| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.30% | 2.79% | 7.72% |
9.24% | 7.57% | 9.74% | 6.98% |
| BloomBarc 1 Year Municipal Index | 0.24% | 0.34% | 1.20% |
0.66% | 0.74% | 0.74% | 1.74% |
| BloomBarc 1-15 Year Municipal Index | 0.73% | 1.66% |
3.97% | 0.44% | 2.88% | 2.60% | 4.28% |
| BloomBarc 1-5 Year Municipal Index | 0.48% | 0.79% | 2.51% |
0.67% | 1.44% | 1.41% | 2.94% |
| BloomBarc CA Municipal Index | 0.88% | 2.22% | 4.55% |
0.07% | 3.57% | 3.57% | 4.82% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.24% | 0.28% |
0.92% | –1.01% | 3.70% | — | — |
| BloomBarc MA Municipal Index | 0.76% | 1.97% | 4.28% |
–0.23% | 3.32% | 2.88% | 4.62% |
| BloomBarc Municipal Bond Index | 0.81% | 2.04% | 4.40% |
0.26% | 3.55% | 3.10% | 4.60% |
| BloomBarc Municipal CA Intermed Idx | 0.92% | 1.98% |
4.70% | 0.51% | 2.93% | 2.94% | 4.85% |
| BloomBarc NJ Municipal Index | 1.02% | 2.63% | 5.03% |
–0.21% | 3.51% | 3.02% | 4.57% |
| BloomBarc NY Municipal Index | 0.78% | 2.04% | 4.30% |
0.34% | 3.56% | 3.13% | 4.57% |
| BloomBarc OH Municipal Index | 0.74% | 2.13% | 4.39% |
0.36% | 3.77% | 3.40% | 4.36% |
| BloomBarc PA Municipal Index | 0.67% | 2.19% | 4.68% |
0.42% | 3.74% | 3.35% | 4.82% |
| BloomBarc US 0-5 Year TIPS Index | 0.28% | –0.23% |
0.47% | 0.71% | 0.21% | 0.25% | — |
| BloomBarc US 1-3Yr Gov Flt Adj Idx | 0.21% | 0.26% | 0.69% |
0.19% | 0.81% | 0.65% | — |
| BloomBarc US 1-5 Year Credit Index | 0.50% | 0.88% | 2.26% |
1.44% | 2.10% | 2.14% | 3.83% |
| BloomBarc US 1-5 Year Treasury Idx | 0.28% | 0.36% | 1.08% |
–0.26% | 1.22% | 0.83% | 2.57% |
| BloomBarc US 1-5 Yr Corporate Index | 0.54% | 0.97% |
2.43% | 1.72% | 2.31% | 2.40% | 4.06% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.28% | 0.36% | 1.08% |
–0.20% | 1.22% | 0.84% | 2.57% |
| BloomBarc US 10+ Year Corp Index | 0.74% | 4.02% | 7.15% |
1.29% | 5.62% | 4.57% | 7.78% |
| BloomBarc US 3-10Yr Gov Flt Adj Idx | 0.39% | 0.58% |
2.09% | –1.73% | 2.40% | 1.33% | — |
| BloomBarc US 5-10 Year Corp Index | 0.95% | 1.91% | 4.65% |
1.58% | 4.19% | 3.91% | 6.28% |
| BloomBarc US 5-10 Year Credit Index | 0.93% | 1.86% |
4.62% | 1.32% | 4.01% | 3.70% | 6.25% |
| BloomBarc US 5-10 Yr Treasury Index | 0.42% | 0.65% |
2.55% | –2.75% | 2.82% | 1.36% | 5.02% |
| BloomBarc US Agg Float Adj Index | 0.43% | 1.14% | 2.79% |
–0.57% | 2.71% | 2.03% | — |
| BloomBarc US GNMA Index | 0.45% | 0.56% | 1.34% |
0.03% | 2.22% | 1.57% | 4.31% |
| BloomBarc US Long Gov Flt Adj Idx | –0.59% |
1.75% | 4.82% | –9.53% | 5.15% | 2.04% | — |
| BloomBarc US Long Treasury Index | –0.62% |
1.75% | 4.76% | –9.82% | 5.17% | 1.97% | 6.99% |
| BloomBarc US LongCredit A/Better Ix | 0.65% | 3.84% |
6.61% | –0.97% | 5.91% | 4.15% | 7.34% |
| BloomBarc US MBS Float Adj Index | 0.44% | 0.64% | 1.73% |
