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Benchmark Returns

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index1.28%0.55%2.48% 7.92%11.33%11.36%7.09%
Barclays 1 Year Municipal Index0.14%0.13%0.36% 0.48%0.66%0.83%2.16%
Barclays 1-15 Year Municipal Index0.61%0.31%0.78% 2.65%2.33%3.62%4.30%
Barclays 1-5 Year Municipal Index0.35%0.34%0.78% 1.12%1.29%1.86%3.19%
Barclays CA Municipal Index0.75%0.44%0.98% 3.80%3.64%5.20%4.84%
Barclays GA ex-USD FlAj RIC CpIxHgd1.33%–0.77% 0.58%4.54%
Barclays MA Municipal Index0.80%0.50%0.80% 3.42%2.63%4.09%4.62%
Barclays Municipal Bond Index0.72%0.35%0.84% 3.56%2.81%4.39%4.57%
Barclays Municipal CA Intermed Idx0.62%0.32%1.09% 2.70%2.86%4.38%4.86%
Barclays NJ Municipal Index0.88%–0.18% –1.00%1.77%2.13%4.01%4.37%
Barclays NY Municipal Index0.76%0.64%1.14% 3.72%2.90%4.20%4.55%
Barclays OH Municipal Index0.79%0.49%1.05% 3.97%3.22%4.48%4.28%
Barclays PA Municipal Index0.85%0.48%0.96% 3.75%3.09%4.59%4.76%
Barclays US 0-5 Year TIPS Index–0.32% –0.42%0.66%–1.93%–0.43% 1.20%
Barclays US 1-3Yr Gov Flt Adj Idx0.06%0.16%0.75% 1.05%0.62%0.81%
Barclays US 1-5 Year Credit Index0.19%–0.09% 1.23%1.63%2.00%2.74%4.18%
Barclays US 1-5 Year Treasury Index0.18%0.17% 1.09%1.71%0.73%1.28%3.16%
Barclays US 1-5 Yr Corporate Index0.20%–0.14% 1.23%1.63%2.23%3.01%4.34%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index0.18%0.18% 1.08%1.71%0.76%1.28%3.18%
Barclays US 10+ Year Corp Index1.59%–4.10% –3.21%0.54%2.18%6.74%6.28%
Barclays US 3-10Yr Gov Flt Adj Idx0.69%–0.03% 1.67%3.78%1.07%3.00%
Barclays US 5-10 Year Corp Index0.40%–1.64% 0.88%2.36%3.11%5.40%5.79%
Barclays US 5-10 Year Credit Index0.42%–1.55% 0.95%2.48%2.97%5.29%5.84%
Barclays US 5-10 Yr Treasury Index0.98%–0.26% 1.60%4.52%0.95%3.70%5.25%
Barclays US GNMA Index0.56%–0.27% 0.68%3.05%1.41%2.95%4.74%
Barclays US Long Credit A/Better Ix2.12%–3.22% –2.34%2.88%2.00%6.95%6.01%
Barclays US Long Gov Flt Adj Idx3.42%–2.00% –1.26%9.24%1.30%6.91%
Barclays US Long Treasury Index3.50%–2.05% –1.33%9.45%1.23%6.96%6.83%
Barclays US MBS Float Adj Index0.55%–0.15% 0.94%3.28%1.85%2.84%
Barclays US Treas Bellwether:1Yr Ix0.02%0.10% 0.26%0.31%0.29%0.35%1.91%
Barclays US Trsy Inflat Prtcd Index0.21%–1.58% 0.55%–1.56%–1.31%3.30%4.37%
Barclays USD EmergMkt GovRIC Cap Ix0.22%–1.47% 2.86%–0.07%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%0.85%
Citigroup 3-Month US T-Bill Index0.00%0.00%0.01% 0.02%0.03%0.05%1.31%
Conservative Growth Composite Index0.83%–0.62% 1.89%4.53%7.21%7.37%5.69%
Convertibles Composite Index–0.12% –0.66%4.61%6.59%13.47%10.47%6.99%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index1.64%1.29%3.56% 11.14%17.94%
