Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Balanced Composite Index | 2.30% | 5.62% | 5.62% |
17.72% | 5.06% | 9.16% | 8.33% |
Bloomberg 1 Year Municipal Index | –0.01% |
0.11% | 0.11% | 2.42% | 0.81% | 1.20% | 1.07% |
Bloomberg 1-15 Year Municipal Index | 0.00% | –0.29% |
–0.29% | 2.62% | –0.04% | 1.60% | 2.32% |
Bloomberg 1-5 Year Municipal Index | –0.11% |
–0.22% | –0.22% | 2.01% | 0.07% | 1.16% |
1.36% |
Bloomberg CA Municipal Index | –0.12% |
–0.42% | –0.42% | 3.15% | –0.34% |
1.60% | 2.68% |
Bloomberg Commodity Index TR | 3.31% | 2.19% | 2.19% |
–0.56% | 9.11% | 6.38% | –1.56% |
Bloomberg GA Credit Idx Hedged USD | 1.21% | 0.05% | 0.05% |
5.59% | –1.58% | 1.31% | 2.61% |
Bloomberg GA ex-USD FlAdjRIC Cp Hgd | 1.00% | 0.09% |
0.09% | 5.49% | –1.65% | 0.41% | 2.37% |
Bloomberg MA Municipal Index | –0.02% |
–0.38% | –0.38% | 2.43% | –0.70% |
1.34% | 2.41% |
Bloomberg Municipal Bond Index | 0.00% | –0.39% |
–0.39% | 3.13% | –0.41% | 1.59% | 2.66% |
Bloomberg Municipal CA Intermed Idx | –0.20% |
–0.58% | –0.58% | 2.04% | –0.30% |
1.31% | 2.16% |
Bloomberg NJ Municipal Index | –0.05% |
–0.29% | –0.29% | 3.73% | 0.11% | 2.37% |
3.32% |
Bloomberg NY Municipal Index | –0.15% |
–0.73% | –0.73% | 3.21% | –0.26% |
1.48% | 2.56% |
Bloomberg OH Municipal Index | 0.07% | –0.39% |
–0.39% | 2.82% | –0.68% | 1.42% | 2.63% |
Bloomberg PA Municipal Index | 0.11% | –0.06% |
–0.06% | 3.52% | –0.39% | 1.78% | 2.87% |
Bloomberg US 0-5 Year TIPS Index | 0.63% | 0.85% | 0.85% |
3.20% | 2.25% | 3.20% | 2.05% |
Bloomberg US 1-5 Year Credit Index | 0.65% | 0.51% | 0.51% |
4.67% | 0.19% | 1.83% | 1.98% |
Bloomberg US 1-5 Year Treasury Idx | 0.40% | –0.05% |
–0.05% | 2.40% | –0.67% | 0.93% | 1.09% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Bloomberg US 1-5 Yr Corporate Index | 0.69% | 0.60% |
0.60% | 5.07% | 0.32% | 1.98% | 2.14% |
Bloomberg US 1-5 Yr Government Idx | 0.40% | –0.04% |
–0.04% | 2.44% | –0.66% | 0.93% | 1.10% |
Bloomberg US 10+ Year Corp Index | 1.95% | –1.69% |
–1.69% | 3.43% | –4.29% | 0.95% | 3.11% |
Bloomberg US 5-10 Year Corp Index | 1.34% | –0.23% |
–0.23% | 4.77% | –1.42% | 1.84% | 2.90% |
Bloomberg US 5-10 Year Credit Index | 1.29% | –0.29% |
–0.29% | 4.39% | –1.50% | 1.70% | 2.79% |
Bloomberg US 5-10 Yr Treasury Index | 0.73% | –1.13% |
–1.13% | –0.24% | –2.96% |
–0.01% | 1.32% |
Bloomberg US Agg Float Adj Index | 0.91% | –0.72% |
–0.72% | 1.77% | –2.39% | 0.43% | 1.57% |
Bloomberg US GNMA Index | 1.06% | –1.06% |
–1.06% | 1.65% | –2.52% | –0.28% |
1.05% |
Bloomberg US Long Treasury Index | 1.23% | –3.26% |
–3.26% | –6.08% | –8.04% |
–2.78% | 1.25% |
Bloomberg US LongCredit A/Better Ix | 1.78% | –1.98% |
–1.98% | 1.76% | –4.96% | 0.11% | 2.77% |
Bloomberg US MBS Float Adj Index | 1.05% | –0.88% |
–0.88% | 1.62% | –2.64% | –0.28% |
1.11% |
Bloomberg US Treas Bellwether:1Yr | 0.38% | 0.86% | 0.86% |
4.66% | 1.93% | 1.96% | 1.45% |
Bloomberg US Trsy Inflat Prtcd Idx | 0.82% | –0.08% |
