| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 5.59% | 1.91% | 5.59% |
–0.06% | 9.44% | 7.42% | 10.86% |
| BloomBarc 1 Year Municipal Index | 0.31% | 1.00% | 0.31% |
1.77% | 0.99% | 0.88% | 1.14% |
| BloomBarc 1-15 Year Municipal Index | 0.85% | 3.00% |
0.85% | 3.34% | 1.84% | 2.87% | 3.64% |
| BloomBarc 1-5 Year Municipal Index | 0.63% | 1.91% | 0.63% |
2.33% | 1.18% | 1.39% | 2.05% |
| BloomBarc CA Municipal Index | 0.65% | 2.82% | 0.65% |
3.00% | 2.02% | 3.63% | 4.98% |
| BloomBarc GA Credit Index Hedged | 1.79% | 2.89% | 1.79% |
2.03% | 3.88% | 3.61% | 5.51% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 1.08% | 2.71% |
1.08% | 4.70% | 3.37% | 4.10% | — |
| BloomBarc MA Municipal Index | 0.68% | 3.21% | 0.68% |
3.17% | 1.81% | 3.27% | 4.15% |
| BloomBarc Municipal Bond Index | 0.76% | 3.09% | 0.76% |
3.26% | 2.15% | 3.57% | 4.55% |
| BloomBarc Municipal CA Intermed Idx | 1.02% | 3.34% |
1.02% | 3.62% | 1.67% | 2.80% | 4.09% |
| BloomBarc NJ Municipal Index | 0.86% | 3.29% | 0.86% |
4.23% | 3.40% | 3.98% | 4.76% |
| BloomBarc NY Municipal Index | 0.74% | 3.13% | 0.74% |
3.00% | 1.97% | 3.45% | 4.38% |
| BloomBarc OH Municipal Index | 0.87% | 3.28% | 0.87% |
3.39% | 2.15% | 3.72% | 4.78% |
| BloomBarc PA Municipal Index | 0.80% | 3.33% | 0.80% |
3.59% | 2.41% | 3.77% | 4.62% |
| BloomBarc US 0-5 Year TIPS Index | 0.71% | 0.90% | 0.71% |
1.58% | 1.48% | 0.70% | — |
| BloomBarc US 1-5 Year Credit Index | 1.00% | 2.01% | 1.00% |
2.57% | 2.16% | 1.89% | 3.63% |
| BloomBarc US 1-5 Year Treasury Idx | 0.32% | 1.95% | 0.32% |
2.45% | 0.81% | 1.04% | 1.43% |
| BloomBarc US 1-5 Yr Corporate Index | 1.15% | 2.02% |
1.15% | 2.56% | 2.36% | 2.04% | 4.03% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.32% | 1.94% | 0.32% |
2.44% | 0.83% | 1.05% | 1.48% |
| BloomBarc US 10+ Year Corp Index | 3.59% | 5.56% | 3.59% |
–2.64% | 6.16% | 4.99% | 8.32% |
| BloomBarc US 5-10 Year Corp Index | 2.62% | 3.90% | 2.62% |
2.11% | 3.77% | 3.61% | 6.76% |
| BloomBarc US 5-10 Year Credit Index | 2.48% | 3.93% |
2.48% | 2.15% | 3.60% | 3.54% | 6.47% |
| BloomBarc US 5-10 Yr Treasury Index | 0.67% | 4.27% |
0.67% | 3.80% | 0.80% | 2.25% | 3.16% |
| BloomBarc US Agg Float Adj Index | 1.08% | 3.51% | 1.08% |
2.17% | 1.99% | 2.42% | — |
| BloomBarc US GNMA Index | 0.82% | 3.56% | 0.82% |
2.97% | 1.37% | 2.14% | 3.25% |
| BloomBarc US Long Treasury Index | 0.67% | 8.19% | 0.67% |
2.12% | 1.14% | 4.94% | 5.10% |
| BloomBarc US LongCredit A/Better Ix | 2.92% | 6.02% |
2.92% | –1.68% | 4.60% | 5.12% | 7.59% |
| BloomBarc US MBS Float Adj Index | 0.79% | 3.45% | 0.79% |
2.95% | 1.53% | 2.27% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.28% | 0.82% | 0.28% |
2.11% | 1.15% | 0.83% | 0.70% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.35% | 2.39% | 1.35% |
0.93% | 2.07% | 1.57% | 3.61% |
| BloomBarc USD EmergMkt GovRIC CapIx | 3.35% | 4.74% |
