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Benchmark Returns

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index–1.45%–0.62% 1.19%5.23%11.30%12.09%7.18%
Barclays 1 Year Municipal Index0.00%0.00%0.22% 0.34%0.65%0.86%2.15%
Barclays 1-15 Year Municipal Index–0.01% –0.66%0.17%2.22%2.54%3.76%4.18%
Barclays 1-5 Year Municipal Index0.20%–0.07% 0.42%0.84%1.32%1.98%3.12%
Barclays CA Municipal Index–0.08%–0.86% 0.23%3.34%4.00%5.38%4.73%
Barclays GA ex-USD FlAj RIC CpIxHgd–1.47% –2.89%–0.74%3.74%
Barclays MA Municipal Index–0.13%–0.91% 0.00%2.89%2.88%4.22%4.46%
Barclays Municipal Bond Index–0.09% –0.89%0.11%3.00%3.10%4.50%4.45%
Barclays Municipal CA Intermed Idx0.03%–0.59% 0.46%2.35%3.14%4.66%4.72%
Barclays NJ Municipal Index0.06%–2.09% –1.86%0.77%2.44%4.13%4.27%
Barclays NY Municipal Index–0.03%–0.63% 0.38%3.32%3.15%4.27%4.42%
Barclays OH Municipal Index–0.13%–0.90% 0.26%3.40%3.46%4.52%4.14%
Barclays PA Municipal Index–0.11%–0.86% 0.12%3.18%3.39%4.64%4.62%
Barclays US 0-5 Year TIPS Index–0.05% 0.60%0.98%–1.91%–0.13%1.33%
Barclays US 1-3Yr Gov Flt Adj Idx0.02%0.15%0.69% 0.91%0.68%0.85%
Barclays US 1-5 Year Credit Index–0.37% –0.11%1.04%1.29%2.28%2.98%4.11%
Barclays US 1-5 Year Treasury Index–0.09% 0.02%0.90%1.32%0.81%1.36%3.08%
Barclays US 1-5 Yr Corporate Index–0.43% –0.21%1.03%1.30%2.54%3.26%4.27%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index–0.09% 0.03%0.90%1.32%0.83%1.35%3.10%
Barclays US 10+ Year Corp Index–3.72% –7.76%–4.72%–0.86% 3.51%6.89%5.94%
Barclays US 3-10Yr Gov Flt Adj Idx–0.74% –0.92%0.97%2.63%1.14%3.09%
Barclays US 5-10 Year Corp Index–1.74% –2.18%0.47%1.76%3.83%5.79%5.62%
Barclays US 5-10 Year Credit Index–1.70% –2.06%0.53%1.85%3.69%5.68%5.67%
Barclays US 5-10 Yr Treasury Index–1.17% –1.62%0.62%3.10%1.00%3.73%4.96%
Barclays US GNMA Index–0.72%–0.62% 0.12%1.88%1.53%3.07%4.64%
Barclays US Long Credit A/Better Ix–3.44% –7.31%–4.37%0.99%3.05%6.85% 5.57%
Barclays US Long Gov Flt Adj Idx–3.77% –8.11%–4.53%6.21%1.24%6.23%
Barclays US Long Treasury Index–3.83% –8.30%–4.67%6.33%1.17%6.24% 6.18%
Barclays US MBS Float Adj Index–0.69% –0.62%0.38%2.14%1.93%2.88%
Barclays US Treas Bellwether:1Yr Ix0.04%0.16% 0.23%0.31%0.30%0.37%1.90%
Barclays US Trsy Inflat Prtcd Index–0.97% –1.06%0.34%–1.73%–0.76% 3.29%4.13%
Barclays USD EmergMkt GovRIC Cap Ix–1.55% 0.21%2.64%–0.38%
CA Tax-Exempt Money Mkt Funds Avg
Citigroup 3-Month US T-Bill Index0.00%0.00%0.01% 0.02%0.03%0.05%1.33%
Conservative Growth Composite Index–1.49% –1.00%1.06%2.94%7.37%7.94%5.73%
