| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.85% | 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 Index | 0.13% | 0.90% |
0.57% | 3.08% | 4.45% | 2.82% | 3.52% |
| BloomBarc 1-5 Year Municipal Index | 0.01% | 0.30% | 0.30% |
1.57% | 2.85% | 1.91% | 1.92% |
| BloomBarc CA Municipal Index | 0.26% | 1.34% | 0.66% |
3.39% | 4.88% | 3.11% | 4.59% |
| BloomBarc GA Credit Idx Hedged USD | 1.02% | 2.10% | –1.04% |
3.11% | 6.44% | 4.46% | 4.83% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | 0.41% | 0.26% |
–1.97% | 0.15% | 4.12% | 3.01% | — |
| BloomBarc MA Municipal Index | 0.20% | 1.17% | 0.51% |
3.16% | 4.87% | 2.92% | 3.99% |
| BloomBarc Municipal Bond Index | 0.27% | 1.42% | 1.06% |
4.17% | 5.10% | 3.25% | 4.28% |
| BloomBarc Municipal CA Intermed Idx | 0.04% | 0.66% |
–0.26% | 1.92% | 4.19% | 2.58% | 3.68% |
| BloomBarc NJ Municipal Index | 0.51% | 1.98% | 2.50% |
9.00% | 6.41% | 4.46% | 5.05% |
| BloomBarc NY Municipal Index | 0.33% | 1.88% | 1.48% |
4.53% | 4.88% | 3.06% | 4.08% |
| BloomBarc OH Municipal Index | 0.20% | 1.34% | 0.76% |
3.59% | 5.07% | 3.15% | 4.23% |
| BloomBarc PA Municipal Index | 0.37% | 1.56% | 1.48% |
4.80% | 5.62% | 3.63% | 4.62% |
| BloomBarc US 0-5 Year TIPS Index | 0.03% | 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% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 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 Index | 3.70% | 6.64% | –2.44% |
4.54% | 11.07% | 6.88% | 7.68% |
| BloomBarc US 5-10 Year Corp Index | 0.94% | 2.85% | –1.15% |
3.02% | 7.88% | 4.79% | 5.31% |
| BloomBarc US 5-10 Year Credit Index | 0.92% | 2.79% |
–1.22% | 2.81% | 7.68% | 4.63% | 5.14% |
| BloomBarc US 5-10 Yr Treasury Index | 0.37% | 1.84% |
–2.69% | –3.14% | 5.48% | 2.32% | 3.40% |
| BloomBarc US Agg Float Adj Index | 0.77% | 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 Index | 3.57% | 6.46% | –7.92% |
–10.58% | 7.99% | 3.13% | 6.66% |
| BloomBarc US LongCredit A/Better Ix | 3.47% | 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 Idx | 0.61% | 3.25% | 1.73% |
6.51% | 6.53% | 4.17% | 3.40% |
| BloomBarc USD EmergMkt GovRIC CapIx | 0.79% | 4.22% |
–1.17% | 7.13% | 6.59% | 4.73% | — |
| Bloomberg Commodity Index TR | 1.85% | 13.30% | 21.15% |
45.61% | 3.90% | 2.40% | –4.44% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.01% |
0.02% | 0.57% | 0.49% | 0.25% |
| Communication Services Spliced Idx | 4.07% | 10.98% |
20.15% | 55.85% | 20.41% | 10.01% | 10.30% |
| Conservative Growth Composite Index | 0.91% | 3.76% |
4.03% | 15.10% | 9.60% | 8.23% | 6.99% |
| Consumer Discretionary Spliced Idx | 3.11% | 6.51% | 14.32% |
59.93% | 24.58% | 22.60% | 18.74% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 2.55% | 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 Index | 1.23% | 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 Index | 0.02% | 2.82% | 4.15% |
13.88% | 7.42% | — | — |
| Global Wellington Composite Index | 1.20% | 5.57% | 7.95% |
25.68% | 12.28% | — | — |
| Growth Composite Index | 1.15% | 6.10% | 10.04% |
32.37% | 13.66% | 13.18% | 10.32% |
| High-Yield Corporate Composite Idx | 1.20% | 2.44% | 2.75% |
12.64% | 7.74% | 7.01% | 6.38% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.00% | 0.00% |
0.02% | 0.90% | 0.72% | 0.36% |