0.26% | 2.39% | 1.89% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.13% | 0.23% | 0.40% |
0.54% | 0.54% | 0.43% | 1.21% |
| BloomBarc US Trsy Inflat Prtcd Idx | 0.45% | –0.55% |
1.30% | –1.04% | 0.77% | –0.02% | 4.09% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.80% | 1.28% |
6.26% | 4.72% | 4.96% | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.06% | 0.11% |
0.23% | 0.08% | 0.05% | 0.33% |
| Conservative Growth Composite Index | 1.23% | 2.58% |
6.77% | 6.20% | 5.17% | 6.52% | 5.35% |
| Convertibles Composite Index | 1.65% | 2.76% | 8.54% |
12.10% | 6.22% | 10.43% | 6.35% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 1.87% | 3.87% | 11.05% |
16.11% | 10.47% | 14.76% | — |
| Dividend Growth Spliced Index | 0.79% | 2.63% | 10.87% |
12.05% | 9.85% | 12.56% | 6.63% |
| FTSE All-World ex US Index | 3.52% | 7.05% | 17.96% |
18.81% | 2.82% | 8.11% | 2.00% |
| FTSE AW ex US High Div Yield Idx | 3.55% | 6.66% | 15.90% |
20.80% | 0.79% | 7.35% | 1.68% |
| FTSE Emerging Index | 5.80% | 7.97% | 21.26% | 21.16% |
2.32% | 4.75% | 2.10% |
| FTSE Global All Cap Index Hdg. | 1.75% | 3.60% | 10.92% |
17.01% | 8.77% | 12.91% | 5.34% |
| FTSE Global Small-Cap ex US Index | 3.61% | 6.97% | 19.14% |
17.06% | 3.70% | 9.60% | 2.33% |
| FTSE High Dividend Yield Index | 1.61% | 3.14% | 6.52% |
11.89% | 10.24% | 13.59% | 7.72% |
| Growth Composite Index | 2.10% | 4.29% | 11.46% |
13.46% | 7.14% | 10.69% | 6.02% |
| High-Yield Corporate Composite Idx | 1.00% | 1.91% | 5.36% |
8.72% | 5.03% | 6.08% | 7.45% |
| iMoneyNet MFR Treasury Funds Avg | 0.04% | 0.09% | 0.14% |
0.15% | 0.05% | 0.03% | 0.27% |
| Income Composite Index | 0.80% | 1.73% | 4.48% |
2.70% | 4.10% | 4.41% | 4.97% |
| Managed Payout Composite Index | 1.76% | 3.42% | 8.79% |
9.85% | 5.24% | 7.29% | — |
| Moderate Growth Composite Index | 1.67% | 3.43% | 9.10% |
9.78% | 6.18% | 8.62% | 5.88% |
| Money Market Funds Average | 0.06% | 0.15% | 0.29% |
0.38% | 0.14% | 0.08% | 0.44% |
| MSCI US Broad Market Index | 1.88% | 3.86% | 11.08% |
16.20% | 10.55% | 14.83% | 7.98% |
| MSCI US Prime Market 750 Index | 2.00% | 4.09% | 11.73% |
16.14% | 10.74% | 14.86% | 7.93% |
| MSCI US Small Cap 1750 Index | 1.00% | 2.02% | 6.10% |
16.24% | 9.20% | 14.60% | 8.54% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| NASDAQ Intl DividendAchieversSel Ix | 2.94% | 7.67% |
20.44% | 12.22% | — | — | — |
| NASDAQ US Dividend Achievers Select | 0.79% | 2.63% |
10.87% | 12.05% | 9.85% | 12.56% | 7.86% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.06% | 0.14% |
0.22% | 0.08% | 0.05% | 0.34% |
| REIT Spliced Index | 1.27% | 2.77% | 3.97% | –4.58% |
8.61% | 9.23% | 7.15% |
| Russell 1000 Growth Index | 2.66% | 5.05% | 17.02% |
18.05% | 12.66% | 15.60% | 9.36% |
| Russell 1000 Index | 1.98% | 4.00% | 11.44% | 15.95% |
10.58% | 14.85% | 7.84% |
