| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 3.89% | 9.96% | 10.00% |
16.89% | 11.11% | 10.53% | 10.79% |
| BloomBarc 1 Year Municipal Index | 0.02% | 0.27% | 1.55% |
1.95% | 1.75% | 1.41% | 1.13% |
| BloomBarc 1-15 Year Municipal Index | –0.33% |
1.65% | 3.27% | 3.26% | 3.63% | 3.48% | 3.37% |
| BloomBarc 1-5 Year Municipal Index | –0.02% |
0.97% | 2.57% | 2.88% | 2.42% | 2.16% | 1.95% |
| BloomBarc CA Municipal Index | –0.66% |
1.62% | 3.43% | 3.37% | 4.18% | 3.96% | 4.32% |
| BloomBarc GA Credit Index Hedged | –0.70% |
3.34% | 5.19% | 5.25% | 5.68% | 5.49% | 4.77% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –0.71% |
0.80% | 2.77% | 1.05% | 4.88% | 4.52% | — |
| BloomBarc MA Municipal Index | –0.57% |
1.09% | 3.68% | 3.61% | 3.99% | 3.80% | 3.74% |
| BloomBarc Municipal Bond Index | –0.47% |
2.04% | 3.31% | 3.24% | 4.09% | 3.99% | 3.98% |
| BloomBarc Municipal CA Intermed Idx | –0.34% |
1.41% | 3.82% | 3.71% | 3.64% | 3.45% | 3.68% |
| BloomBarc NJ Municipal Index | 0.09% | 6.07% | 2.54% |
2.45% | 5.07% | 5.33% | 4.34% |
| BloomBarc NY Municipal Index | –0.75% |
1.60% | 2.23% | 2.05% | 3.46% | 3.55% | 3.69% |
| BloomBarc OH Municipal Index | –0.49% |
1.83% | 4.01% | 3.90% | 4.18% | 4.06% | 4.09% |
| BloomBarc PA Municipal Index | –0.36% |
2.17% | 3.44% | 3.39% | 4.50% | 4.31% | 4.25% |
| BloomBarc US 0-5 Year TIPS Index | 1.16% | 2.68% | 3.86% |
4.82% | 3.12% | 2.50% | 1.83% |
| BloomBarc US 1-5 Year Credit Index | 0.19% | 1.80% | 4.30% |
5.16% | 3.88% | 3.36% | 2.96% |
| BloomBarc US 1-5 Year Treasury Idx | –0.06% |
0.18% | 4.34% | 4.43% | 3.10% | 2.32% | 1.75% |
| BloomBarc US 1-5 Yr Corporate Index | 0.24% | 2.11% |
4.35% | 5.36% | 4.00% | 3.56% | 3.20% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.06% |
0.18% | 4.30% | 4.40% | 3.09% | 2.31% | 1.75% |
| BloomBarc US 10+ Year Corp Index | –3.59% |
4.96% | 8.87% | 8.74% | 8.92% | 9.20% | 7.42% |
| BloomBarc US 5-10 Year Corp Index | –0.25% |
4.31% | 7.40% | 8.22% | 6.49% | 6.22% | 5.54% |
| BloomBarc US 5-10 Year Credit Index | –0.25% |
4.12% | 7.27% | 7.95% | 6.36% | 6.02% | 5.38% |
| BloomBarc US 5-10 Yr Treasury Index | –0.53% |
0.27% | 9.77% | 7.96% | 5.53% | 4.31% | 3.74% |
| BloomBarc US Agg Float Adj Index | –0.87% |
1.38% | 7.04% | 6.57% | 5.17% | 4.41% | 3.69% |
| BloomBarc US GNMA Index | –0.06% | –0.44% |
3.32% | 3.88% | 3.35% | 2.86% | 2.87% |
| BloomBarc US Long Treasury Index | –4.31% |
–0.14% | 20.88% | 13.00% | 10.92% | 8.45% | 7.00% |
| BloomBarc US LongCredit A/Better Ix | –3.96% |
4.09% | 10.98% | 9.08% | 8.90% | 8.86% | 7.34% |
| BloomBarc US MBS Float Adj Index | 0.05% | 0.15% | 3.70% |
4.49% | 3.58% | 3.05% | 2.95% |
| BloomBarc US Treas Bellwether:1Yr | 0.01% | 0.09% | 1.68% |
2.43% | 2.25% | 1.63% | 0.98% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.09% | 4.57% | 9.63% |
8.99% | 5.70% | 4.57% | 3.68% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.50% | 7.33% |