Dividend Growth Spliced Index2.16%0.58%0.02% 8.90%14.07%13.92%6.70%
FTSE All-World ex US Index–0.29%–4.31% 4.30%–3.74%9.36%6.23%5.77%
FTSE Emerging Index–6.87%–12.08% –3.33%–10.69%1.69%0.93% 7.30%
FTSE Global All Cap Index Hedged1.46%–0.31% 6.28%10.40%16.33%12.25%7.21%
FTSE Global Small-Cap ex US Index–2.37% –4.56%4.32%–5.72%10.16% 6.93%6.43%
FTSE High Dividend Yield Index0.99%–1.27% 0.43%7.56%14.94%16.03%7.60%
Growth Composite Index0.82%–0.59% 3.10%5.78%12.65%11.51%6.68%
High-Yield Corporate Composite Idx–0.27% –1.32%2.28%1.75%5.66%7.38%6.97%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%1.02%
Income Composite Index0.88%–0.60% 1.30%3.88%4.54%5.39%5.16%
Inst Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.03%1.39%
Managed Payout Composite Index0.24%–1.38% 1.63%3.10%7.95%8.11%
Moderate Growth Composite Index0.85%–0.58% 2.53%5.20%9.94%9.61%6.36%
Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.00%1.20%
MSCI US Broad Market Index1.64%1.31%3.69% 11.31%18.04%16.44%8.10%
MSCI US Prime Market 750 Index1.98%1.36%3.71% 11.50%17.96%16.46%8.06%
MSCI US Small Cap 1750 Index–0.68% 1.07%3.72%10.20%18.70%16.29%8.66%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
NASDAQ US Dividend Achievers Select2.16%0.58% 0.02%8.90%14.07%13.92%
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.01%0.87%
REIT Spliced Index5.64%0.54%–0.90% 9.70%10.00%13.43%7.00%
Russell 1000 Growth Index3.39%3.00%7.49% 16.08%18.78%17.75%8.95%
Russell 1000 Index1.93%1.32%3.67%11.24% 18.02%16.45%7.93%
Russell 1000 Value Index0.44%–0.38% –0.18%6.40%17.11%15.08%6.79%
Russell 2000 Growth Index0.41%5.50%9.18% 20.07%20.98%17.90%9.16%
Russell 2000 Index–1.16%1.85% 3.54%12.03%17.90%15.27%7.61%
Russell 2000 Value Index–2.76%–1.82% –2.02%4.30%14.82%12.60%5.99%
Russell 2500 Growth Index1.18%3.97%9.38% 18.59%21.22%18.29%9.76%
Russell 2500 Value Index–1.49%–1.32% 0.20%4.53%16.57%14.26%7.04%
Russell 3000 Growth Index3.14%3.18%7.61% 16.37%18.94%17.76%8.96%
Russell 3000 Index1.67%1.35%3.65%11.28% 18.00%16.35%7.90%
Russell 3000 Value Index0.17%–0.51% –0.34%6.23%16.92%14.88%6.72%
Russell Midcap Growth Index1.62%1.17%5.86% 14.65%19.93%17.50%9.24%
Russell Midcap Value Index–0.14%–0.97% 0.27%6.64%18.86%16.02%8.37%
S&P 500 Growth Index3.62%3.45%6.51%15.49% 18.47%17.91%9.06%
S&P 500 Index2.10%1.41%3.35%11.21% 17.58%16.24%7.72%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
S&P 500 Value Index0.38%–0.87% –0.07%6.59%16.65%14.52%6.55%
S&P Completion Index–0.14%0.96% 4.69%10.94%19.44%16.54%8.80%
S&P EPAC SmallCap Index0.49%–0.20% 10.83%3.35%15.95%10.72%6.98%
S&P Global ex U.S. Property Index–0.63% –6.78%2.47%–3.20%8.15%
