| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –1.44% | 0.24% |
6.13% | 10.32% | 8.85% | 9.06% | 9.51% |
| BloomBarc 1 Year Municipal Index | –0.08% |
0.01% | 1.54% | 1.87% | 1.78% | 1.36% | 1.12% |
| BloomBarc 1-15 Year Municipal Index | –0.25% |
–0.50% | 3.09% | 3.66% | 3.69% | 3.22% | 3.42% |
| BloomBarc 1-5 Year Municipal Index | –0.16% |
–0.05% | 2.53% | 2.98% | 2.55% | 2.01% | 1.97% |
| BloomBarc CA Municipal Index | –0.28% |
–0.96% | 3.12% | 3.65% | 4.12% | 3.67% | 4.34% |
| BloomBarc GA Credit Idx Hedged USD | 0.10% | –0.59% |
5.30% | 5.61% | 5.61% | 5.35% | 4.74% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.42% | 0.54% |
4.06% | 3.38% | 5.20% | 4.54% | — |
| BloomBarc MA Municipal Index | –0.29% |
–0.79% | 3.44% | 3.92% | 4.08% | 3.53% | 3.82% |
| BloomBarc Municipal Bond Index | –0.30% |
–0.75% | 3.02% | 3.59% | 4.09% | 3.70% | 3.99% |
| BloomBarc Municipal CA Intermed Idx | –0.23% |
–0.59% | 3.56% | 4.11% | 3.74% | 3.14% | 3.75% |
| BloomBarc NJ Municipal Index | –0.36% |
–0.45% | 1.98% | 2.79% | 4.64% | 4.82% | 4.35% |
| BloomBarc NY Municipal Index | –0.33% |
–1.25% | 1.72% | 2.25% | 3.40% | 3.24% | 3.68% |
| BloomBarc OH Municipal Index | –0.34% |
–0.64% | 3.85% | 4.38% | 4.28% | 3.81% | 4.03% |
| BloomBarc PA Municipal Index | –0.32% |
–0.37% | 3.43% | 4.01% | 4.62% | 4.10% | 4.30% |
| BloomBarc US 0-5 Year TIPS Index | –0.22% |
0.78% | 3.47% | 4.34% | 2.96% | 2.43% | 1.63% |
| BloomBarc US 1-5 Year Credit Index | 0.13% | 0.23% | 4.34% |
4.74% | 3.91% | 3.27% | 2.84% |
| BloomBarc US 1-5 Year Treasury Idx | –0.13% |
–0.17% | 4.23% | 4.25% | 3.22% | 2.23% | 1.67% |
| BloomBarc US 1-5 Yr Corporate Index | 0.18% | 0.29% |
4.41% | 4.88% | 4.02% | 3.44% | 3.06% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.13% |
–0.16% | 4.19% | 4.22% | 3.21% | 2.23% | 1.67% |
| BloomBarc US 10+ Year Corp Index | –0.53% |
–4.55% | 7.79% | 8.60% | 8.29% | 8.65% | 7.49% |
| BloomBarc US 5-10 Year Corp Index | –0.11% |
–0.59% | 7.04% | 7.57% | 6.38% | 5.83% | 5.30% |
| BloomBarc US 5-10 Year Credit Index | –0.14% |
–0.59% | 6.90% | 7.34% | 6.28% | 5.68% | 5.14% |
| BloomBarc US 5-10 Yr Treasury Index | –0.97% |
–1.31% | 8.91% | 7.85% | 5.73% | 3.99% | 3.61% |
| BloomBarc US Agg Float Adj Index | –0.48% |
–1.39% | 6.48% | 6.31% | 5.14% | 4.15% | 3.59% |
| BloomBarc US GNMA Index | 0.01% | –0.06% |
3.31% | 3.43% | 3.40% | 2.70% | 2.80% |
| BloomBarc US Long Treasury Index | –3.01% |
–6.83% | 17.69% | 13.82% | 10.77% | 7.66% | 7.24% |
| BloomBarc US LongCredit A/Better Ix | –1.08% |
–5.32% | 9.41% | 9.14% | 8.27% | 8.19% | 7.48% |
| BloomBarc US MBS Float Adj Index | –0.03% |
–0.08% | 3.57% | 3.93% | 3.61% | 2.90% | 2.86% |
| BloomBarc US Treas Bellwether:1Yr | 0.01% | 0.04% | 1.72% |
1.97% | 2.23% | 1.61% | 0.97% |
| BloomBarc US Trsy Inflat Prtcd Idx | –0.65% |
0.07% | 8.52% | 9.09% | 5.49% | 4.42% | 3.24% |
| BloomBarc USD EmergMkt GovRIC CapIx | –0.24% |
