| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –7.88% | –11.09% |
–11.09% | –1.11% | 4.95% | 5.28% |
8.09% |
| BloomBarc 1 Year Municipal Index | –0.50% |
0.05% | 0.05% | 1.69% | 1.49% | 1.17% | 1.07% |
| BloomBarc 1-15 Year Municipal Index | –2.92% |
–0.50% | –0.50% | 3.31% | 3.39% | 2.74% |
3.51% |
| BloomBarc 1-5 Year Municipal Index | –1.69% |
–0.51% | –0.51% | 1.98% | 1.93% | 1.62% |
1.93% |
| BloomBarc CA Municipal Index | –3.49% |
–0.49% | –0.49% | 4.21% | 4.05% | 3.19% |
4.61% |
| BloomBarc GA Credit Index Hedged | –6.04% |
–3.26% | –3.26% | 3.70% | 3.89% | 3.24% |
4.46% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –2.40% |
0.21% | 0.21% | 5.01% | 4.64% | 3.57% | — |
| BloomBarc MA Municipal Index | –2.61% |
0.24% | 0.24% | 4.62% | 4.01% | 3.14% | 3.99% |
| BloomBarc Municipal Bond Index | –3.63% |
–0.63% | –0.63% | 3.85% | 3.96% | 3.19% |
4.15% |
| BloomBarc Municipal CA Intermed Idx | –2.73% |
–0.46% | –0.46% | 3.14% | 3.32% | 2.64% |
3.97% |
| BloomBarc NJ Municipal Index | –6.79% |
–3.53% | –3.53% | 1.85% | 4.56% | 3.58% |
4.29% |
| BloomBarc NY Municipal Index | –3.69% |
–0.81% | –0.81% | 3.30% | 3.59% | 3.01% |
3.92% |
| BloomBarc OH Municipal Index | –3.08% |
–0.11% | –0.11% | 4.16% | 3.96% | 3.26% |
4.12% |
| BloomBarc PA Municipal Index | –3.45% |
–0.26% | –0.26% | 4.63% | 4.53% | 3.60% |
4.42% |
| BloomBarc US 0-5 Year TIPS Index | –1.62% |
–0.69% | –0.69% | 2.43% | 1.62% | 1.59% |
— |
| BloomBarc US 1-5 Year Credit Index | –2.88% |
–1.22% | –1.22% | 2.82% | 2.58% | 2.23% |
2.75% |
| BloomBarc US 1-5 Year Treasury Idx | 1.65% | 3.81% | 3.81% |
6.91% | 3.28% | 2.25% | 2.02% |
| BloomBarc US 1-5 Yr Corporate Index | –3.77% |
–2.19% | –2.19% | 1.98% | 2.39% | 2.19% |
2.88% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | 1.62% | 3.76% | 3.76% |
6.85% | 3.27% | 2.25% | 1.99% |
| BloomBarc US 10+ Year Corp Index | –9.92% |
–4.51% | –4.51% | 9.57% | 6.66% | 4.74% |
7.30% |
| BloomBarc US 5-10 Year Corp Index | –7.44% |
–4.28% | –4.28% | 3.77% | 3.83% | 3.32% |
5.17% |
| BloomBarc US 5-10 Year Credit Index | –7.10% |
–3.87% | –3.87% | 4.01% | 3.89% | 3.27% |
5.07% |
| BloomBarc US 5-10 Yr Treasury Index | 3.08% | 8.66% |
8.66% | 14.00% | 6.18% | 4.00% | 4.71% |
| BloomBarc US Agg Float Adj Index | –0.69% |
3.18% | 3.18% | 9.06% | 4.87% | 3.38% | 3.91% |
| BloomBarc US GNMA Index | 1.62% | 3.03% | 3.03% |
6.83% | 3.82% | 2.78% | 3.32% |
| BloomBarc US Long Treasury Index | 6.05% | 20.90% | 20.90% |
32.64% | 13.41% | 7.33% | 8.96% |
| BloomBarc US LongCredit A/Better Ix | –6.73% |
0.30% | 0.30% | 13.21% | 7.76% | 5.35% | 7.63% |
| BloomBarc US MBS Float Adj Index | 1.09% | 2.83% | 2.83% |
6.92% | 3.96% | 2.88% | 3.21% |
| BloomBarc US Treas Bellwether:1Yr | 0.88% | 1.57% | 1.57% |
3.75% | 2.36% | 1.64% | 1.01% |
| BloomBarc US Trsy Inflat Prtcd Idx | –1.76% |
1.69% | 1.69% | 6.85% | 3.46% | 2.67% | 3.48% |
| BloomBarc USD EmergMkt GovRIC CapIx | –12.84% |
–12.20% | –12.20% | –5.19% |
0.72% | 2.95% | — |
| Bloomberg Commodity Index TR | –12.81% |
