Benchmark Returns

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index1.74%14.48%1.78% 9.10%8.91%8.29%10.18%
BloomBarc 1 Year Municipal Index0.00%1.22%1.28% 2.16%1.81%1.42%1.14%
BloomBarc 1-15 Year Municipal Index0.58%2.69% 2.18%4.18%3.75%3.42%3.59%
BloomBarc 1-5 Year Municipal Index0.26%2.38%1.86% 3.14%2.50%2.11%2.04%
BloomBarc CA Municipal Index0.57%2.87%2.36% 4.83%4.33%3.95%4.67%
BloomBarc GA Credit Index Hedged1.62%6.92%3.43% 6.90%5.63%5.18%4.96%
BloomBarc GA ex-USD FlAdjRIC Cp Hgd0.57%2.31% 2.53%4.34%5.21%4.66%
BloomBarc MA Municipal Index0.02%2.34%2.59% 4.94%4.15%3.81%4.01%
BloomBarc Municipal Bond Index0.82%2.72%2.08% 4.45%4.22%3.93%4.22%
BloomBarc Municipal CA Intermed Idx0.30%3.16% 2.69%4.49%3.74%3.40%4.03%
BloomBarc NJ Municipal Index2.71%2.93%–0.70% 2.06%4.83%4.62%4.38%
BloomBarc NY Municipal Index0.88%2.35%1.52% 3.60%3.72%3.62%3.94%
BloomBarc OH Municipal Index0.59%2.86%2.74% 4.98%4.24%4.03%4.27%
BloomBarc PA Municipal Index0.84%2.36%2.10% 4.68%4.56%4.27%4.45%
BloomBarc US 0-5 Year TIPS Index0.75%2.63%1.92% 3.42%2.67%1.99%1.66%
BloomBarc US 1-5 Year Credit Index0.88%4.63%3.35% 5.41%3.85%3.18%3.08%
BloomBarc US 1-5 Year Treasury Idx0.07%0.40%4.23% 5.38%3.28%2.33%1.85%
BloomBarc US 1-5 Yr Corporate Index1.05%5.59% 3.28%5.48%3.94%3.35%3.31%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
BloomBarc US 1-5 Yr Government Idx0.07%0.41%4.18% 5.34%3.27%2.32%1.84%
BloomBarc US 10+ Year Corp Index2.52%11.36%6.34% 13.79%8.80%8.76%7.82%
BloomBarc US 5-10 Year Corp Index2.27%10.01%5.30% 9.26%6.41%5.77%5.78%
BloomBarc US 5-10 Year Credit Index2.12%9.44% 5.20%9.08%6.31%5.59%5.63%
BloomBarc US 5-10 Yr Treasury Index0.11%0.86% 9.60%11.07%6.05%4.52%4.13%
BloomBarc US Agg Float Adj Index0.68%3.03%6.30% 8.92%5.40%4.37%3.87%
BloomBarc US GNMA Index–0.13%0.58% 3.64%5.37%3.82%3.03%3.05%
BloomBarc US Long Treasury Index0.13%0.25%21.20% 25.41%12.04%9.26%7.74%
BloomBarc US LongCredit A/Better Ix2.24%8.68% 9.00%15.39%9.11%8.76%7.80%
BloomBarc US MBS Float Adj Index–0.08% 0.61%3.46%5.57%3.89%3.13%3.01%
BloomBarc US Treas Bellwether:1Yr0.03%0.05%1.62% 2.83%2.31%1.62%0.99%
BloomBarc US Trsy Inflat Prtcd Idx1.12%4.24%6.01% 8.28%5.05%3.75%3.52%
BloomBarc USD EmergMkt GovRIC CapIx2.81%11.16% –2.40%1.06%3.70%5.12%
Bloomberg Commodity Index TR2.28%5.08%–19.40% –17.38%–6.14%–7.69% –5.82%
CA Tax-Exempt Money Mkt Funds Avg
Communication Services Spliced Idx–0.03% 22.22%–0.53%8.66%2.35%4.20%9.01%
Conservative Growth Composite Index1.72%9.72% 1.47%6.61%6.37%5.93%6.93%
Consumer Discretionary Spliced Idx5.25%37.78% 6.01%12.88%13.55%11.66%17.36%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index2.29%22.09%–3.40% 6.47%10.04%10.03%
