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Vanguard - Benchmark Returns

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Benchmark Returns

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index0.27%2.02%2.02% 13.28%10.68%15.39%7.02%
Barclays 1 Year Municipal Index0.04%0.24%0.24% 0.76%0.98%1.34%2.21%
Barclays 1-15 Year Municipal Index–0.16% 2.26%2.26%0.83%4.59%4.63%4.16%
Barclays 1-5 Year Municipal Index–0.45% 0.55%0.55%0.98%2.35%2.72%3.12%
Barclays CA Municipal Index0.30%3.77%3.77% 1.63%7.15%6.69%4.78%
Barclays GA ex-USD FlAj RIC CpIxHgd0.33%2.29% 2.29%2.63%
Barclays MA Municipal Index0.11%2.94%2.94% 0.61%5.27%5.16%4.44%
Barclays Municipal Bond Index0.17%3.32%3.32% 0.39%5.79%5.71%4.45%
Barclays Municipal CA Intermed Idx–0.58% 2.30%2.30%1.69%5.77%5.80%4.70%
Barclays NJ Municipal Index0.02%3.31%3.31% 0.78%6.44%5.76%4.61%
Barclays NY Municipal Index0.10%2.95%2.95% 0.63%5.34%5.44%4.38%
Barclays OH Municipal Index0.15%3.27%3.27% 1.01%5.63%6.01%4.03%
Barclays PA Municipal Index0.31%3.30%3.30% 1.12%5.98%5.49%4.58%
Barclays US 0-5 Year TIPS Index–0.39% 0.18%0.18%–1.78%1.04%
Barclays US 1-3Yr Gov Flt Adj Idx–0.11% 0.14%0.14%0.39%0.84%
Barclays US 1-5 Year Credit Index–0.20% 0.75%0.75%1.44%3.22%5.59%4.03%
Barclays US 1-5 Year Treasury Index–0.30% 0.24%0.24%–0.06%1.44%1.64%2.97%
Barclays US 1-5 Yr Corporate Index–0.20% 0.82%0.82%1.69%3.54%6.35%4.19%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index–0.29% 0.25%0.25%–0.03%1.41%1.71%3.01%
Barclays US 10+ Year Corp Index0.64%6.17%6.17% 2.01%9.18%13.32%6.54%
Barclays US 3-10Yr Gov Flt Adj Idx–0.65% 1.09%1.09%–1.74%3.59%
Barclays US 5-10 Year Corp Index–0.09% 2.89%2.89%0.69%6.42%10.74%5.57%
Barclays US 5-10 Year Credit Index–0.06% 2.88%2.88%0.40%6.25%10.13%5.61%
Barclays US 5-10 Yr Treasury Index–0.72% 1.79%1.79%–3.09%4.45%3.53%4.79%
Barclays US Corp High Yield Index0.24%2.98%2.98% 7.54%9.00%18.25%8.68%
Barclays US GNMA Index–0.41%1.77% 1.77%–0.18%3.04%3.91%4.70%
Barclays US Long Credit A/Better Ix0.49%6.13% 6.13%0.52%9.01%11.55%6.13%
Barclays US Long Gov Flt Adj Idx0.67%7.01%7.01% –4.18%8.19%
Barclays US Long Treasury Index0.66%7.10%7.10% –4.18%8.34%4.81%6.12%
Barclays US MBS Float Adj Index–0.29% 1.49%1.49%0.49%2.81%
Barclays US Trsy Inflat Prtcd Index–0.47% 1.95%1.95%–6.49%3.50%4.91%4.53%
Barclays USD EmergMkt GovRIC Cap Ix0.97%3.08% 3.08%–0.20%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.02%0.99%
Citigroup 3-Month US T-Bill Index0.00%0.01%0.01% 0.05%0.05%0.08%1.56%
Conservative Growth Composite Index0.17%1.90% 1.90%7.82%6.82%10.83%5.72%