–0.08% | 0.45% | –0.53% | 2.49% | 2.21% |
Bloomberg US Universal Index | 0.98% | –0.47% |
–0.47% | 2.67% | –2.11% | 0.69% | 1.83% |
Bloomberg USD EmergMkt GovRIC CapIx | 2.07% | 1.24% |
1.24% | 9.52% | –1.34% | 0.80% | 2.84% |
CA Tax-Exempt Money Mkt Funds Avg | 0.25% | 0.69% | 0.69% |
2.75% | 1.37% | 1.02% | 0.66% |
Communication Services Spliced Idx | 2.62% | 11.66% |
11.66% | 36.84% | 1.28% | 10.50% | 6.57% |
Conservative Growth Composite Index | 1.82% | 2.73% |
2.73% | 10.60% | 1.61% | 5.09% | 5.13% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Consumer Discretionary Spliced Idx | 0.79% | 4.68% | 4.68% |
27.01% | 3.57% | 14.48% | 13.17% |
CRSP US Total Market Index | 3.22% | 10.01% | 10.01% |
29.33% | 9.64% | 14.25% | 12.28% |
Dividend Growth Spliced Index | 2.83% | 7.73% | 7.73% |
21.02% | 9.69% | 12.94% | 11.56% |
FTSE All-World ex US Index | 3.13% | 4.65% | 4.65% |
13.81% | 2.29% | 6.42% | 4.66% |
FTSE All-World Index | 3.10% | 8.11% | 8.11% | 23.44% |
7.24% | 11.26% | 9.05% |
FTSE AW ex US High Div Yield Idx | 3.49% | 4.44% | 4.44% |
17.40% | 6.94% | 7.43% | 4.37% |
FTSE Emerging Index | 1.89% | 2.39% | 2.39% | 8.10% |
–3.65% | 2.88% | 3.52% |
FTSE Global All Cap Index Hdg. | 3.45% | 9.37% | 9.37% |
25.41% | 9.06% | 12.46% | 10.51% |
FTSE Global Small-Cap ex US Index | 3.04% | 1.54% | 1.54% |
10.93% | –0.17% | 5.10% | 3.56% |
FTSE High Dividend Yield Index | 5.40% | 9.10% | 9.10% |
18.43% | 9.63% | 10.67% | 10.18% |
Global Wellesley Income Comp Index | 2.35% | 2.21% | 2.21% |
9.29% | 1.87% | 4.14% | — |
Global Wellington Composite Index | 2.50% | 5.62% | 5.62% |
17.92% | 5.06% | 8.49% | — |
Growth Composite Index | 2.68% | 6.01% | 6.01% |
18.68% | 5.16% | 9.40% | 8.16% |
High-Yield Corporate Composite Idx | 1.13% | 1.19% | 1.19% |
9.79% | 1.92% | 4.13% | 4.30% |
iMoneyNet MFR Treasury Funds Avg | 0.42% | 1.24% | 1.24% |
4.93% | 2.39% | 1.72% | 1.07% |
Income Composite Index | 1.38% | 1.12% | 1.12% |
6.71% | –0.25% | 2.81% | 3.50% |
Information Technology Spliced Idx | 1.42% | 8.62% | 8.62% |
37.05% | 14.52% | 22.41% | 20.50% |
JP Morgan EMBI Global Diversified | 2.09% | 2.04% | 2.04% |
11.28% | –1.40% | 0.71% | 3.05% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Moderate Growth Composite Index | 2.25% | 4.36% | 4.36% |
14.60% | 3.41% | 7.29% | 6.68% |
MSCI AC World Growth ex US | 2.80% | 5.91% | 5.91% |
11.22% | –0.76% | 6.24% | 5.12% |
MSCI AC World Index ex USA Net | 3.13% | 4.69% | 4.69% |
13.26% | 1.94% | 5.97% | 4.25% |
MSCI AC World Index Net | 3.14% | 8.20% | 8.20% |
23.22% | 6.96% | 10.92% | 8.66% |
MSCI All Country World Index Value | 4.32% | 6.85% | 6.85% |
18.01% | 6.67% | 7.64% | 5.98% |
MSCI US Broad Market Index | 3.24% | 9.95% | 9.95% |
29.27% | 9.92% | 14.46% | 12.41% |
MSCI US Prime Market 750 Index | 3.19% | 10.36% | 10.36% |
30.04% | 10.62% | 14.90% | 12.84% |
MSCI US Small Cap 1750 Index | 3.89% | 4.90% | 4.90% |
20.61% | 2.98% | 10.10% | 8.62% |