Convertibles Composite Index–2.34% 0.49%4.73%5.01%13.84%11.53%7.34%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index–1.71%0.08% 1.89%7.20%17.69%
Dividend Growth Spliced Index–2.50% –2.03%–2.09%3.13%13.98% 14.85%6.88%
FTSE All-World ex US Index–2.73%0.84% 4.61%–4.36%10.00%8.16%6.20%
FTSE Emerging Index–2.29%1.88% 3.80%–2.15%4.74%4.01%8.80%
FTSE Global All Cap Index Hedged–2.79% –0.30%4.75%8.04%16.24%13.23%7.49%
FTSE Global Small-Cap ex US Index–2.22% 3.58%6.84%–5.70%11.30%9.28%7.12%
FTSE High Dividend Yield Index–2.60% –0.30%–0.56%4.69%15.38% 17.43%7.69%
Growth Composite Index–1.82%–0.05% 2.26%3.49%12.79%12.67%6.91%
High-Yield Corporate Composite Idx–1.38% –0.01%2.55%0.76%6.41%8.14%7.13%
iMoneyNet MFR Treasury Funds Avg
Income Composite Index–1.33%–1.49% 0.42%2.59%4.71%5.67%5.09%
Inst Money Market Funds Average
Managed Payout Composite Index–1.58% –0.42%1.38%1.54%8.44%9.30%
Moderate Growth Composite Index–1.65% –0.52%1.67%3.24%10.09%10.48%6.48%
Money Market Funds Average
MSCI US Broad Market Index–1.69%0.17% 2.01%7.38%17.80%17.65%8.37%
MSCI US Prime Market 750 Index–1.91% 0.20%1.70%7.70%17.68%17.58%8.25%
MSCI US Small Cap 1750 Index–0.16% –0.13%4.43%5.07%18.65%18.08%9.39%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
NASDAQ US Dividend Achievers Select–2.50% –2.03%–2.09%3.13%13.98% 14.85%
NY Tax-Exempt Money Mkt Funds Avg
REIT Spliced Index–4.59%–10.44% –6.19%3.93%8.71%14.29%7.14%
Russell 1000 Growth Index–1.76%0.12% 3.96%10.56%17.99%18.59%9.10%
Russell 1000 Index–1.88%0.11% 1.71%7.37%17.73%17.58%8.13%
Russell 1000 Value Index–2.00%0.11% –0.61%4.13%17.34%16.50%7.05%
Russell 2000 Growth Index1.34%1.98%8.74% 12.34%20.11%19.33%9.86%
Russell 2000 Index
Russell 2000 Value Index0.13%–1.20% 0.76%0.78%15.50%14.81%6.87%
Russell 2500 Growth Index–0.33%0.61% 8.09%11.30%20.35%19.55%10.32%
Russell 2500 Value Index–1.05%–1.27% 1.71%0.99%16.99%16.24%7.76%
Russell 3000 Growth Index–1.52%0.27% 4.33%10.69%18.15%18.64%9.17%
Russell 3000 Index–1.67%0.14% 1.94%7.29%17.73%17.54%8.15%
Russell 3000 Value Index–1.83%0.00% –0.51%3.86%17.20%16.36%7.03%
Russell Midcap Growth Index–1.61%–1.14% 4.18%9.45%19.24%18.69%9.69%
Russell Midcap Value Index–2.56%–1.97% 0.41%3.67%19.13%17.73%8.89%
S&P 500 Growth Index–1.91%0.31% 2.80%10.07%17.79%18.65%9.13%
S&P 500 Index–1.94%0.28%1.23% 7.42%17.31%17.34%7.89%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
S&P 500 Value Index–1.97%0.24% –0.45%4.57%16.84%16.01%6.84%
S&P Completion Index–0.74%–0.44% 4.84%6.17%19.26%18.18%9.42%
S&P EPAC SmallCap Index–1.37%4.55% 10.29%0.33%15.89%12.43%7.31%
