Benchmark Returns

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index0.93%1.93%5.78% 11.15%7.02%10.12%6.49%
BloomBarc 1 Year Municipal Index0.19%0.35%1.04% 0.86%0.71%0.75%1.79%
BloomBarc 1-15 Year Municipal Index1.31%2.21% 3.61%1.47%2.83%2.75%4.29%
BloomBarc 1-5 Year Municipal Index0.59%0.98%2.31% 1.31%1.42%1.47%2.99%
BloomBarc CA Municipal Index1.67%2.58%3.99% 1.15%3.53%3.79%4.77%
BloomBarc GA ex-USD FlAdjRIC Cp Hgd0.50%1.03% 1.14%1.94%4.17%
BloomBarc MA Municipal Index1.65%2.59%3.96% 1.18%3.31%3.09%4.62%
BloomBarc Municipal Bond Index1.59%2.55%3.94% 1.46%3.49%3.31%4.58%
BloomBarc Municipal CA Intermed Idx1.47%2.50% 4.17%1.36%2.85%3.07%4.85%
BloomBarc NJ Municipal Index1.93%2.64%4.32% 1.55%3.17%3.23%4.51%
BloomBarc NY Municipal Index1.61%2.58%3.86% 1.49%3.56%3.34%4.56%
BloomBarc OH Municipal Index1.62%2.45%3.87% 1.44%3.73%3.60%4.35%
BloomBarc PA Municipal Index1.63%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 Idx0.13%0.32%0.56% 0.59%0.72%0.66%
BloomBarc US 1-5 Year Credit Index0.40%0.96%1.77% 2.22%1.88%2.32%3.87%
BloomBarc US 1-5 Year Treasury Idx0.24%0.62%0.96% 0.57%1.07%0.87%2.71%
BloomBarc US 1-5 Yr Corporate Index0.43%0.99% 1.88%2.52%2.07%2.59%4.08%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
BloomBarc US 1-5 Yr Government Idx0.23%0.61%0.95% 0.58%1.08%0.88%2.69%
BloomBarc US 10+ Year Corp Index2.16%3.04%5.23% 6.66%5.12%5.37%7.42%
BloomBarc US 3-10Yr Gov Flt Adj Idx0.57%1.41% 2.08%0.32%2.19%1.47%
BloomBarc US 5-10 Year Corp Index1.04%2.22%3.75% 4.08%3.86%4.35%6.14%
BloomBarc US 5-10 Year Credit Index1.02%2.20% 3.76%3.84%3.69%4.16%6.12%
BloomBarc US 5-10 Yr Treasury Index0.76%1.81% 2.67%0.03%2.64%1.54%5.21%
BloomBarc US Agg Float Adj Index0.78%1.50%2.42% 1.62%2.53%2.25%
BloomBarc US GNMA Index0.61%1.06%1.39% 0.96%2.15%1.78%4.34%
BloomBarc US Long Gov Flt Adj Idx1.96%3.01%5.04% –1.72%5.35%2.47%
BloomBarc US Long Treasury Index1.98%2.98%5.00% –1.91%5.36%2.40%7.20%
BloomBarc US LongCredit A/Better Ix2.07%2.85% 4.79%3.80%5.45%4.90%7.03%
BloomBarc US MBS Float Adj Index0.60%1.26%1.69% 1.16%2.29%2.07%
BloomBarc US Treas Bellwether:1Yr0.05%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 CapIx0.78%2.53% 5.73%9.25%4.98%
CA Tax-Exempt Money Mkt Funds Avg0.02%0.05%0.07% 0.19%0.07%0.04%0.37%
Conservative Growth Composite Index1.17%2.63% 5.30%8.11%4.79%6.87%5.05%
Convertibles Composite Index0.86%2.80%6.54% 14.05%5.60%10.66%5.86%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
CRSP US Total Market Index1.02%2.17%8.00% 17.68%9.65%15.24%
Dividend Growth Spliced Index1.61%3.27%9.76% 16.17%8.83%13.27%5.98%
FTSE All-World ex US Index3.20%8.08%13.71% 18.45%1.85%8.86%1.69%
FTSE AW ex US High Div Yield Idx2.76%6.87%11.66% 19.06%–0.49%8.44%1.21%
FTSE Emerging Index1.56%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 Index2.47%7.49%14.14% 15.35%2.19%9.63%2.03%
FTSE High Dividend Yield Index0.41%0.01%3.71% 13.98%9.36%14.59%6.85%