Dividend Growth Spliced Index0.04%14.02%–5.06% 3.71%10.31%10.62%12.71%
FTSE All-World ex US Index4.44%16.45%–10.79% –4.25%1.35%2.52%5.30%
FTSE All-World Index3.18%19.28%–6.19% 2.52%6.44%6.84%9.51%
FTSE AW ex US High Div Yield Idx3.74%12.82%–18.64% –13.55%–2.55%–0.06% 4.12%
FTSE Emerging Index7.30%18.37%–10.30% –3.56%2.51%2.61%3.31%
FTSE Global All Cap Index Hdg.2.80%18.94%–5.35% 3.58%7.26%7.48%10.32%
FTSE Global Small-Cap ex US Index3.70%23.11%–13.39% –5.97%–1.10%1.52%5.33%
FTSE High Dividend Yield Index–0.70% 12.54%–14.40%–6.54%3.62% 6.61%11.89%
Global Wellesley Income Comp Index1.45%8.25%–3.28% 1.29%
Global Wellington Composite Index2.22%14.50%–2.26% 4.81%
Growth Composite Index2.71%16.73%–3.26% 4.30%6.79%6.93%9.76%
High-Yield Corporate Composite Idx0.67%9.84%–1.92% 2.25%4.13%4.89%6.50%
iMoneyNet MFR Treasury Funds Avg
Income Composite Index1.19%6.25%3.46% 7.25%5.94%5.26%5.46%
Information Technology Spliced Idx7.07%31.83% 14.57%34.03%27.19%23.08%20.41%
JP Morgan EMBI Global Diversified3.51%12.26%–2.76% 0.49%3.60%5.30%6.03%
Managed Allocation Composite Index2.30%13.34% –2.12%4.15%5.96%5.79%7.53%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Moderate Growth Composite Index2.22%13.22%–0.77% 5.62%6.66%6.49%8.47%
Money Market Funds Average
MSCI AC World Index ex USA Net4.52%16.12%–11.00% –4.80%1.13%2.26%4.97%
MSCI US Broad Market Index2.40%22.27%–3.47% 6.56%10.03%10.04%13.78%
MSCI US Prime Market 750 Index2.33%21.92%–2.48% 8.01%10.89%10.68%14.08%
MSCI US Small Cap 1750 Index3.22%26.25%–13.00% –6.82%2.23%4.43%11.04%
NASDAQ Intl DividendAchieversSel Ix4.31%15.26% –6.31%0.42%4.88%
NASDAQ US Dividend Achievers Select0.04%14.02% –5.06%3.71%10.31%10.62%12.71%
NY Tax-Exempt Money Mkt Funds Avg
Real Estate Spliced Index2.47%13.50%–13.82% –6.82%2.32%5.47%9.79%
Russell 1000 Growth Index4.35%27.84%9.81% 23.28%18.99%15.89%17.23%
Russell 1000 Index2.21%21.82%–2.81% 7.48%10.64%10.47%13.97%
Russell 1000 Value Index–0.66%14.29% –16.26%–8.84%1.82%4.64% 10.41%
Russell 2000 Growth Index3.84%30.58%–3.06% 3.48%7.86%6.86%12.92%
Russell 2000 Index
Russell 2000 Value Index2.90%18.91%–23.50% –17.48%–4.35%1.26%7.82%
Russell 2500 Growth Index3.68%32.87%2.02% 9.21%12.10%9.57%14.45%
Russell 2500 Value Index1.86%20.60%–21.18% –15.50%–2.60%1.85%8.81%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Russell 3000 Index2.29%22.03%–3.48% 6.53%10.04%10.03%13.72%
Russell 3000 Value Index–0.46%14.55% –16.74%–9.42%1.41%4.41% 10.23%
Russell Midcap Growth Index2.34%30.26%4.16% 11.91%14.76%11.60%15.09%
Russell Midcap Value Index1.13%19.95%–18.09% –11.81%–0.54%3.32%10.29%
S&P 500 Growth Index4.10%26.23%7.93% 17.75%16.75%14.63%16.62%
S&P 500 Index1.99%20.54%–3.08% 7.51%10.73%10.73%13.99%