–23.29% | –23.29% | –22.31% |
–8.61% | –7.76% | –6.74% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.16% | 0.25% | 0.25% |
0.93% | 0.75% | 0.48% | 0.24% |
| Communication Services Spliced Idx | –14.23% |
–18.62% | –18.62% | –7.59% |
–5.04% | 0.21% | 6.24% |
| Conservative Growth Composite Index | –5.94% |
–7.52% | –7.52% | 0.40% | 3.95% | 3.78% |
5.59% |
| Consumer Discretionary Spliced Idx | –17.55% |
–23.06% | –23.06% | –14.46% |
3.01% | 5.05% | 12.33% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | –13.78% | –20.88% |
–20.88% | –9.24% | 3.99% | 5.74% |
— |
| Dividend Growth Spliced Index | –9.62% |
–16.73% | –16.73% | –3.98% |
6.84% | 7.31% | 10.17% |
| FTSE All-World ex US Index | –14.46% | –23.40% |
–23.40% | –15.32% | –1.89% |
–0.39% | 2.36% |
| FTSE All-World Index | –13.48% | –21.35% |
–21.35% | –10.89% | 1.79% | 3.25% |
6.23% |
| FTSE AW ex US High Div Yield Idx | –17.89% |
–27.89% | –27.89% | –21.28% |
–5.02% | –2.29% | 1.35% |
| FTSE Emerging Index | –16.38% | –24.22% |
–24.22% | –17.52% | –1.82% |
–0.42% | 0.75% |
| FTSE Global All Cap Index Hdg. | –13.30% |
–20.42% | –20.42% | –9.97% |
2.30% | 3.75% | 7.29% |
| FTSE Global Small-Cap ex US Index | –19.95% |
–29.65% | –29.65% | –22.43% |
–5.87% | –1.93% | 2.08% |
| FTSE High Dividend Yield Index | –13.54% |
–23.94% | –23.94% | –14.66% |
0.10% | 4.06% | 9.40% |
| Global Wellesley Income Comp Index | –8.45% |
–10.66% | –10.66% | –3.35% |
— | — | — |
| Global Wellington Composite Index | –10.21% |
–14.64% | –14.64% | –4.90% |
— | — | — |
| Growth Composite Index | –11.16% | –17.12% |
–17.12% | –7.49% | 2.60% | 3.66% |
7.09% |
| High-Yield Corporate Composite Idx | –9.73% |
–10.70% | –10.70% | –4.27% |
1.63% | 2.94% | 5.55% |
| iMoneyNet MFR Treasury Funds Avg | 0.06% | 0.24% | 0.24% |
1.40% | 1.17% | 0.71% | 0.35% |
| Income Composite Index | –3.50% | –2.63% |
–2.63% | 4.19% | 4.44% | 3.68% | 4.81% |
| Information Technology Spliced Idx | –9.61% |
–13.09% | –13.09% | 7.23% | 17.61% |
16.48% | 15.66% |
| JP Morgan EMBI Global Diversified | –13.85% |
–13.38% | –13.38% | –6.84% |
0.42% | 2.82% | 4.94% |
| Managed Payout Composite Index | –9.08% |
–13.64% | –13.64% | –5.16% |
2.55% | 3.08% | 5.49% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | –8.49% |
–12.36% | –12.36% | –3.50% |
3.34% | 3.77% | 6.50% |
| Money Market Funds Average | 0.07% | 0.28% | 0.28% |
1.60% | 1.39% | 0.87% | 0.44% |
| MSCI AC World Index ex USA Net | –14.48% |
–23.36% | –23.36% | –15.57% |
–1.96% | –0.64% | 2.05% |
| MSCI US Broad Market Index | –13.84% | –21.06% |
–21.06% | –9.34% | 3.92% | 5.73% |
10.18% |
| MSCI US Prime Market 750 Index | –12.99% |
–20.01% | –20.01% | –7.64% |
4.88% | 6.42% | 10.48% |
| MSCI US Small Cap 1750 Index | –22.28% |
–31.09% | –31.09% | –24.74% |
–4.84% | –0.36% | 7.34% |
| NASDAQ Intl DividendAchieversSel Ix | –11.38% |
–18.72% | –18.72% | –7.66% |
2.52% | — | — |
| NASDAQ US Dividend Achievers Select | –9.62% |
–16.73% | –16.73% | –3.98% |
6.84% | 7.31% | 10.17% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.17% | 0.27% | 0.27% |
