1.76% | –0.56% |
0.35% | 11.80% | 10.31% | 10.95% | 8.88% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.07% | 0.22% | 0.32% |
0.52% | 0.24% | 0.14% | 0.18% |
| Real Estate Spliced Index | 3.63% | 8.56% | –3.87% |
0.49% | 4.58% | 6.73% | 6.35% |
| Russell 1000 Growth Index | 4.38% | 1.88% | 6.23% |
21.02% | 13.93% | 15.69% | 10.89% |
| Russell 1000 Index | 2.55% | 0.57% | 2.19% | 14.60% |
10.70% | 12.91% | 9.18% |
| Russell 1000 Value Index | 0.59% | –0.85% |
–1.93% | 8.25% | 7.45% | 10.09% | 7.38% |
| Russell 2000 Growth Index | 6.30% | 7.83% | 8.85% |
25.08% | 10.81% | 13.33% | 10.47% |
| Russell 2000 Index | 6.07% | 8.37% | 6.90% | 20.76% |
10.98% | 12.18% | 9.64% |
| Russell 2000 Value Index | 5.82% | 8.98% | 4.81% |
16.35% | 11.04% | 10.96% | 8.71% |
| Russell 2500 Growth Index | 5.32% | 5.51% | 7.14% |
23.27% | 10.43% | 13.41% | 10.46% |
| Russell 2500 Value Index | 4.11% | 6.40% | 2.45% |
13.85% | 9.19% | 10.44% | 8.97% |
| Russell 3000 Growth Index | 4.53% | 2.32% | 6.43% |
21.32% | 13.69% | 15.51% | 10.86% |
| Russell 3000 Index | 2.82% | 1.14% | 2.55% | 15.06% |
10.72% | 12.85% | 9.21% |
| Russell 3000 Value Index | 0.99% | –0.14% |
–1.43% | 8.85% | 7.71% | 10.15% | 7.48% |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Growth Index | 3.74% | 2.59% | 4.99% |
18.42% | 9.99% | 13.00% | 9.58% |
| Russell Midcap Value Index | 1.09% | 1.84% | –0.96% |
8.32% | 7.57% | 10.83% | 8.95% |
| S&P 500 Growth Index | 4.33% | 1.50% | 6.63% | 19.44% |
13.51% | 15.44% | 10.95% |
| S&P 500 Index | 2.41% | 0.19% | 2.02% | 14.38% |
10.97% | 12.98% | 9.14% |
| S&P 500 Value Index | 0.26% | –1.29% |
–2.84% | 8.94% | 7.87% | 10.11% | 7.09% |
| S&P Completion Index | 4.77% | 5.75% | 5.15% | 18.39% |
9.63% | 12.11% | 9.71% |
| S&P EPAC SmallCap Index | –0.77% | –1.00% |
0.08% | 13.98% | 9.54% | 10.71% | 5.44% |
| S&P Global ex U.S. Property Index | –1.68% |
1.01% | –0.37% | 11.12% | 5.15% | 5.09% | — |
| S&P MidCap 400 Growth Index | 4.02% | 3.92% | 4.26% |
16.53% | 10.84% | 12.48% | 10.36% |
| S&P MidCap 400 Index | 4.13% | 4.82% | 3.05% | 14.86% |
10.25% | 12.17% | 9.93% |
| S&P MidCap 400 Value Index | 4.23% | 5.79% | 1.76% |
13.09% | 9.28% | 11.59% | 9.37% |
| S&P National AMT-Free Muni Bond Idx | 1.13% | 1.08% |
–0.43% | 1.16% | 2.74% | 2.67% | 4.08% |
| S&P SmallCap 600 Growth Index | 7.08% | 10.24% | 10.09% |
24.40% | 14.45% | 15.15% | 11.79% |
| S&P SmallCap 600 Index | 6.46% | 9.75% | 8.17% |
22.72% | 13.80% | 14.31% | 11.24% |
| S&P SmallCap 600 Value Index | 5.87% | 9.23% | 6.20% |
20.97% | 13.10% | 13.39% | 10.64% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 0.84% | 0.43% |
–2.05% | –1.47% | 1.34% | 2.07% | 4.68% |
| Spl BloomBarc US Long Treasury Idx | 2.12% | 3.16% | –3.17% |
0.08% | 2.03% | 3.82% | — |
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.37% | 0.40% | 0.04% |
–0.07% | 0.42% | 0.57% | — |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 3-10 Yr Idx | 0.85% | 0.75% | –1.16% |
