Benchmark Returns

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index3.40%6.39%5.88% 28.49%14.09%12.24%10.16%
BloomBarc 1 Year Municipal Index0.07%0.11%0.27% 1.75%1.98%1.40%1.11%
BloomBarc 1-15 Year Municipal Index0.63%–0.18% 0.30%6.33%4.75%3.03%3.64%
BloomBarc 1-5 Year Municipal Index0.27%0.01%0.27% 3.89%3.17%1.99%2.01%
BloomBarc CA Municipal Index0.80%–0.35% 0.12%6.94%5.17%3.38%4.80%
BloomBarc GA Credit Idx Hedged USD0.63%–1.78% –2.47%4.61%5.99%4.58%4.72%
BloomBarc GA ex-USD FlAdjRIC Cp Hgd–0.23% –1.98%–2.45%0.44%4.14%3.48%
BloomBarc MA Municipal Index0.81%–0.30% 0.16%6.20%5.16%3.23%4.12%
BloomBarc Municipal Bond Index0.84%–0.15% 0.48%7.75%5.33%3.51%4.44%
BloomBarc Municipal CA Intermed Idx0.63%–0.59% –0.29%5.51%4.67%2.78%3.87%
BloomBarc NJ Municipal Index1.08%0.16%1.59% 13.77%6.60%4.80%5.16%
BloomBarc NY Municipal Index1.08%0.00%0.69% 8.00%5.01%3.24%4.19%
BloomBarc OH Municipal Index0.82%–0.23% 0.24%7.08%5.30%3.43%4.48%
BloomBarc PA Municipal Index0.84%–0.21% 0.76%8.31%5.82%3.89%4.72%
BloomBarc US 0-5 Year TIPS Index0.84%1.37%1.91% 6.55%4.08%2.84%1.63%
BloomBarc US 1-5 Year Credit Index0.40%–0.14% –0.17%3.80%4.50%3.05%2.83%
BloomBarc US 1-5 Year Treasury Idx0.17%–0.39% –0.42%–0.05%3.49%1.95%1.67%
BloomBarc US 1-5 Yr Corporate Index0.44%–0.10% –0.15%4.51%4.67%3.23%3.04%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
BloomBarc US 1-5 Yr Government Idx0.17%–0.38% –0.41%–0.03%3.47%1.95%1.67%
BloomBarc US 10+ Year Corp Index1.73%–4.35% –6.93%3.39%9.01%6.70%7.19%
BloomBarc US 5-10 Year Corp Index1.07%–2.14% –2.86%5.82%7.36%4.85%5.21%
BloomBarc US 5-10 Year Credit Index1.06%–2.18% –2.88%5.48%7.20%4.71%5.07%
BloomBarc US 5-10 Yr Treasury Index0.86%–2.91% –3.63%–3.73%5.49%2.60%3.51%
BloomBarc US Agg Float Adj Index0.80%–2.01% –2.78%–0.31%5.24%3.22%3.42%
BloomBarc US GNMA Index0.35%–0.46% –0.63%–0.61%3.87%2.27%2.66%
BloomBarc US Long Treasury Index2.33%–8.19% –11.50%–15.55%7.38%3.71% 6.40%
BloomBarc US LongCredit A/Better Ix1.89%–4.90% –7.60%–0.41%8.42%5.84%7.01%
BloomBarc US MBS Float Adj Index0.51%–0.61% –0.55%–0.14%4.04%2.47%2.73%
BloomBarc US Treas Bellwether:1Yr0.02%0.06%0.10% 0.28%2.13%1.57%0.96%
BloomBarc US Trsy Inflat Prtcd Idx1.40%–0.42% –0.09%6.09%6.19%4.08%3.33%
BloomBarc USD EmergMkt GovRIC CapIx2.16%–1.74% –3.12%14.32%5.35%4.98%
Bloomberg Commodity Index TR8.29%12.82%15.78% 48.52%1.62%2.26%–5.85%
CA Tax-Exempt Money Mkt Funds Avg0.00%0.01%0.01% 0.03%0.61%0.49%0.25%
Communication Services Spliced Idx6.77%15.84% 15.59%60.47%19.24%10.64%10.08%
Conservative Growth Composite Index2.03%2.75% 2.29%17.62%9.18%8.16%6.72%
Consumer Discretionary Spliced Idx6.34%10.93% 14.14%80.57%26.68%22.23%18.67%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index5.14%12.26%11.90% 51.08%18.96%17.69%14.01%