1.89% | 3.85% | 4.39% | 6.21% | — |
| Bloomberg Commodity Index TR | 6.76% | 15.43% | –9.04% |
–3.90% | –3.13% | –3.10% |
–5.05% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.29% |
0.55% | 0.73% | 0.49% | 0.25% |
| Communication Services Spliced Idx | 8.22% | 16.08% |
15.49% | 25.23% | 6.95% | 8.14% | 9.80% |
| Conservative Growth Composite Index | 1.91% | 6.68% |
6.42% | 10.61% | 7.39% | 7.36% | 7.20% |
| Consumer Discretionary Spliced Idx | 13.10% | 29.97% |
30.92% | 40.11% | 21.88% | 17.13% | 19.52% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 7.18% | 15.82% | 9.39% |
21.28% | 13.93% | 13.83% | — |
| Dividend Growth Spliced Index | 6.24% | 11.68% | 5.98% |
12.60% | 14.25% | 13.97% | 13.65% |
| FTSE All-World ex US Index | 4.42% | 13.78% | –2.82% |
8.78% | 2.92% | 6.00% | 5.58% |
| FTSE All-World Index | 6.23% | 15.28% | 4.82% |
16.92% | 9.30% | 10.59% | 10.25% |
| FTSE AW ex US High Div Yield Idx | 3.65% | 10.82% | –13.10% |
–1.76% | –1.64% | 2.98% | 4.06% |
| FTSE Emerging Index | 2.20% | 19.48% | –0.11% |
13.01% | 3.27% | 8.47% | 3.78% |
| FTSE Global All Cap Index Hdg. | 5.67% | 12.86% | 3.91% |
14.86% | 9.87% | 10.66% | 11.06% |
| FTSE Global Small-Cap ex US Index | 5.38% | 15.79% | –3.30% |
9.62% | 1.11% | 5.49% | 5.78% |
| FTSE High Dividend Yield Index | 3.24% | 5.59% | –8.98% |
0.69% | 5.25% | 8.97% | 12.18% |
| Global Wellesley Income Comp Index | 1.08% | 4.79% | –0.10% |
3.69% | 4.29% | — | — |
| Global Wellington Composite Index | 4.15% | 10.49% | 5.65% |
13.30% | 8.67% | — | — |
| Growth Composite Index | 4.70% | 12.31% | 5.79% |
15.16% | 9.10% | 9.86% | 10.45% |
| High-Yield Corporate Composite Idx | 0.72% | 5.91% | 3.19% |
6.10% | 5.52% | 6.33% | 6.65% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.01% | 0.27% |
0.70% | 1.13% | 0.71% | 0.36% |
| Income Composite Index | 0.53% | 3.92% | 6.25% |
7.89% | 6.31% | 5.95% | 5.52% |
| Information Technology Spliced Idx | 11.26% | 26.25% |
35.10% | 55.98% | 31.23% | 28.15% | 22.42% |
| JP Morgan EMBI Global Diversified | 0.51% | 7.91% | 1.37% |
2.73% | 4.14% | 6.27% | 5.80% |
| Managed Allocation Composite Index | 3.68% | 10.20% |
5.43% | 12.48% | 7.79% | 8.20% | 7.92% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 3.30% | 9.48% | 6.27% |
13.04% | 8.32% | 8.66% | 8.93% |
| Money Market Funds Average | 0.00% | 0.02% | 0.35% |
0.84% | 1.32% | 0.89% | 0.44% |
| MSCI AC World Index ex USA Net | 4.28% | 13.85% | –3.05% |
8.31% | 2.63% | 5.75% | 5.26% |
| MSCI US Broad Market Index | 7.23% | 16.07% | 9.41% |
21.45% | 13.95% | 13.86% | 14.99% |
| MSCI US Prime Market 750 Index | 7.44% | 16.40% | 10.93% |
23.10% | 14.88% | 14.54% | 15.30% |
| MSCI US Small Cap 1750 Index | 4.90% | 12.46% | –5.21% |
5.45% | 5.24% | 7.68% | 11.99% |
| NASDAQ Intl DividendAchieversSel Ix | 4.14% | 13.16% |
1.63% | 12.81% | 6.58% | — | — |
| NASDAQ US Dividend Achievers Select | 6.24% | 11.68% |
