| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 1.30% | 3.56% | 0.82% |
22.57% | 11.89% | 12.27% | 9.90% |
| BloomBarc 1 Year Municipal Index | –0.03% |
0.22% | 0.13% | 1.33% | 1.88% | 1.37% | 1.14% |
| BloomBarc 1-15 Year Municipal Index | –1.26% |
–0.32% | –0.79% | 1.38% | 4.35% | 2.95% |
3.66% |
| BloomBarc 1-5 Year Municipal Index | –0.54% |
–0.05% | –0.28% | 1.64% | 2.87% | 1.89% |
2.06% |
| BloomBarc CA Municipal Index | –1.82% |
–0.94% | –1.35% | 0.60% | 4.67% | 3.30% |
4.82% |
| BloomBarc GA Credit Idx Hedged USD | –1.50% |
–1.72% | –2.20% | 2.38% | 6.03% | 5.22% |
4.88% |
| BloomBarc GA ex-USD FlAdjRIC Cp Hgd | –1.86% |
–1.98% | –2.33% | –0.36% |
4.52% | 3.63% | — |
| BloomBarc MA Municipal Index | –1.76% |
–0.90% | –1.31% | 0.95% | 4.64% | 3.13% |
4.12% |
| BloomBarc Municipal Bond Index | –1.59% |
–0.36% | –0.96% | 1.06% | 4.83% | 3.43% |
4.44% |
| BloomBarc Municipal CA Intermed Idx | –1.68% |
–1.09% | –1.38% | 1.11% | 4.25% | 2.67% |
3.91% |
| BloomBarc NJ Municipal Index | –1.54% |
1.21% | –0.13% | 1.89% | 6.06% | 4.79% | 5.10% |
| BloomBarc NY Municipal Index | –1.69% |
–0.18% | –1.01% | 0.50% | 4.38% | 3.11% |
4.17% |
| BloomBarc OH Municipal Index | –1.55% |
–0.61% | –1.08% | 1.37% | 4.80% | 3.40% |
4.49% |
| BloomBarc PA Municipal Index | –1.67% |
–0.21% | –0.72% | 1.32% | 5.34% | 3.81% |
4.71% |
| BloomBarc US 0-5 Year TIPS Index | 0.10% | 1.58% | 0.64% |
4.75% | 3.81% | 2.79% | 1.73% |
| BloomBarc US 1-5 Year Credit Index | –0.25% |
0.06% | –0.28% | 3.13% | 4.44% | 3.35% | 2.93% |
| BloomBarc US 1-5 Year Treasury Idx | –0.34% |
–0.29% | –0.37% | 1.82% | 3.49% | 2.01% |
1.75% |
| BloomBarc US 1-5 Yr Corporate Index | –0.23% |
0.12% | –0.28% | 3.42% | 4.61% | 3.57% | 3.14% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| BloomBarc US 1-5 Yr Government Idx | –0.34% |
–0.29% | –0.36% | 1.82% | 3.48% | 2.01% |
1.74% |
| BloomBarc US 10+ Year Corp Index | –3.19% |
–5.50% | –5.79% | 1.26% | 8.97% | 8.60% |
7.54% |
| BloomBarc US 5-10 Year Corp Index | –1.44% |
–1.53% | –2.16% | 3.83% | 7.33% | 5.76% |
5.47% |
| BloomBarc US 5-10 Year Credit Index | –1.50% |
–1.59% | –2.21% | 3.48% | 7.17% | 5.56% |
5.33% |
| BloomBarc US 5-10 Yr Treasury Index | –1.98% |
–2.78% | –2.70% | 0.69% | 5.80% | 2.80% |
3.77% |
| BloomBarc US Agg Float Adj Index | –1.50% |
–2.15% | –2.28% | 1.35% | 5.37% | 3.62% |
3.61% |
| BloomBarc US GNMA Index | –0.56% | –0.56% |
–0.74% | 1.50% | 3.91% | 2.32% | 2.80% |
| BloomBarc US Long Treasury Index | –5.57% |
–10.05% | –8.97% | –6.02% |
8.76% | 4.19% | 6.90% |
| BloomBarc US LongCredit A/Better Ix | –3.56% |
–6.27% | –6.30% | –0.27% |
8.57% | 7.19% | 7.41% |
| BloomBarc US MBS Float Adj Index | –0.63% |
–0.37% | –0.57% | 1.52% | 4.07% | 2.55% |
2.86% |
| BloomBarc US Treas Bellwether:1Yr | 0.02% | 0.07% | 0.05% |
1.13% | 2.21% | 1.61% | 0.97% |
| BloomBarc US Trsy Inflat Prtcd Idx | –1.61% |
–0.15% | –1.29% | 5.85% | 6.11% | 4.27% |
