Benchmark Returns

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index2.70%5.35%2.70% 15.57%8.96%10.16%7.87%
BloomBarc 1 Year Municipal Index0.28%–0.11% 0.28%0.84%0.64%0.68%1.37%
BloomBarc 1-15 Year Municipal Index–0.87% –0.86%–0.87%2.70%1.56%2.23% 3.70%
BloomBarc 1-5 Year Municipal Index0.05%–0.57% 0.05%1.22%0.85%1.18%2.35%
BloomBarc CA Municipal Index–1.20% –0.65%–1.20%3.55%1.98%3.01% 4.49%
BloomBarc GA ex-USD FlAdjRIC Cp Hgd–0.41% –0.03%–0.41%3.10%2.18%3.82%
BloomBarc MA Municipal Index–1.32% –0.82%–1.32%3.07%1.64%2.48% 4.06%
BloomBarc Municipal Bond Index–1.18% –0.68%–1.18%3.52%1.97%2.69% 4.20%
BloomBarc Municipal CA Intermed Idx–0.86% –1.08%–0.86%2.50%1.41%2.35% 4.15%
BloomBarc NJ Municipal Index–1.16% –0.43%–1.16%6.19%2.56%3.02% 4.36%
BloomBarc NY Municipal Index–1.18% –0.76%–1.18%3.22%1.94%2.71% 4.13%
BloomBarc OH Municipal Index–1.16% –0.63%–1.16%3.30%1.98%2.97% 3.91%
BloomBarc PA Municipal Index–1.27% –0.49%–1.27%4.04%2.19%3.00% 4.38%
BloomBarc US 0-5 Year TIPS Index–0.28% –0.25%–0.28%0.15%0.81%0.08%
BloomBarc US 1-5 Year Credit Index–0.44% –0.65%–0.44%1.50%1.51%1.73% 3.25%
BloomBarc US 1-5 Year Treasury Idx–0.59% –0.89%–0.59%–0.10% 0.35%0.63%1.76%
BloomBarc US 1-5 Yr Corporate Index–0.43% –0.63%–0.43%1.71%1.72%1.95% 3.52%
BloomBarc US 1-5 Yr Government Idx–0.58% –0.87%–0.58%–0.08% 0.37%0.65%1.79%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
BloomBarc US 10+ Year Corp Index–1.30% 1.19%–1.30%10.50%3.52%5.52%7.76%
BloomBarc US 5-10 Year Corp Index–1.23% –1.10%–1.23%3.92%2.55%3.39% 5.72%
BloomBarc US 5-10 Year Credit Index–1.23% –1.09%–1.23%3.87%2.39%3.21% 5.60%
BloomBarc US 5-10 Yr Treasury Index–1.83% –2.06%–1.83%0.07%0.01%1.19% 3.71%
BloomBarc US Agg Float Adj Index–1.14% –0.80%–1.14%2.22%1.14%2.01%
BloomBarc US GNMA Index–1.10%–1.02% –1.10%0.86%1.08%1.60%3.55%
BloomBarc US Long Treasury Index–3.23% –0.86%–3.23%4.62%–1.06% 3.54%5.93%
BloomBarc US LongCredit A/Better Ix–1.94% 0.48%–1.94%9.35%2.98%5.24%7.14%
BloomBarc US MBS Float Adj Index–1.13% –0.97%–1.13%1.25%1.21%1.86%
BloomBarc US Treas Bellwether:1Yr0.15%0.15%0.15% 0.63%0.61%0.47%0.83%
BloomBarc US Trsy Inflat Prtcd Idx–0.86% 0.18%–0.86%1.27%0.71%0.10%3.04%
BloomBarc USD EmergMkt GovRIC CapIx–0.20% –0.01%–0.20%6.83%6.38%
CA Tax-Exempt Money Mkt Funds Avg0.05%0.13%0.05% 0.30%0.15%0.09%0.20%
Conservative Growth Composite Index1.55%3.31% 1.55%11.78%6.03%6.68%5.75%
Convertibles Composite Index2.64%2.53%2.64% 12.55%7.40%9.54%7.13%
CRSP US Total Market Index5.33%9.63%5.33% 25.24%14.09%15.54%
Dividend Growth Spliced Index5.08%11.31%5.08% 26.19%13.47%13.62%8.69%
FTSE All-World ex US Index5.47%8.93%5.47% 29.63%10.20%7.48%3.88%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