Multi-Sector Income Bond Composite Index | 1.24% | 0.83% |
0.83% | 7.79% | — | — | — |
NY Tax-Exempt Money Mkt Funds Avg | 0.26% | 0.71% | 0.71% |
3.01% | 1.48% | 1.10% | 0.70% |
Real Estate Spliced Index | 1.95% | –1.15% |
–1.15% | 8.68% | 1.87% | 3.83% | 6.33% |
Russell 1000 Growth Index | 1.76% | 11.41% | 11.41% |
39.00% | 12.50% | 18.52% | 15.98% |
Russell 1000 Index | 3.21% | 10.30% | 10.30% | 29.87% |
10.45% | 14.76% | 12.68% |
Russell 1000 Value Index | 5.00% | 8.99% | 8.99% |
20.27% | 8.11% | 10.32% | 9.01% |
Russell 2000 Growth Index | 2.80% | 7.58% | 7.58% |
20.35% | –2.68% | 7.38% | 7.89% |
Russell 2000 Index | 3.58% | 5.18% | 5.18% | 19.71% |
–0.10% | 8.10% | 7.58% |
Russell 2000 Value Index | 4.38% | 2.90% | 2.90% |
18.75% | 2.22% | 8.17% | 6.87% |
Russell 2500 Growth Index | 2.70% | 8.51% | 8.51% |
21.12% | –0.81% | 9.39% | 9.56% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Russell 2500 Value Index | 4.93% | 6.07% | 6.07% |
21.33% | 5.36% | 9.38% | 7.68% |
Russell 3000 Index | 3.23% | 10.02% | 10.02% | 29.29% |
9.78% | 14.34% | 12.33% |
Russell Midcap Growth Index | 2.39% | 9.50% | 9.50% |
26.28% | 4.62% | 11.82% | 11.35% |
Russell Midcap Value Index | 5.18% | 8.23% | 8.23% |
20.40% | 6.80% | 9.94% | 8.57% |
S&P 500 Growth Index | 2.13% | 12.75% | 12.75% |
33.73% | 10.19% | 15.78% | 14.56% |
S&P 500 Index | 3.22% | 10.56% | 10.56% | 29.88% |
11.49% | 15.05% | 12.96% |
S&P 500 Value Index | 4.55% | 8.05% | 8.05% | 25.58% |
12.17% | 13.26% | 10.62% |
S&P Completion Index | 3.34% | 6.96% | 6.96% | 26.34% |
0.79% | 9.97% | 8.85% |
S&P Global ex U.S. Property Index | 4.82% | –0.72% |
–0.72% | 7.89% | –5.84% | –3.25% |
1.12% |
S&P International Developed Dividend Growers Idx | 1.04% | 3.41% |
3.41% | — | — | — | — |
S&P MidCap 400 Growth Index | 5.75% | 15.60% | 15.60% |
29.30% | 6.43% | 12.04% | 10.40% |
S&P MidCap 400 Index | 5.60% | 9.95% | 9.95% | 23.33% |
6.96% | 11.71% | 9.99% |
S&P MidCap 400 Value Index | 5.40% | 4.12% | 4.12% |
17.20% | 7.25% | 10.88% | 9.18% |
S&P National AMT-Free Muni Bond Idx | –0.16% |
–0.42% | –0.42% | 2.94% | –0.28% |
1.61% | 2.58% |
S&P SmallCap 600 Index | 3.24% | 2.46% | 2.46% |
15.93% | 2.28% | 9.15% | 8.80% |
S&P SmallCap 600 Value Index | 3.39% | 0.14% | 0.14% |
11.64% | 2.58% | 8.76% | 7.96% |
S&P U.S. Dividend Growers Index TR | 2.83% | 7.73% | 7.73% |
21.02% | — | — | — |
Spl Bloomberg US 5-10Yr G/Cr FltAdj | 0.98% | –0.74% |
–0.74% | 1.78% | –2.32% | 0.84% | 2.04% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spl Bloomberg US Long Treasury Idx | 1.23% | –3.26% |
–3.26% | –6.08% | –8.04% |
–2.78% | 1.24% |
Spl Bloomberg US Treas 1-3 Yr Idx | 0.35% | 0.28% | 0.28% |
2.94% | 0.01% | 1.13% | 1.06% |
Spl Bloomberg US Treas 3-10 Yr Idx | 0.60% | –0.82% |
–0.82% | 0.63% | –2.40% | 0.27% | 1.25% |
Spl Bloomberg US1-5YrGov/Cr FlAdjIx | 0.48% | 0.14% |
0.14% | 3.16% | –0.38% | 1.24% | 1.40% |
Spl Bloomberg USLongGv/Cr FltAdj Ix | 1.59% | –2.41% |
