| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –3.20% | 0.77% |
8.61% | 4.45% | 8.12% | 6.86% | 10.20% |
| BloomBarc 1 Year Municipal Index | 0.37% | 0.72% | 1.26% |
2.39% | 1.25% | 1.00% | 1.15% |
| BloomBarc 1-15 Year Municipal Index | 1.21% | 2.60% |
3.97% | 5.87% | 2.57% | 2.95% | 3.80% |
| BloomBarc 1-5 Year Municipal Index | 0.74% | 1.27% | 2.27% |
3.73% | 1.64% | 1.58% | 2.16% |
| BloomBarc CA Municipal Index | 1.47% | 3.58% | 4.78% |
6.10% | 2.87% | 3.61% | 5.07% |
| BloomBarc GA Credit Index Hedged | 1.14% | 3.83% | 6.12% |
7.09% | 4.06% | 3.80% | 5.54% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 1.23% | 3.14% |
4.48% | 6.80% | 3.68% | 4.32% | — |
| BloomBarc MA Municipal Index | 1.27% | 3.21% | 4.47% |
6.22% | 2.62% | 3.32% | 4.23% |
| BloomBarc Municipal Bond Index | 1.38% | 3.37% | 4.71% |
6.40% | 2.96% | 3.58% | 4.58% |
| BloomBarc Municipal CA Intermed Idx | 1.37% | 2.51% |
4.01% | 5.99% | 2.42% | 2.89% | 4.40% |
| BloomBarc NJ Municipal Index | 1.80% | 4.14% | 5.69% |
8.06% | 4.36% | 4.21% | 4.96% |
| BloomBarc NY Municipal Index | 1.38% | 3.31% | 4.64% |
6.26% | 2.78% | 3.51% | 4.43% |
| BloomBarc OH Municipal Index | 1.29% | 3.11% | 4.48% |
6.29% | 2.83% | 3.65% | 4.59% |
| BloomBarc PA Municipal Index | 1.43% | 3.68% | 5.14% |
7.10% | 3.32% | 3.90% | 4.70% |
| BloomBarc US 0-5 Year TIPS Index | 0.52% | 1.74% | 2.65% |
2.71% | 1.73% | 0.85% | — |
| BloomBarc US 1-5 Year Credit Index | 0.77% | 2.15% | 3.52% |
5.08% | 2.46% | 2.16% | 3.47% |
| BloomBarc US 1-5 Year Treasury Idx | 1.03% | 2.07% | 2.43% |
4.26% | 1.41% | 1.37% | 1.63% |
| BloomBarc US 1-5 Yr Corporate Index | 0.71% | 2.13% |
3.69% | 5.13% | 2.61% | 2.30% | 3.79% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 1.02% | 2.05% | 2.42% |
4.25% | 1.42% | 1.38% | 1.63% |
| BloomBarc US 10+ Year Corp Index | 2.30% | 7.46% | 11.19% |
9.08% | 5.43% | 5.00% | 8.61% |
| BloomBarc US 5-10 Year Corp Index | 1.40% | 4.45% | 7.58% |
8.56% | 3.86% | 3.81% | 6.69% |
| BloomBarc US 5-10 Year Credit Index | 1.44% | 4.46% |
7.42% | 8.56% | 3.77% | 3.71% | 6.47% |
| BloomBarc US 5-10 Yr Treasury Index | 2.50% | 4.40% |
4.77% | 7.74% | 1.82% | 2.68% | 3.78% |
| BloomBarc US Agg Float Adj Index | 1.80% | 3.82% | 4.89% |
6.44% | 2.52% | 2.71% | — |
| BloomBarc US GNMA Index | 1.25% | 2.50% | 3.27% |
5.31% | 1.90% | 2.24% | 3.24% |
| BloomBarc US Long Treasury Index | 6.54% | 10.13% | 9.52% |
11.02% | 2.91% | 5.38% | 6.46% |
| BloomBarc US LongCredit A/Better Ix | 3.20% | 7.60% |
10.45% | 9.34% | 4.54% | 5.23% | 8.14% |
| BloomBarc US MBS Float Adj Index | 1.23% | 2.61% | 3.33% |
5.38% | 2.05% | 2.37% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.32% | 0.88% | 1.38% |
2.69% | 1.48% | 1.04% | 0.77% |
| BloomBarc US Trsy Inflat Prtcd Idx | 1.65% | 3.86% | 5.25% |
4.36% | 2.49% | 1.64% | 3.60% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.53% | 2.19% |
6.44% | 7.31% | 5.13% | 4.23% | — |