–1.60% | –0.23% | 1.61% | 3.55% | 5.45% |
— |
| Bloomberg Commodity Index TR | 1.41% | 4.64% | –10.85% |
–8.75% | –4.41% | –2.73% |
–6.36% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.29% |
0.41% | 0.71% | 0.49% | 0.25% |
| Communication Services Spliced Idx | 0.73% | 3.03% | 9.95% |
16.19% | 6.42% | 6.02% | 8.14% |
| Conservative Growth Composite Index | –0.96% |
–0.13% | 4.30% | 6.67% | 6.11% | 6.48% | 6.38% |
| Consumer Discretionary Spliced Idx | –2.36% |
6.73% | 23.54% | 29.67% | 18.30% | 14.41% | 16.84% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | –2.15% | 1.15% |
3.22% | 10.19% | 10.06% | 11.49% | — |
| Dividend Growth Spliced Index | –2.34% |
2.60% | 2.36% | 7.24% | 11.30% | 12.13% | 12.05% |
| FTSE All-World ex US Index | –2.15% | –0.16% |
–7.09% | –2.17% | 0.13% | 4.52% | 3.75% |
| FTSE All-World Index | –2.46% | 0.31% |
–1.03% | 5.05% | 5.80% | 8.48% | 8.23% |
| FTSE AW ex US High Div Yield Idx | –2.73% |
–3.04% | –18.70% | –14.72% |
–4.56% | 1.34% | 1.99% |
| FTSE Emerging Index | 2.39% | 2.60% | 0.28% | 7.56% |
2.90% | 8.04% | 2.44% |
| FTSE Global All Cap Index Hdg. | –2.27% |
0.57% | –1.10% | 4.66% | 6.30% | 8.78% | 9.42% |
| FTSE Global Small-Cap ex US Index | –2.49% |
0.52% | –7.76% | –1.30% | –1.66% |
4.01% | 3.69% |
| FTSE High Dividend Yield Index | –1.81% |
–1.25% | –12.94% | –8.16% |
2.10% | 6.61% | 10.52% |
| Global Wellesley Income Comp Index | –0.95% |
–1.05% | –2.21% | –0.41% |
3.08% | — | — |
| Global Wellington Composite Index | –1.98% |
–0.09% | 1.34% | 5.34% | 6.15% | — | — |
| Growth Composite Index | –1.73% | 0.47% |
1.52% | 6.49% | 6.41% | 8.25% | 8.85% |
| High-Yield Corporate Composite Idx | 0.46% | 0.02% | 2.47% |
4.57% | 4.88% | 6.08% | 6.07% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.01% | 0.27% |
0.47% | 1.10% | 0.71% | 0.36% |
| Income Composite Index | –0.58% | –0.46% |
5.20% | 6.23% | 5.72% | 5.43% | 5.08% |
| Information Technology Spliced Idx | –4.42% |
1.10% | 22.76% | 34.92% | 23.78% | 23.58% | 19.09% |
| JP Morgan EMBI Global Diversified | –0.03% |
–1.38% | –0.54% | 0.98% | 3.35% | 5.57% |
5.24% |
| Managed Allocation Composite Index | –1.26% |
0.45% | 2.15% | 5.93% | 5.75% | 7.00% | 6.65% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | –1.34% |
0.18% | 3.07% | 6.76% | 6.34% | 7.42% | 7.73% |
| Money Market Funds Average | 0.00% | 0.00% | 0.36% |
0.58% | 1.29% | 0.89% | 0.44% |
| MSCI AC World Index ex USA Net | –2.15% |
–0.47% | –7.47% | –2.61% |
–0.19% | 4.26% | 3.43% |
| MSCI US Broad Market Index | –2.08% | 1.18% |
3.24% | 10.25% | 10.08% | 11.51% | 12.85% |
| MSCI US Prime Market 750 Index | –2.48% |
0.96% | 4.24% | 11.31% | 10.91% | 11.96% | 13.15% |
| MSCI US Small Cap 1750 Index | 2.61% | 3.74% | –6.26% |
0.13% | 2.65% | 7.31% | 10.16% |
| NASDAQ Intl DividendAchieversSel Ix | –2.47% |
0.79% | –1.64% | 3.62% | 4.85% | — | — |
| NASDAQ US Dividend Achievers Select | –2.34% |
