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Benchmark Returns

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index0.56%5.52%2.51% 1.34%7.56%8.11%6.62%
Barclays 1 Year Municipal Index0.11%0.13%0.43% 0.82%0.70%0.83%2.09%
Barclays 1-15 Year Municipal Index0.60%0.87%2.07% 4.47%2.95%4.24%4.62%
Barclays 1-5 Year Municipal Index0.30%0.36%1.09% 2.12%1.50%2.03%3.26%
Barclays CA Municipal Index0.75%1.26%2.37% 5.39%4.11%6.23%5.20%
Barclays GA ex-USD FlAj RIC CpIxHgd–0.12% 1.70%3.29%3.28%4.19%
Barclays MA Municipal Index0.71%1.12%2.33% 5.37%3.49%5.01%5.01%
Barclays Municipal Bond Index0.74%1.21%2.42% 5.29%3.51%5.37%4.94%
Barclays Municipal CA Intermed Idx0.65%0.82%2.11% 4.67%3.38%4.97%5.22%
Barclays NJ Municipal Index1.05%1.57%3.09% 6.00%3.18%5.52%4.91%
Barclays NY Municipal Index0.80%1.20%2.47% 5.46%3.64%5.14%4.91%
Barclays OH Municipal Index0.76%1.34%2.51% 5.74%4.06%5.54%4.68%
Barclays PA Municipal Index0.71%1.23%2.44% 5.56%3.84%5.56%5.13%
Barclays US 0-5 Year TIPS Index0.03%1.29%1.85% 0.74%–0.28%0.44%
Barclays US 1-3Yr Gov Flt Adj Idx0.04%0.32%0.93% 0.92%0.76%0.82%
Barclays US 1-5 Year Credit Index0.45%1.66%2.19% 1.93%1.81%2.60%4.25%
Barclays US 1-5 Year Treasury Index–0.01% 0.47%1.57%1.58%1.05%1.40%3.18%
Barclays US 1-5 Yr Corporate Index0.52%1.84%2.29% 2.15%2.00%2.85%4.45%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index–0.01% 0.46%1.54%1.56%1.05%1.38%3.17%
Barclays US 10+ Year Corp Index2.58%9.68%9.59% 3.58%3.78%7.69%7.66%
Barclays US 3-10Yr Gov Flt Adj Idx–0.08% 0.90%3.22%3.28%1.86%3.49%
Barclays US 5-10 Year Corp Index1.25%4.65%5.35% 3.62%3.17%5.56%6.46%
Barclays US 5-10 Year Credit Index1.13%4.41%5.24% 3.34%2.99%5.43%6.48%
Barclays US 5-10 Yr Treasury Index–0.08% 1.11%4.00%3.97%2.00%4.43%5.85%
Barclays US Agg Float Adj Index0.41%2.15%3.54% 2.71%2.26%3.62%
Barclays US GNMA Index0.11%0.70%1.87% 2.31%2.15%3.05%4.90%
Barclays US Long Credit A/Better Ix1.69%6.97% 8.40%5.32%4.38%8.19%7.49%
Barclays US Long Gov Flt Adj Idx–0.48% 2.44%7.54%5.49%4.54%9.02%
Barclays US Long Treasury Index–0.50% 2.46%7.61%5.54%4.58%9.15%8.13%
Barclays US MBS Float Adj Index0.16%0.81%2.01% 2.41%2.51%2.98%
Barclays US Treas Bellwether:1Yr Ix0.13%0.16% 0.41%0.56%0.37%0.35%1.73%
Barclays US Trsy Inflat Prtcd Index0.35%3.29% 4.82%1.12%–0.86%2.58%4.67%
Barclays USD EmergMkt GovRIC Cap Ix1.79%6.67% 6.54%3.93%2.40%
CA Tax-Exempt Money Mkt Funds Avg
Citigroup 3-Month US T-Bill Idx (Daily)
Conservative Growth Composite Index0.75%4.69% 3.00%0.54%4.80%5.29%5.32%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Convertibles Composite Index1.06%4.78%–0.43% –5.22%6.44%5.76%5.71%