| Bloomberg Commodity Index TR | –3.36% |
–3.94% | 2.31% | –12.37% | –1.73% |
–9.52% | –4.18% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.09% | 0.28% | 0.44% |
0.96% | 0.55% | 0.33% | 0.17% |
| Communication Services Spliced Idx | –5.57% |
1.91% | 12.86% | 3.10% | –0.62% | 2.16% | 8.46% |
| Conservative Growth Composite Index | –1.45% |
1.52% | 6.70% | 3.63% | 5.73% | 4.70% | 7.10% |
| Consumer Discretionary Spliced Idx | –7.83% |
–0.43% | 11.31% | 2.44% | 12.09% | 11.04% | 18.26% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | –6.44% | –1.31% |
10.96% | 2.58% | 11.59% | 9.25% | — |
| Dividend Growth Spliced Index | –4.66% |
0.03% | 11.29% | 8.70% | 12.18% | 9.39% | 13.21% |
| FTSE All-World ex US Index | –5.21% | –2.11% |
7.19% | –6.14% | 6.82% | 1.69% | 6.14% |
| FTSE All-World Index | –5.84% | –1.37% |
9.16% | –1.08% | 9.43% | 5.65% | 9.75% |
| FTSE AW ex US High Div Yield Idx | –5.29% |
–2.91% | 5.80% | –3.90% | 6.58% | 0.04% |
5.98% |
| FTSE Emerging Index | –6.23% | –2.64% |
5.93% | –5.22% | 10.01% | 2.45% | 5.28% |
| FTSE Global All Cap Index Hdg. | –5.66% |
–0.76% | 10.15% | 0.68% | 10.14% | 7.56% | 10.78% |
| FTSE Global Small-Cap ex US Index | –5.29% |
–3.32% | 6.76% | –13.53% | 4.42% |
1.04% | 7.35% |
| FTSE High Dividend Yield Index | –6.39% |
–3.16% | 6.70% | 1.63% | 8.76% | 8.10% | 13.47% |
| Global Wellesley Income Comp Index | –1.14% |
1.50% | 6.03% | 3.81% | — | — | — |
| Global Wellington Composite Index | –3.35% |
0.53% | 8.29% | 2.24% | — | — | — |
| Growth Composite Index | –4.46% | –0.59% |
8.57% | 0.52% | 8.46% | 6.03% | 10.15% |
| High-Yield Corporate Composite Idx | –0.83% |
1.49% | 7.36% | 6.30% | 6.22% | 4.24% | 8.20% |
| iMoneyNet MFR Treasury Funds Avg | 0.16% | 0.47% | 0.77% |
1.68% | 0.82% | 0.49% | 0.24% |
| Income Composite Index | 0.08% | 2.57% | 5.74% |
5.12% | 4.32% | 3.95% | 5.59% |
| Information Technology Spliced Idx | –8.86% |
1.00% | 17.01% | 7.81% | 22.48% | 17.30% | 18.26% |
| JP Morgan EMBI Global Diversified | 0.41% | 2.09% | 7.65% |
7.46% | 5.46% | 4.67% | 7.58% |
| Managed Payout Composite Index | –3.22% |
0.05% | 7.46% | 1.00% | 6.81% | 4.63% | 7.87% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | –2.96% |
0.46% | 7.64% | 2.10% | 7.11% | 5.39% | 8.76% |
| Money Market Funds Average | 0.17% | 0.52% | 0.87% |
1.91% | 1.03% | 0.62% | 0.31% |
| MSCI US Broad Market Index | –6.47% | –1.36% |
10.96% | 2.44% | 11.56% | 9.28% | 14.01% |
| MSCI US Prime Market 750 Index | –6.34% |
–0.81% | 11.07% | 3.64% | 11.81% | 9.61% | 14.03% |
| MSCI US Small Cap 1750 Index | –7.69% |
–6.10% | 9.96% | –7.34% | 9.16% | 6.63% |
13.74% |
| NASDAQ Intl DividendAchieversSel Ix | –3.22% |
2.54% | 11.70% | –0.51% | 7.22% | — | — |
| NASDAQ US Dividend Achievers Select | –4.66% |
0.03% | 11.29% | 8.70% | 12.18% | 9.39% | 13.07% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.10% | 0.31% | 0.48% |