S&P 500 Value Index–0.95%13.15% –15.52%–4.50%3.74%5.98% 10.88%
S&P Completion Index4.05%31.14%–5.60% 1.08%6.32%6.64%12.26%
S&P EPAC SmallCap Index2.17%20.83%–12.67% –4.00%0.00%3.21%7.72%
S&P Global ex U.S. Property Index2.23%9.10%–21.11% –15.50%–1.33%0.83%
S&P MidCap 400 Growth Index1.37%25.92%–5.21% 0.56%5.85%7.18%12.64%
S&P MidCap 400 Index1.26%24.07%–12.78% –6.70%2.39%5.22%11.34%
S&P MidCap 400 Value Index1.12%21.74%–20.98% –14.75%–1.52%2.77%9.77%
S&P National AMT-Free Muni Bond Idx0.73%2.44% 2.00%4.23%4.08%3.83%4.04%
S&P SmallCap 600 Growth Index3.80%23.06%–11.54% –5.68%4.11%6.62%12.83%
S&P SmallCap 600 Index3.74%21.94%–17.85% –11.29%0.56%4.48%11.24%
S&P SmallCap 600 Value Index3.66%20.62%–24.46% –17.38%–3.15%2.19%9.58%
Spl BloomBarc US 5-10Yr G/Cr FltAdj1.11%4.81% 7.77%10.37%6.25%5.08%4.87%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Spl BloomBarc US Long Treasury Idx0.13%0.25%21.20% 25.41%12.04%9.26%7.74%
Spl BloomBarc US Treas 1-3 Yr Idx0.04%0.25%3.01% 4.14%2.71%1.87%1.36%
Spl BloomBarc US Treas 3-10 Yr Idx0.12%0.75%7.85% 9.20%5.14%3.82%3.45%
Spl BloomBarc US1-5YrGov/Cr FlAdjIx0.35%1.77% 3.98%5.43%3.49%2.63%2.22%
Spl BloomBarc USLongGv/Cr FltAdj Ix1.55%6.23% 12.82%18.91%10.33%8.98%7.84%
Spl Total International Stock Index4.37%17.05% –11.05%–4.42%1.10%2.42% 5.18%
Spliced Alternative Strategies Idx
Spliced BloomBarc USAgg Flt AdjIx0.68%3.03%6.30% 8.92%5.40%4.37%3.87%
Spliced Developed ex US Index3.42%16.40%–11.33% –4.71%0.83%2.39%5.93%
Spliced Emerging Markets Index7.45%19.00%–9.78% –3.16%2.05%2.03%3.11%
Spliced Energy Index–0.11%17.81% –33.93%–33.95%–8.92% –6.63%–1.13%
Spliced Equity Income Index–0.70%12.54% –14.40%–6.54%3.62%6.61% 11.89%
Spliced European Stock Index3.85%16.17%–12.96% –6.45%0.20%1.78%5.92%
Spliced Extended Market Index4.05%31.14%–5.60% 1.08%6.32%6.64%12.26%
Spliced Global Capital Cycles Index3.80%24.38% –5.30%2.28%3.86%5.75%–2.20%
Spliced Global Equity Index3.20%19.22%–6.25% 2.11%6.14%6.46%9.16%
Spliced Growth Index4.78%29.06%11.36% 24.84%18.08%14.97%16.84%
Spliced Health Care Index–0.73%15.33% 2.19%14.60%9.77%6.69%13.47%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Inst Total Stock Market Idx2.29%22.09% –3.40%6.47%10.04%10.03%13.75%
Spliced International Index4.52%16.12%–11.00% –4.80%1.13%2.26%4.97%
Spliced Large Cap Index2.20%21.42%–2.16% 8.39%11.04%10.80%14.10%
Spliced Market Neutral Index USD
Spliced Mega Cap Growth Index5.22%28.81%12.70% 27.53%19.06%15.98%17.36%
Spliced Mega Cap Index2.25%20.79%–1.19% 10.10%11.94%11.56%14.40%
Spliced Mega Cap Value Index–1.35% 11.80%–14.72%–6.39%4.73% 7.01%11.43%
Spliced Mid Cap Growth Idx2.78%30.61%4.43% 11.56%12.92%10.18%14.32%
Spliced Mid Cap Index1.97%24.97%–7.20% –0.20%6.47%7.01%12.52%