FTSE AW ex US High Div Yield Idx5.81%8.90%5.81% 25.93%8.84%6.27%3.47%
FTSE Emerging Index8.88%13.57%8.88%37.48% 10.94%5.55%3.98%
FTSE Global All Cap Index Hdg.3.91%6.83%3.91% 23.16%11.92%12.78%7.50%
FTSE Global Small-Cap ex US Index4.69%9.19%4.69% 30.99%12.41%8.85%5.28%
FTSE High Dividend Yield Index4.17%8.89%4.17% 21.24%13.64%14.82%9.51%
Global Wellesley Income Comp Index1.04%2.63%1.04%
Global Wellington Composite Index3.16%5.79%3.16%
Growth Composite Index4.08%7.32%4.08% 21.81%10.56%10.95%7.47%
High-Yield Corporate Composite Idx0.31%0.26%0.31% 5.69%5.42%5.08%7.27%
iMoneyNet MFR Treasury Funds Avg0.06%0.16%0.06% 0.42%0.15%0.09%0.14%
Income Composite Index0.31%1.35%0.31% 7.04%3.75%4.53%4.84%
JP Morgan EMBI Global Diversified–0.04% 0.74%–0.04%8.64%6.77%4.85%7.20%
Managed Payout Composite Index2.95%5.55%2.95% 16.72%7.95%7.75%
Moderate Growth Composite Index2.81%5.30%2.81% 16.70%8.30%8.83%6.78%
Money Market Funds Average0.08%0.21%0.08% 0.65%0.27%0.16%0.27%
MSCI US Broad Market Index5.30%9.61%5.30% 25.18%14.15%15.59%10.00%
MSCI US Prime Market 750 Index5.61%10.08%5.61% 26.21%14.41%15.83%9.92%
MSCI US Small Cap 1750 Index2.67%5.75%2.67% 16.78%12.03%13.65%10.62%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
NASDAQ Intl DividendAchieversSel Ix3.73%7.68% 3.73%28.96%
NASDAQ US Dividend Achievers Select5.08%11.31% 5.08%26.19%13.47%13.62%9.67%
NY Tax-Exempt Money Mkt Funds Avg0.06%0.15%0.06% 0.35%0.15%0.09%0.22%
Real Estate Spliced Index–4.18%–1.85% –4.18%0.70%1.64%7.62%7.21%
Russell 1000 Growth Index7.08%11.19%7.08% 34.89%17.01%17.95%11.65%
Russell 1000 Index5.49%9.92%5.49%25.84% 14.28%15.72%9.85%
Russell 1000 Value Index3.87%8.61%3.87% 17.22%11.54%13.47%7.95%
Russell 2000 Growth Index3.90%7.00%3.90% 24.90%12.56%14.62%10.67%
Russell 2000 Index2.61%5.14%2.61%17.18% 12.12%13.33%9.76%
Russell 2000 Value Index1.23%3.17%1.23% 9.95%11.56%11.98%8.76%
Russell 2500 Growth Index4.99%8.75%4.99% 27.65%13.28%15.06%11.09%
Russell 2500 Value Index1.26%4.99%1.26% 11.14%10.70%12.07%9.35%
Russell 3000 Growth Index6.84%10.87%6.84% 34.11%16.66%17.69%11.58%
Russell 3000 Index5.27%9.55%5.27%25.16% 14.11%15.53%9.85%
Russell 3000 Value Index3.67%8.20%3.67% 16.65%11.54%13.35%8.02%
Russell Midcap Growth Index5.66%9.78%5.66% 28.09%12.98%15.19%10.62%
Russell Midcap Value Index2.30%7.06%2.30% 14.03%10.36%13.56%9.86%
S&P 500 Growth Index7.23%10.89%7.23% 32.68%16.17%17.73%11.73%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
S&P 500 Index5.73%10.18%5.73%26.41% 14.66%15.91%9.78%
S&P 500 Value Index4.15%9.48%4.15%19.35% 12.65%13.73%7.62%
S&P Completion Index3.35%6.86%3.35%19.51% 11.72%13.75%10.23%
S&P EPAC SmallCap Index5.26%10.19%5.26% 35.91%15.48%12.68%6.81%
S&P Global ex U.S. Property Index5.21%10.64%5.21% 29.21%8.71%6.32%