Convertibles Composite Index–1.13% 3.29%3.29%18.45%9.03%17.99%6.50%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
Dividend Growth Spliced Index0.83%0.39%0.39% 16.88%13.20%20.11%7.08%
FTSE All-World ex US Index0.37%0.51%0.51% 12.50%4.29%15.93%7.76%
FTSE Emerging Index3.89%–0.13% –0.13%–2.41%–3.34% 14.47%10.38%
FTSE Global All Cap Index Hedged0.36%1.12%1.12% 17.38%10.12%17.53%7.55%
FTSE Global Small-Cap ex US Index0.12%4.46%4.46% 17.47%5.18%20.84%
FTSE High Dividend Yield Index2.50%1.97%1.97% 18.74%16.15%21.89%8.00%
Growth Composite Index0.38%1.81%1.81% 15.74%10.36%17.06%7.03%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%1.18%
Income Composite Index0.06%1.93%1.93% 4.01%5.24%7.84%5.05%
Inst Money Market Funds Average0.00%0.00%0.00% 0.00%0.02%0.06%1.62%
Managed Payout Composite Index0.30%2.63%2.63% 9.73%6.76%14.17%
Moderate Growth Composite Index0.28%1.86%1.86% 11.75%8.91%14.13%6.56%
Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.01%1.36%
MSCI US Broad Market Index0.51%2.01%2.01% 22.76%14.68%22.09%8.08%
MSCI US Prime Market 750 Index0.64%1.94%1.94% 22.23%14.68%21.46%7.87%
MSCI US Small Cap 1750 Index–0.36% 2.45%2.45%26.27%14.60%26.94%9.93%
NASDAQ US Dividend Achievers Select0.83%0.39% 0.39%16.88%13.20%19.02%
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.01%0.03%1.02%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
REIT Spliced Index0.54%9.98%9.98%4.28% 10.65%28.67%8.34%
Russell 1000 Growth Index–1.01%1.12% 1.12%23.22%14.62%21.68%7.86%
Russell 1000 Index0.64%2.05%2.05%22.41% 14.75%21.73%7.80%
Russell 1000 Value Index2.39%3.02%3.02% 21.57%14.80%21.75%7.58%
Russell 2000 Growth Index–2.46%0.48% 0.48%27.19%13.61%25.24%8.87%
Russell 2000 Index–0.68%1.12% 1.12%24.90%13.18%24.31%8.53%
Russell 2000 Value Index1.24%1.78%1.78% 22.65%12.74%23.33%8.07%
Russell 2500 Growth Index–2.12%1.04% 1.04%26.66%13.93%25.82%9.64%
Russell 2500 Value Index1.37%3.52%3.52% 21.76%13.88%24.81%9.01%
Russell 3000 Growth Index–1.13%1.07% 1.07%23.53%14.53%21.94%7.95%
Russell 3000 Index0.53%1.97%1.97%22.61% 14.61%21.93%7.86%
Russell 3000 Value Index2.30%2.92%2.92% 21.65%14.63%21.88%7.62%
Russell Midcap Growth Index–1.85%2.04% 2.04%24.22%13.52%24.73%9.47%
Russell Midcap Value Index1.54%5.22%5.22% 22.95%15.17%26.35%10.24%
S&P 500 Growth Index–0.73%1.39% 1.39%23.12%15.39%21.10%7.93%
S&P 500 Index0.84%1.81%1.81%21.86% 14.66%21.16%7.42%
S&P 500 Value Index2.58%2.26%2.26%20.54% 13.96%21.32%7.10%
S&P Completion Index–0.74%2.77% 2.77%25.81%14.30%25.95%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
S&P EPAC SmallCap Index–0.42%3.73% 3.73%23.43%9.18%20.75%9.09%
S&P Global ex U.S. Property Index0.68%–0.60% –0.60%–2.18%6.50%