| Russell 1000 Value Index | 1.33% | 2.88% | 6.05% |
13.76% | 8.45% | 14.00% | 6.21% |
| Russell 2000 Growth Index | 0.85% | 3.37% | 10.91% |
17.76% | 10.22% | 14.58% | 8.49% |
| Russell 2000 Index | 0.74% | 2.11% | 5.77% | 18.45% |
9.89% | 14.19% | 7.76% |
| Russell 2000 Value Index | 0.63% | 0.91% | 1.18% |
19.21% | 9.50% | 13.76% | 6.94% |
| Russell 2500 Growth Index | 1.33% | 3.69% | 12.11% |
16.15% | 10.01% | 14.87% | 8.79% |
| Russell 2500 Value Index | 0.78% | 1.21% | 2.74% |
14.09% | 8.24% | 13.96% | 7.43% |
| Russell 3000 Growth Index | 2.52% | 4.92% | 16.55% |
18.02% | 12.47% | 15.52% | 9.29% |
| Russell 3000 Index | 1.89% | 3.86% | 10.99% | 16.14% |
10.52% | 14.79% | 7.83% |
| Russell 3000 Value Index | 1.28% | 2.73% | 5.65% |
14.17% | 8.53% | 13.98% | 6.26% |
| Russell Midcap Growth Index | 1.67% | 4.41% | 13.26% |
13.39% | 9.53% | 14.60% | 8.30% |
| Russell Midcap Value Index | 1.33% | 2.52% | 6.57% |
12.69% | 9.00% | 15.32% | 7.99% |
| S&P 500 Growth Index | 2.61% | 5.10% | 16.29% |
16.97% | 12.46% | 15.41% | 9.49% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P 500 Index | 2.06% | 4.14% | 11.59% | 16.04% |
10.87% | 14.78% | 7.74% |
| S&P 500 Value Index | 1.37% | 2.97% | 6.29% | 14.34% |
8.84% | 13.94% | 5.81% |
| S&P Completion Index | 1.10% | 2.63% | 8.51% | 16.58% |
8.82% | 14.63% | 8.24% |
| S&P EPAC SmallCap Index | 3.35% | 7.95% | 21.32% |
19.82% | 7.57% | 13.43% | 3.55% |
| S&P Global ex U.S. Property Index | 4.01% | 7.75% | 17.33% |
7.89% | 3.21% | 7.52% | — |
| S&P MidCap 400 Growth Index | 0.81% | 2.43% | 9.41% |
13.71% | 11.03% | 14.77% | 9.75% |
| S&P MidCap 400 Index | 0.88% | 2.02% | 6.92% | 14.69% |
10.44% | 15.13% | 9.13% |
| S&P MidCap 400 Value Index | 0.96% | 1.56% | 4.23% |
14.91% | 9.45% | 15.26% | 8.40% |
| S&P National AMT-Free Muni Bond Idx | 0.75% | 1.94% |
3.95% | 0.10% | 3.38% | 2.77% | — |
| S&P SmallCap 600 Growth Index | 1.25% | 2.15% | 5.88% |
18.49% | 12.96% | 15.99% | 9.86% |
| S&P SmallCap 600 Index | 0.97% | 1.78% | 3.79% |
17.66% | 11.76% | 15.88% | 9.11% |
| S&P SmallCap 600 Value Index | 0.68% | 1.39% | 1.55% |
16.60% | 10.50% | 15.70% | 8.32% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 0.66% | 1.23% |
3.56% | –0.78% | 3.40% | 2.51% | 5.57% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.36% | 0.55% |
1.50% | 0.38% | 1.53% | 1.26% | 2.92% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 0.26% | 3.06% |
6.31% | –3.28% | 5.25% | 3.41% | 7.48% |
| Spl Total International Stock Index | 3.53% | 7.04% |
18.08% | 18.62% | 2.91% | 8.24% | 1.56% |
| Spliced BloomBarc USAgg Flt AdjIx | 0.43% | 1.14% | 2.79% |
–0.57% | 2.71% | 2.03% | 4.46% |
| Spliced Developed ex US Index | 3.04% | 6.90% | 17.37% |
18.10% | 3.39% | 9.51% | 1.67% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Emerging Markets Index | 5.44% | 7.60% | 20.41% |
