| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 0.93% | 1.93% | 5.78% |
11.15% | 7.02% | 10.12% | 6.49% |
| BloomBarc 1 Year Municipal Index | 0.19% | 0.35% | 1.04% |
0.86% | 0.71% | 0.75% | 1.79% |
| BloomBarc 1-15 Year Municipal Index | 1.31% | 2.21% |
3.61% | 1.47% | 2.83% | 2.75% | 4.29% |
| BloomBarc 1-5 Year Municipal Index | 0.59% | 0.98% | 2.31% |
1.31% | 1.42% | 1.47% | 2.99% |
| BloomBarc CA Municipal Index | 1.67% | 2.58% | 3.99% |
1.15% | 3.53% | 3.79% | 4.77% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.50% | 1.03% |
1.14% | 1.94% | 4.17% | — | — |
| BloomBarc MA Municipal Index | 1.65% | 2.59% | 3.96% |
1.18% | 3.31% | 3.09% | 4.62% |
| BloomBarc Municipal Bond Index | 1.59% | 2.55% | 3.94% |
1.46% | 3.49% | 3.31% | 4.58% |
| BloomBarc Municipal CA Intermed Idx | 1.47% | 2.50% |
4.17% | 1.36% | 2.85% | 3.07% | 4.85% |
| BloomBarc NJ Municipal Index | 1.93% | 2.64% | 4.32% |
1.55% | 3.17% | 3.23% | 4.51% |
| BloomBarc NY Municipal Index | 1.61% | 2.58% | 3.86% |
1.49% | 3.56% | 3.34% | 4.56% |
| BloomBarc OH Municipal Index | 1.62% | 2.45% | 3.87% |
1.44% | 3.73% | 3.60% | 4.35% |
| BloomBarc PA Municipal Index | 1.63% | 2.79% | 4.11% |
1.52% | 3.69% | 3.55% | 4.81% |
| BloomBarc US 0-5 Year TIPS Index | –0.08% |
0.08% | 0.63% | 1.70% | 0.27% | 0.36% | — |
| BloomBarc US 1-3Yr Gov Flt Adj Idx | 0.13% | 0.32% | 0.56% |
0.59% | 0.72% | 0.66% | — |
| BloomBarc US 1-5 Year Credit Index | 0.40% | 0.96% | 1.77% |
2.22% | 1.88% | 2.32% | 3.87% |
| BloomBarc US 1-5 Year Treasury Idx | 0.24% | 0.62% | 0.96% |
0.57% | 1.07% | 0.87% | 2.71% |
| BloomBarc US 1-5 Yr Corporate Index | 0.43% | 0.99% |
1.88% | 2.52% | 2.07% | 2.59% | 4.08% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 0.23% | 0.61% | 0.95% |
0.58% | 1.08% | 0.88% | 2.69% |
| BloomBarc US 10+ Year Corp Index | 2.16% | 3.04% | 5.23% |
6.66% | 5.12% | 5.37% | 7.42% |
| BloomBarc US 3-10Yr Gov Flt Adj Idx | 0.57% | 1.41% |
2.08% | 0.32% | 2.19% | 1.47% | — |
| BloomBarc US 5-10 Year Corp Index | 1.04% | 2.22% | 3.75% |
4.08% | 3.86% | 4.35% | 6.14% |
| BloomBarc US 5-10 Year Credit Index | 1.02% | 2.20% |
3.76% | 3.84% | 3.69% | 4.16% | 6.12% |
| BloomBarc US 5-10 Yr Treasury Index | 0.76% | 1.81% |
2.67% | 0.03% | 2.64% | 1.54% | 5.21% |
| BloomBarc US Agg Float Adj Index | 0.78% | 1.50% | 2.42% |
1.62% | 2.53% | 2.25% | — |
| BloomBarc US GNMA Index | 0.61% | 1.06% | 1.39% |
0.96% | 2.15% | 1.78% | 4.34% |
| BloomBarc US Long Gov Flt Adj Idx | 1.96% | 3.01% | 5.04% |
–1.72% | 5.35% | 2.47% | — |
| BloomBarc US Long Treasury Index | 1.98% | 2.98% | 5.00% |
–1.91% | 5.36% | 2.40% | 7.20% |
| BloomBarc US LongCredit A/Better Ix | 2.07% | 2.85% |
4.79% | 3.80% | 5.45% | 4.90% | 7.03% |
| BloomBarc US MBS Float Adj Index | 0.60% | 1.26% | 1.69% |
1.16% | 2.29% | 2.07% | — |