S&P Global ex U.S. Property Index–3.62% –0.92%3.12%–0.75%9.97%
S&P MidCap 400 Growth Index–0.91%–0.95% 6.53%9.04%18.36%18.37%10.56%
S&P MidCap 400 Index–1.32%–1.06% 4.20%6.40%18.60%17.82%9.74%
S&P MidCap 400 Value Index–1.75%–1.17% 1.62%3.53%18.76%17.25%9.34%
S&P SmallCap 600 Growth Index1.59%0.86%7.51% 9.59%18.88%19.39%10.34%
S&P SmallCap 600 Index1.03%0.19%4.16% 6.72%18.81%18.44%9.28%
S&P SmallCap 600 Value Index0.45%–0.50% 0.78%3.75%18.67%17.50%8.76%
Spl Barclays US 5-10Yr G/Cr Flt Adj–1.43% –1.83%0.57%2.49%2.33%4.65%5.28%
Spl Barclays US1-5YrGov/Cr FlAdj Ix–0.18% –0.02%0.95%1.31%1.25%1.82%3.36%
Spl Barclays USLongGv/Cr Flt Adj Ix–3.68% –7.58%–4.47%1.93%2.48%6.71% 6.14%
Spl Total International Stock Index–2.68% 1.11%4.83%–4.49%10.06%8.03%5.47%
Spliced Barclays USAgg Float Adj Ix–1.11% –1.76%–0.13%1.78%1.82%3.38% 4.45%
Spliced Dev ex North America Index–2.82% 0.71%5.83%–3.97%12.08%9.60%5.15%
Spliced Emerging Markets Index–2.29% 1.88%3.80%–2.15%4.59%4.21%8.16%
Spliced Energy Index–3.48%–0.08% –3.40%–25.90%0.61%4.69% 4.07%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Equity Income Index–2.60%–0.30% –0.56%4.69%15.38%17.43%8.10%
Spliced European Stock Index–3.02% 0.67%4.21%–7.23%12.74%10.24%5.14%
Spliced Extended Market Index–0.74% –0.44%4.84%6.17%19.26%18.18%9.42%
Spliced Glbl Custom Metals & Mining–7.91% –2.41%–5.67%–28.76% –14.81%–9.55%3.59%
Spliced Global Equity Index–2.35%0.35% 2.66%0.71%13.01%11.93%6.49%
Spliced Growth Index–1.60%–0.21% 3.25%9.66%18.01%18.75%9.21%
Spliced Health Care Index–1.24%1.40% 9.77%17.06%23.95%20.68%10.05%
Spliced Inst Total Stock Market Idx–1.71% 0.08%1.89%7.20%17.72%17.60%8.34%
Spliced International Index–2.79%0.53% 4.03%–5.26%9.44%7.76%4.23%
Spliced Large Cap Index–1.90%0.16% 1.47%7.44%17.53%17.49%8.21%
Spliced Mega Cap Growth Index–1.71% –0.03%2.80%9.64%17.79%18.76%9.09%
Spliced Mega Cap Index–1.92%0.44% 1.13%7.18%17.07%17.31%7.96%
Spliced Mega Cap Value Index–2.10% 0.82%–0.19%5.27%16.65%16.02%6.85%
Spliced Mid Cap Growth Idx–1.23%–1.10% 4.91%11.51%19.09%18.61%9.51%
Spliced Mid Cap Index–1.81%–1.18% 3.09%8.68%19.74%18.31%9.41%
Spliced Mid Cap Value Index–2.36%–1.25% 1.31%5.93%20.20%17.84%9.06%
Spliced NJ Tax-Ex Money Mkt Fds Avg
Spliced OH Tax-Ex Money Mkt Fds Avg

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced PA Tax-Ex Money Mkt Fds Avg
Spliced Pacific Stock Index–2.55%0.81% 8.40%1.32%10.86%8.59%5.29%
Spliced Small and Mid Cap Index–1.11% –0.54%4.13%6.99%19.59%18.39%9.47%
Spliced Small Cap Growth Index–0.25% 0.28%6.56%6.35%17.96%18.67%10.14%
