Benchmark Returns

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index1.85%5.75%8.29% 24.84%14.06%12.29%10.55%
BloomBarc 1 Year Municipal Index–0.01% 0.10%0.31%0.79%1.76%1.36%1.09%
BloomBarc 1-15 Year Municipal Index0.13%0.90% 0.57%3.08%4.45%2.82%3.52%
BloomBarc 1-5 Year Municipal Index0.01%0.30%0.30% 1.57%2.85%1.91%1.92%
BloomBarc CA Municipal Index0.26%1.34%0.66% 3.39%4.88%3.11%4.59%
BloomBarc GA Credit Idx Hedged USD1.02%2.10%–1.04% 3.11%6.44%4.46%4.83%
BloomBarc GA ex-USD FlAdjRIC Cp Hgd0.41%0.26% –1.97%0.15%4.12%3.01%
BloomBarc MA Municipal Index0.20%1.17%0.51% 3.16%4.87%2.92%3.99%
BloomBarc Municipal Bond Index0.27%1.42%1.06% 4.17%5.10%3.25%4.28%
BloomBarc Municipal CA Intermed Idx0.04%0.66% –0.26%1.92%4.19%2.58%3.68%
BloomBarc NJ Municipal Index0.51%1.98%2.50% 9.00%6.41%4.46%5.05%
BloomBarc NY Municipal Index0.33%1.88%1.48% 4.53%4.88%3.06%4.08%
BloomBarc OH Municipal Index0.20%1.34%0.76% 3.59%5.07%3.15%4.23%
BloomBarc PA Municipal Index0.37%1.56%1.48% 4.80%5.62%3.63%4.62%
BloomBarc US 0-5 Year TIPS Index0.03%1.69%2.78% 5.95%4.19%2.84%1.70%
BloomBarc US 1-5 Year Credit Index–0.13% 0.61%0.04%1.81%4.43%2.92%2.79%
BloomBarc US 1-5 Year Treasury Idx–0.26% 0.10%–0.48%–0.35%3.30%1.77% 1.59%
BloomBarc US 1-5 Yr Corporate Index–0.12% 0.70%0.10%2.17%4.63%3.11%3.01%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
BloomBarc US 1-5 Yr Government Idx–0.26% 0.10%–0.47%–0.32%3.29%1.78% 1.59%
BloomBarc US 10+ Year Corp Index3.70%6.64%–2.44% 4.54%11.07%6.88%7.68%
BloomBarc US 5-10 Year Corp Index0.94%2.85%–1.15% 3.02%7.88%4.79%5.31%
BloomBarc US 5-10 Year Credit Index0.92%2.79% –1.22%2.81%7.68%4.63%5.14%
BloomBarc US 5-10 Yr Treasury Index0.37%1.84% –2.69%–3.14%5.48%2.32%3.40%
BloomBarc US Agg Float Adj Index0.77%1.96%–1.67% –0.33%5.44%3.07%3.44%
BloomBarc US GNMA Index–0.03%–0.02% –1.00%–0.95%3.45%2.04%2.46%
BloomBarc US Long Treasury Index3.57%6.46%–7.92% –10.58%7.99%3.13%6.66%
BloomBarc US LongCredit A/Better Ix3.47%6.32% –3.58%1.24%10.11%5.85%7.38%
BloomBarc US MBS Float Adj Index–0.05% 0.28%–0.78%–0.39%3.71%2.24% 2.58%
BloomBarc US Treas Bellwether:1Yr–0.02% 0.02%0.10%0.25%2.02%1.52%0.95%
BloomBarc US Trsy Inflat Prtcd Idx0.61%3.25%1.73% 6.51%6.53%4.17%3.40%
BloomBarc USD EmergMkt GovRIC CapIx0.79%4.22% –1.17%7.13%6.59%4.73%
Bloomberg Commodity Index TR1.85%13.30%21.15% 45.61%3.90%2.40%–4.44%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.01% 0.02%0.57%0.49%0.25%
Communication Services Spliced Idx4.07%10.98% 20.15%55.85%20.41%10.01%10.30%
Conservative Growth Composite Index0.91%3.76% 4.03%15.10%9.60%8.23%6.99%
Consumer Discretionary Spliced Idx3.11%6.51%14.32% 59.93%24.58%22.60%18.74%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index2.55%8.29%15.25% 44.35%18.76%17.91%14.69%