3.57% |
| BloomBarc USD EmergMkt GovRIC CapIx | –2.40% |
–1.94% | –3.77% | 1.07% | 4.79% | 5.84% |
— |
| Bloomberg Commodity Index TR | 6.47% | 14.70% | 9.27% |
20.32% | 0.32% | 3.52% | –5.88% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.01% | 0.01% |
0.21% | 0.66% | 0.49% | 0.25% |
| Communication Services Spliced Idx | 7.17% | 11.75% |
6.94% | 45.41% | 15.57% | 10.09% | 9.82% |
| Conservative Growth Composite Index | 0.15% | 1.77% |
–0.29% | 13.86% | 8.17% | 8.52% | 6.68% |
| Consumer Discretionary Spliced Idx | 0.31% | 8.66% | 3.21% |
64.02% | 22.34% | 21.38% | 17.93% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| CRSP US Total Market Index | 3.18% | 7.44% | 2.85% |
35.61% | 15.05% | 17.46% | — |
| Dividend Growth Spliced Index | 1.54% | 1.10% | –1.45% |
23.68% | 12.82% | 14.94% | 12.09% |
| FTSE All-World ex US Index | 2.02% | 7.85% | 2.24% |
26.98% | 5.76% | 11.49% | 5.12% |
| FTSE All-World Index | 2.36% | 6.67% | 1.92% | 30.54% |
10.56% | 14.63% | 9.21% |
| FTSE AW ex US High Div Yield Idx | 3.90% | 9.67% | 4.04% |
17.70% | 2.23% | 8.98% | 3.88% |
| FTSE Emerging Index | 1.11% | 10.84% | 4.41% | 32.68% |
6.30% | 14.90% | 4.27% |
| FTSE Global All Cap Index Hdg. | 2.77% | 7.05% | 2.79% |
29.00% | 11.71% | 14.70% | 10.42% |
| FTSE Global Small-Cap ex US Index | 3.47% | 9.79% | 3.08% |
30.83% | 4.26% | 10.51% | 5.18% |
| FTSE High Dividend Yield Index | 4.58% | 7.53% | 3.95% |
19.53% | 7.39% | 11.39% | 11.46% |
| Global Wellesley Income Comp Index | 0.51% | 1.73% | –0.10% |
8.25% | 5.66% | — | — |
| Global Wellington Composite Index | 1.13% | 3.38% | 0.31% |
20.07% | 9.47% | — | — |
| Growth Composite Index | 1.92% | 5.73% | 1.70% |
26.87% | 10.62% | 13.14% | 9.55% |
| High-Yield Corporate Composite Idx | 0.21% | 1.83% | 0.30% |
9.03% | 6.91% | 8.04% | 6.28% |
| iMoneyNet MFR Treasury Funds Avg | 0.00% | 0.00% | 0.00% |
0.10% | 1.03% | 0.72% | 0.36% |
| Income Composite Index | –0.73% | –0.18% |
–1.29% | 7.33% | 6.72% | 6.10% | 5.20% |
| Information Technology Spliced Idx | 1.45% | 6.70% | 0.79% |
53.25% | 27.85% | 30.38% | 19.98% |
| JP Morgan EMBI Global Diversified | –2.55% |
–1.78% | –3.61% | 0.91% | 4.48% | 5.94% |
5.86% |
| Managed Allocation Composite Index | 1.43% | 4.57% | 1.27% |
21.42% | 9.14% | 10.80% | 7.20% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 1.03% | 3.74% | 0.70% |
20.38% | 9.48% | 10.86% | 8.24% |
| MSCI AC World Index ex USA Net | 1.98% | 7.73% | 2.20% |
26.18% | 5.44% | 11.21% | 4.77% |
| MSCI US Broad Market Index | 3.14% | 7.38% | 2.74% |
35.70% | 15.03% | 17.46% | 13.50% |
| MSCI US Prime Market 750 Index | 2.75% | 6.11% | 1.86% |
34.36% | 15.08% | 17.48% | 13.67% |
| MSCI US Small Cap 1750 Index | 6.77% | 20.45% | 11.27% |
49.56% | 14.75% | 17.25% | 12.17% |
| NASDAQ Intl DividendAchieversSel Ix | 1.00% | 4.95% |
–0.23% | 25.47% | 9.97% | 12.24% | — |
| NASDAQ US Dividend Achievers Select | 1.54% | 1.10% |