3.35% | 0.88% | 6.35% | 5.22% | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.08% | 0.27% | 0.08% |
0.85% | 0.43% | 0.26% | 0.14% |
| Communication Services Spliced Idx | 10.51% | 0.78% |
10.51% | –8.89% | 1.70% | 3.22% | 8.92% |
| Conservative Growth Composite Index | 3.90% | 2.80% |
3.90% | –0.64% | 6.54% | 5.09% | 7.59% |
| Consumer Discretionary Spliced Idx | 10.07% | 2.70% |
10.07% | –0.68% | 14.42% | 11.78% | 20.64% |
| Convertibles Composite Index | 5.63% | 2.48% | 5.63% |
2.43% | 10.15% | 6.25% | 12.01% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 8.63% | 0.57% | 8.63% |
–2.20% | 14.24% | 10.41% | — |
| Dividend Growth Spliced Index | 6.31% | 1.01% | 6.31% |
–0.83% | 13.44% | 10.17% | 14.11% |
| FTSE All-World ex US Index | 7.45% | 3.57% | 7.45% |
–12.52% | 9.68% | 3.47% | 8.79% |
| FTSE AW ex US High Div Yield Idx | 6.91% | 3.00% | 6.91% |
–11.51% | 9.95% | 2.57% | 8.87% |
| FTSE Emerging Index | 8.24% | 9.82% | 8.24% | –13.82% |
14.50% | 5.17% | 9.84% |
| FTSE Global All Cap Index Hdg. | 7.50% | 1.05% | 7.50% |
–4.11% | 11.79% | 8.53% | 12.26% |
| FTSE Global Small-Cap ex US Index | 7.82% | 2.48% | 7.82% |
–16.37% | 8.53% | 2.85% | 10.67% |
| FTSE High Dividend Yield Index | 6.14% | 0.33% | 6.14% |
–4.07% | 11.90% | 10.10% | 14.58% |
| Global Wellesley Income Comp Index | 3.24% | 2.35% | 3.24% |
–1.78% | — | — | — |
| Global Wellington Composite Index | 5.60% | 1.78% | 5.60% |
–3.31% | — | — | — |
| Growth Composite Index | 6.75% | 2.20% | 6.75% |
–4.39% | 10.58% | 7.09% | 11.25% |
| High-Yield Corporate Composite Idx | 4.15% | 2.04% | 4.15% |
2.05% | 7.76% | 4.37% | 9.22% |
| iMoneyNet MFR Treasury Funds Avg | 0.16% | 0.46% | 0.16% |
1.40% | 0.61% | 0.37% | 0.18% |
| Income Composite Index | 2.48% | 3.05% | 2.48% |
1.17% | 4.48% | 4.01% | 5.76% |
| Information Technology Spliced Idx | 7.98% | –2.45% |
7.98% | 3.03% | 22.45% | 17.07% | 19.92% |
| JP Morgan EMBI Global Diversified | 4.41% | 5.37% | 4.41% |
0.01% | 6.74% | 5.85% | 8.53% |
| Managed Payout Composite Index | 5.53% | 2.20% | 5.53% |
–3.14% | 8.54% | 5.47% | 9.05% |
| Moderate Growth Composite Index | 5.32% | 2.52% | 5.32% |
–2.49% | 8.57% | 6.12% | 9.55% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Money Market Funds Average | 0.19% | 0.51% | 0.19% |
1.63% | 0.81% | 0.48% | 0.25% |
| MSCI US Broad Market Index | 8.65% | 0.46% | 8.65% |
–2.27% | 14.22% | 10.45% | 15.22% |
| MSCI US Prime Market 750 Index | 8.33% | 0.47% | 8.33% |
–2.16% | 14.19% | 10.85% | 15.13% |
| MSCI US Small Cap 1750 Index | 11.64% | 0.52% | 11.64% |
–3.21% | 14.31% | 7.44% | 15.83% |
| NASDAQ Intl DividendAchieversSel Ix | 6.31% | 4.94% |
6.31% | –9.13% | 8.54% | — | — |
| NASDAQ US Dividend Achievers Select | 6.31% | 1.01% |
6.31% | –0.83% | 13.44% | 10.17% | 13.45% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.08% | 0.28% | 0.08% |
0.89% | 0.45% | 0.27% | 0.15% |
| Real Estate Spliced Index | 11.76% | 7.73% | 11.76% |
