Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Balanced Composite Index | 2.25% | 2.00% | 7.73% |
14.71% | 3.80% | 8.78% | 8.15% |
Bloomberg 1 Year Municipal Index | 0.57% | 0.82% | 0.94% |
3.19% | 1.05% | 1.22% | 1.13% |
Bloomberg 1-15 Year Municipal Index | 1.29% | –0.34% |
–0.63% | 2.69% | –0.45% | 1.16% | 2.09% |
Bloomberg 1-5 Year Municipal Index | 0.84% | 0.16% | –0.06% |
2.61% | 0.02% | 0.95% | 1.30% |
Bloomberg CA Municipal Index | 1.40% | –0.20% |
–0.62% | 3.05% | –0.85% | 1.11% | 2.37% |
Bloomberg Commodity Index TR | –1.54% |
2.89% | 5.14% | 5.00% | 5.65% | 7.25% | –1.29% |
Bloomberg GA Credit Idx Hedged USD | 0.70% | 0.17% | 0.23% |
5.76% | –2.21% | 0.61% | 2.37% |
Bloomberg GA ex-USD FlAdjRIC Cp Hgd | 0.73% | –0.39% |
–0.31% | 4.69% | –1.87% | –0.25% |
2.12% |
Bloomberg MA Municipal Index | 1.45% | –0.30% |
–0.67% | 2.65% | –1.18% | 0.88% | 2.13% |
Bloomberg Municipal Bond Index | 1.53% | –0.02% |
–0.40% | 3.21% | –0.88% | 1.16% | 2.39% |
Bloomberg Municipal CA Intermed Idx | 1.24% | –1.11% |
–1.68% | 1.65% | –0.89% | 0.72% | 1.84% |
Bloomberg NJ Municipal Index | 1.52% | –0.01% |
–0.31% | 3.66% | –0.54% | 1.82% | 3.08% |
Bloomberg NY Municipal Index | 1.74% | 0.23% | –0.51% |
3.27% | –0.81% | 1.11% | 2.33% |
Bloomberg OH Municipal Index | 1.67% | –0.09% |
–0.48% | 3.00% | –1.15% | 0.99% | 2.34% |
Bloomberg PA Municipal Index | 1.55% | 0.00% | –0.06% |
3.54% | –0.91% | 1.31% | 2.63% |
Bloomberg US 0-5 Year TIPS Index | 0.62% | 1.41% | 2.26% |
5.37% | 2.15% | 3.16% | 2.03% |
Bloomberg US 1-5 Year Credit Index | 0.60% | 0.95% | 1.47% |
5.74% | 0.30% | 1.61% | 1.98% |
Bloomberg US 1-5 Year Treasury Idx | 0.71% | 0.77% | 0.71% |
4.12% | –0.45% | 0.71% | 1.12% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Bloomberg US 1-5 Yr Corporate Index | 0.58% | 0.96% |
1.56% | 6.01% | 0.40% | 1.75% | 2.14% |
Bloomberg US 1-5 Yr Government Idx | 0.71% | 0.77% | 0.73% |
4.14% | –0.44% | 0.72% | 1.12% |
Bloomberg US 10+ Year Corp Index | 0.53% | –1.74% |
–3.39% | 2.18% | –6.87% | –0.79% |
2.45% |
Bloomberg US 5-10 Year Corp Index | 0.84% | 0.42% | 0.19% |
5.72% | –2.20% | 1.04% | 2.65% |
Bloomberg US 5-10 Year Credit Index | 0.86% | 0.39% |
0.10% | 5.36% | –2.27% | 0.91% | 2.52% |
Bloomberg US 5-10 Yr Treasury Index | 1.21% | 0.10% |
–1.02% | 1.60% | –3.52% | –0.68% |
1.13% |
Bloomberg US Agg Float Adj Index | 0.92% | 0.08% | –0.64% |
2.73% | –2.99% | –0.18% | 1.38% |
Bloomberg US GNMA Index | 1.02% | 0.05% | –1.01% |
2.22% | –2.50% | –0.66% | 0.83% |
Bloomberg US Long Treasury Index | 1.65% | –1.81% |
–5.01% | –5.61% | –10.49% |
–4.26% | 0.60% |
Bloomberg US LongCredit A/Better Ix | 0.63% | –1.92% |
–3.87% | 0.55% | –7.49% | –1.55% |
2.11% |
Bloomberg US MBS Float Adj Index | 1.10% | 0.12% | –0.76% |
2.38% | –2.69% | –0.63% | 0.90% |
Bloomberg US Treas Bellwether:1Yr | 0.43% | 1.12% | 1.99% |
5.37% | 2.30% | 1.99% | 1.55% |
Bloomberg US Trsy Inflat Prtcd Idx | 0.78% | 0.79% | 0.70% |