–1.45% | 23.68% | 12.82% | 14.94% | 12.09% |
| NY Tax-Exempt Money Mkt Funds Avg | 0.00% | 0.00% | 0.00% |
0.23% | 0.71% | 0.52% | 0.26% |
| Real Estate Spliced Index | 3.38% | 6.29% | 3.40% |
4.96% | 10.62% | 7.27% | 8.30% |
| Russell 1000 Growth Index | –0.02% | 3.80% |
–0.76% | 44.26% | 20.97% | 22.22% | 16.45% |
| Russell 1000 Index | 2.90% | 6.36% | 2.05% | 34.28% |
14.98% | 17.37% | 13.58% |
| Russell 1000 Value Index | 6.04% | 9.10% | 5.07% |
22.22% | 8.23% | 12.02% | 10.40% |
| Russell 2000 Growth Index | 3.30% | 18.40% | 8.28% |
58.88% | 18.95% | 21.15% | 13.80% |
| Russell 2000 Index | 6.23% | 21.23% | 11.58% | 51.00% |
14.87% | 17.92% | 11.86% |
| Russell 2000 Value Index | 9.39% | 24.27% | 15.15% |
41.06% | 10.14% | 14.22% | 9.65% |
| Russell 2500 Growth Index | 3.14% | 15.15% | 6.02% |
59.59% | 21.65% | 22.53% | 14.93% |
| Russell 2500 Value Index | 8.90% | 19.05% | 11.30% |
34.08% | 9.50% | 12.98% | 9.87% |
| Russell 3000 Index | 3.13% | 7.29% | 2.67% | 35.33% |
14.97% | 17.41% | 13.44% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell Midcap Growth Index | 1.71% | 6.23% | 1.37% |
46.25% | 20.11% | 20.49% | 14.52% |
| Russell Midcap Value Index | 7.75% | 12.47% | 7.50% |
27.72% | 8.94% | 12.45% | 10.65% |
| S&P 500 Growth Index | 0.00% | 3.55% | –0.51% |
39.85% | 18.34% | 20.28% | 15.89% |
| S&P 500 Index | 2.76% | 5.63% | 1.72% | 31.29% |
14.14% | 16.82% | 13.43% |
| S&P 500 Value Index | 5.92% | 7.89% | 4.24% | 19.93% |
8.84% | 12.44% | 10.45% |
| S&P Completion Index | 5.19% | 16.01% | 8.18% |
56.21% | 18.49% | 19.86% | 13.33% |
| S&P EPAC SmallCap Index | 2.56% | 8.75% | 1.98% |
32.93% | 4.95% | 11.47% | 7.65% |
| S&P Global ex U.S. Property Index | 3.00% | 4.10% | 0.98% |
2.23% | 1.15% | 6.44% | 4.76% |
| S&P MidCap 400 Growth Index | 4.10% | 12.81% | 6.03% |
43.93% | 13.68% | 16.45% | 12.41% |
| S&P MidCap 400 Index | 6.80% | 15.48% | 8.41% |
39.79% | 12.04% | 15.20% | 11.68% |
| S&P MidCap 400 Value Index | 9.54% | 18.18% | 10.80% |
34.18% | 9.91% | 13.45% | 10.68% |
| S&P National AMT-Free Muni Bond Idx | –1.59% |
–0.39% | –1.01% | 0.81% | 4.60% | 3.29% |
4.27% |
| S&P SmallCap 600 Growth Index | 4.50% | 20.99% | 11.06% |
48.41% | 15.63% | 18.22% | 14.07% |
| S&P SmallCap 600 Index | 7.65% | 23.95% | 14.42% |
46.69% | 13.23% | 16.66% | 12.94% |
| S&P SmallCap 600 Value Index | 10.81% | 26.78% | 17.78% |
43.76% | 10.56% | 14.88% | 11.71% |
| Spl BloomBarc US 5-10Yr G/Cr FltAdj | –1.74% |
–2.18% | –2.45% | 2.42% | 6.57% | 4.19% |
4.57% |
| Spl BloomBarc US Long Treasury Idx | –5.57% |
–10.05% | –8.97% | –6.02% |
8.76% | 4.23% | 6.85% |
| Spl BloomBarc US Treas 1-3 Yr Idx | –0.06% |
0.03% | –0.03% | 1.66% | 2.88% | 1.77% | 1.31% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl BloomBarc US Treas 3-10 Yr Idx | –1.37% |
–1.79% | –1.80% | 1.37% | 5.15% | 2.62% |
3.19% |
| Spl BloomBarc US1-5YrGov/Cr FlAdjIx | –0.31% |
–0.17% | –0.33% | 2.33% | 3.83% | 2.48% |