9.77% | 7.48% | 9.01% | 15.51% |
| Russell 1000 Growth Index | 8.99% | 0.68% | 8.99% |
0.24% | 16.60% | 12.97% | 16.86% |
| Russell 1000 Index | 8.38% | 0.51% | 8.38% | –2.17% |
14.14% | 10.68% | 15.17% |
| Russell 1000 Value Index | 7.78% | 0.34% | 7.78% |
–4.81% | 11.62% | 8.33% | 13.39% |
| Russell 2000 Growth Index | 11.55% | 0.06% | 11.55% |
–2.63% | 15.55% | 7.83% | 15.68% |
| Russell 2000 Index | 11.25% | –0.41% |
11.25% | –3.52% | 14.71% | 7.26% | 14.52% |
| Russell 2000 Value Index | 10.94% | –0.90% |
10.94% | –4.51% | 13.76% | 6.62% | 13.28% |
| Russell 2500 Growth Index | 11.91% | 1.65% | 11.91% |
–1.37% | 16.21% | 9.02% | 16.78% |
| Russell 2500 Value Index | 11.18% | 0.75% | 11.18% |
–3.78% | 12.77% | 6.96% | 14.21% |
| Russell 3000 Growth Index | 9.18% | 0.63% | 9.18% |
0.03% | 16.51% | 12.57% | 16.77% |
| Russell 3000 Index | 8.58% | 0.45% | 8.58% | –2.26% |
14.19% | 10.41% | 15.12% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Value Index | 8.00% | 0.26% | 8.00% |
–4.76% | 11.79% | 8.20% | 13.39% |
| Russell Midcap Growth Index | 11.49% | 3.95% | 11.49% |
0.51% | 15.60% | 10.26% | 16.92% |
| Russell Midcap Value Index | 10.29% | 1.08% | 10.29% |
–5.43% | 11.67% | 7.90% | 15.39% |
| S&P 500 Growth Index | 7.51% | –0.25% |
7.51% | 0.25% | 15.53% | 12.84% | 16.23% |
| S&P 500 Index | 8.01% | 0.26% | 8.01% | –2.31% |
14.02% | 10.96% | 15.00% |
| S&P 500 Value Index | 8.57% | 0.87% | 8.57% | –5.08% |
12.07% | 8.70% | 13.59% |
| S&P Completion Index | 11.60% | 1.40% | 11.60% |
–2.35% | 14.89% | 7.89% | 15.80% |
| S&P EPAC SmallCap Index | 7.66% | 0.02% | 7.66% |
–16.73% | 8.62% | 4.74% | 11.43% |
| S&P Global ex U.S. Property Index | 9.52% | 11.27% | 9.52% |
–6.25% | 10.39% | 5.73% | — |
| S&P MidCap 400 Growth Index | 9.30% | 0.23% | 9.30% |
–6.08% | 12.72% | 8.72% | 16.15% |
| S&P MidCap 400 Index | 10.46% | 1.02% | 10.46% |
–4.53% | 13.49% | 8.63% | 15.69% |
| S&P MidCap 400 Value Index | 11.70% | 1.88% | 11.70% |
–2.85% | 13.99% | 8.28% | 15.10% |
| S&P National AMT-Free Muni Bond Idx | 0.74% | 3.00% |
0.74% | 2.82% | 2.01% | 3.40% | 4.32% |
| S&P SmallCap 600 Growth Index | 9.08% | –1.42% |
9.08% | 1.04% | 16.19% | 10.32% | 17.26% |
| S&P SmallCap 600 Index | 10.64% | –1.26% |
10.64% | –1.25% | 15.64% | 9.37% | 16.33% |
| S&P SmallCap 600 Value Index | 12.30% | –0.95% |
12.30% | –3.29% | 15.14% | 8.39% | 15.42% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 1.49% | 4.10% |
1.49% | 3.01% | 2.14% | 2.88% | 4.79% |
| Spl BloomBarc US Long Treasury Idx | 0.67% | 8.19% | 0.67% |
2.12% | 1.20% | 4.92% | — |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.27% | 1.44% | 0.27% |
2.15% | 0.84% | 0.84% | — |
| Spl BloomBarc US Treas 3-10 Yr Idx | 0.55% | 3.54% | 0.55% |
3.38% | 0.82% | 1.86% | — |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.55% | 1.96% |
