Benchmark Returns

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index2.30%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 Index0.00%–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 TR3.31%2.19%2.19% –0.56%9.11%6.38%–1.56%
Bloomberg GA Credit Idx Hedged USD1.21%0.05%0.05% 5.59%–1.58%1.31%2.61%
Bloomberg GA ex-USD FlAdjRIC Cp Hgd1.00%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 Index0.00%–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 Index0.07%–0.39% –0.39%2.82%–0.68%1.42%2.63%
Bloomberg PA Municipal Index0.11%–0.06% –0.06%3.52%–0.39%1.78%2.87%
Bloomberg US 0-5 Year TIPS Index0.63%0.85%0.85% 3.20%2.25%3.20%2.05%
Bloomberg US 1-5 Year Credit Index0.65%0.51%0.51% 4.67%0.19%1.83%1.98%
Bloomberg US 1-5 Year Treasury Idx0.40%–0.05% –0.05%2.40%–0.67%0.93%1.09%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Bloomberg US 1-5 Yr Corporate Index0.69%0.60% 0.60%5.07%0.32%1.98%2.14%
Bloomberg US 1-5 Yr Government Idx0.40%–0.04% –0.04%2.44%–0.66%0.93%1.10%
Bloomberg US 10+ Year Corp Index1.95%–1.69% –1.69%3.43%–4.29%0.95%3.11%
Bloomberg US 5-10 Year Corp Index1.34%–0.23% –0.23%4.77%–1.42%1.84%2.90%
Bloomberg US 5-10 Year Credit Index1.29%–0.29% –0.29%4.39%–1.50%1.70%2.79%
Bloomberg US 5-10 Yr Treasury Index0.73%–1.13% –1.13%–0.24%–2.96% –0.01%1.32%
Bloomberg US Agg Float Adj Index0.91%–0.72% –0.72%1.77%–2.39%0.43%1.57%
Bloomberg US GNMA Index1.06%–1.06% –1.06%1.65%–2.52%–0.28% 1.05%
Bloomberg US Long Treasury Index1.23%–3.26% –3.26%–6.08%–8.04% –2.78%1.25%
Bloomberg US LongCredit A/Better Ix1.78%–1.98% –1.98%1.76%–4.96%0.11%2.77%
Bloomberg US MBS Float Adj Index1.05%–0.88% –0.88%1.62%–2.64%–0.28% 1.11%
Bloomberg US Treas Bellwether:1Yr0.38%0.86%0.86% 4.66%1.93%1.96%1.45%
Bloomberg US Trsy Inflat Prtcd Idx0.82%–0.08% –0.08%0.45%–0.53%2.49%2.21%
Bloomberg US Universal Index0.98%–0.47% –0.47%2.67%–2.11%0.69%1.83%
Bloomberg USD EmergMkt GovRIC CapIx2.07%1.24% 1.24%9.52%–1.34%0.80%2.84%
CA Tax-Exempt Money Mkt Funds Avg0.25%0.69%0.69% 2.75%1.37%1.02%0.66%
Communication Services Spliced Idx2.62%11.66% 11.66%36.84%1.28%10.50%6.57%
Conservative Growth Composite Index1.82%2.73% 2.73%10.60%1.61%5.09%5.13%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Consumer Discretionary Spliced Idx0.79%4.68%4.68% 27.01%3.57%14.48%13.17%
CRSP US Total Market Index3.22%10.01%10.01% 29.33%9.64%14.25%12.28%
Dividend Growth Spliced Index2.83%7.73%7.73% 21.02%9.69%12.94%11.56%
FTSE All-World ex US Index3.13%4.65%4.65% 13.81%2.29%6.42%4.66%
FTSE All-World Index3.10%8.11%8.11%23.44% 7.24%11.26%9.05%
FTSE AW ex US High Div Yield Idx3.49%4.44%4.44% 17.40%6.94%7.43%4.37%
