| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –3.30% | –2.75% |
–14.30% | –12.34% | 6.89% | 7.46% |
8.48% |
| Bloomberg 1 Year Municipal Index | –0.79% |
–0.23% | –1.49% | –1.59% |
0.32% | 0.85% | 0.81% |
| Bloomberg 1-15 Year Municipal Index | –1.73% |
–0.38% | –6.37% | –6.59% |
–0.37% | 1.29% | 2.01% |
| Bloomberg 1-5 Year Municipal Index | –1.33% |
–0.25% | –3.78% | –4.07% |
–0.03% | 0.85% | 1.17% |
| Bloomberg CA Municipal Index | –2.14% |
–0.94% | –8.53% | –8.47% |
–0.91% | 1.25% | 2.45% |
| Bloomberg Commodity Index TR | 0.09% | –6.89% |
23.59% | 27.72% | 17.15% | 8.75% | –1.15% |
| Bloomberg GA Credit Idx Hedged USD | –2.97% |
–2.48% | –12.74% | –13.57% |
–2.32% | 0.89% | 2.36% |
| Bloomberg GA ex-USD FlAdjRIC Cp Hgd | –3.46% |
–2.05% | –10.21% | –11.34% |
–3.26% | 0.66% | — |
| Bloomberg MA Municipal Index | –2.02% |
–1.10% | –8.46% | –8.51% |
–0.94% | 1.08% | 2.05% |
| Bloomberg Municipal Bond Index | –2.19% |
–1.25% | –8.62% | –8.63% |
–0.83% | 1.28% | 2.25% |
| Bloomberg Municipal CA Intermed Idx | –1.72% |
0.20% | –6.36% | –6.72% | –0.62% |
1.05% | 2.04% |
| Bloomberg NJ Municipal Index | –2.16% |
–0.73% | –8.92% | –9.07% |
–0.31% | 2.32% | 2.82% |
| Bloomberg NY Municipal Index | –2.49% |
–1.95% | –9.23% | –9.13% |
–1.18% | 0.93% | 2.08% |
| Bloomberg OH Municipal Index | –2.38% |
–1.27% | –8.69% | –8.79% |
–0.86% | 1.18% | 2.35% |
| Bloomberg PA Municipal Index | –2.12% |
–1.17% | –8.85% | –8.96% |
–0.73% | 1.55% | 2.52% |
| Bloomberg US 0-5 Year TIPS Index | –1.53% |
–1.24% | –1.14% | –0.02% |
3.36% | 2.93% | 1.58% |
| Bloomberg US 1-5 Year Credit Index | –1.26% |
–1.13% | –5.26% | –6.10% |
–0.02% | 1.27% | 1.69% |
| Bloomberg US 1-5 Year Treasury Idx | –1.37% |
–1.24% | –4.75% | –5.73% |
–0.57% | 0.63% | 0.76% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Bloomberg US 1-5 Yr Corporate Index | –1.25% |
–1.10% | –5.37% | –6.19% |
0.08% | 1.37% | 1.86% |
| Bloomberg US 1-5 Yr Government Idx | –1.36% |
–1.24% | –4.74% | –5.72% |
–0.57% | 0.63% | 0.76% |
| Bloomberg US 10+ Year Corp Index | –4.50% |
–4.23% | –22.67% | –23.03% |
–4.53% | 0.67% | 2.78% |
| Bloomberg US 5-10 Year Corp Index | –3.12% |
–2.45% | –12.70% | –13.83% |
–1.67% | 1.19% | 2.57% |
| Bloomberg US 5-10 Year Credit Index | –3.09% |
–2.38% | –12.46% | –13.60% |
–1.71% | 1.14% | 2.45% |
| Bloomberg US 5-10 Yr Treasury Index | –3.39% |
–1.85% | –10.04% | –11.44% |
–2.16% | 0.39% | 0.99% |
| Bloomberg US Agg Float Adj Index | –2.75% |
–2.02% | –10.88% | –11.65% |
–2.01% | 0.54% | 1.36% |
| Bloomberg US GNMA Index | –3.11% | –1.79% |
–7.87% | –8.48% | –1.81% |
0.12% | 0.90% |