2.71% | –1.33% | 2.07% | 1.91% |
Bloomberg US Universal Index | 0.91% | 0.19% | –0.28% |
3.47% | –2.68% | 0.11% | 1.63% |
Bloomberg USD EmergMkt GovRIC CapIx | 0.57% | 0.33% |
1.58% | 8.32% | –2.58% | 0.02% | 2.39% |
CA Tax-Exempt Money Mkt Funds Avg | 0.25% | 0.77% | 1.46% |
2.87% | 1.63% | 1.12% | 0.73% |
Communication Services Spliced Idx | 3.37% | 5.61% | 17.92% |
31.20% | –0.38% | 10.85% | 6.78% |
Conservative Growth Composite Index | 1.22% | 0.91% |
3.69% | 9.30% | 0.67% | 4.60% | 4.90% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Consumer Discretionary Spliced Idx | 2.77% | –1.55% |
3.05% | 11.38% | 0.89% | 13.14% | 12.64% |
CRSP US Total Market Index | 3.14% | 3.25% | 13.58% |
23.17% | 7.91% | 14.07% | 12.11% |
Dividend Growth Spliced Index | 1.49% | 0.42% | 8.18% |
14.64% | 7.80% | 11.81% | 11.15% |
FTSE All-World ex US Index | –0.23% | 0.83% |
5.52% | 11.85% | 0.75% | 5.97% | 4.21% |
FTSE All-World Index | 2.15% | 2.88% | 11.22% |
19.57% | 5.73% | 11.09% | 8.81% |
FTSE AW ex US High Div Yield Idx | –1.67% |
0.87% | 5.35% | 14.31% | 5.48% | 7.04% | 3.92% |
FTSE Emerging Index | 3.04% | 5.74% | 8.27% | 13.51% |
–3.48% | 3.78% | 3.34% |
FTSE Global All Cap Index Hdg. | 2.22% | 3.16% | 12.82% |
21.26% | 7.78% | 12.41% | 10.38% |
FTSE Global Small-Cap ex US Index | –0.97% |
1.12% | 2.68% | 10.14% | –2.04% | 5.01% | 3.28% |
FTSE High Dividend Yield Index | –0.18% |
–1.17% | 7.83% | 15.42% | 7.59% | 9.81% | 9.43% |
Global Wellesley Income Comp Index | 0.16% | 0.05% | 2.25% |
8.37% | 0.94% | 3.48% | — |
Global Wellington Composite Index | 1.60% | 1.74% | 7.46% |
14.88% | 3.78% | 8.04% | — |
Growth Composite Index | 1.58% | 1.86% | 8.03% |
15.47% | 3.76% | 9.05% | 7.90% |
High-Yield Corporate Composite Idx | 0.99% | 1.17% | 2.37% |
9.71% | 1.50% | 3.79% | 4.18% |
iMoneyNet MFR Treasury Funds Avg | 0.41% | 1.23% | 2.49% |
5.07% | 2.80% | 1.87% | 1.19% |
Income Composite Index | 1.04% | 0.42% | 1.56% |
6.29% | –0.95% | 2.24% | 3.28% |
Information Technology Spliced Idx | 8.12% | 10.08% |
19.58% | 31.21% | 14.03% | 23.46% | 20.99% |
JP Morgan EMBI Global Diversified | 0.62% | 0.30% | 2.34% |
9.23% | –2.60% | –0.03% | 2.60% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Moderate Growth Composite Index | 1.40% | 1.38% | 5.85% |
12.36% | 2.25% | 6.87% | 6.44% |
MSCI AC World Growth ex US | 0.93% | 0.72% | 6.68% |
9.88% | –2.62% | 5.49% | 4.74% |
MSCI AC World Index ex USA Net | –0.10% |
0.96% | 5.69% | 11.62% | 0.46% | 5.55% | 3.84% |
MSCI AC World Index Net | 2.23% | 2.87% | 11.30% |
19.38% | 5.43% | 10.76% | 8.43% |
MSCI All Country World Index Value | –0.45% |
–0.59% | 6.22% | 13.92% | 4.79% | 7.03% | 5.39% |
MSCI US Broad Market Index | 3.11% | 3.32% | 13.60% |
23.21% | 8.17% | 14.30% | 12.23% |
MSCI US Prime Market 750 Index | 3.44% | 3.84% | 14.60% |
24.22% | 8.93% | 14.81% | 12.69% |
MSCI US Small Cap 1750 Index | –1.20% |
–3.16% | 1.59% | 11.12% | 0.17% | 8.97% | 7.96% |