2.60% | 2.36% | 7.24% | 11.30% | 12.13% | 12.05% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.32% |
0.44% | 0.77% | 0.52% | 0.26% |
| Real Estate Spliced Index | –3.07% | –5.17% |
–15.35% | –15.71% | 1.74% | 3.49% |
7.74% |
| Russell 1000 Growth Index | –3.40% | 1.56% |
20.11% | 29.22% | 18.77% | 17.32% | 16.31% |
| Russell 1000 Index | –2.41% | 0.92% |
3.83% | 10.87% | 10.63% | 11.79% | 13.05% |
| Russell 1000 Value Index | –1.31% | 0.24% |
–12.74% | –7.57% | 1.94% | 5.82% |
9.48% |
| Russell 2000 Growth Index | 0.76% | 4.39% | 4.67% |
13.37% | 7.90% | 10.36% | 11.95% |
| Russell 2000 Index | 2.09% | 4.24% | –6.77% |
–0.14% | 2.19% | 7.27% | 9.64% |
| Russell 2000 Value Index | 3.58% | 4.08% | –18.74% |
–13.92% | –4.05% | 3.71% | 7.06% |
| Russell 2500 Growth Index | 1.18% | 4.92% | 12.90% |
21.71% | 12.80% | 13.30% | 13.77% |
| Russell 2500 Value Index | 2.26% | 2.79% | –16.54% |
–11.92% | –2.14% | 3.91% | 7.84% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | –2.16% | 1.11% |
3.14% | 10.15% | 10.04% | 11.48% | 12.80% |
| Russell 3000 Value Index | –1.04% | 0.46% |
–13.15% | –8.00% | 1.52% | 5.69% |
9.30% |
| Russell Midcap Growth Index | 0.12% | 1.41% | 14.06% |
21.14% | 15.21% | 14.15% | 14.13% |
| Russell Midcap Value Index | 0.93% | 2.55% | –12.03% |
–6.94% | 0.86% | 5.32% | 9.40% |
| S&P 500 Growth Index | –3.08% | 1.23% |
16.89% | 24.45% | 16.59% | 15.54% | 15.60% |
| S&P 500 Index | –2.66% | 0.37% | 2.77% |
9.71% | 10.42% | 11.71% | 13.01% |
| S&P 500 Value Index | –2.00% | –0.92% |
–13.24% | –7.09% | 3.09% | 6.88% |
9.85% |
| S&P Completion Index | 0.45% | 4.43% | 4.21% | 11.33% |
7.62% | 10.04% | 11.59% |
| S&P EPAC SmallCap Index | –3.75% | 1.50% |
–7.16% | –0.92% | –0.71% |
4.88% | 6.28% |
| S&P Global ex U.S. Property Index | –3.34% |
–1.60% | –20.74% | –18.34% |
–3.11% | 1.42% | — |
| S&P MidCap 400 Growth Index | 1.16% | 2.00% | 2.60% |
8.49% | 6.34% | 9.37% | 11.55% |
| S&P MidCap 400 Index | 2.17% | 2.33% | –6.63% |
–1.15% | 2.87% | 7.39% | 10.36% |
| S&P MidCap 400 Value Index | 3.49% | 2.77% | –16.58% |
–11.58% | –1.11% | 4.87% | 8.85% |
| S&P National AMT-Free Muni Bond Idx | –0.20% |
–0.69% | 2.83% | 3.34% | 3.89% | 3.58% | 3.80% |
| S&P SmallCap 600 Growth Index | 1.65% | 0.32% | –6.36% |
–0.25% | 3.74% | 8.42% | 11.88% |
| S&P SmallCap 600 Index | 2.58% | 1.66% | –13.06% |
–7.72% | 0.20% | 6.48% | 10.39% |
| S&P SmallCap 600 Value Index | 3.63% | 3.26% | –20.08% |
–15.45% | –3.49% | 4.40% | 8.82% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –0.55% |
–0.94% | 8.32% | 7.95% | 6.09% | 4.86% | 4.38% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | –3.01% |
–6.83% | 17.69% | 13.82% | 10.76% | 7.68% | 7.21% |
| Spl BloomBarc US Treas 1-3 Yr Idx | –0.04% |
–0.04% | 3.07% | 3.25% | 2.67% | 1.83% | 1.28% |
| Spl BloomBarc US Treas 3-10 Yr Idx | –0.62% |