CRSP US Total Market Index0.64%7.69%1.60% –0.23%10.75%10.45%
Dividend Growth Spliced Index–0.24% 7.22%4.75%3.35%9.04%9.58%6.16%
FTSE All-World ex US Index2.64%9.72%2.21% –10.65%0.51%0.25%2.32%
FTSE AW ex US High Div Yield Idx3.07%10.71%3.62% –12.55%–0.82%–0.09% 2.29%
FTSE Emerging Index0.91%14.51%7.03%–17.74% –4.10%–4.14%2.83%
FTSE Global All Cap Index Hdg.0.88%5.42%–0.40% –5.23%7.66%7.30%4.89%
FTSE Global Small-Cap ex US Index3.02%12.10%3.83% –5.47%2.78%1.00%3.19%
FTSE High Dividend Yield Index0.69%7.90%4.86% 3.48%10.57%12.03%7.40%
Growth Composite Index1.24%7.35%2.39% –2.21%6.71%6.91%5.52%
High-Yield Corporate Composite Idx2.95%7.36%6.18% –0.15%2.88%5.50%6.81%
iMoneyNet MFR Treasury Funds Avg
Income Composite Index0.50%3.36%3.25% 1.80%3.75%4.52%5.19%
Inst Money Market Funds Average
Managed Payout Composite Index1.40%6.47%2.98% –2.10%4.18%4.38%
Moderate Growth Composite Index0.99%6.02%2.71% –0.79%5.79%6.30%5.62%
Money Market Funds Average
MSCI US Broad Market Index0.61%7.66%1.52% –0.25%10.82%10.55%7.02%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
MSCI US Prime Market 750 Index0.47%7.27%1.44% 0.35%11.12%10.86%7.10%
MSCI US Small Cap 1750 Index1.54%10.86%2.28% –4.38%8.71%8.24%6.79%
NASDAQ Intl DividendAchieversSel Ix1.97%8.62% 3.60%
NASDAQ US Dividend Achievers Select–0.24% 7.22%4.75%3.35%9.04%9.58%7.27%
NY Tax-Exempt Money Mkt Funds Avg
REIT Spliced Index–2.40%7.34% 3.76%7.91%7.21%10.08%6.84%
Russell 1000 Growth Index–0.91%5.72% –0.18%1.07%12.47%11.44%8.20%
Russell 1000 Index0.54%7.51%1.72%0.34% 11.06%10.81%6.99%
Russell 1000 Value Index2.10%9.43%3.77% –0.40%9.59%10.13%5.67%
Russell 2000 Growth Index1.00%7.97%–3.73% –8.27%8.50%7.15%6.14%
Russell 2000 Index
Russell 2000 Value Index2.12%11.34%3.86% –3.71%6.50%6.77%4.61%
Russell 2500 Growth Index0.96%9.06%–1.73% –6.76%9.47%8.23%7.06%
Russell 2500 Value Index1.94%12.21%5.34% –1.95%7.75%8.25%5.96%
Russell 3000 Growth Index–0.78%5.88% –0.44%0.32%12.16%11.09%8.03%
Russell 3000 Index0.62%7.67%1.59%–0.18% 10.77%10.50%6.85%
Russell 3000 Value Index2.10%9.57%3.78% –0.68%9.34%9.85%5.58%
Russell Midcap Growth Index–0.06%8.75% 0.52%–4.13%10.43%9.20%7.38%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Russell Midcap Value Index2.15%12.36%6.15% –0.18%10.26%10.45%7.35%
S&P 500 Growth Index–1.27%4.53% –0.74%1.73%12.71%12.02%8.35%
S&P 500 Index0.39%7.05%1.74%1.21% 11.26%11.02%6.91%
S&P 500 Value Index2.11%9.71%4.35%0.28% 9.56%9.90%5.35%
S&P Completion Index1.70%10.57%0.78% –6.07%8.42%8.16%6.73%
