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Benchmark Returns

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index3.02%2.29%2.23% 10.58%11.91%11.88%7.43%
Barclays 1 Year Municipal Index0.03%0.17%0.22% 0.61%0.71%0.97%2.21%
Barclays 1-15 Year Municipal Index–0.87% 0.90%0.63%4.50%2.96%4.12%4.41%
Barclays 1-5 Year Municipal Index–0.33% 0.27%0.52%1.30%1.45%2.15%3.23%
Barclays CA Municipal Index–0.91%1.35% 0.79%7.12%4.63%6.00%5.04%
Barclays GA ex-USD FlAj RIC CpIxHgd–0.28% 2.40%1.51%8.66%
Barclays MA Municipal Index–1.24%1.12% 0.55%6.09%3.33%4.64%4.77%
Barclays Municipal Bond Index–1.03% 1.23%0.72%6.49%3.73%5.00%4.75%
Barclays Municipal CA Intermed Idx–0.86% 0.98%0.89%4.23%3.55%5.17%4.94%
Barclays NJ Municipal Index–1.52%0.97% 0.24%5.32%3.62%4.88%4.76%
Barclays NY Municipal Index–1.09%1.11% 0.69%6.32%3.63%4.72%4.68%
Barclays OH Municipal Index–1.18%1.44% 0.82%7.06%4.11%4.77%4.42%
Barclays PA Municipal Index–1.12%1.19% 0.66%6.55%3.97%5.11%4.90%
Barclays US 0-5 Year TIPS Index–0.18% –0.60%0.74%–0.97%–0.35%
Barclays US 1-3Yr Gov Flt Adj Idx–0.22% 0.06%0.30%0.69%0.60%0.96%
Barclays US 1-5 Year Credit Index–0.19% 0.36%0.78%1.78%2.46%3.24%4.22%
Barclays US 1-5 Year Treasury Index–0.49% 0.15%0.48%1.11%0.79%1.61%3.19%
Barclays US 1-5 Yr Corporate Index–0.17% 0.47%0.88%1.93%2.74%3.56%4.39%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Barclays US 1-5 Yr Government Index–0.47% 0.16%0.48%1.12%0.81%1.58%3.21%
Barclays US 10+ Year Corp Index–2.31% 4.26%3.14%13.15%7.01%9.90%7.15%
Barclays US 3-10Yr Gov Flt Adj Idx–1.43% 0.83%1.11%3.63%1.76%3.94%
Barclays US 5-10 Year Corp Index–0.73% 1.91%2.26%6.53%5.11%7.06%6.04%
Barclays US 5-10 Year Credit Index–0.76% 1.73%2.13%6.53%4.94%6.89%6.08%
Barclays US 5-10 Yr Treasury Index–1.87% 1.26%1.38%5.24%2.12%5.00%5.44%
Barclays US GNMA Index–0.11%0.44% 0.34%4.07%2.04%3.82%4.86%
Barclays US Long Credit A/Better Ix–2.85% 4.56%2.89%14.20%6.69%9.89%6.91%
Barclays US Long Gov Flt Adj Idx–5.26% 5.58%2.71%20.48%5.87%9.83%
Barclays US Long Treasury Index–5.35% 5.70%2.75%20.78%5.90%9.93%7.70%
Barclays US MBS Float Adj Index–0.06% 0.77%0.63%4.40%2.40%3.49%
Barclays US Treas Bellwether:1Yr Ix–0.01% 0.04%0.08%0.24%0.27%0.38%1.99%
Barclays US Trsy Inflat Prtcd Index–1.20% 0.75%1.91%3.11%0.42%4.42%4.61%
Barclays USD EmergMkt GovRIC Cap Ix1.20%–1.13% 1.74%4.55%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%0.92%
Citigroup 3-Month US T-Bill Index0.00%0.00%0.00% 0.03%0.04%0.06%1.42%
Conservative Growth Composite Index1.70%1.98% 2.22%7.64%7.74%8.01%5.98%