| Bloomberg US Long Treasury Index | –4.43% |
–3.32% | –22.73% | –22.64% |
–6.76% | –0.42% | 1.22% |
| Bloomberg US LongCredit A/Better Ix | –4.50% |
–3.72% | –21.93% | –22.37% |
–4.99% | 0.30% | 2.46% |
| Bloomberg US MBS Float Adj Index | –3.35% |
–1.87% | –8.80% | –9.46% |
–1.89% | 0.09% | 1.04% |
| Bloomberg US Treas Bellwether:1Yr | –0.15% |
–0.40% | –0.86% | –0.94% |
0.56% | 1.19% | 0.82% |
| Bloomberg US Trsy Inflat Prtcd Idx | –2.66% |
–1.64% | –7.49% | –5.98% |
2.65% | 3.22% | 1.73% |
| Bloomberg US Universal Index | –2.60% |
–2.15% | –11.07% | –11.85% |
–1.82% | 0.63% | 1.64% |
| Bloomberg USD EmergMkt GovRIC CapIx | –1.15% |
–4.05% | –18.01% | –19.72% |
–4.60% | –0.99% | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.10% | 0.18% | 0.23% |
0.24% | 0.27% | 0.49% | 0.27% |
| Communication Services Spliced Idx | –3.43% |
–8.69% | –30.26% | –36.57% |
3.57% | 1.65% | 5.55% |
| Conservative Growth Composite Index | –3.13% |
–3.28% | –13.11% | –12.87% |
2.51% | 3.82% | 5.13% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Consumer Discretionary Spliced Idx | –4.35% |
0.41% | –24.27% | –19.05% | 14.53% |
14.19% | 15.12% |
| CRSP US Total Market Index | –3.73% | –3.49% |
–17.19% | –13.66% | 11.78% | 11.24% |
12.72% |
| Dividend Growth Spliced Index | –3.44% |
–3.28% | –13.02% | –7.18% |
9.75% | 11.85% | 11.97% |
| FTSE All-World ex US Index | –3.04% | –8.32% |
–17.87% | –19.00% | 3.48% | 2.12% |
4.90% |
| FTSE All-World Index | –3.58% | –5.60% |
–17.39% | –15.48% | 8.41% | 7.31% |
9.12% |
| FTSE AW ex US High Div Yield Idx | –2.33% |
–10.37% | –11.57% | –10.66% |
4.66% | 2.12% | 4.45% |
| FTSE Emerging Index | 1.19% | –4.99% |
–14.69% | –18.38% | 3.52% | 1.57% |
3.47% |
| FTSE Global All Cap Index Hdg. | –2.67% |
–3.38% | –13.86% | –11.25% |
9.85% | 8.89% | 10.72% |
| FTSE Global Small-Cap ex US Index | –3.08% |
–8.96% | –21.41% | –22.86% |
3.98% | 1.18% | 5.08% |
| FTSE High Dividend Yield Index | –2.43% |
–5.98% | –6.03% | –0.52% |
9.88% | 8.97% | 11.17% |
| Global Wellesley Income Comp Index | –3.03% |
–4.59% | –11.03% | –10.27% |
1.22% | 2.55% | — |
| Global Wellington Composite Index | –3.71% |
–4.43% | –15.60% | –14.13% |
5.22% | 5.70% | — |
| Growth Composite Index | –3.32% | –4.66% |
–15.83% | –14.60% | 6.91% | 6.62% |
8.48% |
| High-Yield Corporate Composite Idx | –2.59% |
–3.55% | –10.79% | –10.26% |
0.97% | 2.65% | 4.25% |
| iMoneyNet MFR Treasury Funds Avg | 0.14% | 0.28% | 0.31% |
0.32% | 0.34% | 0.74% | 0.39% |
| Income Composite Index | –3.04% | –2.64% |
–11.85% | –12.15% | 0.13% | 2.25% |
3.35% |
| Information Technology Spliced Idx | –5.61% |