5.98% | 12.60% | 14.25% | 13.97% | 13.65% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.01% | 0.32% |
0.59% | 0.78% | 0.52% | 0.26% |
| Real Estate Spliced Index | 0.48% | 6.65% | –10.30% |
–8.01% | 3.34% | 6.52% | 9.35% |
| Russell 1000 Growth Index | 10.32% | 23.98% | 30.47% |
44.34% | 24.18% | 20.66% | 19.02% |
| Russell 1000 Index | 7.34% | 16.14% | 10.43% | 22.50% |
14.58% | 14.31% | 15.19% |
| Russell 1000 Value Index | 4.13% | 7.53% | –9.35% |
0.84% | 4.50% | 7.53% | 11.05% |
| Russell 2000 Growth Index | 5.87% | 13.71% | 6.15% |
17.28% | 10.90% | 10.45% | 14.08% |
| Russell 2000 Index | 5.63% | 12.40% | –5.53% |
6.02% | 5.03% | 7.65% | 11.53% |
| Russell 2000 Value Index | 5.39% | 10.68% | –17.71% |
–6.14% | –1.39% | 4.37% | 8.71% |
| Russell 2500 Growth Index | 4.50% | 14.28% | 12.45% |
21.99% | 15.21% | 13.09% | 15.58% |
| Russell 2500 Value Index | 4.54% | 9.69% | –15.12% |
–4.96% | 0.16% | 4.72% | 9.46% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | 7.24% | 15.93% | 9.39% | 21.44% |
13.95% | 13.86% | 14.94% |
| Russell 3000 Value Index | 4.21% | 7.71% | –9.91% |
0.39% | 4.11% | 7.33% | 10.89% |
| Russell Midcap Growth Index | 2.72% | 13.53% | 15.54% |
23.56% | 17.86% | 14.94% | 16.03% |
| Russell Midcap Value Index | 3.96% | 10.10% | –10.82% |
–1.30% | 2.51% | 6.14% | 10.94% |
| S&P 500 Growth Index | 9.57% | 22.05% | 26.53% |
37.45% | 21.45% | 18.98% | 18.22% |
| S&P 500 Index | 7.19% | 15.48% | 9.74% | 21.94% |
14.52% | 14.46% | 15.16% |
| S&P 500 Value Index | 3.58% | 6.34% | –9.30% |
3.44% | 6.16% | 8.75% | 11.45% |
| S&P Completion Index | 7.18% | 17.88% | 6.95% |
17.59% | 10.58% | 10.70% | 13.56% |
| S&P EPAC SmallCap Index | 6.97% | 14.47% | –2.16% |
12.09% | 2.49% | 6.44% | 8.41% |
| S&P Global ex U.S. Property Index | 4.78% | 9.36% | –15.61% |
–8.03% | –0.75% | 3.76% | — |
| S&P MidCap 400 Growth Index | 3.29% | 11.10% | 3.88% |
12.30% | 9.22% | 10.14% | 13.44% |
| S&P MidCap 400 Index | 3.51% | 9.65% | –5.55% |
4.22% | 5.38% | 8.11% | 12.05% |
| S&P MidCap 400 Value Index | 3.81% | 7.84% | –15.73% |
–4.98% | 1.00% | 5.53% | 10.35% |
| S&P National AMT-Free Muni Bond Idx | –0.37% |
1.87% | 3.15% | 3.01% | 3.91% | 3.86% | 3.77% |
| S&P SmallCap 600 Growth Index | 3.00% | 12.82% | –3.86% |
5.48% | 7.46% | 9.50% | 13.95% |
| S&P SmallCap 600 Index | 3.99% | 12.31% | –11.07% |
–0.55% | 3.82% | 7.47% | 12.31% |
| S&P SmallCap 600 Value Index | 5.18% | 11.72% | –18.59% |
–7.21% | 0.00% | 5.28% | 10.59% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –0.39% |
2.19% | 8.92% | 8.26% | 6.02% | 5.19% | 4.56% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | –4.31% |
–0.14% | 20.88% | 13.00% | 10.92% | 8.47% | 7.00% |
| Spl BloomBarc US Treas 1-3 Yr Idx | –0.02% |
0.11% | 3.09% | 3.49% | 2.59% | 1.88% | 1.32% |
| Spl BloomBarc US Treas 3-10 Yr Idx | –0.33% |
0.27% | 8.02% | 6.90% | 4.75% | 3.68% | 3.16% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.03% | 0.74% |