FTSE Emerging Index1.89%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 Index3.04%1.54%1.54% 10.93%–0.17%5.10%3.56%
FTSE High Dividend Yield Index5.40%9.10%9.10% 18.43%9.63%10.67%10.18%
Global Wellesley Income Comp Index2.35%2.21%2.21% 9.29%1.87%4.14%
Global Wellington Composite Index2.50%5.62%5.62% 17.92%5.06%8.49%
Growth Composite Index2.68%6.01%6.01% 18.68%5.16%9.40%8.16%
High-Yield Corporate Composite Idx1.13%1.19%1.19% 9.79%1.92%4.13%4.30%
iMoneyNet MFR Treasury Funds Avg0.42%1.24%1.24% 4.93%2.39%1.72%1.07%
Income Composite Index1.38%1.12%1.12% 6.71%–0.25%2.81%3.50%
Information Technology Spliced Idx1.42%8.62%8.62% 37.05%14.52%22.41%20.50%
JP Morgan EMBI Global Diversified2.09%2.04%2.04% 11.28%–1.40%0.71%3.05%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Moderate Growth Composite Index2.25%4.36%4.36% 14.60%3.41%7.29%6.68%
MSCI AC World Growth ex US2.80%5.91%5.91% 11.22%–0.76%6.24%5.12%
MSCI AC World Index ex USA Net3.13%4.69%4.69% 13.26%1.94%5.97%4.25%
MSCI AC World Index Net3.14%8.20%8.20% 23.22%6.96%10.92%8.66%
MSCI All Country World Index Value4.32%6.85%6.85% 18.01%6.67%7.64%5.98%
MSCI US Broad Market Index3.24%9.95%9.95% 29.27%9.92%14.46%12.41%
MSCI US Prime Market 750 Index3.19%10.36%10.36% 30.04%10.62%14.90%12.84%
MSCI US Small Cap 1750 Index3.89%4.90%4.90% 20.61%2.98%10.10%8.62%
Multi-Sector Income Bond Composite Index1.24%0.83% 0.83%7.79%
NY Tax-Exempt Money Mkt Funds Avg0.26%0.71%0.71% 3.01%1.48%1.10%0.70%
Real Estate Spliced Index1.95%–1.15% –1.15%8.68%1.87%3.83%6.33%
Russell 1000 Growth Index1.76%11.41%11.41% 39.00%12.50%18.52%15.98%
Russell 1000 Index3.21%10.30%10.30%29.87% 10.45%14.76%12.68%
Russell 1000 Value Index5.00%8.99%8.99% 20.27%8.11%10.32%9.01%
Russell 2000 Growth Index2.80%7.58%7.58% 20.35%–2.68%7.38%7.89%
Russell 2000 Index3.58%5.18%5.18%19.71% –0.10%8.10%7.58%
Russell 2000 Value Index4.38%2.90%2.90% 18.75%2.22%8.17%6.87%
Russell 2500 Growth Index2.70%8.51%8.51% 21.12%–0.81%9.39%9.56%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Russell 2500 Value Index4.93%6.07%6.07% 21.33%5.36%9.38%7.68%
Russell 3000 Index3.23%10.02%10.02%29.29% 9.78%14.34%12.33%
Russell Midcap Growth Index2.39%9.50%9.50% 26.28%4.62%11.82%11.35%
Russell Midcap Value Index5.18%8.23%8.23% 20.40%6.80%9.94%8.57%
S&P 500 Growth Index2.13%12.75%12.75% 33.73%10.19%15.78%14.56%
S&P 500 Index3.22%10.56%10.56%29.88% 11.49%15.05%12.96%
S&P 500 Value Index4.55%8.05%8.05%25.58% 12.17%13.26%10.62%
S&P Completion Index3.34%6.96%6.96%26.34% 0.79%9.97%8.85%
S&P Global ex U.S. Property Index4.82%–0.72% –0.72%7.89%–5.84%–3.25% 1.12%
S&P International Developed Dividend Growers Idx1.04%3.41% 3.41%
S&P MidCap 400 Growth Index5.75%15.60%15.60% 29.30%6.43%12.04%10.40%