Dividend Growth Spliced Index4.05%11.95%8.65% 37.18%17.45%15.86%12.68%
FTSE All-World ex US Index2.97%6.56%6.79% 44.06%7.35%10.12%5.07%
FTSE All-World Index4.34%9.81%9.34%46.27% 13.62%14.23%9.53%
FTSE AW ex US High Div Yield Idx2.55%10.48%10.63% 43.26%4.43%7.92%3.84%
FTSE Emerging Index2.55%2.08%5.42%46.62% 7.95%12.06%3.64%
FTSE Global All Cap Index Hdg.3.69%10.32%10.35% 44.39%14.42%14.83%11.00%
FTSE Global Small-Cap ex US Index4.95%10.40%9.99% 54.30%6.47%9.57%5.20%
FTSE High Dividend Yield Index2.64%14.65%13.96% 37.39%11.49%11.87%11.95%
Global Wellesley Income Comp Index1.29%3.22%2.60% 15.62%6.68%
Global Wellington Composite Index3.16%6.35%5.49% 29.99%11.53%
Growth Composite Index3.58%7.66%7.43% 37.91%12.93%12.74%9.79%
High-Yield Corporate Composite Idx1.00%1.21%1.30% 16.20%7.27%6.92%6.21%
iMoneyNet MFR Treasury Funds Avg0.00%0.00%0.00% 0.03%0.97%0.72%0.36%
Income Composite Index1.26%0.35%–0.21% 8.46%7.11%5.76%5.14%
Information Technology Spliced Idx5.16%7.38%6.69% 57.21%31.81%30.90%20.55%
JP Morgan EMBI Global Diversified2.22%–1.35% –2.42%15.97%5.32%5.14%5.72%
Managed Allocation Composite Index3.19%5.93%5.76% 29.98%10.88%10.38%7.34%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Moderate Growth Composite Index2.80%5.18%4.84% 27.42%11.12%10.49%8.37%
MSCI AC World Index ex USA Net2.94%6.31%6.54% 42.98%6.98%9.83%4.73%
MSCI US Broad Market Index5.21%12.40%11.96% 51.49%19.02%17.74%14.09%
MSCI US Prime Market 750 Index5.43%12.36%11.38% 49.17%19.37%17.90%14.33%
MSCI US Small Cap 1750 Index3.29%12.80%17.55% 77.59%16.17%16.30%12.20%
NASDAQ Intl DividendAchieversSel Ix2.58%5.25% 3.97%37.12%10.98%11.08%
NASDAQ US Dividend Achievers Select4.05%11.95% 8.65%37.18%17.45%15.86%12.68%
NY Tax-Exempt Money Mkt Funds Avg0.00%0.00%0.00% 0.03%0.66%0.52%0.26%
Real Estate Spliced Index7.98%17.37%17.40% 35.58%13.63%8.40%9.23%
Russell 1000 Growth Index6.80%8.61%7.81% 51.41%25.37%22.88%17.02%
Russell 1000 Index5.38%12.54%11.61%49.48% 19.24%17.76%14.23%
Russell 1000 Value Index4.00%16.77%15.70% 45.92%12.30%12.15%11.13%
Russell 2000 Growth Index2.18%2.23%7.16% 69.15%17.97%18.89%12.86%
Russell 2000 Index2.10%9.55%15.07%74.91% 15.23%16.48%11.63%
Russell 2000 Value Index2.02%17.44%23.62% 78.96%11.68%13.54%10.10%
Russell 2500 Growth Index3.51%3.20%6.09% 67.27%21.60%20.51%14.21%
Russell 2500 Value Index4.29%19.21%21.84% 72.68%12.04%12.66%10.44%
Russell 3000 Index5.15%12.33%11.83%50.92% 18.95%17.67%14.03%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Russell Midcap Growth Index5.62%5.37%5.02% 53.97%21.99%19.70%14.33%
Russell Midcap Value Index4.84%18.79%18.52% 60.70%12.27%12.18%11.31%
S&P 500 Growth Index6.87%9.70%9.14%48.86% 23.17%21.26%16.55%
S&P 500 Index5.34%12.98%11.84%45.98% 18.67%17.42%14.17%
S&P 500 Value Index3.73%16.75%14.90% 40.90%13.02%12.67%11.27%