20.01% | 1.70% | 4.25% | 1.73% |
| Spliced Energy Index | 3.89% | 0.67% | –5.10% |
5.75% | –9.09% | –0.75% | –0.99% |
| Spliced Equity Income Index | 1.61% | 3.14% | 6.52% |
11.89% | 10.24% | 13.59% | 7.72% |
| Spliced European Stock Index | 3.16% | 6.99% | 19.67% |
20.42% | 2.60% | 9.68% | 1.34% |
| Spliced Extended Market Index | 1.10% | 2.63% | 8.51% |
16.58% | 8.82% | 14.63% | 8.24% |
| Spliced Glbl Custom Metals & Mining | 9.59% | 8.47% |
14.31% | 6.97% | –3.57% | –4.04% |
–2.12% |
| Spliced Global Equity Index | 2.79% | 5.54% | 14.59% |
17.06% | 6.22% | 10.85% | 4.16% |
| Spliced Growth Index | 2.54% | 4.95% | 17.70% |
17.60% | 11.73% | 15.21% | 9.31% |
| Spliced Health Care Index | 0.07% | 5.01% | 15.90% |
4.94% | 7.22% | 14.28% | 9.28% |
| Spliced Inst Total Stock Market Idx | 1.87% | 3.87% |
11.05% | 16.11% | 10.47% | 14.77% | 7.95% |
| Spliced International Index | 3.69% | 7.38% | 18.30% |
19.01% | 2.37% | 7.70% | 0.69% |
| Spliced Large Cap Index | 2.02% | 4.14% | 11.79% |
16.24% | 10.70% | 14.82% | 7.91% |
| Spliced Market Neutral Index USD | 0.08% | 0.21% | 0.38% |
0.52% | 0.22% | 0.15% | 0.47% |
| Spliced Mega Cap Growth Index | 2.66% | 5.15% | 18.75% |
19.29% | 12.34% | 15.44% | 9.65% |
| Spliced Mega Cap Index | 2.08% | 4.30% | 11.94% |
16.69% | 10.91% | 14.73% | 7.86% |
| Spliced Mega Cap Value Index | 1.56% | 3.54% | 6.32% |
14.41% | 9.73% | 14.22% | 6.12% |
| Spliced Mid Cap Growth Idx | 1.81% | 4.08% | 13.86% |
12.82% | 9.49% | 14.33% | 7.56% |
| Spliced Mid Cap Index | 1.72% | 3.34% | 11.05% |
14.04% | 9.66% | 15.22% | 8.16% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mid Cap Value Index | 1.65% | 2.70% | 8.72% |
15.14% | 9.72% | 15.95% | 8.51% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.03% | 0.08% |
0.16% | 0.26% | 0.09% | 0.06% | 0.35% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.03% | 0.08% |
0.16% | 0.26% | 0.09% | 0.06% | 0.35% |
| Spliced Pacific Stock Index | 2.77% | 6.80% | 16.58% |
16.81% | 4.74% | 9.23% | 2.44% |
| Spliced Small and Mid Cap Index | 1.40% | 2.88% | 8.57% |
14.50% | 9.58% | 15.20% | 8.43% |
| Spliced Small Cap Growth Index | 1.29% | 3.69% | 11.43% |
14.14% | 8.12% | 13.36% | 8.39% |
| Spliced Small Cap Index | 1.11% | 2.20% | 6.93% |
14.61% | 8.96% | 14.54% | 8.51% |
| Spliced Small Cap Value Index | 0.96% | 0.98% | 3.41% |
14.93% | 9.63% | 15.36% | 8.40% |
| Spliced Social Index | 1.94% | 4.45% | 13.23% |
18.13% | 11.66% | 16.89% | 7.61% |
| Spliced Total Stock Market Index | 1.87% | 3.87% | 11.05% |
16.11% | 10.47% | 14.75% | 7.94% |
| Spliced Total World Stock Index | 2.70% | 5.39% | 14.43% |
17.30% | 6.72% | 11.45% | — |
| Spliced US IMI Consumer Discr 25/50 | 1.55% | 1.98% |
12.84% | 14.53% | 12.30% | 17.57% | 10.84% |
| Spliced US IMI Consumer Stapl 25/50 | 0.65% | 0.58% |