–3.06% | –23.39% | –17.38% |
19.05% | 19.58% | 18.53% |
| JP Morgan EMBI Global Diversified | –0.95% |
–4.41% | –18.78% | –20.82% |
–5.24% | –1.33% | 1.91% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Managed Allocation Composite Index | –3.08% |
–4.19% | –12.99% | –12.03% |
5.75% | 5.66% | 6.39% |
| Moderate Growth Composite Index | –3.22% |
–3.96% | –14.43% | –13.68% |
4.78% | 5.28% | 6.84% |
| MSCI AC World Growth ex US | –3.90% | –6.87% |
–23.75% | –25.30% | 2.78% | 2.81% |
5.49% |
| MSCI AC World Index ex USA Net | –3.22% |
–8.51% | –18.34% | –19.52% |
2.87% | 1.67% | 4.48% |
| MSCI AC World Index Net | –3.68% | –5.64% |
–17.75% | –15.88% | 8.03% | 6.97% |
8.70% |
| MSCI All Country World Index Value | –2.74% |
–7.55% | –11.36% | –8.64% |
5.67% | 4.07% | 6.72% |
| MSCI US Broad Market Index | –3.76% | –3.49% |
–16.94% | –13.31% | 12.06% | 11.38% |
12.83% |
| MSCI US Prime Market 750 Index | –3.88% |
–3.62% | –17.07% | –13.16% |
12.22% | 11.72% | 13.05% |
| MSCI US Small Cap 1750 Index | –2.62% |
–2.31% | –15.68% | –14.69% |
10.62% | 8.39% | 10.95% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.11% | 0.17% | 0.22% |
0.23% | 0.28% | 0.52% | 0.28% |
| Real Estate Spliced Index | –6.03% | –5.52% |
–18.77% | –11.91% | 3.77% | 6.04% |
7.60% |
| Russell 1000 Growth Index | –4.66% | –1.67% |
–23.19% | –19.06% | 14.51% | 14.78% |
15.09% |
| Russell 1000 Index | –3.84% | –3.69% |
–16.90% | –12.96% | 12.14% | 11.61% |
12.98% |
| Russell 1000 Value Index | –2.98% | –5.58% |
–9.85% | –6.23% | 8.87% | 7.86% | 10.52% |
| Russell 2000 Growth Index | –0.94% | 3.33% |
–22.29% | –25.26% | 5.93% | 6.69% |
10.16% |
| Russell 2000 Index | –2.05% | –0.72% |
–17.16% | –17.88% | 8.59% | 6.95% |
10.01% |
| Russell 2000 Value Index | –3.16% | –4.28% |
–12.17% | –10.18% | 10.37% | 6.56% |
9.49% |
| Russell 2500 Growth Index | –1.90% | 1.73% |
–22.89% | –25.68% | 7.27% | 9.12% |
11.56% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 2500 Value Index | –3.14% | –5.39% |
–11.46% | –8.34% | 9.93% | 7.03% |
9.88% |
| Russell 3000 Index | –3.73% | –3.51% |
–16.92% | –13.28% | 11.90% | 11.29% |
12.77% |
| Russell Midcap Growth Index | –3.28% | 0.45% |
–25.09% | –26.69% | 6.98% | 10.16% |
12.06% |
| Russell Midcap Value Index | –3.06% | –6.29% |
–11.80% | –7.80% | 9.55% | 7.49% |
10.81% |
| S&P 500 Growth Index | –5.34% | –2.04% |
–22.69% | –17.43% | 13.95% | 14.04% |
14.63% |
| S&P 500 Index | –4.08% | –3.88% |
–16.14% | –11.23% | 12.39% | 11.82% |
13.08% |
| S&P 500 Value Index | –2.84% | –5.57% |
–8.84% | –4.51% | 9.59% | 8.77% | 10.95% |