Multi-Sector Income Bond Composite Index | 0.80% | 0.84% |
1.67% | 7.91% | –0.16% | — | — |
NY Tax-Exempt Money Mkt Funds Avg | 0.25% | 0.79% | 1.51% |
3.11% | 1.75% | 1.20% | 0.78% |
Real Estate Spliced Index | 1.97% | –1.88% |
–3.01% | 4.88% | –2.44% | 3.08% | 5.41% |
Russell 1000 Growth Index | 6.74% | 8.33% | 20.70% |
33.48% | 11.28% | 19.34% | 16.33% |
Russell 1000 Index | 3.31% | 3.57% | 14.24% | 23.88% |
8.74% | 14.61% | 12.51% |
Russell 1000 Value Index | –0.94% | –2.17% |
6.62% | 13.06% | 5.52% | 9.01% | 8.23% |
Russell 2000 Growth Index | –0.17% | –2.92% |
4.44% | 9.14% | –4.86% | 6.17% | 7.39% |
Russell 2000 Index | –0.93% | –3.28% |
1.73% | 10.06% | –2.58% | 6.94% | 7.00% |
Russell 2000 Value Index | –1.69% | –3.64% |
–0.85% | 10.90% | –0.53% | 7.07% |
6.23% |
Russell 2500 Growth Index | –0.54% | –4.22% |
3.93% | 9.02% | –4.11% | 7.58% | 8.77% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Russell 2500 Value Index | –2.01% | –4.31% |
1.50% | 11.24% | 2.15% | 8.01% | 6.77% |
Russell 3000 Index | 3.10% | 3.22% | 13.56% | 23.13% |
8.05% | 14.14% | 12.15% |
Russell Midcap Growth Index | 1.67% | –3.21% |
5.98% | 15.05% | –0.08% | 9.93% | 10.51% |
Russell Midcap Value Index | –1.60% | –3.40% |
4.54% | 11.98% | 3.65% | 8.49% | 7.60% |
S&P 500 Growth Index | 6.98% | 9.59% | 23.56% |
32.52% | 9.42% | 16.87% | 14.97% |
S&P 500 Index | 3.59% | 4.28% | 15.29% | 24.56% |
10.01% | 15.05% | 12.86% |
S&P 500 Value Index | –0.65% | –2.10% |
5.79% | 15.29% | 9.59% | 11.89% | 9.89% |
S&P Completion Index | –0.10% | –3.44% |
3.28% | 14.66% | –2.64% | 8.56% | 8.12% |
S&P Global ex U.S. Property Index | –2.59% |
–4.30% | –4.99% | 5.01% | –8.58% |
–4.07% | –0.06% |
S&P International Developed Dividend Growers Idx | –0.10% |
–0.99% | 2.38% | — | — | — | — |
S&P MidCap 400 Growth Index | –1.28% | –3.38% |
11.70% | 18.82% | 4.04% | 10.49% | 9.71% |
S&P MidCap 400 Index | –1.58% | –3.45% |
6.17% | 13.57% | 4.47% | 10.27% | 9.14% |
S&P MidCap 400 Value Index | –1.90% | –3.52% |
0.45% | 8.17% | 4.65% | 9.54% | 8.18% |
S&P National AMT-Free Muni Bond Idx | 1.52% | 0.16% |
–0.26% | 3.14% | –0.73% | 1.19% | 2.35% |
S&P SmallCap 600 Index | –2.28% | –3.11% |
–0.72% | 8.66% | –0.26% | 8.06% | 8.24% |
S&P SmallCap 600 Value Index | –2.71% |
–4.85% | –4.72% | 4.20% | –0.79% |
7.42% | 7.18% |
S&P U.S. Dividend Growers Index TR | 1.49% | 0.42% | 8.18% |
14.64% | 7.84% | — | — |
Spl Bloomberg US 5-10Yr G/Cr FltAdj | 1.06% | 0.23% |
–0.51% | 3.25% | –2.99% | 0.12% | 1.81% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spl Bloomberg US Long Treasury Idx | 1.65% | –1.81% |
–5.01% | –5.61% | –10.49% |
–4.26% | 0.59% |
Spl Bloomberg US Treas 1-3 Yr Idx | 0.58% | 0.91% | 1.19% |
4.51% | 0.33% | 1.02% | 1.12% |
Spl Bloomberg US Treas 3-10 Yr Idx | 1.04% | 0.34% | –0.48% |
2.55% | –2.64% | –0.26% | 1.13% |
Spl Bloomberg US1-5YrGov/Cr FlAdjIx | 0.68% | 0.83% |
0.97% | 4.66% | –0.20% | 1.02% | 1.42% |
Spl Bloomberg USLongGv/Cr FltAdj Ix | 1.09% | –1.73% |