1.01% | 0.81% | 0.51% | 0.26% |
| Real Estate Spliced Index | –19.26% | –24.07% |
–24.07% | –16.47% | –1.38% |
0.59% | 7.97% |
| Russell 1000 Growth Index | –9.84% | –14.10% |
–14.10% | 0.91% | 11.32% | 10.36% | 12.97% |
| Russell 1000 Index | –13.21% | –20.22% |
–20.22% | –8.03% | 4.64% | 6.22% |
10.39% |
| Russell 1000 Value Index | –17.09% | –26.73% |
–26.73% | –17.17% | –2.18% |
1.90% | 7.67% |
| Russell 2000 Growth Index | –19.10% | –25.76% |
–25.76% | –18.58% | 0.10% | 1.70% |
8.89% |
| Russell 2000 Index | –21.73% | –30.61% |
–30.61% | –23.99% | –4.64% |
–0.25% | 6.90% |
| Russell 2000 Value Index | –24.67% | –35.66% |
–35.66% | –29.64% | –9.51% |
–2.42% | 4.79% |
| Russell 2500 Growth Index | –17.72% | –23.22% |
–23.22% | –14.40% | 3.35% | 3.64% |
10.10% |
| Russell 2500 Value Index | –24.93% | –34.64% |
–34.64% | –28.60% | –8.40% |
–2.14% | 5.65% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 3000 Index | –13.75% | –20.90% |
–20.90% | –9.13% | 4.00% | 5.77% |
10.15% |
| Russell 3000 Value Index | –17.58% | –27.32% |
–27.32% | –18.02% | –2.67% |
1.62% | 7.47% |
| Russell Midcap Growth Index | –14.91% |
–20.04% | –20.04% | –9.45% |
6.53% | 5.61% | 10.89% |
| Russell Midcap Value Index | –22.70% | –31.71% |
–31.71% | –24.13% | –5.97% |
–0.76% | 7.22% |
| S&P 500 Growth Index | –9.96% | –14.50% |
–14.50% | –2.47% | 9.59% | 9.48% |
12.58% |
| S&P 500 Index | –12.35% | –19.60% |
–19.60% | –6.98% | 5.10% | 6.73% |
10.53% |
| S&P 500 Value Index | –15.25% | –25.34% |
–25.34% | –12.20% | 0.05% | 3.45% |
8.18% |
| S&P Completion Index | –21.35% | –28.02% |
–28.02% | –20.59% | –2.02% |
0.92% | 8.14% |
| S&P EPAC SmallCap Index | –17.21% | –27.73% |
–27.73% | –18.67% | –3.48% |
0.27% | 4.46% |
| S&P Global ex U.S. Property Index | –20.98% |
–27.69% | –27.69% | –22.65% |
–2.24% | –1.09% | — |
| S&P MidCap 400 Growth Index | –16.77% |
–24.72% | –24.72% | –17.30% |
–0.92% | 2.16% | 9.01% |
| S&P MidCap 400 Index | –20.25% | –29.70% |
–29.70% | –22.51% | –4.09% |
0.56% | 7.88% |
| S&P MidCap 400 Value Index | –24.23% | –35.09% |
–35.09% | –28.23% | –7.59% |
–1.43% | 6.51% |
| S&P National AMT-Free Muni Bond Idx | –3.39% |
–0.44% | –0.44% | 4.05% | 3.88% | 3.11% |
4.00% |
| S&P SmallCap 600 Growth Index | –19.68% |
–28.11% | –28.11% | –21.44% |
–2.17% | 2.47% | 9.71% |
| S&P SmallCap 600 Index | –22.40% | –32.64% |
–32.64% | –25.89% | –5.34% |
0.45% | 8.06% |
| S&P SmallCap 600 Value Index | –25.45% |
–37.37% | –37.37% | –30.64% |
–8.62% | –1.67% | 6.37% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –1.62% |
2.82% | 2.82% | 9.42% | 5.18% | 3.72% | 4.91% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Long Treasury Idx | 6.05% | 20.90% |
20.90% | 32.64% | 13.40% | 7.37% | 8.92% |
| Spl BloomBarc US Treas 1-3 Yr Idx | 1.29% | 2.76% | 2.76% |
5.41% | 2.69% | 1.85% | 1.45% |
| Spl BloomBarc US Treas 3-10 Yr Idx | 2.64% | 7.05% | 7.05% |
11.67% | 5.22% | 3.47% | 3.89% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | 0.18% | 2.17% |