| S&P Completion Index | –2.11% | –2.06% |
–22.38% | –25.00% | 8.22% | 7.82% |
10.73% |
| S&P EPAC SmallCap Index | –4.71% | –10.35% |
–24.71% | –28.03% | 1.98% | 0.37% |
6.46% |
| S&P Global ex U.S. Property Index | –4.85% |
–9.56% | –19.23% | –22.14% |
–4.99% | –1.83% | 2.82% |
| S&P MidCap 400 Growth Index | –3.37% | –1.98% |
–18.25% | –15.47% | 8.86% | 8.40% |
10.97% |
| S&P MidCap 400 Index | –3.10% | –2.92% |
–13.58% | –10.37% | 10.58% | 8.71% |
11.32% |
| S&P MidCap 400 Value Index | –2.85% | –3.78% |
–8.78% | –5.18% | 11.71% | 8.61% |
11.34% |
| S&P National AMT-Free Muni Bond Idx | –2.42% |
–1.67% | –8.44% | –8.34% |
–0.85% | 1.21% | 2.06% |
| S&P SmallCap 600 Growth Index | –4.61% |
–2.08% | –18.70% | –16.12% |
9.36% | 9.01% | 11.77% |
| S&P SmallCap 600 Index | –4.39% | –3.80% |
–14.74% | –12.12% | 10.40% | 8.65% |
11.50% |
| S&P SmallCap 600 Value Index | –4.19% |
–5.29% | –10.67% | –8.11% |
10.98% | 8.06% | 11.07% |
| S&P U.S. Dividend Growers Index TR | –3.44% |
–3.28% | –13.02% | –7.11% |
— | — | — |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Bloomberg US 5-10Yr G/Cr FltAdj | –3.26% |
–2.08% | –11.12% | –12.39% |
–1.79% | 0.84% | 1.75% |
| Spl Bloomberg US Long Treasury Idx | –4.43% |
–3.32% | –22.73% | –22.64% |
–6.76% | –0.42% | 1.24% |
| Spl Bloomberg US Treas 1-3 Yr Idx | –0.80% |
–1.01% | –3.38% | –4.03% |
–0.18% | 0.74% | 0.71% |
| Spl Bloomberg US Treas 3-10 Yr Idx | –2.87% |
–1.73% | –8.58% | –9.99% |
–1.70% | 0.42% | 0.96% |
| Spl Bloomberg US1-5YrGov/Cr FlAdjIx | –1.33% |
–1.20% | –4.91% | –5.84% |
–0.36% | 0.86% | 1.07% |
| Spl Bloomberg USLongGv/Cr FltAdj Ix | –4.39% |
–3.75% | –22.51% | –22.69% |
–5.24% | 0.37% | 2.18% |
| Spl S&P Global Ex-US Dividend Growers Idx USD NTR | –4.61% |
–7.38% | –19.50% | –19.43% |
5.16% | 4.53% | — |
| Spl Total International Stock Index | –3.04% |
–8.38% | –18.24% | –19.39% |
3.52% | 2.02% | 4.91% |
| Spliced Alternative Strategies Idx | 0.15% | 0.32% | 0.43% |
0.44% | 0.78% | 2.87% | — |
| Spliced Bloomberg USAgg Flt AdjIx | –2.75% |
–2.02% | –10.88% | –11.65% |
–2.01% | 0.54% | 1.36% |
| Spliced Developed ex US Index | –4.49% |
–9.55% | –19.34% | –19.82% |
3.45% | 2.13% | 5.47% |
| Spliced Emerging Markets Index | 1.17% | –4.85% |
–14.95% | –18.16% | 3.97% | 1.59% |
3.24% |
| Spliced Energy Index | 0.98% | –5.38% |
12.84% | 21.80% | 0.05% | 0.43% | –0.70% |
| Spliced Equity Income Index | –2.43% | –5.98% |
–6.03% | –0.52% | 9.88% | 8.97% | 11.17% |
| Spliced European Stock Index | –6.47% |
–11.92% | –23.14% | –23.15% |
2.36% | 1.31% | 4.96% |
| Spliced Extended Market Index | –2.11% |