Spliced Small Cap Index–0.87%–0.59% 4.18%5.21%18.71%18.11%9.41%
Spliced Small Cap Value Index–1.43% –1.35%2.11%4.18%19.07%17.31%8.48%
Spliced Social Index–1.67%0.58% 2.35%10.94%21.19%18.34%7.40%
Spliced Total Stock Market Index–1.71% 0.08%1.89%7.20%17.69%17.58%8.34%
Spliced Total World Stock Index–2.22% 0.63%3.33%1.23%13.74%12.36%
Spliced US IMI Consumer Discr 25/500.52%1.53% 6.44%15.28%23.02%23.34%10.29%
Spliced US IMI Consumer Stapl 25/50–1.63% –1.59%–0.05%9.95%15.06% 17.25%10.94%
Spliced US IMI Energy 25/50–3.64%–2.05% –4.20%–24.13%5.27%9.98% 6.81%
Spliced US IMI Financials 25/50–0.12% 1.21%0.58%9.04%19.36%14.27%1.67%
Spliced US IMI Health Care 25/500.14%3.44%11.53% 26.72%28.37%24.69%12.13%
Spliced US IMI Industrials 25/50–2.23% –2.46%–1.99%2.11%18.23% 17.54%8.75%
Spliced US IMI Info Tech 25/50–3.86% 0.07%1.70%11.14%17.02%17.80%10.08%
Spliced US IMI Materials 25/50–3.72% –0.95%0.14%–2.02%13.53% 14.73%9.27%
Spliced US IMI Telecom Serv 25/50–1.34% 0.56%2.54%1.78%12.27%14.03%7.43%

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Utilities 25/50–6.12% –6.30%–10.62%–3.72% 8.61%12.71%7.03%
Spliced Value Index–2.17%0.49% –0.07%5.54%17.19%16.29%7.17%
STAR Composite Index–1.56%–0.22% 1.86%3.00%10.31%10.56%6.72%
Target Retirement 2010 Composite Ix–1.30% –0.77%1.09%2.33%7.14%8.47%
Target Retirement 2015 Composite Ix–1.48% –0.57%1.46%2.82%9.02%9.80%5.97%
Target Retirement 2020 Composite Ix–1.65% –0.52%1.67%3.23%10.46%10.94%
Target Retirement 2025 Composite Ix–1.71% –0.34%1.90%3.32%11.48%11.77%6.44%
Target Retirement 2030 Composite Ix–1.78% –0.16%2.12%3.41%12.49%12.58%
Target Retirement 2035 Composite Ix–1.84% 0.01%2.34%3.50%13.50%13.39%6.89%
Target Retirement 2040 Composite Ix–1.90% 0.18%2.55%3.59%14.14%13.76%
Target Retirement 2045 Composite Ix–1.90% 0.18%2.55%3.59%14.14%13.76%7.22%
Target Retirement 2050 Composite Ix–1.90% 0.18%2.55%3.59%14.14%13.76%
Target Retirement 2055 Composite Ix–1.90% 0.18%2.55%3.59%14.14%13.76%
Target Retirement 2060 Composite Ix–1.90% 0.18%2.55%3.59%14.14%
Target Retirement Income Compos. Ix–1.23% –0.85%0.92%2.13%5.57%6.91%5.27%
Tax-Exempt Money Mkt Funds Average
Tax-Managed Balanced Compos. Index–0.93% –0.24%1.03%4.97%10.07%10.80%6.73%
US Gov't Money Market Funds Average

BenchmarkReturns as of 06/30/2015Month End YTD
as of
06/30/2015
Average Annual Total
Returns as of 06/30/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Wellesley Income Composite Index
Wellington Composite Index–1.78%–0.74% 0.69%5.45%12.06%12.85%7.01%

Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.