S&P MidCap 400 Growth Index4.35%8.01%4.35% 22.75%13.37%14.35%11.65%
S&P MidCap 400 Index2.87%6.89%2.87%17.61% 12.62%14.06%10.98%
S&P MidCap 400 Value Index1.32%5.69%1.32% 12.25%11.49%13.49%10.18%
S&P National AMT-Free Muni Bond Idx–1.03% –0.55%–1.03%3.52%1.94%2.43% 4.01%
S&P SmallCap 600 Growth Index3.58%6.28%3.58% 18.61%14.98%15.84%11.91%
S&P SmallCap 600 Index2.53%5.59%2.53% 16.56%14.28%15.27%11.26%
S&P SmallCap 600 Value Index1.45%4.87%1.45% 14.38%13.52%14.62%10.57%
Spl BloomBarc US 5-10Yr G/Cr FltAdj–1.54% –1.59%–1.54%1.90%1.16%2.18% 4.59%
Spl BloomBarc US Long Treasury Idx–3.23% –0.89%–3.23%4.62%–0.97% 3.53%
Spl BloomBarc US Treas 1-3 Yr Idx–0.31% –0.52%–0.31%0.00%0.35%0.51%
Spl BloomBarc US Treas 3-10 Yr Idx–1.42% –1.75%–1.42%–0.09% 0.20%1.08%
Spl BloomBarc US1-5YrGov/Cr FlAdjIx–0.53% –0.79%–0.53%0.48%0.77%1.01% 2.21%
Spl BloomBarc USLongGv/Cr FltAdj Ix–2.05% 0.33%–2.05%8.11%1.68%4.57%6.93%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
Spl Total International Stock Index5.39%8.96% 5.39%29.78%10.42%7.65%3.56%
Spliced BloomBarc USAgg Flt AdjIx–1.14% –0.80%–1.14%2.22%1.14%2.01% 3.74%
Spliced Developed ex US Index4.59%7.89%4.59% 28.03%10.22%8.37%3.69%
Spliced Emerging Markets Index8.37%12.71%8.37% 35.86%10.06%5.12%3.57%
Spliced Energy Index4.07%10.12%4.07% 13.73%5.12%0.57%0.44%
Spliced Equity Income Index4.17%8.89%4.17% 21.24%13.64%14.82%9.51%
Spliced European Stock Index5.41%7.53%5.41% 30.81%9.25%7.80%3.26%
Spliced Extended Market Index3.35%6.86%3.35% 19.51%11.72%13.75%10.23%
Spliced Glbl Custom Metals & Mining3.84%11.80% 3.84%14.87%10.33%–3.32%–1.95%
Spliced Global Equity Index5.64%9.42%5.64% 27.48%11.90%11.02%6.13%
Spliced Growth Index6.88%10.37%6.88% 31.82%15.03%16.70%11.22%
Spliced Health Care Index5.70%8.24%5.70% 24.26%7.13%13.52%10.23%
Spliced Inst Total Stock Market Idx5.33%9.63% 5.33%25.24%14.09%15.54%9.97%
Spliced International Index5.57%8.81%5.57% 29.68%9.85%7.11%2.77%
Spliced Large Cap Index5.76%10.22%5.76% 26.53%14.50%15.84%9.92%
Spliced Market Neutral Index USD0.11%0.30%0.11% 0.91%0.41%0.25%0.32%
Spliced Mega Cap Growth Index7.41%11.15%7.41% 34.16%15.98%17.43%11.61%
Spliced Mega Cap Index6.04%10.52%6.04% 27.66%15.06%16.09%9.87%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Mega Cap Value Index4.86%9.99%4.86% 22.17%14.25%14.99%8.20%
Spliced Mid Cap Growth Idx5.03%7.98%5.03% 23.26%11.22%13.79%9.38%
Spliced Mid Cap Index4.36%8.69%4.36% 20.88%11.73%14.56%10.17%
Spliced Mid Cap Value Index3.78%9.32%3.78% 18.89%12.13%15.08%10.74%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.07%0.18% 0.07%0.42%0.18%0.11%0.23%
Spliced PA Tax-Ex Money Mkt Fds Avg0.07%0.18% 0.07%0.42%0.18%0.11%0.23%
Spliced Pacific Stock Index4.28%8.97%4.28% 28.09%12.21%9.54%4.73%