Dividend Growth Spliced Index–0.10% 5.79%10.46%34.52%17.30%15.48%13.09%
FTSE All-World ex US Index–0.66%5.52% 9.43%36.44%9.80%11.35%5.78%
FTSE All-World Index1.23%7.35%12.49% 39.62%14.89%14.97%10.25%
FTSE AW ex US High Div Yield Idx–1.54% 5.11%13.39%38.47%7.14%9.35%4.58%
FTSE Emerging Index–0.02%5.18% 8.12%38.81%11.69%12.45%4.33%
FTSE Global All Cap Index Hdg.2.00%6.88%13.75% 38.42%15.11%15.42%11.68%
FTSE Global Small-Cap ex US Index–0.51% 7.02%12.15%44.44%8.25%10.79%5.90%
FTSE High Dividend Yield Index–1.16% 4.54%16.07%37.17%11.71%11.48%12.35%
Global Wellesley Income Comp Index0.02%2.82%4.15% 13.88%7.42%
Global Wellington Composite Index1.20%5.57%7.95% 25.68%12.28%
Growth Composite Index1.15%6.10%10.04% 32.37%13.66%13.18%10.32%
High-Yield Corporate Composite Idx1.20%2.44%2.75% 12.64%7.74%7.01%6.38%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.02%0.90%0.72%0.36%
Income Composite Index0.79%2.60%1.11% 7.22%7.38%5.67%5.28%
Information Technology Spliced Idx7.32%11.50% 13.12%44.34%31.63%31.69%21.77%
JP Morgan EMBI Global Diversified0.73%4.06%–0.66% 7.53%6.71%4.86%5.65%
Managed Allocation Composite Index1.10%5.52%8.15% 25.85%11.58%10.65%7.87%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Moderate Growth Composite Index1.03%4.93%7.01% 23.47%11.70%10.73%8.76%
MSCI AC World Index ex USA Net–0.65% 5.48%9.16%35.72%9.38%11.08%5.45%
MSCI US Broad Market Index2.59%8.42%15.37% 44.64%18.83%17.98%14.77%
MSCI US Prime Market 750 Index2.69%8.75%14.90% 42.86%19.36%18.15%15.00%
MSCI US Small Cap 1750 Index1.71%5.25%19.78% 64.08%14.49%16.31%12.87%
NASDAQ Intl DividendAchieversSel Ix0.35%6.38% 7.83%32.76%12.36%11.52%
NASDAQ US Dividend Achievers Select–0.10% 5.79%10.46%34.52%17.30%15.48%13.09%
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.01%0.61%0.52%0.26%
Real Estate Spliced Index2.63%11.69%21.44% 34.50%12.03%7.18%9.82%
Russell 1000 Growth Index6.27%11.93%12.99% 42.50%25.14%23.66%17.87%
Russell 1000 Index2.51%8.54%14.95%43.07% 19.16%17.99%14.90%
Russell 1000 Value Index–1.15%5.21% 17.05%43.68%12.42%11.87%11.61%
Russell 2000 Growth Index4.69%3.92%8.98% 51.36%15.94%18.76%13.52%
Russell 2000 Index1.94%4.29%17.54%62.03% 13.52%16.47%12.34%
Russell 2000 Value Index–0.61%4.56% 26.69%73.28%10.27%13.62%10.85%
Russell 2500 Growth Index5.37%6.04%8.67% 49.63%20.15%20.68%14.83%
Russell 2500 Value Index–1.32%5.00% 22.68%63.23%10.60%12.29%10.93%
Russell 3000 Index2.47%8.24%15.11%44.16% 18.73%17.89%14.70%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Russell Midcap Growth Index6.80%11.07%10.44% 43.77%22.39%20.52%15.13%
Russell Midcap Value Index–1.16%5.66% 19.45%53.06%11.86%11.79%11.75%
S&P 500 Growth Index5.68%11.93%14.31% 41.36%23.08%21.83%17.29%
S&P 500 Index2.33%8.55%15.25%40.79% 18.67%17.65%14.84%
S&P 500 Value Index–1.17%4.99% 16.30%39.54%13.14%12.54%11.85%