| BloomBarc US Treas Bellwether:1Yr | 0.05% | 0.07% | 0.22% |
0.69% | 0.49% | 0.41% | 1.30% |
| BloomBarc US Trsy Inflat Prtcd Idx | –0.04% |
0.49% | 1.82% | 2.41% | 1.05% | 0.35% | 4.36% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.78% | 2.53% |
5.73% | 9.25% | 4.98% | — | — |
| CA Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.05% | 0.07% |
0.19% | 0.07% | 0.04% | 0.37% |
| Conservative Growth Composite Index | 1.17% | 2.63% |
5.30% | 8.11% | 4.79% | 6.87% | 5.05% |
| Convertibles Composite Index | 0.86% | 2.80% | 6.54% |
14.05% | 5.60% | 10.66% | 5.86% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 1.02% | 2.17% | 8.00% |
17.68% | 9.65% | 15.24% | — |
| Dividend Growth Spliced Index | 1.61% | 3.27% | 9.76% |
16.17% | 8.83% | 13.27% | 5.98% |
| FTSE All-World ex US Index | 3.20% | 8.08% | 13.71% |
18.45% | 1.85% | 8.86% | 1.69% |
| FTSE AW ex US High Div Yield Idx | 2.76% | 6.87% | 11.66% |
19.06% | –0.49% | 8.44% | 1.21% |
| FTSE Emerging Index | 1.56% | 5.56% | 14.05% | 25.14% |
2.00% | 4.66% | 2.38% |
| FTSE Global All Cap Index Hdg. | 1.47% | 3.94% | 8.64% |
18.17% | 8.39% | 13.58% | 4.84% |
| FTSE Global Small-Cap ex US Index | 2.47% | 7.49% | 14.14% |
15.35% | 2.19% | 9.63% | 2.03% |
| FTSE High Dividend Yield Index | 0.41% | 0.01% | 3.71% |
13.98% | 9.36% | 14.59% | 6.85% |
| Growth Composite Index | 1.63% | 3.88% | 8.62% |
14.68% | 6.40% | 11.16% | 5.38% |
| High-Yield Corporate Composite Idx | 0.73% | 1.79% | 4.14% |
10.96% | 4.45% | 6.64% | 6.85% |
| iMoneyNet MFR Treasury Funds Avg | 0.02% | 0.05% | 0.07% |
0.08% | 0.03% | 0.02% | 0.34% |
| Income Composite Index | 0.93% | 2.00% | 3.66% |
4.89% | 3.89% | 4.72% | 4.84% |
| Managed Payout Composite Index | 1.30% | 2.89% | 6.56% |
11.13% | 4.58% | 7.90% | — |
| Moderate Growth Composite Index | 1.40% | 3.25% | 6.96% |
11.37% | 5.63% | 9.05% | 5.41% |
| Money Market Funds Average | 0.04% | 0.12% | 0.18% |
0.29% | 0.10% | 0.06% | 0.51% |
| MSCI US Broad Market Index | 1.03% | 2.19% | 8.06% |
17.77% | 9.75% | 15.31% | 7.13% |
| MSCI US Prime Market 750 Index | 1.38% | 2.58% | 8.83% |
17.71% | 10.03% | 15.41% | 7.13% |
| MSCI US Small Cap 1750 Index | –1.85% |
–1.06% | 2.08% | 17.79% | 7.68% | 14.53% | 7.31% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| NASDAQ Intl DividendAchieversSel Ix | 4.82% | 11.51% |
17.26% | 14.35% | — | — | — |
| NASDAQ US Dividend Achievers Select | 1.61% | 3.27% |
9.76% | 16.17% | 8.83% | 13.27% | 7.34% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.02% | 0.08% | 0.10% |
0.18% | 0.06% | 0.04% | 0.39% |
| REIT Spliced Index | –0.64% | –2.83% |
0.52% | 2.76% | 7.85% | 10.12% | 4.91% |
| Russell 1000 Growth Index | 2.60% | 6.16% | 14.30% |
20.27% | 11.92% | 15.98% | 8.77% |
| Russell 1000 Index | 1.28% | 2.41% | 8.51% | 17.48% |
9.83% | 15.37% | 7.01% |
| Russell 1000 Value Index | –0.10% | –1.30% |