S&P EPAC SmallCap Index2.13%9.85%1.62% –0.64%6.96%4.82%3.81%
S&P Global ex U.S. Property Index2.59%14.13%6.86% –4.96%–0.42%4.62%
S&P MidCap 400 Growth Index0.68%8.25%1.93% –0.77%9.38%8.70%8.34%
S&P MidCap 400 Index1.22%11.39%5.06% –0.94%9.67%9.20%7.76%
S&P MidCap 400 Value Index1.72%14.55%8.19% –1.45%9.79%9.62%7.10%
S&P National AMT-Free Muni Bond Idx0.74%1.24% 2.34%5.28%3.13%5.18%
S&P SmallCap 600 Growth Index0.30%7.60%0.68% –0.07%11.29%9.89%7.73%
S&P SmallCap 600 Index1.17%10.69%3.86% 0.26%10.91%10.10%7.12%
S&P SmallCap 600 Value Index2.08%14.08%7.38% 0.72%10.52%10.34%6.49%
Spl Barclays US 5-10Yr G/Cr Flt Adj0.48%2.65% 4.58%3.66%2.50%4.93%6.11%
Spl Barclays US1-5YrGov/Cr FlAdj Ix0.15%0.87% 1.76%1.70%1.30%1.74%3.46%
Spl Barclays USLongGv/Cr Flt Adj Ix1.23%6.39% 8.62%4.12%3.90%8.30%7.89%
Spl Total International Stock Index2.68%9.97% 2.38%–10.13%0.72%0.30%1.74%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Barclays USAgg Float Adj Ix0.41%2.15% 3.54%2.71%2.26%3.62%4.97%
Spliced Developed ex US Index3.01%8.51%0.72% –8.29%1.97%1.99%1.76%
Spliced Emerging Markets Index0.68%13.98%6.15% –18.32%–4.31%–4.42% 2.38%
Spliced Energy Index8.23%18.47%14.95% –15.59%–5.40%–5.45% 0.95%
Spliced Equity Income Index0.69%7.90%4.86% 3.48%10.57%12.03%7.28%
Spliced European Stock Index2.38%7.32%–0.01% –9.37%2.60%1.31%1.95%
Spliced Extended Market Index1.70%10.57%0.78% –6.07%8.42%8.16%6.73%
Spliced Glbl Custom Metals & Mining22.15%66.46% 57.87%–2.12%–7.30%–14.78% –1.44%
Spliced Global Equity Index1.48%8.25%1.72% –5.66%5.06%4.69%3.93%
Spliced Growth Index–0.75%5.87% –0.39%–0.41%11.80%11.34% 8.11%
Spliced Health Care Index3.23%4.48%–3.67% –5.33%11.48%13.49%9.20%
Spliced Inst Total Stock Market Idx0.64%7.69% 1.60%–0.23%10.75%10.52%7.00%
Spliced International Index2.63%9.71%2.25% –11.28%–0.02%–0.13% 0.64%
Spliced Large Cap Index0.45%7.17%1.51% 0.48%11.04%10.82%7.08%
Spliced Mega Cap Growth Index–0.80% 5.38%–0.40%0.40%12.16%11.93%8.34%
Spliced Mega Cap Index0.43%6.64%1.46% 1.28%11.16%11.07%7.05%
Spliced Mega Cap Value Index1.51%7.74%3.08% 2.06%10.43%10.32%5.76%
Spliced Mid Cap Growth Idx0.03%9.39%0.66% –5.26%9.83%8.44%6.71%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Mid Cap Index0.54%9.90%1.71% –3.36%10.41%9.60%7.23%
Spliced Mid Cap Value Index0.99%10.36%2.66% –1.64%10.86%10.62%7.48%
Spliced NJ Tax-Ex Money Mkt Fds Avg
Spliced OH Tax-Ex Money Mkt Fds Avg
Spliced PA Tax-Ex Money Mkt Fds Avg
Spliced Pacific Stock Index3.22%9.19%0.44% –7.93%0.52%3.02%1.25%
Spliced Small and Mid Cap Index1.33%11.04%2.66% –2.85%10.23%9.34%7.18%