7.38% | 3.60% | 11.38% | 12.53% | 10.81% |
| Spliced US IMI Energy 25/50 | 2.44% | –2.10% |
–12.07% | –0.27% | –10.37% |
0.51% | 0.97% |
| Spliced US IMI Financials 25/50 | 1.65% | 6.23% | 7.96% |
31.50% | 14.02% | 17.79% | 2.97% |
| Spliced US IMI Health Care 25/50 | 0.49% | 6.12% | 17.78% |
9.35% | 11.65% | 18.16% | 11.75% |
| Spliced US IMI Industrials 25/50 | 0.24% | 2.54% | 8.95% |
18.82% | 11.36% | 16.38% | 7.76% |
| Spliced US IMI Info Tech 25/50 | 4.10% | 5.99% | 21.49% |
28.93% | 16.49% | 17.93% | 11.14% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Materials 25/50 | 1.37% | 3.09% | 10.73% |
16.33% | 6.71% | 12.25% | 6.45% |
| Spliced US IMI Telecom Serv 25/50 | 2.05% | –2.54% |
–4.70% | –4.28% | 5.55% | 9.64% | 4.36% |
| Spliced US IMI Utilities 25/50 | 2.63% | 4.14% | 11.40% |
6.77% | 13.01% | 11.73% | 7.97% |
| Spliced Value Index | 1.56% | 3.43% | 6.81% | 15.06% |
9.81% | 14.52% | 6.50% |
| STAR Composite Index | 1.68% | 3.46% | 9.16% | 10.53% |
6.24% | 8.83% | 5.99% |
| Target Retirement 2015 Composite Ix | 1.30% | 2.63% |
7.10% | 7.22% | 5.15% | 7.47% | 5.19% |
| Target Retirement 2020 Composite Ix | 1.57% | 3.21% |
8.59% | 9.16% | 5.95% | 8.70% | 5.54% |
| Target Retirement 2025 Composite Ix | 1.76% | 3.62% |
9.64% | 10.67% | 6.39% | 9.53% | 5.63% |
| Target Retirement 2030 Composite Ix | 1.92% | 3.94% |
10.53% | 12.05% | 6.74% | 10.30% | 5.69% |
| Target Retirement 2035 Composite Ix | 2.08% | 4.26% |
11.42% | 13.44% | 7.09% | 11.07% | 5.87% |
| Target Retirement 2040 Composite Ix | 2.24% | 4.58% |
12.31% | 14.84% | 7.43% | 11.62% | 6.12% |
| Target Retirement 2045 Composite Ix | 2.32% | 4.71% |
12.66% | 15.34% | 7.59% | 11.72% | 6.17% |
| Target Retirement 2050 Composite Ix | 2.32% | 4.71% |
12.66% | 15.34% | 7.59% | 11.72% | 6.17% |
| Target Retirement 2055 Composite Ix | 2.32% | 4.71% |
12.66% | 15.34% | 7.59% | 11.72% | — |
| Target Retirement 2060 Composite Ix | 2.32% | 4.71% |
12.66% | 15.34% | 7.59% | 11.72% | — |
| Target Retirement 2065 Composite Ix | 2.32% | 4.71% |
— | — | — | — | — |
| Target Retirement Income Compos. Ix | 1.00% | 1.96% |
5.32% | 4.68% | 4.17% | 5.02% | 5.12% |
| Tax-Exempt Money Mkt Funds Average | 0.03% | 0.09% | 0.19% |
0.31% | 0.11% | 0.07% | 0.34% |
| Benchmark | Returns as of 07/31/2017 | Month End YTD
as of
07/31/2017 |
Average Annual Total
Returns as of 07/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Tax-Managed Balanced Compos. Index | 1.36% | 2.84% | 7.68% |
8.02% | 6.91% | 8.77% | 6.66% |
| US Gov't Money Market Funds Average | 0.03% | 0.08% |
0.13% | 0.15% | 0.05% | 0.03% | 0.36% |
| Wellesley Income Composite Index | 0.95% | 2.26% | 4.69% |
4.10% | 5.95% | 6.61% | 6.26% |
| Wellington Composite Index | 1.54% | 3.31% | 8.78% |
10.23% | 8.38% | 10.59% | 7.07% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