S&P Completion Index3.46%7.12%15.42% 61.60%18.50%18.73%13.93%
S&P EPAC SmallCap Index–1.17%5.31% 9.16%42.23%8.53%11.83%8.14%
S&P Global ex U.S. Property Index–0.82% 4.57%7.13%25.81%3.76%5.65%5.17%
S&P MidCap 400 Growth Index1.07%3.43%12.28% 45.43%14.23%15.25%12.63%
S&P MidCap 400 Index–1.02%3.64% 17.59%53.24%13.17%14.29%12.40%
S&P MidCap 400 Value Index–2.81%3.84% 22.97%61.43%11.52%12.81%11.88%
S&P National AMT-Free Muni Bond Idx0.26%1.53% 1.12%4.04%4.93%3.09%4.09%
S&P SmallCap 600 Growth Index1.56%3.76%16.49% 57.49%13.21%16.91%13.95%
S&P SmallCap 600 Index0.33%4.51%23.56% 67.40%12.20%15.82%13.49%
S&P SmallCap 600 Value Index–0.69% 5.17%30.59%77.26%10.78%14.42%12.88%
Spl BloomBarc US 5-10Yr G/Cr FltAdj0.63%2.30% –1.96%–0.18%6.65%3.50%4.29%
Spl BloomBarc US Long Treasury Idx3.57%6.46%–7.92% –10.58%7.99%3.19%6.62%
Spl BloomBarc US Treas 1-3 Yr Idx–0.17% –0.04%–0.09%0.05%2.72%1.61% 1.22%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spl BloomBarc US Treas 3-10 Yr Idx0.00%1.09%–1.87% –2.04%4.87%2.21%2.87%
Spl BloomBarc US1-5YrGov/Cr FlAdjIx–0.22% 0.27%–0.30%0.40%3.70%2.18%1.98%
Spl BloomBarc USLongGv/Cr FltAdj Ix3.56%6.44% –4.64%–1.86%9.93%5.45%7.30%
Spl Total International Stock Index–0.64% 5.67%9.70%37.20%9.64%11.29%5.79%
Spliced Alternative Strategies Idx0.00%0.01%0.03% 0.08%3.10%3.89%
Spliced BloomBarc USAgg Flt AdjIx0.77%1.96%–1.67% –0.33%5.44%3.07%3.44%
Spliced Developed ex US Index–0.95% 5.69%9.98%36.43%9.08%11.00%6.42%
Spliced Emerging Markets Index0.24%5.70%8.99% 39.54%11.65%12.10%4.02%
Spliced Energy Index0.46%4.84%14.46% 12.90%–11.72%–3.08%–3.46%
Spliced Equity Income Index–1.16%4.54% 16.07%37.17%11.71%11.48%12.35%
Spliced European Stock Index–1.61% 7.56%12.06%37.16%9.09%10.95%6.01%
Spliced Extended Market Index3.46%7.12%15.42% 61.60%18.50%18.73%13.93%
Spliced Global Capital Cycles Index–1.03% 6.72%11.78%39.83%10.49%11.03%–1.89%
Spliced Global Equity Index1.32%7.39%12.30% 39.26%14.57%14.61%9.90%
Spliced Growth Index5.99%11.71%13.39% 42.83%25.35%23.09%17.52%
Spliced Health Care Index2.89%9.38%9.86% 23.48%15.76%12.36%13.08%
Spliced Inst Total Stock Market Idx2.55%8.29% 15.25%44.35%18.76%17.91%14.72%
Spliced International Index–0.65%5.48% 9.16%35.72%9.38%11.08%5.45%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Large Cap Index2.72%8.78%14.94% 42.26%19.38%18.15%14.98%
Spliced Market Neutral Index USD0.00%0.01%0.03% 0.08%1.31%1.14%0.59%
Spliced Mega Cap Growth Index5.96%12.03%13.78% 42.45%25.86%23.95%18.22%
Spliced Mega Cap Index2.92%9.05%14.86% 41.28%19.92%18.60%15.33%
Spliced Mega Cap Value Index–0.84% 5.35%16.04%39.46%13.32%13.12%12.37%
Spliced Mid Cap Growth Idx5.61%10.27%11.65% 43.86%21.62%19.27%14.17%
Spliced Mid Cap Index1.81%7.59%15.31% 46.93%16.51%15.78%13.16%
Spliced Mid Cap Value Index–1.94%4.85% 19.23%50.11%11.08%12.12%11.96%