Convertibles Composite Index3.90%3.63%4.22% 7.19%12.80%11.09%7.18%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Dividend Growth Spliced Index5.61%2.23%2.02% 12.84%15.39%14.57%7.37%
FTSE All-World ex US Index5.28%1.65%5.33% 1.69%6.85%6.94%6.00%
FTSE Emerging Index3.17%–0.97% 3.94%9.46%0.18%3.94%8.54%
FTSE Global All Cap Index Hedged5.64%4.43%5.22% 13.70%15.12%12.42%7.76%
FTSE Global Small-Cap ex US Index5.51%3.41%4.65% –3.93%6.62%8.15%6.62%
FTSE High Dividend Yield Index4.97%0.84%1.91% 16.34%17.45%16.72%7.94%
Growth Composite Index4.31%2.40%3.14% 9.37%12.38%11.90%7.03%
High-Yield Corporate Composite Idx2.11%1.92%3.03% 3.74%7.14%8.84%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.00%0.00%0.00%1.11%
Income Composite Index0.41%1.75%1.74% 6.71%5.42%6.18%5.42%
Inst Money Market Funds Average0.00%0.00%0.00% 0.00%0.02%0.03%1.50%
Managed Payout Composite Index3.18%1.69%2.59% 6.86%8.47%9.00%
Moderate Growth Composite Index3.00%2.20%2.68% 8.53%10.08%10.20%6.68%
Money Market Funds Average0.00%0.00%0.00% 0.00%0.00%0.00%1.29%
MSCI US Broad Market Index5.82%2.89%2.90% 14.22%18.07%16.47%8.52%
MSCI US Prime Market 750 Index5.77%2.62%2.87% 15.34%18.10%16.37%8.41%
MSCI US Small Cap 1750 Index6.23%4.91%3.20% 6.49%17.69%17.14%9.53%
NASDAQ US Dividend Achievers Select5.61%2.23% 2.02%12.84%15.39%14.57%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.00%0.00%0.01%0.94%
REIT Spliced Index–3.57%4.94% 2.95%22.69%15.44%17.74%9.44%
Russell 1000 Growth Index6.67%3.94%5.03% 16.24%18.05%17.21%9.28%
Russell 1000 Index5.78%2.63%2.87%14.88% 18.14%16.39%8.30%
Russell 1000 Value Index4.84%1.27%0.65% 13.49%18.11%15.51%7.21%
Russell 2000 Growth Index7.20%7.86%4.75% 7.37%17.83%17.96%9.40%
Russell 2000 Index5.94%5.45%2.53%5.63% 16.58%15.97%8.31%
Russell 2000 Value Index4.64%3.03%0.29% 3.96%15.32%13.97%7.13%
Russell 2500 Growth Index7.36%7.05%5.71% 9.62%17.94%18.40%10.15%
Russell 2500 Value Index4.62%3.45%1.98% 6.95%16.87%15.46%8.21%
Russell 3000 Growth Index6.71%4.23%5.01% 15.51%18.03%17.27%9.29%
Russell 3000 Index5.79%2.84%2.85%14.12% 18.02%16.36%8.30%
Russell 3000 Value Index4.82%1.40%0.62% 12.70%17.89%15.39%7.20%
Russell Midcap Growth Index6.88%4.78%5.08% 13.10%18.16%17.92%9.99%
Russell Midcap Value Index4.10%3.38%2.61% 13.63%19.57%17.53%9.59%
S&P 500 Growth Index5.98%3.22%4.21%17.22% 18.76%17.46%9.10%
S&P 500 Index5.75%2.31%2.57%15.51% 18.00%16.18%7.99%
S&P 500 Value Index5.49%1.35%0.81%13.62% 17.20%14.89%7.05%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
S&P Completion Index6.03%5.00%4.01%7.99% 17.84%17.28%
S&P EPAC SmallCap Index6.14%5.72%6.56% –1.22%11.35%10.58%6.65%
S&P Global ex U.S. Property Index3.25%3.32%5.56% 10.05%10.45%