–1.63% | 0.57% | 1.17% | — |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.47% | 0.43% |
–0.30% | –0.28% | 0.79% | 1.03% | 2.26% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 1.14% | 0.81% |
–4.38% | 0.59% | 3.26% | 4.27% | 6.90% |
| Spl Total International Stock Index | –2.12% |
–2.22% | –1.70% | 10.10% | 5.23% |
6.02% | 2.07% |
| Spliced BloomBarc USAgg Flt AdjIx | 0.71% | 0.58% | –1.54% |
–0.38% | 1.40% | 1.97% | 3.74% |
| Spliced Developed ex US Index | –1.82% |
–1.04% | –1.39% | 9.56% | 5.27% | 6.53% |
2.40% |
| Spliced Emerging Markets Index | –3.12% |
–6.44% | –2.87% | 12.35% | 4.25% |
3.89% | 1.29% |
| Spliced Energy Index | 1.18% | 10.32% | 5.39% |
21.26% | 3.74% | 1.09% | –1.21% |
| Spliced Equity Income Index | 1.60% | –0.47% |
–1.15% | 11.05% | 9.82% | 11.49% | 9.15% |
| Spliced European Stock Index | –3.04% |
–1.42% | –2.11% | 5.86% | 4.06% | 5.86% |
1.80% |
| Spliced Extended Market Index | 4.77% | 5.75% | 5.15% |
18.39% | 9.63% | 12.11% | 9.71% |
| Spliced Glbl Custom Metals & Mining | 0.66% | 1.22% |
–2.47% | 17.74% | 8.62% | 0.59% | –3.44% |
| Spliced Global Equity Index | 0.12% | –1.08% |
0.11% | 11.84% | 7.52% | 8.88% | 4.95% |
| Spliced Growth Index | 4.36% | 2.04% | 5.90% | 17.41% |
12.30% | 14.67% | 10.34% |
| Spliced Health Care Index | 0.51% | –0.72% |
0.32% | 6.90% | 2.41% | 10.08% | 10.07% |
| Spliced Inst Total Stock Market Idx | 2.81% | 1.16% |
2.58% | 15.11% | 10.70% | 12.84% | 9.33% |
| Spliced International Index | –2.31% | –2.50% |
–1.92% | 9.67% | 4.74% | 5.46% | 1.35% |
| Spliced Large Cap Index | 2.38% | 0.19% | 2.07% |
14.45% | 10.82% | 12.95% | 9.22% |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Market Neutral Index USD | 0.15% | 0.42% | 0.63% |
1.24% | 0.58% | 0.35% | 0.30% |
| Spliced Mega Cap Growth Index | 4.62% | 1.73% | 6.27% |
18.38% | 13.31% | 15.35% | 10.75% |
| Spliced Mega Cap Index | 2.50% | –0.06% |
2.15% | 14.96% | 11.34% | 13.16% | 9.22% |
| Spliced Mega Cap Value Index | 0.67% | –1.64% |
–1.35% | 12.07% | 9.61% | 11.36% | 7.83% |
| Spliced Mid Cap Growth Idx | 3.72% | 3.03% | 4.62% |
14.50% | 8.30% | 11.96% | 8.36% |
| Spliced Mid Cap Index | 1.78% | 1.53% | 1.66% |
11.82% | 8.25% | 11.88% | 9.17% |
| Spliced Mid Cap Value Index | 0.04% | 0.18% | –0.92% |
9.47% | 8.20% | 11.78% | 9.80% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.08% | 0.25% |
0.37% | 0.64% | 0.28% | 0.17% | 0.20% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.08% | 0.25% |
0.37% | 0.64% | 0.28% | 0.17% | 0.20% |
| Spliced Pacific Stock Index | –0.99% | –1.54% |
–0.03% | 14.79% | 7.39% | 7.65% | 3.66% |
| Spliced Small and Mid Cap Index | 3.78% | 4.50% | 3.99% |
16.89% | 9.79% | 12.54% | 9.85% |
| Spliced Small Cap Growth Index | 5.79% | 7.68% | 8.30% |
22.43% | 10.01% | 11.87% | 10.15% |
| Spliced Small Cap Index | 5.07% | 6.61% | 5.19% |
18.21% | 9.84% | 12.00% | 10.09% |
| Spliced Small Cap Value Index | 4.48% | 5.73% | 2.70% |
14.83% | 9.68% | 12.09% | 9.88% |