Growth Composite Index1.63%3.88%8.62% 14.68%6.40%11.16%5.38%
High-Yield Corporate Composite Idx0.73%1.79%4.14% 10.96%4.45%6.64%6.85%
iMoneyNet MFR Treasury Funds Avg0.02%0.05%0.07% 0.08%0.03%0.02%0.34%
Income Composite Index0.93%2.00%3.66% 4.89%3.89%4.72%4.84%
Managed Payout Composite Index1.30%2.89%6.56% 11.13%4.58%7.90%
Moderate Growth Composite Index1.40%3.25%6.96% 11.37%5.63%9.05%5.41%
Money Market Funds Average0.04%0.12%0.18% 0.29%0.10%0.06%0.51%
MSCI US Broad Market Index1.03%2.19%8.06% 17.77%9.75%15.31%7.13%
MSCI US Prime Market 750 Index1.38%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%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
NASDAQ Intl DividendAchieversSel Ix4.82%11.51% 17.26%14.35%
NASDAQ US Dividend Achievers Select1.61%3.27% 9.76%16.17%8.83%13.27%7.34%
NY Tax-Exempt Money Mkt Funds Avg0.02%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 Index2.60%6.16%14.30% 20.27%11.92%15.98%8.77%
Russell 1000 Index1.28%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 Index0.05%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 Index2.34%5.86%13.68% 20.23%11.66%15.86%8.66%
Russell 3000 Index1.02%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 Index2.39%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 Index2.83%6.15%13.78% 19.34%11.94%16.16%8.87%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
S&P 500 Index1.41%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 Index4.29%10.84%17.19% 16.75%5.92%13.75%3.08%
S&P Global ex U.S. Property Index3.64%7.04%12.86% 9.98%3.04%9.15%
S&P MidCap 400 Growth Index0.46%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 Idx1.46%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 FltAdj0.89%2.00% 3.20%1.86%3.15%2.82%5.60%
Spl BloomBarc US1-5YrGov/Cr FlAdjIx0.29%0.74% 1.24%1.16%1.36%1.33%3.01%
Spl BloomBarc USLongGv/Cr FltAdj Ix2.02%3.03% 5.24%3.02%5.05%4.02%7.37%
Spl Total International Stock Index3.12%8.02% 13.76%18.12%1.89%8.89%1.24%
Spliced BloomBarc USAgg Flt AdjIx0.78%1.50%2.42% 1.62%2.53%2.25%4.48%
Spliced Developed ex US Index3.54%8.67%13.68% 16.67%2.08%10.55%1.21%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Emerging Markets Index1.25%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 Index0.41%0.01%3.71% 13.98%9.36%14.59%6.67%
Spliced European Stock Index4.85%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 Index2.21%5.07%10.97% 17.53%5.31%11.51%3.63%
Spliced Growth Index2.83%6.59%15.33% 19.95%11.25%15.71%8.78%
Spliced Health Care Index2.15%4.35%12.75% 7.63%6.84%15.54%8.11%
Spliced Inst Total Stock Market Idx1.02%2.17% 8.00%17.68%9.65%15.25%7.10%
Spliced International Index3.24%8.13%13.74% 18.24%1.26%8.39%0.16%
Spliced Large Cap Index1.42%2.63%8.87% 17.76%9.98%15.36%7.11%
Spliced Market Neutral Index USD0.06%0.16%0.23% 0.41%0.17%0.12%0.53%
Spliced Mega Cap Growth Index3.00%7.08%16.32% 21.52%11.86%16.10%9.12%