4.38% | 4.72% | 3.38% | 2.69% | 2.13% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –3.75% |
2.93% | 14.36% | 10.92% | 9.91% | 8.98% | 7.30% |
| Spl Total International Stock Index | 4.51% | 13.97% |
–2.88% | 8.85% | 2.73% | 5.95% | 5.49% |
| Spliced Alternative Strategies Idx | 0.01% | 0.03% | 0.55% |
1.83% | 4.65% | 4.60% | — |
| Spliced BloomBarc USAgg Flt AdjIx | –0.87% |
1.38% | 7.04% | 6.57% | 5.17% | 4.41% | 3.69% |
| Spliced Developed ex US Index | 5.30% | 12.24% | –3.77% |
7.63% | 2.60% | 5.31% | 6.17% |
| Spliced Emerging Markets Index | 2.24% | 19.60% | 0.43% |
13.23% | 2.91% | 7.85% | 3.60% |
| Spliced Energy Index | 1.21% | –0.88% |
–34.44% | –27.42% | –9.54% |
–4.29% | –1.64% |
| Spliced Equity Income Index | 3.24% | 5.59% | –8.98% |
0.69% | 5.25% | 8.97% | 12.18% |
| Spliced European Stock Index | 4.41% | 13.05% | –5.25% |
6.65% | 2.00% | 4.40% | 6.05% |
| Spliced Extended Market Index | 7.18% | 17.88% | 6.95% |
17.59% | 10.58% | 10.70% | 13.56% |
| Spliced Global Capital Cycles Index | 5.01% | 16.65% |
6.41% | 18.46% | 2.51% | 13.20% | –1.72% |
| Spliced Global Equity Index | 6.12% | 15.30% | 4.75% |
16.52% | 8.99% | 10.21% | 9.90% |
| Spliced Growth Index | 10.14% | 24.22% | 32.01% |
45.43% | 23.43% | 19.74% | 18.57% |
| Spliced Health Care Index | 1.98% | 5.54% | 8.65% |
23.31% | 11.65% | 8.76% | 14.03% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | 7.18% | 15.82% |
9.39% | 21.28% | 13.93% | 13.83% | 14.95% |
| Spliced International Index | 4.28% | 13.85% | –3.05% |
8.31% | 2.63% | 5.75% | 5.26% |
| Spliced Large Cap Index | 7.62% | 16.43% | 11.46% |
23.73% | 15.06% | 14.69% | 15.34% |
| Spliced Market Neutral Index USD | 0.01% | 0.03% | 0.55% |
1.18% | 1.68% | 1.15% | 0.60% |
| Spliced Mega Cap Growth Index | 11.48% | 26.33% | 35.32% |
49.93% | 24.87% | 21.10% | 19.26% |
| Spliced Mega Cap Index | 8.49% | 17.29% | 13.35% |
26.25% | 16.18% | 15.65% | 15.73% |
| Spliced Mega Cap Value Index | 4.47% | 6.38% | –8.03% |
3.02% | 6.94% | 9.75% | 12.03% |
| Spliced Mid Cap Growth Idx | 3.22% | 13.95% | 15.78% |
24.19% | 16.11% | 13.49% | 15.16% |
| Spliced Mid Cap Index | 3.15% | 11.98% | 1.91% |
11.17% | 9.42% | 9.91% | 13.34% |
| Spliced Mid Cap Value Index | 3.07% | 9.64% | –11.63% |
–1.91% | 2.62% | 6.10% | 11.28% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.32% | 0.61% | 0.84% | 0.57% | 0.28% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.00% | 0.00% |
0.32% | 0.61% | 0.84% | 0.57% | 0.28% |
| Spliced Pacific Stock Index | 6.63% | 10.36% | –1.89% |
9.78% | 3.14% | 6.66% | 6.32% |
| Spliced Small and Mid Cap Index | 3.88% | 12.39% | –1.14% |
8.55% | 8.14% | 9.44% | 13.06% |
| Spliced Small Cap Growth Index | 3.47% | 12.72% | 10.25% |
18.71% | 14.86% | 12.72% | 14.89% |
| Spliced Small Cap Index | 4.05% | 11.49% | –3.70% |
5.55% | 6.86% | 8.52% | 12.49% |
| Spliced Small Cap Value Index | 4.63% | 10.31% | –15.02% |
–5.35% | 0.13% | 4.83% | 10.21% |