| Spliced Social Index | 2.95% | 0.76% | 2.81% | 16.49% |
11.19% | 13.98% | 9.68% |
| Spliced Total Stock Market Index | 2.81% | 1.16% | 2.58% |
15.11% | 10.70% | 12.84% | 9.32% |
| Spliced Total World Stock Index | 0.39% | –0.55% |
0.48% | 12.65% | 8.06% | 9.45% | 6.17% |
| Spliced US IMI Consumer Stapl 25/50 | –1.15% |
–5.39% | –10.84% | –8.60% |
3.47% | 7.59% | 9.02% |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Energy 25/50 | 3.56% | 15.87% | 6.81% |
20.90% | 1.45% | 0.99% | 0.52% |
| Spliced US IMI Financials 25/50 | –0.18% |
–3.73% | –0.95% | 18.99% | 13.69% |
13.44% | 6.29% |
| Spliced US IMI Health Care 25/50 | 1.56% | –0.03% |
2.32% | 13.20% | 5.56% | 14.11% | 12.85% |
| Spliced US IMI Industrials 25/50 | 3.32% | –1.45% |
–1.30% | 12.13% | 11.62% | 13.09% | 8.84% |
| Spliced US IMI Materials 25/50 | 2.40% | –0.90% |
–2.62% | 12.67% | 8.14% | 10.13% | 5.65% |
| Spliced US IMI Utilities 25/50 | –0.36% |
6.28% | –1.28% | –0.08% | 9.34% | 10.57% |
6.83% |
| Spliced Value Index | 0.63% | –1.45% |
–1.23% | 11.91% | 9.51% | 11.47% | 8.16% |
| STAR Composite Index | 1.04% | 0.33% | 0.51% | 8.36% |
6.34% | 7.55% | 6.42% |
| Target Retirement 2015 Composite Ix | 0.63% | 0.41% |
0.18% | 5.94% | 4.85% | 6.27% | 5.45% |
| Target Retirement 2020 Composite Ix | 0.68% | 0.30% |
0.31% | 7.47% | 5.76% | 7.30% | 5.97% |
| Target Retirement 2025 Composite Ix | 0.72% | 0.21% |
0.40% | 8.57% | 6.37% | 7.97% | 6.20% |
| Target Retirement 2030 Composite Ix | 0.77% | 0.18% |
0.56% | 9.58% | 6.87% | 8.57% | 6.38% |
| Target Retirement 2035 Composite Ix | 0.78% | 0.10% |
0.67% | 10.54% | 7.36% | 9.17% | 6.66% |
| Target Retirement 2040 Composite Ix | 0.78% | 0.00% |
0.77% | 11.49% | 7.83% | 9.68% | 6.99% |
| Target Retirement 2045 Composite Ix | 0.79% | –0.03% |
0.84% | 11.97% | 8.11% | 9.85% | 7.07% |
| Target Retirement 2050 Composite Ix | 0.79% | –0.03% |
0.84% | 11.97% | 8.11% | 9.85% | 7.07% |
| Target Retirement 2055 Composite Ix | 0.79% | –0.03% |
0.84% | 11.97% | 8.11% | 9.85% | — |
| Target Retirement 2060 Composite Ix | 0.79% | –0.03% |
0.84% | 11.97% | 8.11% | 9.85% | — |
| Benchmark | Returns as of 05/31/2018 | Month End YTD
as of
05/31/2018 |
Average Annual Total
Returns as of 05/31/2018 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2065 Composite Ix | 0.79% | –0.03% |
0.84% | 11.97% | — | — | — |
| Target Retirement Income Compos. Ix | 0.59% | 0.52% |
0.03% | 4.29% | 3.92% | 4.67% | 4.94% |
| Tax-Exempt Money Mkt Funds Average | 0.08% | 0.25% | 0.37% |
0.64% | 0.30% | 0.18% | 0.20% |
| Tax-Managed Balanced Compos. Index | 1.75% | 0.81% | 1.12% |
7.49% | 6.63% | 7.74% | 7.03% |
| US Gov't Money Market Funds Average | 0.09% | 0.26% |
0.38% | 0.65% | 0.25% | 0.15% | 0.16% |
| Wellesley Income Composite Index | 0.97% | –0.04% |
–1.86% | 3.74% | 4.88% | 5.74% | 6.38% |
| Wellington Composite Index | 1.78% | 0.20% | 0.55% |
9.18% | 7.93% | 9.36% | 7.77% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