S&P MidCap 400 Growth Index–0.46%2.14% 2.14%20.92%12.77%25.05%10.63%
S&P MidCap 400 Index0.37%3.04%3.04%21.24% 13.37%24.86%10.14%
S&P MidCap 400 Value Index1.25%3.99%3.99% 21.58%14.03%24.71%10.09%
S&P SmallCap 600 Growth Index0.09%0.08%0.08% 27.59%15.81%26.74%10.93%
S&P SmallCap 600 Index0.70%1.13%1.13% 27.81%15.95%26.21%10.11%
S&P SmallCap 600 Value Index1.28%2.13%2.13% 28.00%16.16%25.75%9.87%
Spl Barclays US 5-10Yr G/Cr Flt Adj–0.38% 2.33%2.33%–1.35%5.35%6.73%5.19%
Spl Barclays US1-5YrGov/Cr FlAdj Ix–0.26% 0.40%0.40%0.42%1.93%2.84%3.27%
Spl Barclays USLongGv/Cr Flt Adj Ix0.75%6.55% 6.55%–0.88%8.99%9.14%6.50%
Spl Total International Stock Index0.34%0.92% 0.92%12.79%4.32%15.45%6.91%
Spliced Barclays USAgg Float Adj Ix–0.15% 1.85%1.85%–0.05%3.83%4.86%4.49%
Spliced Dev ex North America Index–0.51% 0.54%0.54%17.36%7.15%15.98%6.51%
Spliced Emerging Markets Index3.89%–0.13% –0.13%–2.65%–3.33% 14.15%9.91%
Spliced Energy Index2.28%0.99%0.99%10.70% 0.16%11.32%10.45%
Spliced Equity Income Index2.50%1.97%1.97% 18.74%16.15%21.89%8.52%
Spliced European Stock Index–0.96% 2.20%2.20%25.07%8.53%17.58%7.46%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Extended Market Index–0.74% 2.77%2.77%25.81%14.30%25.95%9.87%
Spliced Glbl Custom Metals & Mining–4.35% 5.45%5.45%–16.35%–17.89% 5.26%5.36%
Spliced Global Equity Index0.44%1.08%1.08% 16.55%8.55%17.80%7.13%
Spliced Growth Index–1.58%0.80% 0.80%22.17%14.95%21.65%8.01%
Spliced Health Care Index–1.74%5.69% 5.69%25.89%20.75%20.34%8.44%
Spliced Inst Total Stock Market Idx0.52%2.04% 2.04%22.75%14.69%22.10%8.07%
Spliced International Index0.26%0.51%0.51% 12.36%4.15%14.10%5.65%
Spliced Large Cap Index0.68%1.92%1.92% 22.15%14.64%21.44%7.86%
Spliced Mega Cap Growth Index–1.54% 0.24%0.24%22.38%15.62%21.16%7.69%
Spliced Mega Cap Index0.88%1.64%1.64% 21.81%14.87%20.70%7.43%
Spliced Mega Cap Value Index2.80%2.72%2.72% 21.52%14.08%20.26%7.08%
Spliced Mid Cap Growth Idx–1.65%2.69% 2.69%20.74%11.70%23.80%9.22%
Spliced Mid Cap Index–0.28%3.30% 3.30%23.76%13.67%25.11%9.98%
Spliced Mid Cap Value Index1.06%3.91%3.91% 25.21%15.50%26.26%10.45%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.00%0.00%0.02%1.00%
Spliced OH Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.00%0.00%0.03%1.05%
Spliced PA Tax-Ex Money Mkt Fds Avg0.00%0.00% 0.00%0.00%0.00%0.02%1.03%
Spliced Pacific Stock Index0.20%–2.38% –2.38%5.32%5.21%13.49%4.79%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Small and Mid Cap Index–0.28% 3.07%3.07%25.23%14.28%26.01%9.99%
Spliced Small Cap Growth Index–2.23% 1.60%1.60%24.69%13.60%26.99%10.18%