| Income Composite Index | 0.79% | 2.60% | 1.11% |
7.22% | 7.38% | 5.67% | 5.28% |
| Information Technology Spliced Idx | 7.32% | 11.50% |
13.12% | 44.34% | 31.63% | 31.69% | 21.77% |
| JP Morgan EMBI Global Diversified | 0.73% | 4.06% | –0.66% |
7.53% | 6.71% | 4.86% | 5.65% |
| Managed Allocation Composite Index | 1.10% | 5.52% | 8.15% |
25.85% | 11.58% | 10.65% | 7.87% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 1.03% | 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 Index | 2.59% | 8.42% | 15.37% |
44.64% | 18.83% | 17.98% | 14.77% |
| MSCI US Prime Market 750 Index | 2.69% | 8.75% | 14.90% |
42.86% | 19.36% | 18.15% | 15.00% |
| MSCI US Small Cap 1750 Index | 1.71% | 5.25% | 19.78% |
64.08% | 14.49% | 16.31% | 12.87% |
| NASDAQ Intl DividendAchieversSel Ix | 0.35% | 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 Avg | 0.00% | 0.00% | 0.00% |
0.01% | 0.61% | 0.52% | 0.26% |
| Real Estate Spliced Index | 2.63% | 11.69% | 21.44% |
34.50% | 12.03% | 7.18% | 9.82% |
| Russell 1000 Growth Index | 6.27% | 11.93% | 12.99% |
42.50% | 25.14% | 23.66% | 17.87% |
| Russell 1000 Index | 2.51% | 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 Index | 4.69% | 3.92% | 8.98% |
51.36% | 15.94% | 18.76% | 13.52% |
| Russell 2000 Index | 1.94% | 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 Index | 5.37% | 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 Index | 2.47% | 8.24% | 15.11% | 44.16% |
18.73% | 17.89% | 14.70% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Growth Index | 6.80% | 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 Index | 5.68% | 11.93% | 14.31% |
41.36% | 23.08% | 21.83% | 17.29% |
| S&P 500 Index | 2.33% | 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 Index | 3.46% | 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 Index | 1.07% | 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 Idx | 0.26% | 1.53% |
1.12% | 4.04% | 4.93% | 3.09% | 4.09% |
| S&P SmallCap 600 Growth Index | 1.56% | 3.76% | 16.49% |
57.49% | 13.21% | 16.91% | 13.95% |
| S&P SmallCap 600 Index | 0.33% | 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 FltAdj | 0.63% | 2.30% |
–1.96% | –0.18% | 6.65% | 3.50% | 4.29% |
| Spl BloomBarc US Long Treasury Idx | 3.57% | 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% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 3-10 Yr Idx | 0.00% | 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 Ix | 3.56% | 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 Idx | 0.00% | 0.01% | 0.03% |
0.08% | 3.10% | 3.89% | — |
| Spliced BloomBarc USAgg Flt AdjIx | 0.77% | 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 Index | 0.24% | 5.70% | 8.99% |
39.54% | 11.65% | 12.10% | 4.02% |
| Spliced Energy Index | 0.46% | 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 Index | 3.46% | 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 Index | 1.32% | 7.39% | 12.30% |
39.26% | 14.57% | 14.61% | 9.90% |
| Spliced Growth Index | 5.99% | 11.71% | 13.39% |
42.83% | 25.35% | 23.09% | 17.52% |
| Spliced Health Care Index | 2.89% | 9.38% | 9.86% |
23.48% | 15.76% | 12.36% | 13.08% |
| Spliced Inst Total Stock Market Idx | 2.55% | 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% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Large Cap Index | 2.72% | 8.78% | 14.94% |