S&P Completion Index4.22%9.20%12.30% 78.03%19.61%18.47%13.20%
S&P EPAC SmallCap Index4.26%8.69%8.07% 53.86%7.09%10.51%7.63%
S&P Global ex U.S. Property Index2.80%7.44%5.33% 26.96%1.67%4.94%4.78%
S&P MidCap 400 Growth Index4.16%11.02%13.07% 61.70%16.18%16.24%12.41%
S&P MidCap 400 Index4.50%16.82%18.58% 67.90%15.18%15.10%12.11%
S&P MidCap 400 Value Index4.81%22.71%24.12% 73.48%13.58%13.45%11.52%
S&P National AMT-Free Muni Bond Idx0.87%–0.12% 0.46%7.42%5.13%3.35%4.26%
S&P SmallCap 600 Growth Index2.06%7.81%14.58% 70.35%15.71%17.27%13.52%
S&P SmallCap 600 Index2.04%13.51%20.65% 76.85%14.09%15.79%12.91%
S&P SmallCap 600 Value Index2.02%19.18%26.67% 82.49%12.10%14.02%12.16%
Spl BloomBarc US 5-10Yr G/Cr FltAdj0.96%–2.54% –3.25%0.79%6.43%3.69%4.31%
Spl BloomBarc US Long Treasury Idx2.33%–8.19% –11.50%–15.55%7.38%3.75% 6.35%
Spl BloomBarc US Treas 1-3 Yr Idx0.04%–0.04% –0.01%0.24%2.88%1.73%1.27%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spl BloomBarc US Treas 3-10 Yr Idx0.61%–1.91% –2.33%–2.14%4.99%2.49%2.99%
Spl BloomBarc US1-5YrGov/Cr FlAdjIx0.25%–0.30% –0.33%1.26%3.84%2.35%2.04%
Spl BloomBarc USLongGv/Cr FltAdj Ix1.96%–5.86% –8.66%–4.45%8.54%5.62%6.95%
Spl Total International Stock Index3.17%6.94% 7.11%45.02%7.26%10.06%5.07%
Spliced Alternative Strategies Idx0.00%0.01%0.02% 0.13%3.43%4.04%
Spliced BloomBarc USAgg Flt AdjIx0.80%–2.01% –2.78%–0.31%5.24%3.22%3.42%
Spliced Developed ex US Index3.29%8.40%7.48% 44.19%7.06%9.59%5.72%
Spliced Emerging Markets Index2.85%2.94%6.05% 47.41%7.84%11.65%3.30%
Spliced Energy Index1.39%10.44%10.70% 11.10%–12.17%–3.50%–4.48%
Spliced Equity Income Index2.64%14.65%13.96% 37.39%11.49%11.87%11.95%
Spliced European Stock Index4.85%10.66%9.23% 45.70%6.81%9.20%5.18%
Spliced Extended Market Index4.22%9.20%12.30% 78.03%19.61%18.47%13.20%
Spliced Global Capital Cycles Index4.83%10.18% 9.80%50.04%9.53%10.54%–2.94%
Spliced Global Equity Index4.37%9.64%9.14% 45.75%13.32%13.85%9.17%
Spliced Growth Index6.95%9.56%8.55%53.29% 25.81%22.46%16.77%
Spliced Health Care Index3.99%3.37%4.45% 21.29%14.46%11.71%12.59%
Spliced Inst Total Stock Market Idx5.14%12.26% 11.90%51.08%18.96%17.69%14.05%
Spliced International Index2.94%6.31%6.54% 42.98%6.98%9.83%4.73%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Large Cap Index5.39%12.33%11.36% 48.00%19.32%17.88%14.29%
Spliced Market Neutral Index USD0.00%0.01%0.02% 0.13%1.41%1.15%0.60%
Spliced Mega Cap Growth Index7.38%10.15%9.07% 52.99%26.52%23.29%17.48%
Spliced Mega Cap Index5.52%12.20%11.15% 46.36%19.84%18.31%14.64%
Spliced Mega Cap Value Index3.22%14.72%13.70% 38.32%12.80%13.21%11.76%
Spliced Mid Cap Growth Idx5.04%7.26%6.35% 54.47%21.52%18.54%13.38%
Spliced Mid Cap Index4.82%12.94%12.35% 56.38%16.54%15.58%12.55%
Spliced Mid Cap Value Index4.61%19.16%18.96% 57.60%11.35%12.46%11.53%