S&P MidCap 400 Growth Index2.35%4.04%9.03% 16.50%19.22%17.34%10.29%
S&P MidCap 400 Index0.14%0.57%4.34%11.30% 18.67%16.29%9.20%
S&P MidCap 400 Value Index–2.21%–3.03% –0.62%5.83%17.97%15.18%8.50%
S&P National AMT-Free Muni Bond Idx0.80%0.32% 0.70%3.29%2.34%4.15%
S&P SmallCap 600 Growth Index1.04%4.91%8.64% 17.79%19.71%18.25%9.79%
S&P SmallCap 600 Index–0.85%1.71% 3.28%11.97%18.78%16.79%8.55%
S&P SmallCap 600 Value Index–2.78% –1.53%–2.02%6.23%17.75% 15.34%7.83%
Spl Barclays US 5-10Yr G/Cr Flt Adj0.71%–0.88% 1.28%3.53%1.96%4.46%5.51%
Spl Barclays US1-5YrGov/Cr FlAdj Ix0.18%0.09% 1.13%1.68%1.12%1.70%3.43%
Spl Barclays USLongGv/Cr Flt Adj Ix2.18%–3.23% –2.38%3.80%1.73%6.89%6.61%
Spl Total International Stock Index–0.50% –4.34%4.30%–3.94%9.40%6.04% 5.05%
Spliced Barclays USAgg Float Adj Ix0.69%–0.69% 0.55%2.70%1.57%3.30%4.62%
Spliced Dev ex North America Index1.60%–1.82% 7.53%–0.72%12.25%7.98%5.00%
Spliced Emerging Markets Index–6.87% –12.08%–3.33%–10.69% 1.48%1.11%6.68%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Energy Index–6.53%–14.77% –9.70%–28.02%–2.64% 1.56%2.79%
Spliced Equity Income Index0.99%–1.27% 0.43%7.56%14.94%16.03%7.90%
Spliced European Stock Index3.12%–0.60% 7.47%–0.54%13.48%8.50%5.08%
Spliced Extended Market Index–0.14% 0.96%4.69%10.94%19.44%16.54%8.80%
Spliced Glbl Custom Metals & Mining–15.99% –25.29%–20.75%–41.79% –19.16%–13.54%1.46%
Spliced Global Equity Index0.87%–1.63% 3.55%2.83%12.83%10.38%6.19%
Spliced Growth Index3.20%3.04%6.55%15.06% 18.74%17.79%9.06%
Spliced Health Care Index4.11%5.63%14.29% 22.69%24.72%21.43%10.25%
Spliced Inst Total Stock Market Idx1.64%1.29% 3.56%11.14%17.96%16.40%8.08%
Spliced International Index–0.28%–4.57% 3.75%–4.57%8.83%5.85%3.89%
Spliced Large Cap Index2.01%1.34%3.51% 11.18%17.82%16.37%8.02%
Spliced Mega Cap Growth Index3.47%3.30%6.37% 14.95%18.46%17.85%8.98%
Spliced Mega Cap Index2.16%1.52%3.32% 10.83%17.32%16.23%7.83%
Spliced Mega Cap Value Index1.06%0.04%0.87% 7.60%16.55%14.81%6.70%
Spliced Mid Cap Growth Idx1.53%1.20%6.52% 16.10%19.98%17.34%9.12%
Spliced Mid Cap Index1.26%0.47%4.39% 12.88%20.23%17.03%8.98%
Spliced Mid Cap Value Index0.99%–0.22% 2.31%9.75%20.30%16.56%8.59%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.86%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced OH Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.90%
Spliced PA Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.01%0.00%0.00%0.88%
Spliced Pacific Stock Index–0.92%–3.94% 7.40%–1.32%10.12%7.16%5.01%
Spliced Small and Mid Cap Index0.15%0.72%4.28% 11.43%19.77%16.83%8.88%
Spliced Small Cap Growth Index0.56%3.10%7.16% 12.81%18.67%17.23%9.48%