| Spliced Social Index | 8.10% | 18.55% | 13.69% |
27.98% | 17.24% | 15.90% | 16.67% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | 7.18% | 15.82% | 9.39% |
21.28% | 13.93% | 13.83% | 14.95% |
| Spliced Total World Stock Index | 6.06% | 15.12% | 4.05% |
15.98% | 8.83% | 10.26% | 10.14% |
| Spliced US IMI Consumer Stapl 25/50 | 4.70% | 11.68% |
5.17% | 11.12% | 8.95% | 9.34% | 12.63% |
| Spliced US IMI Energy 25/50 | –0.57% | –5.72% |
–39.67% | –33.86% | –14.62% |
–9.36% | –1.77% |
| Spliced US IMI Financials 25/50 | 3.81% | 7.40% | –18.71% |
–6.62% | 1.76% | 7.47% | 10.49% |
| Spliced US IMI Health Care 25/50 | 2.44% | 6.06% | 8.98% |
24.10% | 12.99% | 11.26% | 17.23% |
| Spliced US IMI Industrials 25/50 | 8.25% | 15.29% | –3.66% |
5.10% | 6.46% | 10.44% | 13.14% |
| Spliced US IMI Materials 25/50 | 4.52% | 13.96% | 1.57% |
12.22% | 4.81% | 9.35% | 9.85% |
| Spliced US IMI Utilities 25/50 | –2.50% |
–0.40% | –8.01% | –3.97% |
5.66% | 10.75% | 11.01% |
| Spliced Value Index | 4.25% | 6.95% | –8.70% |
2.17% | 6.19% | 9.21% | 11.90% |
| STAR Composite Index | 3.75% | 10.12% | 7.12% |
14.56% | 8.98% | 9.12% | 9.18% |
| Target Retirement 2015 Composite Ix | 1.86% | 6.23% |
5.87% | 9.95% | 7.02% | 7.25% | 7.94% |
| Target Retirement 2020 Composite Ix | 2.72% | 8.12% |
6.02% | 11.76% | 7.81% | 8.21% | 8.92% |
| Target Retirement 2025 Composite Ix | 3.27% | 9.42% |
6.11% | 12.98% | 8.38% | 8.87% | 9.60% |
| Target Retirement 2030 Composite Ix | 3.79% | 10.49% |
5.98% | 13.82% | 8.69% | 9.33% | 10.18% |
| Target Retirement 2035 Composite Ix | 4.32% | 11.55% |
5.79% | 14.60% | 8.97% | 9.78% | 10.74% |
| Target Retirement 2040 Composite Ix | 4.85% | 12.62% |
5.55% | 15.34% | 9.24% | 10.20% | 11.08% |
| Target Retirement 2045 Composite Ix | 5.38% | 13.70% |
5.39% | 16.04% | 9.41% | 10.41% | 11.18% |
| Benchmark | Returns as of 08/31/2020 | Month End YTD
as of
08/31/2020 |
Average Annual Total
Returns as of 08/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | 5.41% | 13.74% |
5.43% | 16.09% | 9.43% | 10.42% | 11.18% |
| Target Retirement 2055 Composite Ix | 5.41% | 13.74% |
5.43% | 16.09% | 9.43% | 10.42% | 11.18% |
| Target Retirement 2060 Composite Ix | 5.41% | 13.74% |
5.43% | 16.09% | 9.43% | 10.42% | — |
| Target Retirement 2065 Composite Ix | 5.41% | 13.74% |
5.43% | 16.09% | 9.43% | — | — |
| Target Retirement Income Compos. Ix | 1.55% | 5.55% |
6.05% | 9.26% | 6.53% | 6.33% | 6.21% |
| Tax-Exempt Money Mkt Funds Average | 0.00% | 0.00% | 0.32% |
0.62% | 0.85% | 0.58% | 0.29% |
| Tax-Managed Balanced Compos. Index | 3.44% | 8.79% | 8.15% |
13.95% | 9.65% | 9.26% | 9.54% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.23% | 0.65% | 1.08% | 0.68% | 0.34% |
| Wellesley Income Composite Index | 0.18% | 3.65% | 2.00% |
5.51% | 6.04% | 6.91% | 7.39% |
| Wellington Composite Index | 4.16% | 10.88% | 9.51% |
17.19% | 11.81% | 11.49% | 11.58% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