Spliced Small Cap Growth Index1.28%9.22%–0.69% –6.94%7.50%6.99%6.83%
Spliced Small Cap Index1.73%11.26%2.75% –3.93%9.08%8.51%6.92%
Spliced Small Cap Value Index2.08%12.94%5.65% –1.43%10.38%9.66%6.74%
Spliced Social Index0.34%5.89%–0.35% –1.07%11.95%11.94%6.03%
Spliced Total Stock Market Index0.64%7.69%1.60% –0.23%10.74%10.50%7.00%
Spliced Total World Stock Index1.61%8.78%2.03% –5.10%5.65%5.10%
Spliced US IMI Consumer Discr 25/50–0.03% 7.76%1.60%3.58%13.89%15.21%9.99%
Spliced US IMI Consumer Stapl 25/50–1.05% 4.21%4.24%10.03%11.66%13.89%11.39%
Spliced US IMI Energy 25/5010.17%19.59%15.13% –15.61%–2.83%–2.02% 3.31%
Spliced US IMI Financials 25/502.81%7.81%–1.31% –0.76%9.11%9.23%–0.10%
Spliced US IMI Health Care 25/503.04%5.66%–4.04% –2.82%15.70%16.46%10.92%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Industrials 25/501.04%12.86%5.86% 2.20%12.47%10.18%7.10%
Spliced US IMI Info Tech 25/50–4.68% 2.69%–3.19%–1.50%14.11% 11.01%8.62%
Spliced US IMI Materials 25/505.32%22.51%10.21% –4.23%7.66%5.20%6.58%
Spliced US IMI Telecom Serv 25/50–0.16% 9.53%10.87%7.73%8.70%9.51%7.11%
Spliced US IMI Utilities 25/50–1.89% 8.02%13.09%13.53%9.51%12.14%8.81%
Spliced Value Index1.53%8.33%3.22%1.28% 10.40%10.31%5.99%
STAR Composite Index0.93%5.94%2.39%–0.98% 5.74%6.17%5.72%
Target Retirement 2010 Composite Ix0.63%4.14% 2.83%0.47%4.33%5.18%
Target Retirement 2015 Composite Ix0.82%5.14% 2.73%–0.31%5.22%5.76%5.34%
Target Retirement 2020 Composite Ix0.97%5.91% 2.71%–0.81%5.93%6.33%
Target Retirement 2025 Composite Ix1.07%6.44% 2.61%–1.30%6.30%6.57%5.52%
Target Retirement 2030 Composite Ix1.16%6.94% 2.48%–1.83%6.65%6.79%
Target Retirement 2035 Composite Ix1.25%7.43% 2.36%–2.38%6.98%6.99%5.53%
Target Retirement 2040 Composite Ix1.34%7.93% 2.23%–2.93%7.16%7.18%
Target Retirement 2045 Composite Ix1.36%8.01% 2.21%–2.95%7.16%7.17%5.60%
Target Retirement 2050 Composite Ix1.36%8.01% 2.21%–2.95%7.16%7.17%
Target Retirement 2055 Composite Ix1.36%8.01% 2.21%–2.95%7.16%7.17%
Target Retirement 2060 Composite Ix1.36%8.01% 2.21%–2.95%7.16%

BenchmarkReturns as of 04/30/2016Month End YTD
as of
04/30/2016
Average Annual Total
Returns as of 04/30/2016
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement Income Compos. Ix0.59%3.90% 2.86%0.78%3.62%4.78%5.30%
Tax-Exempt Money Mkt Funds Average
Tax-Managed Balanced Compos. Index0.59%4.21%2.03% 2.76%7.18%7.84%6.42%
US Gov't Money Market Funds Average
Wellesley Income Composite Index
Wellington Composite Index0.53%5.75%2.74% 2.27%8.39%8.94%6.67%

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