2.17% | 5.58% | 3.08% | 2.27% | 2.22% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –2.96% |
6.21% | 6.21% | 19.32% | 9.69% | 5.99% | 8.07% |
| Spl Total International Stock Index | –14.99% |
–24.01% | –24.01% | –16.01% |
–2.28% | –0.54% | 2.16% |
| Spliced Alternative Strategies Idx | 0.13% | 0.39% | 0.39% |
4.37% | 5.32% | — | — |
| Spliced BloomBarc USAgg Flt AdjIx | –0.69% |
3.18% | 3.18% | 9.06% | 4.87% | 3.38% | 3.91% |
| Spliced Developed ex US Index | –14.37% |
–23.82% | –23.82% | –15.39% |
–2.22% | –0.53% | 2.78% |
| Spliced Emerging Markets Index | –16.63% |
–24.18% | –24.18% | –17.94% |
–2.52% | –1.09% | 0.45% |
| Spliced Energy Index | –28.53% | –43.92% |
–43.92% | –44.57% | –15.21% |
–9.66% | –4.10% |
| Spliced Equity Income Index | –13.54% |
–23.94% | –23.94% | –14.66% |
0.10% | 4.06% | 9.40% |
| Spliced European Stock Index | –15.25% |
–25.08% | –25.08% | –15.85% |
–2.25% | –1.10% | 2.64% |
| Spliced Extended Market Index | –21.35% |
–28.02% | –28.02% | –20.59% |
–2.02% | 0.92% | 8.14% |
| Spliced Global Capital Cycles Index | –14.41% |
–23.86% | –23.86% | –14.62% |
–4.48% | 0.75% | –4.83% |
| Spliced Global Equity Index | –13.50% |
–21.37% | –21.37% | –11.26% |
1.50% | 2.85% | 5.88% |
| Spliced Growth Index | –10.52% | –13.72% |
–13.72% | 1.33% | 10.13% | 9.20% | 12.44% |
| Spliced Health Care Index | –3.69% | –11.39% |
–11.39% | 0.64% | 7.02% | 3.98% | 10.68% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | –13.78% |
–20.88% | –20.88% | –9.24% |
3.99% | 5.74% | 10.17% |
| Spliced International Index | –14.48% |
–23.36% | –23.36% | –15.57% |
–1.96% | –0.64% | 1.84% |
| Spliced Large Cap Index | –12.52% | –19.42% |
–19.42% | –6.90% | 5.18% | 6.62% |
10.55% |
| Spliced Market Neutral Index USD | 0.13% | 0.39% | 0.39% |
2.04% | 1.74% | 1.12% | 0.59% |
| Spliced Mega Cap Growth Index | –9.65% |
–12.51% | –12.51% | 3.45% | 11.19% |
10.25% | 12.90% |
| Spliced Mega Cap Index | –11.40% | –18.20% |
–18.20% | –4.95% | 6.24% | 7.52% |
10.86% |
| Spliced Mega Cap Value Index | –13.28% |
–23.72% | –23.72% | –12.90% |
1.51% | 4.82% | 8.90% |
| Spliced Mid Cap Growth Idx | –15.09% | –20.04% |
–20.04% | –10.47% | 4.79% | 4.22% |
10.14% |
| Spliced Mid Cap Index | –18.43% | –25.74% |
–25.74% | –16.65% | –0.25% |
2.11% | 8.90% |
| Spliced Mid Cap Value Index | –21.95% |
–31.36% | –31.36% | –22.79% |
–5.08% | –0.09% | 7.53% |
| Spliced NJ Tax-Ex Money Mkt Fds Avg | 0.17% | 0.27% |
0.27% | 1.03% | 0.87% | 0.56% | 0.28% |
| Spliced PA Tax-Ex Money Mkt Fds Avg | 0.17% | 0.27% |
0.27% | 1.03% | 0.87% | 0.56% | 0.28% |
| Spliced Pacific Stock Index | –11.11% |
–20.95% | –20.95% | –13.69% |
–1.56% | 0.57% | 3.14% |
| Spliced Small and Mid Cap Index | –20.52% |
–28.52% | –28.52% | –20.77% |
–1.96% | 1.33% | 8.45% |
| Spliced Small Cap Growth Index | –18.33% |
–24.20% | –24.20% | –15.80% |
2.95% | 3.24% | 9.51% |
| Spliced Small Cap Index | –21.85% | –30.08% |
–30.08% | –23.38% | –3.28% |
0.40% | 7.81% |
| Spliced Small Cap Value Index | –24.93% |
–34.88% | –34.88% | –29.49% |
–8.38% | –2.04% | 6.20% |