–4.10% | –1.58% | –8.51% |
–2.22% | 1.65% |
Spl S&P Global Ex-US Dividend Growers Idx USD NTR | 1.14% |
0.15% | 3.26% | 10.46% | 1.47% | 6.85% | — |
Spl Total International Stock Index | –0.31% |
0.86% | 5.24% | 11.68% | 0.48% | 5.87% | 4.12% |
Spliced Bloomberg USAgg Flt AdjIx | 0.92% | 0.08% | –0.64% |
2.73% | –2.99% | –0.18% | 1.38% |
Spliced Developed ex US Index | –1.43% |
–0.75% | 4.32% | 11.02% | 1.77% | 6.50% | 4.51% |
Spliced Emerging Markets Index | 2.98% | 5.64% | 7.80% |
13.38% | –3.23% | 4.14% | 3.18% |
Spliced Energy Index | –2.54% | 0.74% |
7.29% | 12.80% | 11.51% | 0.67% | –1.93% |
Spliced Equity Income Index | –0.18% | –1.17% |
7.83% | 15.42% | 7.59% | 9.81% | 9.43% |
Spliced European Stock Index | –2.49% |
0.66% | 5.59% | 11.93% | 3.23% | 7.14% | 4.34% |
Spliced Extended Market Index | –0.10% |
–3.44% | 3.28% | 14.66% | –2.64% |
8.56% | 8.12% |
Spliced Global Capital Cycles Index | –0.15% |
2.97% | 7.71% | 15.42% | 3.83% | 9.87% | 3.96% |
Spliced Global Equity Index | 2.23% | 2.87% | 11.30% |
19.38% | 5.43% | 10.76% | 8.43% |
Spliced Growth Index | 6.61% | 8.68% | 20.54% |
32.84% | 9.95% | 18.84% | 15.38% |
Spliced Health Care Index | 1.92% | 0.33% | 7.40% |
10.70% | 3.75% | 9.59% | 8.36% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Inst Total Stock Market Idx | 3.14% | 3.25% |
13.58% | 23.17% | 7.91% | 14.07% | 12.11% |
Spliced International Explorer Index | –3.04% |
–1.84% | 0.51% | 7.78% | –4.88% | 3.28% |
3.70% |
Spliced International Index | –0.10% | 0.96% |
5.69% | 11.62% | 0.46% | 5.55% | 3.84% |
Spliced Large Cap Index | 3.75% | 4.31% | 15.14% |
24.94% | 9.18% | 14.95% | 12.76% |
Spliced Market Neutral Index USD | 0.45% | 1.37% | 2.76% |
5.64% | 3.17% | 2.22% | 1.53% |
Spliced Mega Cap Growth Index | 7.46% | 9.63% | 21.33% |
34.15% | 11.40% | 20.22% | 16.31% |
Spliced Mega Cap Index | 4.63% | 5.78% | 17.31% |
27.74% | 10.65% | 16.08% | 13.49% |
Spliced Mega Cap Value Index | 0.72% | –0.25% |
9.72% | 17.06% | 8.71% | 10.90% | 10.22% |
Spliced Mid Cap Growth Idx | 0.50% | –2.51% |
4.87% | 12.38% | –0.25% | 9.76% | 9.96% |
Spliced Mid Cap Index | –0.62% | –2.74% |
4.90% | 11.82% | 2.23% | 9.39% | 9.12% |
Spliced Mid Cap Value Index | –1.56% | –2.94% |
4.92% | 11.33% | 4.68% | 8.70% | 8.11% |
Spliced Pacific Stock Index | 0.32% | –2.46% |
2.99% | 10.19% | –0.54% | 5.18% | 4.57% |
Spliced S&P U.S. Dividend Growers Index TR | 1.49% | 0.42% |
8.18% | 14.64% | 7.80% | 11.81% | 11.15% |
Spliced Small and Mid Cap Index | –1.00% |
–3.48% | 3.76% | 11.68% | 1.28% | 9.47% | 8.95% |
Spliced Small Cap Growth Index | 0.03% | –3.89% |
3.79% | 9.62% | –4.26% | 6.64% | 7.78% |
Spliced Small Cap Index | –1.34% | –4.15% |
3.05% | 11.45% | 0.46% | 8.40% | 8.05% |
Spliced Small Cap Value Index | –2.37% |
–4.35% | 2.48% | 12.85% | 3.90% | 9.16% | 7.89% |
Spliced Social Index | 4.65% | 4.89% | 15.61% |