Spliced Mega Cap Index1.51%2.73%8.95% 18.02%10.19%15.38%7.09%
Spliced Mega Cap Value Index0.16%–1.04% 2.85%14.94%8.78%14.87%5.12%
Spliced Mid Cap Growth Idx1.84%4.34%11.41% 15.50%8.97%14.03%7.03%
Spliced Mid Cap Index0.92%2.13%8.45% 16.46%8.96%15.25%7.24%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Mid Cap Value Index0.13%0.29%6.00% 17.34%8.85%16.30%7.20%
Spliced NJ Tax-Ex Money Mkt Fds Avg0.02%0.07% 0.10%0.20%0.07%0.04%0.39%
Spliced PA Tax-Ex Money Mkt Fds Avg0.02%0.07% 0.10%0.20%0.07%0.04%0.39%
Spliced Pacific Stock Index2.47%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 Index0.33%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 Index1.22%2.66%9.73%18.86% 10.89%17.24%6.45%
Spliced Total Stock Market Index1.02%2.17%8.00% 17.68%9.65%15.23%7.09%
Spliced Total World Stock Index2.04%4.91%10.79% 17.87%5.81%12.05%
Spliced US IMI Consumer Discr 25/500.79%5.54% 11.52%17.37%12.06%17.57%9.85%
Spliced US IMI Consumer Stapl 25/502.26%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 25/500.52%1.98%11.57% 9.89%10.58%18.40%10.35%
Spliced US IMI Industrials 25/500.73%2.00%7.03% 21.77%9.34%16.65%7.58%
Spliced US IMI Info Tech 25/504.44%9.28%19.71% 33.51%17.29%18.38%10.93%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 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 25/503.98%4.72%11.23% 13.86%11.93%13.16%6.94%
Spliced Value Index0.12%–0.84% 3.40%15.80%8.86%15.11%5.44%
STAR Composite Index1.31%2.98%6.89%11.83% 5.61%9.27%5.52%
Target Retirement 2010 Composite Ix0.92%2.10% 4.28%6.64%4.00%6.40%4.50%
Target Retirement 2015 Composite Ix1.14%2.63% 5.54%8.95%4.78%7.96%4.79%
Target Retirement 2020 Composite Ix1.33%3.09% 6.61%10.82%5.45%9.20%5.07%
Target Retirement 2025 Composite Ix1.45%3.40% 7.35%12.19%5.81%10.03%5.09%
Target Retirement 2030 Composite Ix1.54%3.63% 7.98%13.43%6.10%10.82%5.08%
Target Retirement 2035 Composite Ix1.63%3.86% 8.61%14.68%6.37%11.61%5.22%
Target Retirement 2040 Composite Ix1.71%4.10% 9.24%15.93%6.64%12.14%5.45%
Target Retirement 2045 Composite Ix1.75%4.19% 9.46%16.35%6.76%12.21%5.49%
Target Retirement 2050 Composite Ix1.75%4.19% 9.46%16.35%6.76%12.21%5.49%
Target Retirement 2055 Composite Ix1.75%4.19% 9.46%16.35%6.76%12.21%
Target Retirement 2060 Composite Ix1.75%4.19% 9.46%16.35%6.76%12.21%
Target Retirement Income Compos. Ix0.92%2.09% 4.24%6.49%3.92%5.35%4.97%
Tax-Exempt Money Mkt Funds Average0.03%0.09%0.13% 0.25%0.09%0.06%0.38%

BenchmarkReturns as of 05/31/2017Month End YTD
as of
05/31/2017
Average Annual Total
Returns as of 05/31/2017
1 Month3 Month1 Year3 Year5 Year10 Year
Tax-Managed Balanced Compos. Index1.30%2.33%6.07% 9.33%6.52%9.11%6.26%
US Gov't Money Market Funds Average0.02%0.05% 0.07%0.09%0.03%0.02%0.43%
Wellesley Income Composite Index0.77%1.11%3.17% 6.33%5.46%7.23%5.88%
Wellington Composite Index1.25%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.