| Spliced Social Index | –13.26% | –19.94% |
–19.94% | –5.66% | 6.38% | 7.26% |
11.18% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | –13.78% |
–20.88% | –20.88% | –9.24% |
3.99% | 5.74% | 10.17% |
| Spliced Total World Stock Index | –14.23% |
–22.20% | –22.20% | –12.11% |
1.18% | 2.87% | 6.08% |
| Spliced US IMI Consumer Stapl 25/50 | –6.00% |
–14.09% | –14.09% | –2.57% |
1.99% | 4.48% | 9.89% |
| Spliced US IMI Energy 25/50 | –36.56% |
–52.41% | –52.41% | –55.41% |
–24.05% | –16.13% | –5.13% |
| Spliced US IMI Financials 25/50 | –22.77% |
–33.07% | –33.07% | –19.33% |
–3.54% | 2.80% | 6.80% |
| Spliced US IMI Health Care 25/50 | –4.95% |
–13.12% | –13.12% | –2.00% |
8.20% | 5.87% | 13.13% |
| Spliced US IMI Industrials 25/50 | –19.97% |
–27.85% | –27.85% | –19.50% |
–1.91% | 2.63% | 8.77% |
| Spliced US IMI Materials 25/50 | –15.29% |
–27.96% | –27.96% | –20.05% |
–4.99% | –0.29% | 5.31% |
| Spliced US IMI Utilities 25/50 | –9.90% |
–14.08% | –14.08% | –3.00% |
6.00% | 8.22% | 10.73% |
| Spliced Value Index | –14.68% | –25.01% |
–25.01% | –14.79% | 0.42% | 4.04% |
8.69% |
| STAR Composite Index | –8.69% | –12.85% |
–12.85% | –3.77% | 3.43% | 3.97% |
6.53% |
| Target Retirement 2015 Composite Ix | –5.55% |
–7.04% | –7.04% | 0.42% | 3.93% | 3.83% |
6.21% |
| Target Retirement 2020 Composite Ix | –7.30% |
–10.27% | –10.27% | –1.97% |
3.65% | 3.88% | 6.67% |
| Target Retirement 2025 Composite Ix | –8.54% |
–12.45% | –12.45% | –3.55% |
3.47% | 3.92% | 6.94% |
| Target Retirement 2030 Composite Ix | –9.53% |
–14.24% | –14.24% | –5.04% |
3.21% | 3.89% | 7.16% |
| Target Retirement 2035 Composite Ix | –10.53% |
–16.03% | –16.03% | –6.54% |
2.93% | 3.84% | 7.37% |
| Target Retirement 2040 Composite Ix | –11.55% |
–17.80% | –17.80% | –8.05% |
2.63% | 3.77% | 7.49% |
| Target Retirement 2045 Composite Ix | –12.53% |
–19.47% | –19.47% | –9.51% |
2.19% | 3.57% | 7.39% |
| Benchmark | Returns as of 03/31/2020 | Month End YTD
as of
03/31/2020 |
Average Annual Total
Returns as of 03/31/2020 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | –12.53% |
–19.47% | –19.47% | –9.51% |
2.19% | 3.57% | 7.39% |
| Target Retirement 2055 Composite Ix | –12.53% |
–19.47% | –19.47% | –9.51% |
2.19% | 3.57% | — |
| Target Retirement 2060 Composite Ix | –12.53% |
–19.47% | –19.47% | –9.51% |
2.19% | 3.57% | — |
| Target Retirement 2065 Composite Ix | –12.53% |
–19.47% | –19.47% | –9.51% |
1.70% | — | — |
| Target Retirement Income Compos. Ix | –4.77% |
–5.56% | –5.56% | 1.43% | 3.67% | 3.41% |
5.10% |
| Tax-Exempt Money Mkt Funds Average | 0.17% | 0.27% | 0.27% |
1.04% | 0.89% | 0.57% | 0.29% |
| Tax-Managed Balanced Compos. Index | –7.44% |
–10.08% | –10.08% | –1.47% |
4.55% | 4.90% | 7.30% |
| US Gov't Money Market Funds Average | 0.05% | 0.22% |
0.22% | 1.38% | 1.12% | 0.68% | 0.34% |
| Wellesley Income Composite Index | –6.99% |
–8.53% | –8.53% | –0.20% |
3.40% | 3.96% | 6.47% |
| Wellington Composite Index | –9.24% | –12.84% |
–12.84% | –1.65% | 5.27% | 5.83% |
8.65% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