26.30% | 8.95% | 15.41% | 13.52% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Total Stock Market Index | 3.14% | 3.25% | 13.58% |
23.17% | 7.91% | 14.07% | 12.11% |
Spliced Total World Stock Index | 1.84% | 2.42% | 10.43% |
18.81% | 5.12% | 10.73% | 8.56% |
Spliced U.S. Government Money Market Funds Average | 0.39% |
1.19% | 2.42% | 4.92% | 2.75% | 1.88% | 1.27% |
Spliced US IMI Consumer Stapl 25/50 | –0.61% |
0.27% | 7.64% | 7.34% | 6.34% | 9.23% | 8.65% |
Spliced US IMI Energy 25/50 | –1.44% | –2.27% |
10.57% | 16.79% | 23.69% | 13.03% | 2.47% |
Spliced US IMI Financials 25/50 | –0.67% |
–2.05% | 9.24% | 25.53% | 5.72% | 10.22% | 10.38% |
Spliced US IMI Health Care 25/50 | 1.95% | –1.28% |
6.97% | 10.31% | 4.02% | 10.47% | 10.75% |
Spliced US IMI Industrials 25/50 | –1.42% |
–3.32% | 7.42% | 16.19% | 7.80% | 11.78% | 10.46% |
Spliced US IMI Materials 25/50 | –4.10% |
–5.31% | 2.24% | 7.78% | 4.14% | 10.61% | 7.79% |
Spliced US IMI Utilities 25/50 | –5.38% |
4.51% | 9.60% | 7.71% | 5.56% | 5.54% | 7.84% |
Spliced Value Index | 0.20% | –0.93% |
8.73% | 15.77% | 8.00% | 10.50% | 9.90% |
STAR Composite Index | 1.66% | 1.80% | 6.94% | 13.58% |
3.28% | 7.91% | 7.03% |
Target Retirement 2020 Composite Ix | 1.18% | 1.06% |
3.98% | 9.49% | 1.22% | 5.50% | 5.63% |
Target Retirement 2025 Composite Ix | 1.32% | 1.28% |
5.21% | 11.35% | 1.87% | 6.55% | 6.35% |
Target Retirement 2030 Composite Ix | 1.42% | 1.42% |
6.05% | 12.67% | 2.43% | 7.38% | 6.91% |
Target Retirement 2035 Composite Ix | 1.48% | 1.60% |
6.87% | 13.83% | 3.00% | 8.20% | 7.45% |
Target Retirement 2040 Composite Ix | 1.55% | 1.77% |
7.69% | 15.00% | 3.56% | 9.00% | 7.99% |
Target Retirement 2045 Composite Ix | 1.62% | 1.95% |
8.51% | 16.17% | 4.12% | 9.81% | 8.45% |
Benchmark | Returns as of 06/30/2024 | Month End YTD as of 06/30/2024 |
Average Annual Total Returns as of 06/30/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Target Retirement 2050 Composite Ix | 1.67% | 2.09% |
9.14% | 17.04% | 4.50% | 10.11% | 8.60% |
Target Retirement 2055 Composite Ix | 1.67% | 2.09% |
9.14% | 17.04% | 4.50% | 10.11% | 8.60% |
Target Retirement 2060 Composite Ix | 1.67% | 2.09% |
9.14% | 17.04% | 4.50% | 10.11% | 8.60% |
Target Retirement 2065 Composite Ix | 1.67% | 2.09% |
9.14% | 17.04% | 4.50% | 10.11% | 8.49% |
Target Retirement 2070 Composite Index | 1.67% | 2.09% |
9.14% | 17.04% | 4.50% | 10.11% | 8.49% |
Target Retirement Income Compos. Ix | 1.09% | 0.91% |
3.10% | 8.15% | 0.68% | 4.00% | 4.18% |
Tax-Exempt Money Mkt Funds Average | 0.25% | 0.77% | 1.49% |
3.12% | 1.77% | 1.22% | 0.82% |
Tax-Managed Balanced Compos. Index | 2.30% | 1.63% | 6.62% |
12.95% | 4.44% | 8.27% | 7.60% |
US Gov't Money Market Funds Average | 0.39% | 1.19% |
2.42% | 4.92% | 2.75% | 1.83% | 1.16% |
Wellesley Income Composite Index | 0.39% | –0.48% |
2.26% | 7.66% | 0.69% | 3.73% | 4.70% |
Wellington Composite Index | 2.57% | 2.74% | 9.51% |
16.90% | 5.43% | 9.89% | 9.13% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.