S&P MidCap 400 Growth Index4.47%5.31%5.06% 10.14%16.18%17.53%10.66%
S&P MidCap 400 Index5.12%4.80%3.94%11.14% 17.25%17.02%10.05%
S&P MidCap 400 Value Index5.87%4.17%2.70% 12.08%18.34%16.51%9.87%
S&P SmallCap 600 Growth Index6.16%7.41%4.26% 8.31%17.93%18.72%10.04%
S&P SmallCap 600 Index6.03%5.25%2.32% 7.75%17.79%17.63%9.22%
S&P SmallCap 600 Value Index5.89%3.08%0.35% 7.01%17.61%16.58%8.94%
Spl Barclays US 5-10Yr G/Cr Flt Adj–1.34% 1.48%1.74%5.89%3.51%5.89%5.71%
Spl Barclays US1-5YrGov/Cr FlAdj Ix–0.38% 0.23%0.58%1.33%1.30%2.05%3.47%
Spl Barclays USLongGv/Cr Flt Adj Ix–3.38% 4.49%2.81%15.98%6.45%9.92%7.51%
Spl Total International Stock Index5.31%1.82% 5.26%1.12%6.79%6.61%5.14%
Spliced Barclays USAgg Float Adj Ix–1.01% 1.26%1.18%5.00%2.78%4.33%4.84%
Spliced Dev ex North America Index5.76%2.88%6.42% 0.20%9.39%7.77%4.83%
Spliced Emerging Markets Index3.17%–0.97% 3.94%9.46%0.30%4.03%7.83%
Spliced Energy Index5.60%–2.06% 0.32%–12.08%–2.89%3.16% 4.29%
Spliced Equity Income Index4.97%0.84%1.91% 16.34%17.45%16.72%8.40%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced European Stock Index6.32%1.74%6.30% –3.11%10.37%8.44%4.99%
Spliced Extended Market Index6.03%5.00%4.01% 7.99%17.84%17.28%9.72%
Spliced Glbl Custom Metals & Mining4.65%5.13% 8.89%–15.42%–17.74%–6.37% 4.54%
Spliced Global Equity Index5.57%1.91%3.92% 7.55%11.57%10.71%6.47%
Spliced Growth Index6.30%3.72%4.74%16.26% 18.35%17.40%9.42%
Spliced Health Care Index4.43%4.13%6.87% 17.36%24.53%18.12%10.15%
Spliced Inst Total Stock Market Idx5.77%2.85% 2.85%14.06%18.02%16.44%8.49%
Spliced International Index5.35%1.40%5.19% 0.87%6.49%6.01%3.97%
Spliced Large Cap Index5.76%2.48%2.75% 15.18%17.99%16.31%8.38%
Spliced Mega Cap Growth Index6.30%3.60%4.78% 17.09%18.67%17.34%9.31%
Spliced Mega Cap Index5.70%2.12%2.51% 15.38%17.86%16.02%8.08%
Spliced Mega Cap Value Index5.21%0.91%0.70% 13.99%17.39%14.85%6.87%
Spliced Mid Cap Growth Idx6.67%4.83%5.02% 14.24%17.21%17.78%9.80%
Spliced Mid Cap Index6.02%4.22%3.95% 14.23%18.62%17.67%9.84%
Spliced Mid Cap Value Index5.38%3.63%2.89% 14.14%19.85%17.38%9.63%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.00%0.01% 0.00%0.01%0.00%0.00%0.93%
Spliced OH Tax-Ex Money Mkt Fds Avg0.00%0.01% 0.00%0.01%0.00%0.00%0.97%
Spliced PA Tax-Ex Money Mkt Fds Avg0.00%0.01% 0.00%0.01%0.00%0.00%0.95%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Pacific Stock Index4.95%4.82%6.74% 5.88%7.79%6.83%4.71%
Spliced Small and Mid Cap Index5.92%4.73%3.87% 10.89%18.43%17.56%9.75%
Spliced Small Cap Growth Index5.95%5.85%5.07% 5.13%16.78%17.72%10.16%