Spliced Mid Cap Value Index1.01%18.61%–18.59% –11.85%–0.01%3.64%10.51%
Spliced NJ Tax-Ex Money Mkt Fds Avg
Spliced PA Tax-Ex Money Mkt Fds Avg
Spliced Pacific Stock Index2.84%15.65%–8.58% –1.55%1.68%3.37%5.95%
Spliced Small and Mid Cap Index2.62%26.27%–9.74% –3.17%5.17%6.29%12.17%
Spliced Small Cap Growth Index3.01%32.91%0.75% 7.80%11.81%9.23%13.85%
Spliced Small Cap Index2.53%26.66%–11.44% –5.65%3.98%5.38%11.57%
Spliced Small Cap Value Index2.07%20.75%–21.37% –16.54%–2.58%2.00%9.39%
Spliced Social Index3.01%23.39%–1.22% 11.29%12.75%11.73%14.99%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Total Stock Market Index2.29%22.09%–3.40% 6.47%10.04%10.03%13.74%
Spliced Total World Stock Index3.16%19.85%–6.76% 1.72%5.99%6.53%9.40%
Spliced US IMI Consumer Stapl 25/50–0.17% 9.43%–5.99%3.26%4.75%6.72%11.86%
Spliced US IMI Energy 25/50–0.84%33.32% –36.55%–38.06%–14.11% –10.80%–0.95%
Spliced US IMI Financials 25/500.43%13.57%–23.98% –14.88%–0.62%5.20%9.64%
Spliced US IMI Health Care 25/50–1.53% 16.47%1.18%12.47%11.16%8.41%16.26%
Spliced US IMI Industrials 25/502.08%18.22%–14.70% –9.04%2.32%6.65%11.96%
Spliced US IMI Materials 25/502.00%26.19%–9.09% –3.81%1.73%4.65%9.58%
Spliced US IMI Utilities 25/50–4.71% 2.43%–12.00%–3.87%6.06% 10.16%11.43%
Spliced Value Index–0.97%12.73% –15.46%–7.45%3.89%6.47% 11.27%
STAR Composite Index2.26%14.13%–0.53% 6.22%7.07%6.80%8.66%
Target Retirement 2015 Composite Ix1.62%8.95% 1.28%6.07%6.12%5.74%7.75%
Target Retirement 2020 Composite Ix1.98%11.45% 0.00%5.76%6.48%6.26%8.58%
Target Retirement 2025 Composite Ix2.22%13.22% –0.87%5.56%6.75%6.61%9.16%
Target Retirement 2030 Composite Ix2.41%14.53% –1.78%5.10%6.82%6.78%9.64%
Target Retirement 2035 Composite Ix2.59%15.85% –2.72%4.59%6.86%6.94%10.12%
Target Retirement 2040 Composite Ix2.77%17.17% –3.69%4.04%6.88%7.08%10.37%
Target Retirement 2045 Composite Ix2.94%18.49% –4.58%3.52%6.79%7.10%10.38%

BenchmarkReturns as of 06/30/2020Month End YTD
as of
06/30/2020
Average Annual Total
Returns as of 06/30/2020
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2050 Composite Ix2.94%18.49% –4.58%3.52%6.79%7.10%10.38%
Target Retirement 2055 Composite Ix2.94%18.49% –4.58%3.52%6.79%7.10%10.38%
Target Retirement 2060 Composite Ix2.94%18.49% –4.58%3.52%6.79%7.10%
Target Retirement 2065 Composite Ix2.94%18.49% –4.58%3.52%6.79%
Target Retirement Income Compos. Ix1.47%7.95% 1.95%6.26%5.71%5.18%6.04%
Tax-Exempt Money Mkt Funds Average
Tax-Managed Balanced Compos. Index1.49%12.20% 0.89%7.25%7.80%7.39%9.08%
US Gov't Money Market Funds Average
Wellesley Income Composite Index
Wellington Composite Index1.76%15.31%0.50% 8.77%9.40%9.05%10.94%

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