–2.41% | –1.15% | –6.04% |
–0.62% | 2.32% |
Spl S&P Global Ex-US Dividend Growers Idx USD NTR | 1.46% |
3.11% | 3.11% | 13.23% | 3.54% | 8.07% | — |
Spl Total International Stock Index | 3.13% | 4.34% |
4.34% | 13.53% | 2.05% | 6.29% | 4.55% |
Spliced Bloomberg USAgg Flt AdjIx | 0.91% | –0.72% |
–0.72% | 1.77% | –2.39% | 0.43% | 1.57% |
Spliced Developed ex US Index | 3.63% | 5.11% | 5.11% |
15.22% | 3.92% | 7.37% | 5.03% |
Spliced Emerging Markets Index | 1.65% | 2.04% | 2.04% |
8.46% | –3.21% | 3.17% | 3.37% |
Spliced Energy Index | 6.89% | 6.50% | 6.50% | 12.48% |
13.00% | 0.29% | –0.91% |
Spliced Equity Income Index | 5.40% | 9.10% | 9.10% |
18.43% | 9.63% | 10.67% | 10.18% |
Spliced European Stock Index | 3.88% | 4.90% | 4.90% |
14.35% | 5.54% | 7.94% | 4.61% |
Spliced Extended Market Index | 3.34% | 6.96% | 6.96% |
26.34% | 0.79% | 9.97% | 8.85% |
Spliced Global Capital Cycles Index | 4.82% | 4.60% |
4.60% | 15.30% | 5.07% | 10.05% | 4.41% |
Spliced Global Equity Index | 3.14% | 8.20% | 8.20% |
23.22% | 6.96% | 10.92% | 8.66% |
Spliced Growth Index | 1.34% | 10.91% | 10.91% |
38.90% | 10.96% | 17.96% | 15.11% |
Spliced Health Care Index | 2.22% | 7.05% | 7.05% |
12.82% | 6.78% | 9.79% | 8.83% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Inst Total Stock Market Idx | 3.22% | 10.01% |
10.01% | 29.33% | 9.64% | 14.25% | 12.28% |
Spliced International Explorer Index | 3.72% | 2.40% |
2.40% | 10.45% | –2.63% | 4.15% | 4.14% |
Spliced International Index | 3.13% | 4.69% | 4.69% |
13.26% | 1.94% | 5.97% | 4.25% |
Spliced Large Cap Index | 3.08% | 10.38% | 10.38% |
30.40% | 10.72% | 14.94% | 12.85% |
Spliced Market Neutral Index USD | 0.46% | 1.37% | 1.37% |
5.52% | 2.70% | 2.07% | 1.39% |
Spliced Mega Cap Growth Index | 0.88% | 10.68% | 10.68% |
41.04% | 12.21% | 19.07% | 15.97% |
Spliced Mega Cap Index | 2.84% | 10.90% | 10.90% |
32.48% | 11.78% | 15.74% | 13.44% |
Spliced Mega Cap Value Index | 5.02% | 9.99% | 9.99% |
21.34% | 10.71% | 11.83% | 10.73% |
Spliced Mid Cap Growth Idx | 2.90% | 7.57% | 7.57% |
21.86% | 3.93% | 11.36% | 10.68% |
Spliced Mid Cap Index | 4.25% | 7.85% | 7.85% |
20.43% | 5.73% | 10.95% | 9.91% |
Spliced Mid Cap Value Index | 5.44% | 8.10% | 8.10% |
19.10% | 7.41% | 10.19% | 8.96% |
Spliced Pacific Stock Index | 3.10% | 5.60% | 5.60% |
16.59% | 0.98% | 5.99% | 5.43% |
Spliced S&P U.S. Dividend Growers Index TR | 2.83% | 7.73% |
7.73% | 21.02% | 9.69% | 12.94% | 11.56% |
Spliced Small and Mid Cap Index | 4.15% | 7.50% | 7.50% |
21.45% | 4.66% | 10.97% | 9.78% |
Spliced Small Cap Growth Index | 2.87% | 7.98% | 7.98% |
21.10% | –1.14% | 8.29% | 8.48% |
Spliced Small Cap Index | 4.36% | 7.51% | 7.51% |
22.42% | 3.75% | 9.94% | 8.91% |
Spliced Small Cap Value Index | 5.54% | 7.14% | 7.14% |
23.43% | 7.31% | 10.58% | 8.87% |
Spliced Social Index | 2.54% | 10.22% | 10.22% |
32.35% | 10.46% | 15.34% | 13.44% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Spliced Total Stock Market Index | 3.22% | 10.01% | 10.01% |