Spliced Small Cap Index5.84%4.85%3.56% 8.20%17.99%17.31%9.61%
Spliced Small Cap Value Index5.73%3.98%2.25% 10.80%18.79%16.64%8.85%
Spliced Social Index6.44%3.31%2.90%16.95% 20.93%17.06%7.48%
Spliced Total Stock Market Index5.77%2.85%2.85% 14.06%17.99%16.42%8.48%
Spliced Total World Stock Index5.58%2.32%4.04% 7.54%11.99%11.08%
Spliced US IMI Consumer Discr 25/508.19%5.64% 4.92%14.46%22.51%22.09%10.13%
Spliced US IMI Consumer Stapl 25/504.27%2.43% 2.95%21.28%18.31%16.85%11.18%
Spliced US IMI Energy 25/504.77%–0.47% –0.25%–9.18%2.72%8.34%7.16%
Spliced US IMI Financials 25/505.12%1.10%–0.67% 13.16%19.29%12.83%1.71%
Spliced US IMI Health Care 25/504.69%5.65%6.44% 23.66%28.97%21.45%12.14%
Spliced US IMI Industrials 25/506.13%2.25%2.02% 10.91%18.64%17.56%8.94%
Spliced US IMI Info Tech 25/508.30%3.18%4.48% 20.42%16.99%17.00%10.34%
Spliced US IMI Materials 25/507.93%4.72%4.98% 8.95%13.47%13.82%8.41%
Spliced US IMI Telecom Serv 25/506.63%1.40%4.49% 12.66%15.07%14.68%7.89%
Spliced US IMI Utilities 25/50–5.95% –0.55%–3.90%15.13%13.89% 14.16%8.88%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Value Index5.28%1.38%1.04%14.21% 17.78%15.27%7.30%
STAR Composite Index3.26%1.96%2.66%7.96% 10.16%10.12%6.87%
Target Retirement 2010 Composite Ix1.59%1.67% 2.07%6.68%7.40%8.44%
Target Retirement 2015 Composite Ix2.44%1.95% 2.43%7.70%9.08%9.54%6.19%
Target Retirement 2020 Composite Ix3.02%2.20% 2.69%8.57%10.38%10.55%
Target Retirement 2025 Composite Ix3.51%2.28% 2.87%8.89%11.25%11.20%6.63%
Target Retirement 2030 Composite Ix4.01%2.35% 3.04%9.20%12.11%11.84%
Target Retirement 2035 Composite Ix4.50%2.42% 3.21%9.51%12.97%12.45%7.01%
Target Retirement 2040 Composite Ix4.97%2.49% 3.37%9.77%13.52%12.81%
Target Retirement 2045 Composite Ix4.97%2.49% 3.37%9.77%13.52%12.81%7.31%
Target Retirement 2050 Composite Ix4.97%2.49% 3.37%9.77%13.52%12.81%
Target Retirement 2055 Composite Ix4.97%2.49% 3.37%9.77%13.52%
Target Retirement 2060 Composite Ix4.97%2.49% 3.37%9.77%13.52%
Target Retirement Income Compos. Ix1.20%1.55% 1.90%6.12%6.03%7.25%5.60%
Tax-Exempt Money Mkt Funds Average0.00%0.01%0.00% 0.01%0.01%0.00%0.90%
Tax-Managed Balanced Compos. Index2.41%1.83%1.79% 9.78%10.51%10.47%6.94%
US Gov't Money Market Funds Average0.00%0.00% 0.00%0.00%0.00%0.00%1.25%
Wellesley Income Composite Index0.96%1.62%1.83% 9.70%8.66%9.59%6.77%

BenchmarkReturns as of 02/28/2015Month End YTD
as of
02/28/2015
Average Annual Total
Returns as of 02/28/2015
1 Month3 Month1 Year3 Year5 Year10 Year
Wellington Composite Index3.31%2.27%2.35% 12.24%13.04%12.62%7.26%

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