–2.06% | –22.38% | –25.00% |
8.22% | 7.82% | 10.73% |
| Spliced Global Capital Cycles Index | –3.01% |
–8.59% | –16.21% | –15.14% |
8.62% | 3.11% | –0.30% |
| Spliced Global Equity Index | –3.68% | –5.64% |
–17.75% | –15.88% | 8.03% | 6.97% |
8.70% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Growth Index | –5.01% | –1.66% |
–25.20% | –21.55% | 13.74% | 13.73% |
14.23% |
| Spliced Health Care Index | –5.91% | –5.79% |
–13.36% | –12.27% | 9.89% | 8.42% |
11.29% |
| Spliced Inst Total Stock Market Idx | –3.73% |
–3.49% | –17.19% | –13.66% |
11.78% | 11.24% | 12.73% |
| Spliced International Index | –3.22% | –8.51% |
–18.34% | –19.52% | 2.87% | 1.67% |
4.48% |
| Spliced Large Cap Index | –3.92% | –3.69% |
–17.35% | –13.27% | 12.18% | 11.69% |
13.01% |
| Spliced Market Neutral Index USD | 0.15% | 0.32% | 0.43% |
0.44% | 0.56% | 1.10% | 0.63% |
| Spliced Mega Cap Growth Index | –5.26% |
–1.78% | –24.90% | –21.03% |
14.71% | 14.41% | 14.71% |
| Spliced Mega Cap Index | –4.13% | –3.70% |
–17.38% | –13.04% | 12.59% | 12.14% |
13.23% |
| Spliced Mega Cap Value Index | –2.84% |
–5.76% | –7.40% | –2.44% |
10.23% | 9.72% | 11.78% |
| Spliced Mid Cap Growth Idx | –3.37% | –0.67% |
–25.32% | –23.22% | 9.11% | 10.36% |
11.94% |
| Spliced Mid Cap Index | –2.97% | –3.65% |
–17.25% | –14.36% | 9.95% | 9.39% |
11.87% |
| Spliced Mid Cap Value Index | –2.60% | –6.17% |
–8.77% | –4.89% | 10.17% | 8.06% |
11.52% |
| Spliced Pacific Stock Index | –2.11% | –6.49% |
–16.16% | –18.63% | 3.39% | 2.01% |
5.60% |
| Spliced S&P U.S. Dividend Growers Index TR | –3.44% |
–3.28% | –13.02% | –7.18% |
9.75% | 11.85% | 11.97% |
| Spliced Small and Mid Cap Index | –2.60% |
–3.12% | –15.82% | –14.11% |
10.74% | 9.61% | 11.94% |
| Spliced Small Cap Growth Index | –2.44% |
0.27% | –23.65% | –26.10% | 5.56% |
8.47% | 10.42% |
| Spliced Small Cap Index | –2.62% | –2.44% |
–15.64% | –15.09% | 9.03% | 8.42% |
10.96% |
| Spliced Small Cap Value Index | –2.75% |
–4.22% | –9.72% | –6.42% |
10.87% | 7.65% | 10.95% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Social Index | –4.46% | –3.48% |
–20.37% | –16.17% | 12.07% | 12.13% |
14.24% |
| Spliced Total Stock Market Index | –3.73% |
–3.49% | –17.19% | –13.66% |
11.78% | 11.24% | 12.72% |
| Spliced Total World Stock Index | –3.50% |
–5.52% | –17.49% | –15.82% |
8.29% | 7.13% | 9.07% |
| Spliced U.S. Government Money Market Funds Average | 0.14% |
0.27% | 0.30% | 0.31% | 0.39% | 0.86% | 0.48% |
| Spliced US IMI Consumer Stapl 25/50 | –1.56% |
–0.89% | –4.56% | 2.92% | 9.61% | 8.92% |
10.60% |
| Spliced US IMI Energy 25/50 | 3.20% | –5.45% |