2.12% |
| Spl BloomBarc USLongGv/Cr FltAdj Ix | –4.19% |
–7.23% | –7.04% | –1.38% |
9.06% | 6.85% | 7.37% |
| Spl Total International Stock Index | 2.16% | 8.04% |
2.32% | 27.34% | 5.60% | 11.39% | 5.08% |
| Spliced Alternative Strategies Idx | 0.01% | 0.02% | 0.01% |
0.33% | 3.76% | 4.18% | — |
| Spliced BloomBarc USAgg Flt AdjIx | –1.50% |
–2.15% | –2.28% | 1.35% | 5.37% | 3.62% |
3.61% |
| Spliced Developed ex US Index | 2.41% | 7.02% | 1.54% |
25.54% | 5.33% | 10.51% | 5.49% |
| Spliced Emerging Markets Index | 1.51% | 10.87% | 4.58% |
32.84% | 6.10% | 14.27% | 4.07% |
| Spliced Energy Index | 4.25% | 7.99% | 4.49% | –13.22% |
–11.32% | –1.28% | –4.70% |
| Spliced Equity Income Index | 4.58% | 7.53% | 3.95% |
19.53% | 7.39% | 11.39% | 11.46% |
| Spliced European Stock Index | 2.57% | 6.47% | 1.24% |
22.01% | 4.72% | 9.44% | 5.11% |
| Spliced Extended Market Index | 5.19% | 16.01% | 8.18% |
56.21% | 18.49% | 19.86% | 13.33% |
| Spliced Global Capital Cycles Index | 3.43% | 9.61% |
3.07% | 37.25% | 7.45% | 15.71% | –3.08% |
| Spliced Global Equity Index | 2.32% | 6.58% | 1.85% |
30.25% | 10.29% | 14.24% | 8.85% |
| Spliced Growth Index | 0.79% | 4.08% | –0.14% |
45.27% | 21.45% | 21.92% | 16.19% |
| Spliced Health Care Index | –2.80% | 1.63% |
–1.79% | 22.61% | 11.68% | 11.60% | 12.76% |
| Spliced Inst Total Stock Market Idx | 3.18% | 7.44% |
2.85% | 35.61% | 15.05% | 17.46% | 13.47% |
| Spliced International Index | 1.98% | 7.73% | 2.20% |
26.18% | 5.44% | 11.21% | 4.77% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Large Cap Index | 2.66% | 5.80% | 1.77% |
33.78% | 14.96% | 17.42% | 13.63% |
| Spliced Market Neutral Index USD | 0.01% | 0.02% | 0.01% |
0.33% | 1.49% | 1.15% | 0.60% |
| Spliced Mega Cap Growth Index | 0.28% | 3.30% | –0.70% |
44.68% | 21.49% | 22.45% | 16.74% |
| Spliced Mega Cap Index | 2.09% | 5.10% | 1.13% |
33.12% | 15.15% | 17.70% | 13.89% |
| Spliced Mega Cap Value Index | 4.39% | 7.38% | 3.47% |
20.56% | 8.46% | 12.80% | 11.01% |
| Spliced Mid Cap Growth Idx | 3.28% | 7.20% | 2.41% |
46.34% | 19.73% | 19.52% | 13.46% |
| Spliced Mid Cap Index | 5.25% | 9.02% | 4.70% |
35.99% | 13.74% | 15.85% | 12.26% |
| Spliced Mid Cap Value Index | 7.42% | 10.98% | 7.23% |
24.99% | 7.62% | 12.04% | 10.86% |
| Spliced Pacific Stock Index | 1.58% | 7.43% | 1.24% |
31.98% | 5.49% | 12.20% | 6.05% |
| Spliced Small and Mid Cap Index | 6.39% | 14.88% | 7.90% |
43.41% | 14.82% | 17.12% | 12.65% |
| Spliced Small Cap Growth Index | 3.12% | 14.24% | 5.48% |
53.82% | 21.13% | 21.51% | 13.78% |
| Spliced Small Cap Index | 6.14% | 16.50% | 8.47% |
44.34% | 14.76% | 17.08% | 12.21% |
| Spliced Small Cap Value Index | 8.76% | 18.45% | 11.05% |
35.37% | 9.20% | 13.19% | 10.66% |
| Spliced Social Index | 1.99% | 5.38% | 1.10% | 34.48% |
16.40% | 18.84% | 14.81% |
| Spliced Total Stock Market Index | 3.18% | 7.44% | 2.85% |
35.61% | 15.05% | 17.46% | 13.47% |