1.03% | 0.58% | 0.35% | 0.18% |
| Real Estate Spliced Index | 0.12% | 4.22% | 17.32% |
14.88% | 5.85% | 7.68% | 14.97% |
| Russell 1000 Growth Index | –6.32% | 0.70% |
13.68% | 5.39% | 15.33% | 12.33% | 15.64% |
| Russell 1000 Index | –6.37% | –0.90% |
11.05% | 3.47% | 11.68% | 9.45% | 14.02% |
| Russell 1000 Value Index | –6.43% | –2.49% |
8.45% | 1.45% | 7.98% | 6.53% | 12.33% |
| Russell 2000 Growth Index | –7.42% | –5.89% |
11.76% | –6.88% | 11.72% | 8.32% | 13.93% |
| Russell 2000 Index | –7.78% | –6.64% |
9.26% | –9.04% | 9.75% | 6.71% | 12.84% |
| Russell 2000 Value Index | –8.17% | –7.44% |
6.67% | –11.32% | 7.68% | 5.00% | 11.67% |
| Russell 2500 Growth Index | –6.64% | –3.61% |
14.97% | –0.70% | 12.99% | 9.47% | 15.07% |
| Russell 2500 Value Index | –7.54% | –5.58% |
8.25% | –7.39% | 6.94% | 5.12% | 12.57% |
| Russell 3000 Index | –6.47% | –1.32% |
10.92% | 2.50% | 11.55% | 9.25% | 13.93% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Value Index | –6.55% | –2.84% |
8.33% | 0.48% | 7.98% | 6.42% | 12.28% |
| Russell Midcap Growth Index | –5.75% | –0.19% |
17.81% | 6.87% | 13.88% | 10.28% | 15.29% |
| Russell Midcap Value Index | –6.42% | –2.85% |
10.56% | –2.09% | 6.92% | 6.05% | 13.84% |
| S&P 500 Growth Index | –5.29% | 1.17% |
13.21% | 6.16% | 14.80% | 12.21% | 15.50% |
| S&P 500 Index | –6.35% | –0.67% |
10.74% | 3.78% | 11.72% | 9.66% | 13.95% |
| S&P 500 Value Index | –7.57% | –2.74% |
7.97% | 1.18% | 8.13% | 6.69% | 12.17% |
| S&P Completion Index | –6.95% | –4.50% |
11.88% | –3.78% | 10.55% | 7.21% | 13.89% |
| S&P EPAC SmallCap Index | –5.06% | –2.46% |
7.65% | –12.42% | 5.24% | 3.47% | 8.93% |
| S&P Global ex U.S. Property Index | –1.42% |
1.00% | 9.51% | –1.02% | 6.55% | 3.77% | — |
| S&P MidCap 400 Growth Index | –6.36% | –2.66% |
11.21% | –4.36% | 9.24% | 8.30% | 14.34% |
| S&P MidCap 400 Index | –7.97% | –4.82% |
9.60% | –5.44% | 8.36% | 7.31% | 13.87% |
| S&P MidCap 400 Value Index | –9.66% | –7.05% |
7.92% | –6.54% | 7.19% | 6.04% | 13.27% |
| S&P National AMT-Free Muni Bond Idx | 1.48% | 3.43% |
4.71% | 6.23% | 2.82% | 3.44% | 4.39% |
| S&P SmallCap 600 Growth Index | –7.49% |
–6.95% | 6.07% | –7.56% | 11.30% |
9.56% | 15.34% |
| S&P SmallCap 600 Index | –8.73% | –8.35% |
5.81% | –10.47% | 9.54% | 7.85% | 14.33% |
| S&P SmallCap 600 Value Index | –9.95% |
–9.73% | 5.64% | –13.10% | 7.79% |
6.17% | 13.36% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 2.02% | 4.43% |
5.98% | 8.12% | 2.76% | 3.18% | 5.09% |
| Spl BloomBarc US Long Treasury Idx | 6.54% | 10.13% |
9.52% | 11.02% | 2.98% | 5.37% | — |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 1-3 Yr Idx | 0.74% | 1.57% | 1.94% |
3.49% | 1.33% | 1.11% | — |
| Spl BloomBarc US Treas 3-10 Yr Idx | 2.02% | 3.65% | 4.01% |
6.65% | 1.72% | 2.28% | — |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.94% | 2.09% |
2.79% | 4.53% | 1.78% | 1.65% | 2.19% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 4.13% | 8.59% |