Spliced Pacific Stock Index–0.21%2.08% 4.78%32.88%8.34%11.08%6.96%
Spliced Small and Mid Cap Index1.43%6.49%17.97% 56.23%16.25%16.57%13.49%
Spliced Small Cap Growth Index4.77%5.81%8.52% 45.79%18.83%19.37%13.80%
Spliced Small Cap Index1.43%5.59%16.38% 56.47%14.73%15.94%12.87%
Spliced Small Cap Value Index–0.94% 5.40%23.14%65.61%10.82%12.78%11.86%
Spliced Social Index3.27%9.31%14.45% 42.25%20.81%19.92%16.33%
Spliced Total Stock Market Index2.55%8.29%15.25% 44.35%18.76%17.91%14.71%
Spliced Total World Stock Index1.14%7.19%12.65% 40.91%14.65%14.89%10.25%
Spliced U.S. Government Money Market Funds Average0.00% 0.00%0.01%0.03%1.04%0.89%0.44%
Spliced US IMI Consumer Stapl 25/50–0.66% 3.17%6.04%25.24%13.76%8.12%11.58%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Energy 25/505.27%12.82%49.13% 57.40%–6.59%–0.98%–0.75%
Spliced US IMI Financials 25/50–2.77% 7.68%25.44%61.69%13.00%16.35%13.37%
Spliced US IMI Health Care 25/503.37%8.50%11.18% 29.96%17.68%15.42%16.24%
Spliced US IMI Industrials 25/50–1.88% 4.22%16.22%53.18%15.08%15.09%13.09%
Spliced US IMI Materials 25/50–5.11% 5.04%15.91%52.41%13.46%14.22%9.99%
Spliced US IMI Utilities 25/50–1.81% –0.36%2.65%15.78%9.62%7.35%10.56%
Spliced Value Index–1.19%5.25% 16.82%41.31%12.86%13.05%12.31%
STAR Composite Index1.17%5.24%7.95%25.06% 12.50%11.41%9.04%
Target Retirement 2015 Composite Ix0.77%3.41% 3.78%13.75%8.77%8.04%7.18%
Target Retirement 2020 Composite Ix0.90%4.22% 5.61%19.17%10.38%9.72%8.31%
Target Retirement 2025 Composite Ix1.01%4.83% 6.83%23.06%11.52%10.92%9.05%
Target Retirement 2030 Composite Ix1.07%5.29% 7.96%26.38%12.29%11.86%9.64%
Target Retirement 2035 Composite Ix1.11%5.73% 9.10%29.72%13.02%12.77%10.21%
Target Retirement 2040 Composite Ix1.16%6.17% 10.25%33.13%13.73%13.68%10.73%
Target Retirement 2045 Composite Ix1.20%6.61% 11.40%36.62%14.47%14.31%11.03%
Target Retirement 2050 Composite Ix1.21%6.69% 11.58%37.02%14.58%14.38%11.06%
Target Retirement 2055 Composite Ix1.21%6.69% 11.58%37.02%14.58%14.38%11.06%
Target Retirement 2060 Composite Ix1.21%6.69% 11.58%37.02%14.58%14.38%

BenchmarkReturns as of 06/30/2021Month End YTD
as of
06/30/2021
Average Annual Total
Returns as of 06/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2065 Composite Ix1.21%6.69% 11.58%37.02%14.58%
Target Retirement Income Compos. Ix0.74%3.23% 3.34%12.22%8.35%6.91%6.02%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.02%0.65%0.58%0.29%
Tax-Managed Balanced Compos. Index1.32%4.69%7.65% 21.80%12.29%10.64%9.49%
US Gov't Money Market Funds Average0.00%0.00% 0.01%0.01%0.86%0.69%0.34%
Wellesley Income Composite Index0.44%3.53%4.31% 12.74%8.81%6.77%7.35%
Wellington Composite Index1.97%6.58%9.09% 25.69%14.74%12.92%11.31%

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