2.97% | 14.66% | 7.70% | 14.67% | 5.15% |
| Russell 2000 Growth Index | –0.91% | 2.11% |
6.31% | 19.71% | 8.59% | 14.36% | 7.39% |
| Russell 2000 Index | –2.03% | –0.83% |
1.48% | 20.36% | 8.00% | 14.04% | 6.40% |
| Russell 2000 Value Index | –3.11% | –3.56% |
–2.86% | 21.00% | 7.34% | 13.67% | 5.31% |
| Russell 2500 Growth Index | 0.05% | 2.56% | 8.17% |
17.85% | 8.69% | 14.54% | 7.83% |
| Russell 2500 Value Index | –2.17% | –3.03% |
–0.68% | 15.99% | 6.78% | 13.98% | 5.95% |
| Russell 3000 Growth Index | 2.34% | 5.86% | 13.68% |
20.23% | 11.66% | 15.86% | 8.66% |
| Russell 3000 Index | 1.02% | 2.16% | 7.96% | 17.69% |
9.68% | 15.26% | 6.96% |
| Russell 3000 Value Index | –0.34% | –1.48% |
2.50% | 15.12% | 7.66% | 14.59% | 5.16% |
| Russell Midcap Growth Index | 2.39% | 4.48% | 11.07% |
16.68% | 8.83% | 14.55% | 7.65% |
| Russell Midcap Value Index | –0.31% | –0.85% |
3.63% | 15.27% | 8.15% | 15.63% | 6.77% |
| S&P 500 Growth Index | 2.83% | 6.15% | 13.78% |
19.34% | 11.94% | 16.16% | 8.87% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| S&P 500 Index | 1.41% | 2.57% | 8.66% | 17.47% |
10.14% | 15.42% | 6.94% |
| S&P 500 Value Index | –0.32% | –1.58% |
2.89% | 14.71% | 7.85% | 14.44% | 4.83% |
| S&P Completion Index | –0.79% | 0.25% |
4.90% | 18.60% | 7.54% | 14.42% | 7.16% |
| S&P EPAC SmallCap Index | 4.29% | 10.84% | 17.19% |
16.75% | 5.92% | 13.75% | 3.08% |
| S&P Global ex U.S. Property Index | 3.64% | 7.04% | 12.86% |
9.98% | 3.04% | 9.15% | — |
| S&P MidCap 400 Growth Index | 0.46% | 2.00% | 7.30% |
16.96% | 10.16% | 14.52% | 8.93% |
| S&P MidCap 400 Index | –0.49% | –0.04% |
4.30% | 17.16% | 9.42% | 14.98% | 8.15% |
| S&P MidCap 400 Value Index | –1.52% | –2.25% |
1.07% | 16.54% | 8.26% | 15.21% | 7.24% |
| S&P National AMT-Free Muni Bond Idx | 1.46% | 2.38% |
3.45% | 1.15% | 3.30% | 2.98% | — |
| S&P SmallCap 600 Growth Index | –2.01% |
–0.39% | 1.58% | 19.90% | 11.14% | 15.71% | 8.84% |
| S&P SmallCap 600 Index | –2.13% | –1.36% |
–0.19% | 19.63% | 9.93% | 15.74% | 7.94% |
| S&P SmallCap 600 Value Index | –2.25% |
–2.42% | –2.10% | 19.14% | 8.68% |
15.72% | 7.03% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | 0.89% | 2.00% |
3.20% | 1.86% | 3.15% | 2.82% | 5.60% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.29% | 0.74% |
1.24% | 1.16% | 1.36% | 1.33% | 3.01% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | 2.02% | 3.03% |
5.24% | 3.02% | 5.05% | 4.02% | 7.37% |
| Spl Total International Stock Index | 3.12% | 8.02% |
13.76% | 18.12% | 1.89% | 8.89% | 1.24% |
| Spliced BloomBarc USAgg Flt AdjIx | 0.78% | 1.50% | 2.42% |
1.62% | 2.53% | 2.25% | 4.48% |
| Spliced Developed ex US Index | 3.54% | 8.67% | 13.68% |
16.67% | 2.08% | 10.55% | 1.21% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Emerging Markets Index | 1.25% | 4.77% | 13.31% |