10.40% | 10.05% | 4.48% | 5.12% | 7.62% |
| Spl Total International Stock Index | –5.22% |
–2.23% | 7.15% | –6.93% | 6.57% | 1.62% |
5.98% |
| Spliced BloomBarc USAgg Flt AdjIx | 1.80% | 3.82% | 4.89% |
6.44% | 2.52% | 2.71% | 3.85% |
| Spliced Developed ex US Index | –4.97% |
–2.12% | 7.51% | –7.11% | 5.89% | 1.60% |
6.39% |
| Spliced Emerging Markets Index | –6.22% |
–2.64% | 6.42% | –6.61% | 9.10% | 1.81% |
4.92% |
| Spliced Energy Index | –7.43% | –6.11% |
5.95% | –12.81% | 3.93% | –4.74% |
2.09% |
| Spliced Equity Income Index | –6.39% | –3.16% |
6.70% | 1.63% | 8.76% | 8.10% | 13.47% |
| Spliced European Stock Index | –5.50% |
–1.49% | 8.69% | –5.78% | 5.31% | 0.29% |
6.33% |
| Spliced Extended Market Index | –6.95% |
–4.50% | 11.88% | –3.78% | 10.55% |
7.21% | 13.89% |
| Spliced Global Capital Cycles Index | –5.29% |
–2.42% | 8.65% | –13.93% | 7.50% |
–1.46% | –0.98% |
| Spliced Global Equity Index | –5.93% | –1.53% |
9.09% | –1.29% | 9.07% | 5.22% | 9.39% |
| Spliced Growth Index | –6.33% | 1.20% |
14.68% | 4.67% | 13.81% | 11.10% | 15.15% |
| Spliced Health Care Index | –2.61% | –4.23% |
2.62% | 4.03% | 6.18% | 6.29% | 12.69% |
| Spliced Inst Total Stock Market Idx | –6.44% |
–1.31% | 10.96% | 2.58% | 11.59% | 9.25% | 14.00% |
| Spliced International Index | –5.37% | –2.29% |
7.15% | –6.26% | 6.72% | 1.31% | 5.39% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Large Cap Index | –6.33% | –0.71% |
10.90% | 3.82% | 11.85% | 9.59% | 14.02% |
| Spliced Market Neutral Index USD | 0.21% | 0.62% | 1.01% |
2.24% | 1.29% | 0.80% | 0.43% |
| Spliced Mega Cap Growth Index | –6.65% |
1.12% | 13.85% | 4.07% | 14.40% | 11.51% | 15.26% |
| Spliced Mega Cap Index | –6.38% | –0.60% |
10.30% | 4.28% | 12.26% | 9.91% | 13.93% |
| Spliced Mega Cap Value Index | –6.11% |
–2.30% | 6.98% | 4.07% | 10.26% | 8.47% | 12.70% |
| Spliced Mid Cap Growth Idx | –5.01% | 1.11% |
17.90% | 6.42% | 12.07% | 9.54% | 14.71% |
| Spliced Mid Cap Index | –6.04% | –1.22% |
13.86% | 1.67% | 9.81% | 8.02% | 14.43% |
| Spliced Mid Cap Value Index | –7.15% | –3.67% |
9.65% | –3.08% | 7.58% | 6.47% | 14.03% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.10% | 0.31% |
0.50% | 1.11% | 0.65% | 0.39% | 0.20% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.10% | 0.31% |
0.50% | 1.11% | 0.65% | 0.39% | 0.20% |
| Spliced Pacific Stock Index | –4.45% | –3.03% |
4.57% | –9.97% | 6.96% | 3.63% | 6.50% |
| Spliced Small and Mid Cap Index | –6.82% |
–3.51% | 12.16% | –2.17% | 9.99% |
7.84% | 14.44% |
| Spliced Small Cap Growth Index | –6.33% |
–2.99% | 15.59% | 0.67% | 13.02% | 8.62% | 14.82% |
| Spliced Small Cap Index | –7.25% | –4.76% |
11.68% | –3.74% | 9.95% | 7.29% | 14.12% |
| Spliced Small Cap Value Index | –8.07% |
–6.32% | 8.33% | –7.45% | 7.37% | 6.13% |
13.36% |
| Spliced Social Index | –6.37% | –0.43% |
11.17% | 4.55% | 13.12% | 10.67% | 14.97% |