| Spliced Total World Stock Index | 2.67% | 7.45% | 2.39% |
31.64% | 10.63% | 14.66% | 9.24% |
| Spliced U.S. Government Money Market Funds Average | 0.00% |
0.00% | 0.00% | 0.15% | 1.19% | 0.89% | 0.44% |
| Spliced US IMI Consumer Stapl 25/50 | –0.78% |
–2.84% | –4.84% | 15.61% | 9.33% |
7.87% | 11.19% |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced US IMI Energy 25/50 | 22.34% | 35.23% | 28.38% |
14.60% | –6.46% | 0.31% | –2.56% |
| Spliced US IMI Financials 25/50 | 11.66% | 17.68% | 10.11% |
24.50% | 6.17% | 15.66% | 11.12% |
| Spliced US IMI Health Care 25/50 | –1.80% |
4.68% | 0.50% | 30.05% | 14.39% | 15.19% | 16.10% |
| Spliced US IMI Industrials 25/50 | 6.76% | 5.92% | 3.64% |
29.25% | 9.30% | 14.51% | 11.89% |
| Spliced US IMI Materials 25/50 | 4.57% | 5.81% | 1.97% |
43.33% | 8.29% | 14.35% | 8.70% |
| Spliced US IMI Utilities 25/50 | –5.61% |
–5.63% | –6.53% | –2.70% |
9.29% | 8.55% | 10.17% |
| Spliced Value Index | 5.05% | 7.97% | 4.22% | 21.25% |
8.18% | 12.75% | 10.98% |
| STAR Composite Index | 1.37% | 4.17% | 1.08% | 22.04% |
10.15% | 11.44% | 8.45% |
| Target Retirement 2015 Composite Ix | 0.14% | 1.75% |
–0.16% | 12.60% | 7.48% | 8.48% | 6.90% |
| Target Retirement 2020 Composite Ix | 0.66% | 2.92% |
0.37% | 17.02% | 8.57% | 10.04% | 7.89% |
| Target Retirement 2025 Composite Ix | 0.99% | 3.66% |
0.67% | 20.08% | 9.33% | 11.16% | 8.51% |
| Target Retirement 2030 Composite Ix | 1.32% | 4.40% |
1.03% | 22.54% | 9.79% | 12.03% | 9.00% |
| Target Retirement 2035 Composite Ix | 1.65% | 5.14% |
1.40% | 24.96% | 10.21% | 12.88% | 9.48% |
| Target Retirement 2040 Composite Ix | 1.99% | 5.89% |
1.77% | 27.37% | 10.62% | 13.72% | 9.92% |
| Target Retirement 2045 Composite Ix | 2.32% | 6.65% |
2.15% | 29.84% | 11.07% | 14.20% | 10.15% |
| Target Retirement 2050 Composite Ix | 2.36% | 6.74% |
2.20% | 30.07% | 11.14% | 14.24% | 10.17% |
| Target Retirement 2055 Composite Ix | 2.36% | 6.74% |
2.20% | 30.07% | 11.14% | 14.24% | 10.17% |
| Target Retirement 2060 Composite Ix | 2.36% | 6.74% |
2.20% | 30.07% | 11.14% | 14.24% | — |
| Benchmark | Returns as of 02/28/2021 | Month End YTD
as of
02/28/2021 |
Average Annual Total
Returns as of 02/28/2021 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2065 Composite Ix | 2.36% | 6.74% |
2.20% | 30.07% | 11.14% | — | — |
| Target Retirement Income Compos. Ix | 0.00% | 1.42% |
–0.30% | 11.29% | 7.23% | 7.17% | 5.86% |
| Tax-Exempt Money Mkt Funds Average | 0.00% | 0.00% | 0.00% |
0.24% | 0.76% | 0.58% | 0.29% |
| Tax-Managed Balanced Compos. Index | 0.82% | 3.03% | 0.67% |
18.29% | 10.26% | 10.42% | 8.94% |
| US Gov't Money Market Funds Average | 0.00% | 0.00% |
0.00% | 0.07% | 0.98% | 0.69% | 0.34% |
| Wellesley Income Composite Index | 0.48% | 0.79% | –0.53% |
8.25% | 6.95% | 7.17% | 7.11% |
| Wellington Composite Index | 1.19% | 2.66% | 0.09% |
20.70% | 11.67% | 12.66% | 10.46% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