23.78% | 1.39% | 4.17% | 2.10% |
| Spliced Energy Index | –1.57% | –3.10% |
–7.20% | 6.19% | –9.48% | 0.43% | –0.97% |
| Spliced Equity Income Index | 0.41% | 0.01% | 3.71% |
13.98% | 9.36% | 14.59% | 6.67% |
| Spliced European Stock Index | 4.85% | 13.37% | 17.28% |
17.09% | 0.58% | 11.16% | 0.92% |
| Spliced Extended Market Index | –0.79% |
0.25% | 4.90% | 18.60% | 7.54% | 14.42% | 7.16% |
| Spliced Glbl Custom Metals & Mining | –0.93% |
–4.15% | 4.40% | 22.58% | –2.86% |
–5.52% | –2.43% |
| Spliced Global Equity Index | 2.21% | 5.07% | 10.97% |
17.53% | 5.31% | 11.51% | 3.63% |
| Spliced Growth Index | 2.83% | 6.59% | 15.33% |
19.95% | 11.25% | 15.71% | 8.78% |
| Spliced Health Care Index | 2.15% | 4.35% | 12.75% |
7.63% | 6.84% | 15.54% | 8.11% |
| Spliced Inst Total Stock Market Idx | 1.02% | 2.17% |
8.00% | 17.68% | 9.65% | 15.25% | 7.10% |
| Spliced International Index | 3.24% | 8.13% | 13.74% |
18.24% | 1.26% | 8.39% | 0.16% |
| Spliced Large Cap Index | 1.42% | 2.63% | 8.87% |
17.76% | 9.98% | 15.36% | 7.11% |
| Spliced Market Neutral Index USD | 0.06% | 0.16% | 0.23% |
0.41% | 0.17% | 0.12% | 0.53% |
| Spliced Mega Cap Growth Index | 3.00% | 7.08% | 16.32% |
21.52% | 11.86% | 16.10% | 9.12% |
| Spliced Mega Cap Index | 1.51% | 2.73% | 8.95% |
18.02% | 10.19% | 15.38% | 7.09% |
| Spliced Mega Cap Value Index | 0.16% | –1.04% |
2.85% | 14.94% | 8.78% | 14.87% | 5.12% |
| Spliced Mid Cap Growth Idx | 1.84% | 4.34% | 11.41% |
15.50% | 8.97% | 14.03% | 7.03% |
| Spliced Mid Cap Index | 0.92% | 2.13% | 8.45% |
16.46% | 8.96% | 15.25% | 7.24% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Mid Cap Value Index | 0.13% | 0.29% | 6.00% |
17.34% | 8.85% | 16.30% | 7.20% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.02% | 0.07% |
0.10% | 0.20% | 0.07% | 0.04% | 0.39% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.02% | 0.07% |
0.10% | 0.20% | 0.07% | 0.04% | 0.39% |
| Spliced Pacific Stock Index | 2.47% | 4.64% | 11.84% |
18.41% | 4.96% | 9.75% | 2.07% |
| Spliced Small and Mid Cap Index | –0.40% |
0.28% | 5.11% | 16.37% | 8.44% | 15.13% | 7.35% |
| Spliced Small Cap Growth Index | 0.33% | 2.15% | 7.83% |
17.14% | 7.05% | 13.38% | 7.48% |
| Spliced Small Cap Index | –1.13% | –0.53% |
3.43% | 16.80% | 7.70% | 14.61% | 7.34% |
| Spliced Small Cap Value Index | –2.34% |
–2.68% | 0.01% | 16.46% | 8.20% | 15.47% | 6.96% |
| Spliced Social Index | 1.22% | 2.66% | 9.73% | 18.86% |
10.89% | 17.24% | 6.45% |
| Spliced Total Stock Market Index | 1.02% | 2.17% | 8.00% |
17.68% | 9.65% | 15.23% | 7.09% |
| Spliced Total World Stock Index | 2.04% | 4.91% | 10.79% |
17.87% | 5.81% | 12.05% | — |
| Spliced US IMI Consumer Discr 25/50 | 0.79% | 5.54% |
11.52% | 17.37% | 12.06% | 17.57% | 9.85% |
| Spliced US IMI Consumer Stapl 25/50 | 2.26% | 3.14% |
9.17% | 10.49% | 10.66% | 14.28% | 10.53% |