Spliced Small Cap Index–0.30%2.62% 2.62%25.33%14.29%26.74%9.84%
Spliced Small Cap Value Index1.36%3.49%3.49% 24.80%14.66%26.27%9.29%
Spliced Social Index0.66%2.79%2.79%25.88% 16.59%23.37%6.28%
Spliced Total Stock Market Index0.52%2.04%2.04% 22.70%14.67%22.08%8.05%
Spliced Total World Stock Index0.46%1.43%1.43% 17.53%9.02%18.35%
Spliced US IMI Consumer Discr 25/50–2.40% –2.04%–2.04%25.99%20.40% 30.22%9.18%
Spliced US IMI Consumer Stapl 25/502.24%0.65% 0.65%12.59%16.56%19.24%9.89%
Spliced US IMI Energy 25/502.48%1.54%1.54% 15.43%5.14%17.12%13.16%
Spliced US IMI Financials 25/502.63%2.74%2.74% 22.06%12.79%21.67%1.16%
Spliced US IMI Health Care 25/50–2.04% 5.77%5.77%30.63%23.20%22.73%9.85%
Spliced US IMI Industrials 25/500.67%0.62%0.62% 27.50%14.69%26.43%9.65%
Spliced US IMI Info Tech 25/50–0.28% 2.23%2.23%27.13%13.87%22.21%8.06%
Spliced US IMI Materials 25/500.79%2.98%2.98% 22.25%8.97%21.80%9.89%
Spliced US IMI Telecom Serv 25/504.89%1.33%1.33% 18.55%11.21%15.20%7.99%
Spliced US IMI Utilities 25/503.22%9.49%9.49% 11.01%13.78%15.69%9.85%
Spliced Value Index2.61%2.84%2.84%21.99% 14.27%21.21%7.60%

BenchmarkReturns as of 03/31/2014Month End YTD
as of
03/31/2014
Average Annual Total
Returns as of 03/31/2014
1 Month3 Month1 Year3 Year5 Year10 Year
STAR Composite Index0.22%1.59%1.59%12.23% 8.91%14.51%6.83%
Target Retirement 2010 Composite Ix0.14%1.69% 1.69%7.51%7.17%12.27%
Target Retirement 2015 Composite Ix0.23%1.78% 1.78%10.28%8.12%13.84%6.06%
Target Retirement 2020 Composite Ix0.29%1.85% 1.85%12.33%9.04%15.24%
Target Retirement 2025 Composite Ix0.33%1.84% 1.84%13.82%9.58%16.36%6.48%
Target Retirement 2030 Composite Ix0.37%1.81% 1.81%15.32%10.11%17.47%
Target Retirement 2035 Composite Ix0.41%1.79% 1.79%16.84%10.62%18.45%6.99%
Target Retirement 2040 Composite Ix0.43%1.77% 1.77%17.77%11.04%18.74%
Target Retirement 2045 Composite Ix0.43%1.77% 1.77%17.77%11.04%18.74%7.34%
Target Retirement 2050 Composite Ix0.43%1.77% 1.77%17.77%11.04%18.74%
Target Retirement 2055 Composite Ix0.43%1.77% 1.77%17.77%11.04%
Target Retirement 2060 Composite Ix0.43%1.77% 1.77%17.77%
Target Retirement Income Compos. Ix0.08%1.63% 1.63%5.16%6.37%9.45%5.34%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.01%0.00%0.02%0.97%
Tax-Managed Balanced Compos. Index0.25%2.20%2.20% 11.29%9.96%13.32%6.56%
US Gov't Money Market Funds Average0.00%0.00% 0.00%0.00%0.00%0.01%1.33%
Wellesley Income Composite Index0.83%2.33%2.33% 6.72%9.04%12.63%6.40%
Wellington Composite Index0.52%2.07%2.07% 14.08%11.44%16.51%6.72%

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

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