–0.84% | 7.47% | 6.81% | 4.93% | 3.45% | 3.03% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | –0.04% |
–0.02% | 4.32% | 4.47% | 3.47% | 2.60% | 2.04% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –1.58% |
–5.40% | 12.39% | 11.20% | 9.48% | 8.34% | 7.43% |
| Spl Total International Stock Index | –2.18% |
–0.10% | –7.16% | –2.10% |
–0.06% | 4.47% | 3.65% |
| Spliced Alternative Strategies Idx | 0.01% | 0.03% | 0.56% |
0.86% | 4.36% | 4.47% | — |
| Spliced BloomBarc USAgg Flt AdjIx | –0.48% |
–1.39% | 6.48% | 6.31% | 5.14% | 4.15% | 3.59% |
| Spliced Developed ex US Index | –3.70% |
–1.00% | –9.53% | –5.00% |
–0.91% | 3.44% | 4.17% |
| Spliced Emerging Markets Index | 2.24% | 2.32% | 0.51% |
7.52% | 2.37% | 7.35% | 2.23% |
| Spliced Energy Index | –4.98% | –15.47% |
–45.24% | –41.95% | –17.24% |
–8.14% | –4.74% |
| Spliced Equity Income Index | –1.81% | –1.25% |
–12.94% | –8.16% | 2.10% | 6.61% |
10.52% |
| Spliced European Stock Index | –5.67% |
–4.77% | –13.58% | –8.43% |
–2.32% | 2.09% | 3.55% |
| Spliced Extended Market Index | 0.45% | 4.43% | 4.21% |
11.33% | 7.62% | 10.04% | 11.59% |
| Spliced Global Capital Cycles Index | –2.54% |
–1.50% | –0.18% | 6.53% | 1.71% | 11.68% |
–4.05% |
| Spliced Global Equity Index | –2.43% | 0.20% |
–1.09% | 4.89% | 5.52% | 8.11% | 7.90% |
| Spliced Growth Index | –3.26% | 1.58% |
21.75% | 30.53% | 18.61% | 16.48% | 15.83% |
| Spliced Health Care Index | –4.66% | –4.30% |
1.96% | 10.24% | 9.21% | 7.48% | 12.18% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | –2.15% |
1.15% | 3.22% | 10.19% | 10.06% | 11.49% | 12.82% |
| Spliced International Index | –2.15% | –0.47% |
–7.47% | –2.61% | –0.19% |
4.26% | 3.43% |
| Spliced Large Cap Index | –2.74% | 0.82% |
4.42% | 11.45% | 10.98% | 12.03% | 13.16% |
| Spliced Market Neutral Index USD | 0.01% | 0.03% | 0.56% |
0.86% | 1.62% | 1.16% | 0.60% |
| Spliced Mega Cap Growth Index | –3.73% |
1.71% | 23.46% | 32.84% | 19.54% | 17.35% | 16.39% |
| Spliced Mega Cap Index | –3.27% | 0.70% |
5.21% | 12.50% | 11.66% | 12.61% | 13.46% |
| Spliced Mega Cap Value Index | –2.67% |
–0.61% | –12.51% | –7.01% |
3.46% | 7.52% | 10.42% |
| Spliced Mid Cap Growth Idx | –0.73% | 0.98% |
13.28% | 19.57% | 13.78% | 12.69% | 13.11% |
| Spliced Mid Cap Index | –0.09% | 1.31% |
0.09% | 5.81% | 7.45% | 9.06% | 11.55% |
| Spliced Mid Cap Value Index | 0.64% | 1.84% | –12.69% |
–7.55% | 1.04% | 5.27% | 9.79% |
| Spliced Pacific Stock Index | –1.23% | 4.87% |
–3.51% | –0.11% | 0.80% | 5.57% | 5.13% |
| Spliced Small and Mid Cap Index | 1.29% | 2.74% | –2.22% |
3.72% | 5.89% | 8.85% | 11.30% |
| Spliced Small Cap Growth Index | 0.88% | 2.79% | 9.53% |
18.01% | 12.31% | 12.84% | 12.85% |
| Spliced Small Cap Index | 2.00% | 3.25% | –4.44% |
1.69% | 4.53% | 8.15% | 10.70% |
| Spliced Small Cap Value Index | 3.02% | 3.73% | –15.75% |
–11.24% | –2.02% | 4.08% | 8.64% |
| Spliced Social Index | –2.83% | 0.95% |
6.17% | 14.23% | 12.68% | 13.24% | 14.34% |