Spliced Small and Mid Cap Index3.61%7.75%3.61% 20.02%12.29%14.59%10.56%
Spliced Small Cap Growth Index3.92%7.36%3.92% 23.30%11.23%13.03%10.69%
Spliced Small Cap Index2.84%6.44%2.84% 17.68%11.65%13.68%10.63%
Spliced Small Cap Value Index1.97%5.71%1.97% 13.27%11.96%14.02%10.38%
Spliced Social Index5.39%9.55%5.39%28.00% 14.91%16.95%10.02%
Spliced Total Stock Market Index5.33%9.63%5.33% 25.24%14.09%15.52%9.97%
Spliced Total World Stock Index5.39%9.34%5.39% 27.47%12.38%11.51%
Spliced US IMI Consumer Discr 25/508.41%16.36% 8.41%28.29%15.99%17.60%14.15%
Spliced US IMI Consumer Stapl 25/501.74%9.54% 1.74%12.41%9.17%12.52%10.92%
Spliced US IMI Energy 25/503.22%10.94%3.22% 4.28%1.76%1.10%2.17%
Spliced US IMI Financials 25/505.72%10.97%5.72% 26.73%18.68%17.73%5.72%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Health Care 25/506.83%9.37%6.83% 28.29%10.40%17.91%12.97%
Spliced US IMI Industrials 25/504.71%10.73%4.71% 25.41%15.45%16.57%10.02%
Spliced US IMI Info Tech 25/507.54%8.76%7.54% 41.33%22.32%21.76%14.18%
Spliced US IMI Materials 25/503.68%6.67%3.68% 22.41%12.92%12.32%7.65%
Spliced US IMI Telecom Serv 25/501.23%3.94%1.23% –5.07%7.01%8.54%5.63%
Spliced US IMI Utilities 25/50–3.15% –6.27%–3.15%7.69%6.11%11.18% 7.23%
Spliced Value Index4.80%10.11%4.80%21.99% 14.04%15.08%8.63%
STAR Composite Index2.99%5.48%2.99%16.79% 8.64%8.97%6.95%
Target Retirement 2015 Composite Ix1.76%3.59% 1.76%12.31%6.44%7.32%5.88%
Target Retirement 2020 Composite Ix2.49%4.78% 2.49%15.45%7.83%8.66%6.50%
Target Retirement 2025 Composite Ix3.02%5.65% 3.02%17.70%8.81%9.54%6.81%
Target Retirement 2030 Composite Ix3.50%6.41% 3.50%19.61%9.65%10.33%7.07%
Target Retirement 2035 Composite Ix3.97%7.17% 3.97%21.55%10.49%11.13%7.41%
Target Retirement 2040 Composite Ix4.45%7.94% 4.45%23.51%11.32%11.79%7.77%
Target Retirement 2045 Composite Ix4.72%8.35% 4.72%24.45%11.68%12.01%7.88%
Target Retirement 2050 Composite Ix4.72%8.35% 4.72%24.45%11.68%12.01%7.88%
Target Retirement 2055 Composite Ix4.72%8.35% 4.72%24.45%11.68%12.01%
Target Retirement 2060 Composite Ix4.72%8.35% 4.72%24.45%11.68%12.01%

BenchmarkReturns as of 01/31/2018Month End YTD
as of
01/31/2018
Average Annual Total
Returns as of 01/31/2018
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2065 Composite Ix4.72%8.35% 4.72%
Target Retirement Income Compos. Ix1.04%2.38% 1.04%8.96%4.78%5.14%5.15%
Tax-Exempt Money Mkt Funds Average0.07%0.18%0.07% 0.45%0.20%0.12%0.22%
Tax-Managed Balanced Compos. Index2.27%4.41%2.27% 13.76%7.95%8.98%7.33%
US Gov't Money Market Funds Average0.06%0.15% 0.06%0.39%0.14%0.08%0.19%
Wellesley Income Composite Index0.71%2.70%0.71% 9.66%5.98%7.01%6.50%
Wellington Composite Index3.32%6.36%3.32% 18.06%10.16%11.29%8.18%

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