Spliced Small Cap Index–0.29%0.84% 3.88%10.34%18.91%16.42%8.72%
Spliced Small Cap Value Index–1.03% –1.13%1.06%8.19%18.81%15.40%7.77%
Spliced Social Index2.35%2.59%4.75%15.05% 21.73%17.55%7.18%
Spliced Total Stock Market Index1.64%1.29%3.56% 11.14%17.93%16.38%8.07%
Spliced Total World Stock Index0.61%–1.50% 3.97%3.37%13.51%10.75%
Spliced US IMI Consumer Discr 25/503.86%5.89% 10.55%22.15%24.67%22.39%10.15%
Spliced US IMI Consumer Stapl 25/504.90%4.37% 4.85%19.58%16.01%16.96%11.13%
Spliced US IMI Energy 25/50–8.57%–16.40% –12.41%–27.92%0.88%6.36% 5.17%
Spliced US IMI Financials 25/502.93%4.53%3.53% 14.34%20.48%13.39%1.74%
Spliced US IMI Health Care 25/502.83%8.33%14.69% 30.63%29.31%25.12%12.14%
Spliced US IMI Industrials 25/500.01%–1.88% –1.97%6.97%18.24%15.35%8.31%
Spliced US IMI Info Tech 25/502.22%0.64%3.96% 13.06%17.71%16.68%9.68%
Spliced US IMI Materials 25/50–5.01% –8.09%–4.87%–4.49% 11.89%11.04%8.05%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Telecom Serv 25/50–0.60% –3.59%1.92%–0.02%10.44% 11.93%6.92%
Spliced US IMI Utilities 25/505.60%–0.47% –5.62%9.22%9.63%12.34%7.36%
Spliced Value Index0.95%–0.15% 0.88%7.89%17.08%15.04%6.96%
STAR Composite Index0.89%–0.41% 2.76%5.08%10.20%9.65%6.59%
Target Retirement 2010 Composite Ix0.69%–0.58% 1.79%3.75%6.91%7.75%
Target Retirement 2015 Composite Ix0.76%–0.57% 2.23%4.53%8.84%8.92%5.90%
Target Retirement 2020 Composite Ix0.84%–0.58% 2.53%5.20%10.31%9.97%
Target Retirement 2025 Composite Ix0.84%–0.58% 2.75%5.43%11.33%10.69%6.32%
Target Retirement 2030 Composite Ix0.83%–0.58% 2.97%5.64%12.35%11.40%
Target Retirement 2035 Composite Ix0.82%–0.59% 3.18%5.85%13.37%12.09%6.67%
Target Retirement 2040 Composite Ix0.81%–0.60% 3.38%6.05%14.01%12.45%
Target Retirement 2045 Composite Ix0.81%–0.60% 3.38%6.05%14.01%12.45%6.95%
Target Retirement 2050 Composite Ix0.81%–0.60% 3.38%6.05%14.01%12.45%
Target Retirement 2055 Composite Ix0.81%–0.60% 3.38%6.05%14.01%12.45%
Target Retirement 2060 Composite Ix0.81%–0.60% 3.38%6.05%14.01%
Target Retirement Income Compos. Ix0.67%–0.58% 1.60%3.39%5.33%6.47%5.36%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.01%0.01%0.00%0.83%
Tax-Managed Balanced Compos. Index1.28%0.86%2.33% 7.07%10.09%10.19%6.70%

BenchmarkReturns as of 07/31/2015Month End YTD
as of
07/31/2015
Average Annual Total
Returns as of 07/31/2015
1 Month3 Month1 Year3 Year5 Year10 Year
US Gov't Money Market Funds Average0.00%0.00% 0.00%0.00%0.00%0.00%1.16%
Wellesley Income Composite Index0.89%–1.22% 0.38%4.34%6.51%8.38%6.32%
Wellington Composite Index1.65%0.49%2.35% 8.18%12.01%12.09%6.97%

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