0.55% | 2.48% | 1.29% | 1.34% | 2.13% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 2.24% | 6.61% |
2.24% | –0.51% | 4.07% | 5.00% | 6.79% |
| Spl Total International Stock Index | 7.48% | 3.46% |
7.48% | –12.92% | 9.57% | 3.41% | 8.45% |
| Spliced BloomBarc USAgg Flt AdjIx | 1.08% | 3.51% | 1.08% |
2.17% | 1.99% | 2.42% | 3.70% |
| Spliced Developed ex US Index | 7.34% | 1.84% | 7.34% |
–12.55% | 8.38% | 3.17% | 8.36% |
| Spliced Emerging Markets Index | 7.91% | 9.53% | 7.91% |
–15.12% | 13.10% | 4.34% | 9.23% |
| Spliced Energy Index | 10.39% | –2.76% |
10.39% | –8.01% | 10.38% | –1.24% |
3.11% |
| Spliced Equity Income Index | 6.14% | 0.33% | 6.14% |
–4.07% | 11.90% | 10.10% | 14.58% |
| Spliced European Stock Index | 6.89% | 0.71% | 6.89% |
–13.95% | 7.11% | 1.87% | 8.35% |
| Spliced Extended Market Index | 11.60% | 1.40% | 11.60% |
–2.35% | 14.89% | 7.89% | 15.80% |
| Spliced Global Capital Cycles Index | 8.58% | 4.47% |
8.58% | –19.21% | 21.87% | –1.07% |
3.02% |
| Spliced Global Equity Index | 7.90% | 1.76% | 7.90% |
–7.48% | 11.62% | 6.72% | 11.28% |
| Spliced Growth Index | 9.33% | 0.58% | 9.33% | –1.13% |
15.09% | 11.68% | 16.16% |
| Spliced Health Care Index | 5.15% | 1.94% | 5.15% |
1.18% | 9.09% | 8.38% | 12.83% |
| Spliced Inst Total Stock Market Idx | 8.63% | 0.57% |
8.63% | –2.20% | 14.24% | 10.41% | 15.20% |
| Spliced International Index | 7.56% | 3.66% | 7.56% |
–12.58% | 9.59% | 3.11% | 7.40% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Large Cap Index | 8.15% | 0.49% | 8.15% |
–2.29% | 14.17% | 10.83% | 15.11% |
| Spliced Market Neutral Index USD | 0.20% | 0.59% | 0.20% |
1.96% | 1.05% | 0.63% | 0.36% |
| Spliced Mega Cap Growth Index | 8.91% | –0.25% |
8.91% | –1.49% | 15.58% | 12.25% | 16.24% |
| Spliced Mega Cap Index | 7.66% | 0.17% | 7.66% |
–1.95% | 14.44% | 11.22% | 14.95% |
| Spliced Mega Cap Value Index | 6.52% | 0.43% | 6.52% |
–2.52% | 13.35% | 10.31% | 13.76% |
| Spliced Mid Cap Growth Idx | 11.20% | 3.61% | 11.20% |
–0.02% | 14.10% | 9.45% | 15.97% |
| Spliced Mid Cap Index | 10.57% | 2.05% | 10.57% |
–3.82% | 12.91% | 8.91% | 15.90% |
| Spliced Mid Cap Value Index | 9.91% | 0.43% | 9.91% |
–7.25% | 11.79% | 8.36% | 15.74% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.09% | 0.29% |
0.09% | 0.99% | 0.51% | 0.31% | 0.17% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.09% | 0.29% |
0.09% | 0.99% | 0.51% | 0.31% | 0.17% |
| Spliced Pacific Stock Index | 6.74% | 3.02% | 6.74% |
–11.90% | 10.32% | 5.08% | 8.32% |
| Spliced Small and Mid Cap Index | 11.04% | 1.43% | 11.04% |
–2.80% | 14.22% | 8.75% | 16.18% |
| Spliced Small Cap Growth Index | 12.59% | 2.49% | 12.59% |
2.18% | 16.34% | 7.97% | 16.60% |
| Spliced Small Cap Index | 11.86% | 1.60% | 11.86% |
–1.38% | 14.72% | 8.07% | 16.06% |
| Spliced Small Cap Value Index | 11.23% | 0.84% | 11.23% |
–4.31% | 13.34% | 8.13% | 15.41% |
| Spliced Social Index | 8.07% | 0.36% | 8.07% | –0.86% |