| Spliced US IMI Energy 25/50 | –3.92% | –8.29% |
–13.71% | –1.31% | –10.51% |
1.90% | 0.92% |
| Spliced US IMI Financials 25/50 | –1.57% |
–4.83% | 0.03% | 23.42% | 11.48% | 17.14% | 0.92% |
| Spliced US IMI Health Care 25/50 | 0.52% | 1.98% | 11.57% |
9.89% | 10.58% | 18.40% | 10.35% |
| Spliced US IMI Industrials 25/50 | 0.73% | 2.00% | 7.03% |
21.77% | 9.34% | 16.65% | 7.58% |
| Spliced US IMI Info Tech 25/50 | 4.44% | 9.28% | 19.71% |
33.51% | 17.29% | 18.38% | 10.93% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Materials 25/50 | –0.56% |
0.88% | 6.81% | 18.06% | 5.35% | 12.25% | 5.78% |
| Spliced US IMI Telecom Serv 25/50 | –3.10% |
–3.05% | –5.25% | 4.73% | 5.89% | 11.73% |
3.85% |
| Spliced US IMI Utilities 25/50 | 3.98% | 4.72% | 11.23% |
13.86% | 11.93% | 13.16% | 6.94% |
| Spliced Value Index | 0.12% | –0.84% |
3.40% | 15.80% | 8.86% | 15.11% | 5.44% |
| STAR Composite Index | 1.31% | 2.98% | 6.89% | 11.83% |
5.61% | 9.27% | 5.52% |
| Target Retirement 2010 Composite Ix | 0.92% | 2.10% |
4.28% | 6.64% | 4.00% | 6.40% | 4.50% |
| Target Retirement 2015 Composite Ix | 1.14% | 2.63% |
5.54% | 8.95% | 4.78% | 7.96% | 4.79% |
| Target Retirement 2020 Composite Ix | 1.33% | 3.09% |
6.61% | 10.82% | 5.45% | 9.20% | 5.07% |
| Target Retirement 2025 Composite Ix | 1.45% | 3.40% |
7.35% | 12.19% | 5.81% | 10.03% | 5.09% |
| Target Retirement 2030 Composite Ix | 1.54% | 3.63% |
7.98% | 13.43% | 6.10% | 10.82% | 5.08% |
| Target Retirement 2035 Composite Ix | 1.63% | 3.86% |
8.61% | 14.68% | 6.37% | 11.61% | 5.22% |
| Target Retirement 2040 Composite Ix | 1.71% | 4.10% |
9.24% | 15.93% | 6.64% | 12.14% | 5.45% |
| Target Retirement 2045 Composite Ix | 1.75% | 4.19% |
9.46% | 16.35% | 6.76% | 12.21% | 5.49% |
| Target Retirement 2050 Composite Ix | 1.75% | 4.19% |
9.46% | 16.35% | 6.76% | 12.21% | 5.49% |
| Target Retirement 2055 Composite Ix | 1.75% | 4.19% |
9.46% | 16.35% | 6.76% | 12.21% | — |
| Target Retirement 2060 Composite Ix | 1.75% | 4.19% |
9.46% | 16.35% | 6.76% | 12.21% | — |
| Target Retirement Income Compos. Ix | 0.92% | 2.09% |
4.24% | 6.49% | 3.92% | 5.35% | 4.97% |
| Tax-Exempt Money Mkt Funds Average | 0.03% | 0.09% | 0.13% |
0.25% | 0.09% | 0.06% | 0.38% |
| Benchmark | Returns as of 05/31/2017 | Month End YTD
as of
05/31/2017 |
Average Annual Total
Returns as of 05/31/2017 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Tax-Managed Balanced Compos. Index | 1.30% | 2.33% | 6.07% |
9.33% | 6.52% | 9.11% | 6.26% |
| US Gov't Money Market Funds Average | 0.02% | 0.05% |
0.07% | 0.09% | 0.03% | 0.02% | 0.43% |
| Wellesley Income Composite Index | 0.77% | 1.11% | 3.17% |
6.33% | 5.46% | 7.23% | 5.88% |
| Wellington Composite Index | 1.25% | 2.26% | 6.61% |
12.00% | 7.80% | 11.15% | 6.53% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