29.33% | 9.64% | 14.25% | 12.28% |
Spliced Total World Stock Index | 3.17% | 7.83% | 7.83% |
22.98% | 6.73% | 10.98% | 8.83% |
Spliced U.S. Government Money Market Funds Average | 0.42% |
1.21% | 1.21% | 4.83% | 2.35% | 1.74% | 1.15% |
Spliced US IMI Consumer Stapl 25/50 | 3.35% | 7.35% |
7.35% | 8.30% | 7.36% | 9.87% | 9.12% |
Spliced US IMI Energy 25/50 | 10.46% | 13.14% | 13.14% |
19.06% | 29.75% | 12.62% | 3.89% |
Spliced US IMI Financials 25/50 | 4.87% | 11.53% | 11.53% |
34.47% | 9.12% | 12.31% | 10.87% |
Spliced US IMI Health Care 25/50 | 2.23% | 8.35% | 8.35% |
15.25% | 7.35% | 11.08% | 11.37% |
Spliced US IMI Industrials 25/50 | 4.74% | 11.11% | 11.11% |
29.97% | 10.53% | 13.56% | 11.23% |
Spliced US IMI Materials 25/50 | 6.24% | 7.97% | 7.97% |
17.04% | 7.81% | 12.90% | 8.93% |
Spliced US IMI Utilities 25/50 | 6.88% | 4.87% | 4.87% |
0.21% | 3.90% | 5.30% | 8.17% |
Spliced Value Index | 5.20% | 9.75% | 9.75% | 21.03% |
10.20% | 11.53% | 10.46% |
STAR Composite Index | 2.32% | 5.05% | 5.05% | 15.92% |
4.43% | 8.25% | 7.23% |
Target Retirement 2020 Composite Ix | 1.76% | 2.86% |
2.86% | 10.70% | 2.26% | 5.96% | 5.91% |
Target Retirement 2025 Composite Ix | 2.07% | 3.84% |
3.84% | 13.24% | 3.04% | 6.99% | 6.63% |
Target Retirement 2030 Composite Ix | 2.29% | 4.52% |
4.52% | 15.09% | 3.71% | 7.80% | 7.20% |
Target Retirement 2035 Composite Ix | 2.45% | 5.14% |
5.14% | 16.61% | 4.36% | 8.59% | 7.75% |
Target Retirement 2040 Composite Ix | 2.62% | 5.76% |
5.76% | 18.15% | 5.02% | 9.37% | 8.28% |
Target Retirement 2045 Composite Ix | 2.78% | 6.38% |
6.38% | 19.70% | 5.66% | 10.14% | 8.73% |
Benchmark | Returns as of 03/31/2024 | Month End YTD as of 03/31/2024 |
Average Annual Total Returns as of 03/31/2024 |
1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
Target Retirement 2050 Composite Ix | 2.90% | 6.84% |
6.84% | 20.76% | 6.02% | 10.41% | 8.87% |
Target Retirement 2055 Composite Ix | 2.90% | 6.84% |
6.84% | 20.76% | 6.02% | 10.41% | 8.87% |
Target Retirement 2060 Composite Ix | 2.90% | 6.84% |
6.84% | 20.76% | 6.02% | 10.41% | 8.87% |
Target Retirement 2065 Composite Ix | 2.90% | 6.84% |
6.84% | 20.76% | 6.02% | 10.41% | — |
Target Retirement 2070 Composite Index | 2.90% | 6.84% |
6.84% | 20.76% | 6.02% | 10.41% | 8.76% |
Target Retirement Income Compos. Ix | 1.55% | 2.15% |
2.15% | 8.70% | 1.44% | 4.44% | 4.37% |
Tax-Exempt Money Mkt Funds Average | 0.25% | 0.72% | 0.72% |
3.07% | 1.51% | 1.13% | 0.74% |
Tax-Managed Balanced Compos. Index | 1.60% | 4.91% | 4.91% |
15.63% | 5.47% | 8.58% | 7.80% |
US Gov't Money Market Funds Average | 0.42% | 1.21% |
1.21% | 4.83% | 2.35% | 1.68% | 1.04% |
Wellesley Income Composite Index | 2.61% | 2.76% | 2.76% |
8.40% | 2.03% | 4.55% | 5.11% |
Wellington Composite Index | 2.48% | 6.59% | 6.59% |
19.98% | 6.73% | 10.21% | 9.28% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.