15.08% | 11.62% | 16.70% |
| Spliced Total Stock Market Index | 8.63% | 0.57% | 8.63% |
–2.20% | 14.24% | 10.41% | 15.19% |
| Spliced Total World Stock Index | 8.09% | 1.84% | 8.09% |
–7.43% | 12.03% | 7.02% | 11.72% |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Consumer Stapl 25/50 | 5.35% | –2.25% |
5.35% | –4.37% | 5.01% | 8.50% | 12.72% |
| Spliced US IMI Energy 25/50 | 11.70% | –6.05% |
11.70% | –13.22% | 5.60% | –3.51% |
4.59% |
| Spliced US IMI Financials 25/50 | 9.38% | –0.46% |
9.38% | –10.39% | 15.79% | 10.74% | 14.90% |
| Spliced US IMI Health Care 25/50 | 5.94% | 2.45% | 5.94% |
4.74% | 13.74% | 12.03% | 16.10% |
| Spliced US IMI Industrials 25/50 | 11.36% | 2.74% | 11.36% |
–8.38% | 14.42% | 8.94% | 15.65% |
| Spliced US IMI Materials 25/50 | 7.35% | 2.19% | 7.35% |
–14.39% | 14.01% | 5.84% | 13.19% |
| Spliced US IMI Utilities 25/50 | 3.66% | 3.33% | 3.66% |
11.90% | 11.08% | 11.07% | 11.38% |
| Spliced Value Index | 7.04% | 0.33% | 7.04% | –3.38% |
13.34% | 10.07% | 14.11% |
| STAR Composite Index | 5.57% | 2.19% | 5.57% | –2.18% |
8.94% | 6.24% | 9.78% |
| Target Retirement 2015 Composite Ix | 3.79% | 2.45% |
3.79% | –0.94% | 7.00% | 5.24% | 8.98% |
| Target Retirement 2020 Composite Ix | 4.76% | 2.45% |
4.76% | –2.01% | 8.23% | 5.96% | 9.95% |
| Target Retirement 2025 Composite Ix | 5.45% | 2.46% |
5.45% | –2.77% | 9.10% | 6.40% | 10.64% |
| Target Retirement 2030 Composite Ix | 5.98% | 2.34% |
5.98% | –3.47% | 9.86% | 6.77% | 11.29% |
| Target Retirement 2035 Composite Ix | 6.52% | 2.22% |
6.52% | –4.19% | 10.62% | 7.13% | 11.88% |
| Target Retirement 2040 Composite Ix | 7.06% | 2.10% |
7.06% | –4.91% | 11.36% | 7.45% | 12.18% |
| Target Retirement 2045 Composite Ix | 7.47% | 2.03% |
7.47% | –5.35% | 11.58% | 7.56% | 12.23% |
| Target Retirement 2050 Composite Ix | 7.47% | 2.03% |
7.47% | –5.35% | 11.58% | 7.56% | 12.23% |
| Target Retirement 2055 Composite Ix | 7.47% | 2.03% |
7.47% | –5.35% | 11.58% | 7.56% | — |
| Benchmark | Returns as of 01/31/2019 | Month End YTD
as of
01/31/2019 |
Average Annual Total
Returns as of 01/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2060 Composite Ix | 7.47% | 2.03% |
7.47% | –5.35% | 11.58% | 7.56% | — |
| Target Retirement 2065 Composite Ix | 7.47% | 2.03% |
7.47% | –5.35% | — | — | — |
| Target Retirement Income Compos. Ix | 3.12% | 2.53% |
3.12% | 0.05% | 5.35% | 4.20% | 6.66% |
| Tax-Exempt Money Mkt Funds Average | 0.09% | 0.30% | 0.09% |
1.01% | 0.53% | 0.32% | 0.17% |
| Tax-Managed Balanced Compos. Index | 4.59% | 1.92% | 4.59% |
0.94% | 8.05% | 6.96% | 9.65% |
| US Gov't Money Market Funds Average | 0.16% | 0.44% |
0.16% | 1.33% | 0.58% | 0.35% | 0.18% |
| Wellesley Income Composite Index | 3.30% | 2.68% | 3.30% |
–0.29% | 6.00% | 5.59% | 8.46% |
| Wellington Composite Index | 5.83% | 1.64% | 5.83% |
–0.74% | 10.10% | 8.28% | 11.63% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