Spliced Pacific Stock Index0.81%3.82%3.48% 40.82%6.46%10.28%6.59%
Spliced Small and Mid Cap Index4.56%14.20%15.83% 69.13%17.29%16.59%12.91%
Spliced Small Cap Growth Index3.86%4.13%6.52% 63.30%20.81%19.64%13.14%
Spliced Small Cap Index4.04%12.21%14.66% 70.32%16.34%16.10%12.24%
Spliced Small Cap Value Index4.17%19.20%21.71% 75.03%12.14%12.87%11.25%
Spliced Social Index5.73%11.68%10.70% 49.65%20.84%19.41%15.61%
Spliced Total Stock Market Index5.14%12.26%11.90% 51.08%18.96%17.69%14.04%
Spliced Total World Stock Index4.35%9.98%9.67% 48.12%13.54%14.19%9.55%
Spliced U.S. Government Money Market Funds Average0.00% 0.00%0.01%0.05%1.12%0.89%0.44%
Spliced US IMI Consumer Stapl 25/502.06%9.36% 4.89%26.30%14.60%9.17%11.51%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced US IMI Energy 25/500.53%26.64%32.89% 41.40%–8.86%–3.01%–2.51%
Spliced US IMI Financials 25/506.37%25.64%23.91% 64.91%11.77%16.06%12.59%
Spliced US IMI Health Care 25/504.17%4.30%6.73% 28.12%17.32%15.15%15.81%
Spliced US IMI Industrials 25/503.71%19.13%15.64% 64.88%15.17%15.09%12.61%
Spliced US IMI Materials 25/505.02%18.83%15.89% 66.74%14.24%14.08%9.55%
Spliced US IMI Utilities 25/503.93%8.12%7.07% 19.90%11.93%10.22%11.17%
Spliced Value Index3.53%15.83%14.91% 41.52%12.54%13.18%11.74%
STAR Composite Index3.07%6.02%5.72%29.38% 12.08%11.15%8.63%
Target Retirement 2015 Composite Ix1.83%2.50% 2.20%16.12%8.40%7.95%6.85%
Target Retirement 2020 Composite Ix2.36%4.01% 3.71%22.49%9.90%9.53%7.92%
Target Retirement 2025 Composite Ix2.74%5.04% 4.70%27.05%10.96%10.65%8.59%
Target Retirement 2030 Composite Ix3.05%5.97% 5.66%30.93%11.66%11.51%9.13%
Target Retirement 2035 Composite Ix3.34%6.90% 6.63%34.87%12.33%12.36%9.64%
Target Retirement 2040 Composite Ix3.63%7.83% 7.61%38.91%12.98%13.19%10.14%
Target Retirement 2045 Composite Ix3.92%8.77% 8.59%43.05%13.67%13.78%10.43%
Target Retirement 2050 Composite Ix3.97%8.92% 8.74%43.43%13.77%13.84%10.46%
Target Retirement 2055 Composite Ix3.97%8.92% 8.74%43.43%13.77%13.84%10.46%
Target Retirement 2060 Composite Ix3.97%8.92% 8.74%43.43%13.77%13.84%

BenchmarkReturns as of 04/30/2021Month End YTD
as of
04/30/2021
Average Annual Total
Returns as of 04/30/2021
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2065 Composite Ix3.97%8.92% 8.74%43.43%13.77%
Target Retirement Income Compos. Ix1.70%2.12% 1.82%14.18%8.01%6.88%5.82%
Tax-Exempt Money Mkt Funds Average0.00%0.00%0.00% 0.03%0.70%0.58%0.29%
Tax-Managed Balanced Compos. Index2.99%6.06%5.90% 26.60%12.48%10.65%9.24%
US Gov't Money Market Funds Average0.00%0.00% 0.01%0.01%0.93%0.69%0.34%
Wellesley Income Composite Index1.59%3.40%2.35% 13.07%8.34%6.92%7.13%
Wellington Composite Index3.83%7.43%6.27% 28.86%14.51%12.79%10.85%

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