48.86% | 74.14% | 19.53% | 9.95% | 4.30% |
| Spliced US IMI Financials 25/50 | –1.93% |
–5.90% | –14.91% | –12.35% |
9.04% | 7.91% | 12.17% |
| Spliced US IMI Health Care 25/50 | –5.34% |
–3.79% | –12.43% | –10.52% |
12.46% | 10.58% | 14.37% |
| Spliced US IMI Industrials 25/50 | –2.66% |
–0.72% | –12.73% | –10.54% |
8.95% | 8.23% | 12.02% |
| Spliced US IMI Materials 25/50 | –3.13% |
–11.19% | –14.77% | –9.47% |
12.77% | 8.03% | 9.85% |
| Spliced US IMI Utilities 25/50 | 0.25% | 0.65% | 4.80% |
11.34% | 8.46% | 9.40% | 11.30% |
| Spliced Value Index | –2.72% | –5.80% |
–7.24% | –2.62% | 10.33% | 9.50% |
11.77% |
| STAR Composite Index | –3.08% | –3.64% |
–13.84% | –12.64% | 5.97% | 6.10% |
7.34% |
| Target Retirement 2020 Composite Ix | –2.99% |
–3.35% | –12.52% | –11.95% |
4.11% | 4.81% | 6.63% |
| Target Retirement 2025 Composite Ix | –3.15% |
–3.80% | –13.94% | –13.23% |
4.83% | 5.35% | 7.29% |
| Target Retirement 2030 Composite Ix | –3.24% |
–4.11% | –14.76% | –13.89% |
5.53% | 5.80% | 7.87% |
| Target Retirement 2035 Composite Ix | –3.28% |
–4.38% | –15.28% | –14.23% |
6.33% | 6.30% | 8.48% |
| Target Retirement 2040 Composite Ix | –3.32% |
–4.64% | –15.81% | –14.58% |
7.11% | 6.79% | 8.98% |
| Benchmark | Returns as of 08/31/2022 | Month End YTD
as of
08/31/2022 |
Average Annual Total
Returns as of 08/31/2022 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2045 Composite Ix | –3.36% |
–4.91% | –16.35% | –14.95% |
7.87% | 7.22% | 9.25% |
| Target Retirement 2050 Composite Ix | –3.37% |
–5.01% | –16.55% | –15.09% |
7.92% | 7.25% | 9.26% |
| Target Retirement 2055 Composite Ix | –3.37% |
–5.01% | –16.55% | –15.09% |
7.92% | 7.25% | 9.26% |
| Target Retirement 2060 Composite Ix | –3.37% |
–5.01% | –16.55% | –15.09% |
7.92% | 7.25% | 9.26% |
| Target Retirement 2065 Composite Ix | –3.37% |
–5.01% | –16.55% | –15.09% |
7.92% | 7.25% | — |
| Target Retirement 2070 Composite Index | –3.37% |
–5.01% | –16.55% | –15.09% |
7.92% | 7.25% | — |
| Target Retirement Income Compos. Ix | –2.85% |
–2.82% | –10.96% | –10.67% |
2.31% | 3.45% | 4.23% |
| Tax-Exempt Money Mkt Funds Average | 0.10% | 0.18% | 0.23% |
0.23% | 0.29% | 0.56% | 0.32% |
| Tax-Managed Balanced Compos. Index | –2.75% |
–1.88% | –11.37% | –9.32% |
6.46% | 6.90% | 7.75% |
| US Gov't Money Market Funds Average | 0.14% | 0.27% |
0.30% | 0.31% | 0.33% | 0.71% | 0.37% |
| Wellesley Income Composite Index | –2.71% |
–3.55% | –10.36% | –9.02% |
2.19% | 3.82% | 5.23% |
| Wellington Composite Index | –3.65% | –3.23% |
–14.82% | –11.82% | 7.39% | 8.12% |
9.24% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