| Spliced Total Stock Market Index | –2.15% |
1.15% | 3.22% | 10.19% | 10.06% | 11.49% | 12.81% |
| Spliced Total World Stock Index | –2.17% |
0.51% | –1.39% | 4.69% | 5.43% | 8.31% | 8.16% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Consumer Stapl 25/50 | –2.54% |
0.27% | 0.72% | 4.94% | 8.12% | 7.20% | 11.16% |
| Spliced US IMI Energy 25/50 | –3.71% | –18.35% |
–50.46% | –46.28% | –22.40% |
–13.35% | –5.08% |
| Spliced US IMI Financials 25/50 | 0.78% | 0.62% | –21.21% |
–15.30% | –1.91% | 6.07% | 9.25% |
| Spliced US IMI Health Care 25/50 | –2.84% |
–1.89% | 4.37% | 14.40% | 11.25% | 10.35% | 15.43% |
| Spliced US IMI Industrials 25/50 | –1.18% |
5.94% | –5.72% | –1.47% | 3.82% | 8.77% |
11.27% |
| Spliced US IMI Materials 25/50 | 0.38% | 5.12% | 2.15% |
8.66% | 2.46% | 8.62% | 8.32% |
| Spliced US IMI Utilities 25/50 | 4.77% | 2.67% | –3.14% |
–2.01% | 7.01% | 10.89% | 11.07% |
| Spliced Value Index | –2.06% | –0.14% |
–12.55% | –7.07% | 3.04% | 7.23% |
10.32% |
| STAR Composite Index | –1.37% | 0.25% |
3.51% | 7.59% | 6.81% | 7.76% | 7.90% |
| Target Retirement 2015 Composite Ix | –0.77% |
0.12% | 4.06% | 6.40% | 5.79% | 6.40% | 6.89% |
| Target Retirement 2020 Composite Ix | –1.12% |
0.16% | 3.38% | 6.56% | 6.10% | 7.10% | 7.68% |
| Target Retirement 2025 Composite Ix | –1.32% |
0.19% | 2.95% | 6.69% | 6.35% | 7.60% | 8.20% |
| Target Retirement 2030 Composite Ix | –1.47% |
0.29% | 2.40% | 6.63% | 6.39% | 7.92% | 8.62% |
| Target Retirement 2035 Composite Ix | –1.62% |
0.40% | 1.81% | 6.52% | 6.41% | 8.22% | 9.03% |
| Target Retirement 2040 Composite Ix | –1.77% |
0.51% | 1.18% | 6.36% | 6.40% | 8.51% | 9.32% |
| Target Retirement 2045 Composite Ix | –1.92% |
0.61% | 0.61% | 6.21% | 6.38% | 8.62% | 9.37% |
| Target Retirement 2050 Composite Ix | –1.93% |
0.60% | 0.62% | 6.23% | 6.38% | 8.62% | 9.37% |
| Target Retirement 2055 Composite Ix | –1.93% |
0.60% | 0.62% | 6.23% | 6.38% | 8.62% | 9.37% |
| Benchmark | Returns as of 10/31/2020 | Month End YTD
as of
10/31/2020 |
Average Annual Total
Returns as of 10/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2060 Composite Ix | –1.93% |
0.60% | 0.62% | 6.23% | 6.38% | 8.62% | — |
| Target Retirement 2065 Composite Ix | –1.93% |
0.60% | 0.62% | 6.23% | 6.38% | — | — |
| Target Retirement Income Compos. Ix | –0.77% |
–0.03% | 4.39% | 6.29% | 5.55% | 5.65% | 5.53% |
| Tax-Exempt Money Mkt Funds Average | 0.01% | 0.01% | 0.33% |
0.48% | 0.83% | 0.58% | 0.29% |
| Tax-Managed Balanced Compos. Index | –1.29% |
0.33% | 4.89% | 8.70% | 7.80% | 7.91% | 8.55% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.23% | 0.41% | 1.05% | 0.68% | 0.34% |
| Wellesley Income Composite Index | –0.92% |
–1.77% | 0.00% | 1.95% | 4.79% | 5.84% | 6.76% |
| Wellington Composite Index | –1.88% | –0.40% |
4.72% | 9.31% | 9.13% | 9.59% | 10.18% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