42.26% | 19.38% | 18.15% | 14.98% |
| Spliced Market Neutral Index USD | 0.00% | 0.01% | 0.03% |
0.08% | 1.31% | 1.14% | 0.59% |
| Spliced Mega Cap Growth Index | 5.96% | 12.03% | 13.78% |
42.45% | 25.86% | 23.95% | 18.22% |
| Spliced Mega Cap Index | 2.92% | 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 Idx | 5.61% | 10.27% | 11.65% |
43.86% | 21.62% | 19.27% | 14.17% |
| Spliced Mid Cap Index | 1.81% | 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 Index | 1.43% | 6.49% | 17.97% |
56.23% | 16.25% | 16.57% | 13.49% |
| Spliced Small Cap Growth Index | 4.77% | 5.81% | 8.52% |
45.79% | 18.83% | 19.37% | 13.80% |
| Spliced Small Cap Index | 1.43% | 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 Index | 3.27% | 9.31% | 14.45% |
42.25% | 20.81% | 19.92% | 16.33% |
| Spliced Total Stock Market Index | 2.55% | 8.29% | 15.25% |
44.35% | 18.76% | 17.91% | 14.71% |
| Spliced Total World Stock Index | 1.14% | 7.19% | 12.65% |
40.91% | 14.65% | 14.89% | 10.25% |
| Spliced U.S. Government Money Market Funds Average | 0.00% |
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% |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Energy 25/50 | 5.27% | 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 25/50 | 3.37% | 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 Index | 1.17% | 5.24% | 7.95% | 25.06% |
12.50% | 11.41% | 9.04% |
| Target Retirement 2015 Composite Ix | 0.77% | 3.41% |
3.78% | 13.75% | 8.77% | 8.04% | 7.18% |
| Target Retirement 2020 Composite Ix | 0.90% | 4.22% |
5.61% | 19.17% | 10.38% | 9.72% | 8.31% |
| Target Retirement 2025 Composite Ix | 1.01% | 4.83% |
6.83% | 23.06% | 11.52% | 10.92% | 9.05% |
| Target Retirement 2030 Composite Ix | 1.07% | 5.29% |
7.96% | 26.38% | 12.29% | 11.86% | 9.64% |
| Target Retirement 2035 Composite Ix | 1.11% | 5.73% |
9.10% | 29.72% | 13.02% | 12.77% | 10.21% |
| Target Retirement 2040 Composite Ix | 1.16% | 6.17% |
10.25% | 33.13% | 13.73% | 13.68% | 10.73% |
| Target Retirement 2045 Composite Ix | 1.20% | 6.61% |
11.40% | 36.62% | 14.47% | 14.31% | 11.03% |
| Target Retirement 2050 Composite Ix | 1.21% | 6.69% |
11.58% | 37.02% | 14.58% | 14.38% | 11.06% |
| Target Retirement 2055 Composite Ix | 1.21% | 6.69% |
11.58% | 37.02% | 14.58% | 14.38% | 11.06% |
| Target Retirement 2060 Composite Ix | 1.21% | 6.69% |
11.58% | 37.02% | 14.58% | 14.38% | — |
| Benchmark | Returns as of 06/30/2021 | Month End YTD
as of
06/30/2021 |
Average Annual Total
Returns as of 06/30/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2065 Composite Ix | 1.21% | 6.69% |
11.58% | 37.02% | 14.58% | — | — |
| Target Retirement Income Compos. Ix | 0.74% | 3.23% |
3.34% | 12.22% | 8.35% | 6.91% | 6.02% |
| Tax-Exempt Money Mkt Funds Average | 0.00% | 0.00% | 0.00% |
0.02% | 0.65% | 0.58% | 0.29% |
| Tax-Managed Balanced Compos. Index | 1.32% | 4.69% | 7.65% |
21.80% | 12.29% | 10.64% | 9.49% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.01% | 0.01% | 0.86% | 0.69% | 0.34% |
| Wellesley Income Composite Index | 0.44% | 3.53% | 4.31% |
12.74% | 8.81% | 6.77% | 7.35% |
| Wellington Composite Index | 1.97% | 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.