| Spliced Total Stock Market Index | –6.44% |
–1.31% | 10.96% | 2.58% | 11.59% | 9.25% | 13.99% |
| Spliced Total World Stock Index | –5.89% |
–1.66% | 9.27% | –1.84% | 9.23% | 5.55% |
9.74% |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Consumer Stapl 25/50 | –4.24% |
1.60% | 9.33% | 13.24% | 4.57% | 7.00% | 12.45% |
| Spliced US IMI Energy 25/50 | –11.66% |
–9.72% | 2.98% | –22.68% | –2.65% |
–7.70% | 2.78% |
| Spliced US IMI Financials 25/50 | –6.97% |
–2.11% | 10.43% | –3.43% | 12.35% |
9.75% | 12.47% |
| Spliced US IMI Health Care 25/50 | –2.62% |
–4.89% | 2.47% | 5.77% | 9.58% | 10.12% | 15.69% |
| Spliced US IMI Industrials 25/50 | –7.60% |
–4.56% | 12.90% | –1.45% | 10.40% |
7.63% | 14.61% |
| Spliced US IMI Materials 25/50 | –9.27% |
–6.08% | 4.45% | –11.31% | 5.66% |
3.16% | 10.04% |
| Spliced US IMI Utilities 25/50 | –0.94% |
2.83% | 10.71% | 17.24% | 10.08% | 10.44% | 12.85% |
| Spliced Value Index | –6.32% | –2.62% |
7.27% | 2.74% | 10.01% | 8.21% | 12.93% |
| STAR Composite Index | –3.34% | 0.21% |
7.84% | 2.39% | 7.45% | 5.50% | 8.88% |
| Target Retirement 2015 Composite Ix | –1.48% |
1.35% | 6.42% | 3.17% | 6.00% | 4.68% | 8.15% |
| Target Retirement 2020 Composite Ix | –2.43% |
0.77% | 7.18% | 2.43% | 6.85% | 5.24% | 8.99% |
| Target Retirement 2025 Composite Ix | –3.08% |
0.38% | 7.75% | 1.94% | 7.48% | 5.56% | 9.56% |
| Target Retirement 2030 Composite Ix | –3.64% |
–0.02% | 8.10% | 1.35% | 7.99% | 5.80% | 10.08% |
| Target Retirement 2035 Composite Ix | –4.20% |
–0.41% | 8.44% | 0.75% | 8.49% | 6.03% | 10.58% |
| Target Retirement 2040 Composite Ix | –4.76% |
–0.81% | 8.78% | 0.15% | 8.98% | 6.25% | 10.85% |
| Target Retirement 2045 Composite Ix | –5.20% |
–1.12% | 9.02% | –0.29% | 9.11% | 6.32% |
10.88% |
| Target Retirement 2050 Composite Ix | –5.20% |
–1.12% | 9.02% | –0.29% | 9.11% | 6.32% |
10.88% |
| Target Retirement 2055 Composite Ix | –5.20% |
–1.12% | 9.02% | –0.29% | 9.11% | 6.32% |
— |
| Benchmark | Returns as of 05/31/2019 | Month End YTD
as of
05/31/2019 |
Average Annual Total
Returns as of 05/31/2019 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2060 Composite Ix | –5.20% |
–1.12% | 9.02% | –0.29% | 9.11% | 6.32% |
— |
| Target Retirement 2065 Composite Ix | –5.20% |
–1.12% | 9.02% | –0.29% | — |
— | — |
| Target Retirement Income Compos. Ix | –0.87% |
1.73% | 5.86% | 3.74% | 4.83% | 3.95% | 6.25% |
| Tax-Exempt Money Mkt Funds Average | 0.10% | 0.31% | 0.49% |
1.12% | 0.67% | 0.40% | 0.21% |
| Tax-Managed Balanced Compos. Index | –2.63% |
0.88% | 7.55% | 4.98% | 7.25% | 6.40% | 9.12% |
| US Gov't Money Market Funds Average | 0.15% | 0.45% |
0.75% | 1.60% | 0.78% | 0.47% | 0.23% |
| Wellesley Income Composite Index | –1.12% |
1.59% | 6.38% | 5.38% | 5.14% | 5.10% | 8.17% |
| Wellington Composite Index | –3.53% | 1.07% |
9.21% | 5.26% | 8.78% | 7.56% | 11.00% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