S&P MidCap 400 Index5.60%9.95%9.95%23.33% 6.96%11.71%9.99%
S&P MidCap 400 Value Index5.40%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 Index3.24%2.46%2.46% 15.93%2.28%9.15%8.80%
S&P SmallCap 600 Value Index3.39%0.14%0.14% 11.64%2.58%8.76%7.96%
S&P U.S. Dividend Growers Index TR2.83%7.73%7.73% 21.02%
Spl Bloomberg US 5-10Yr G/Cr FltAdj0.98%–0.74% –0.74%1.78%–2.32%0.84%2.04%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spl Bloomberg US Long Treasury Idx1.23%–3.26% –3.26%–6.08%–8.04% –2.78%1.24%
Spl Bloomberg US Treas 1-3 Yr Idx0.35%0.28%0.28% 2.94%0.01%1.13%1.06%
Spl Bloomberg US Treas 3-10 Yr Idx0.60%–0.82% –0.82%0.63%–2.40%0.27%1.25%
Spl Bloomberg US1-5YrGov/Cr FlAdjIx0.48%0.14% 0.14%3.16%–0.38%1.24%1.40%
Spl Bloomberg USLongGv/Cr FltAdj Ix1.59%–2.41% –2.41%–1.15%–6.04% –0.62%2.32%
Spl S&P Global Ex-US Dividend Growers Idx USD NTR1.46% 3.11%3.11%13.23%3.54%8.07%
Spl Total International Stock Index3.13%4.34% 4.34%13.53%2.05%6.29%4.55%
Spliced Bloomberg USAgg Flt AdjIx0.91%–0.72% –0.72%1.77%–2.39%0.43%1.57%
Spliced Developed ex US Index3.63%5.11%5.11% 15.22%3.92%7.37%5.03%
Spliced Emerging Markets Index1.65%2.04%2.04% 8.46%–3.21%3.17%3.37%
Spliced Energy Index6.89%6.50%6.50%12.48% 13.00%0.29%–0.91%
Spliced Equity Income Index5.40%9.10%9.10% 18.43%9.63%10.67%10.18%
Spliced European Stock Index3.88%4.90%4.90% 14.35%5.54%7.94%4.61%
Spliced Extended Market Index3.34%6.96%6.96% 26.34%0.79%9.97%8.85%
Spliced Global Capital Cycles Index4.82%4.60% 4.60%15.30%5.07%10.05%4.41%
Spliced Global Equity Index3.14%8.20%8.20% 23.22%6.96%10.92%8.66%
Spliced Growth Index1.34%10.91%10.91% 38.90%10.96%17.96%15.11%
Spliced Health Care Index2.22%7.05%7.05% 12.82%6.78%9.79%8.83%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Inst Total Stock Market Idx3.22%10.01% 10.01%29.33%9.64%14.25%12.28%
Spliced International Explorer Index3.72%2.40% 2.40%10.45%–2.63%4.15%4.14%
Spliced International Index3.13%4.69%4.69% 13.26%1.94%5.97%4.25%
Spliced Large Cap Index3.08%10.38%10.38% 30.40%10.72%14.94%12.85%
Spliced Market Neutral Index USD0.46%1.37%1.37% 5.52%2.70%2.07%1.39%
Spliced Mega Cap Growth Index0.88%10.68%10.68% 41.04%12.21%19.07%15.97%
Spliced Mega Cap Index2.84%10.90%10.90% 32.48%11.78%15.74%13.44%
Spliced Mega Cap Value Index5.02%9.99%9.99% 21.34%10.71%11.83%10.73%
Spliced Mid Cap Growth Idx2.90%7.57%7.57% 21.86%3.93%11.36%10.68%
Spliced Mid Cap Index4.25%7.85%7.85% 20.43%5.73%10.95%9.91%
Spliced Mid Cap Value Index5.44%8.10%8.10% 19.10%7.41%10.19%8.96%
Spliced Pacific Stock Index3.10%5.60%5.60% 16.59%0.98%5.99%5.43%
Spliced S&P U.S. Dividend Growers Index TR2.83%7.73% 7.73%21.02%9.69%12.94%11.56%
Spliced Small and Mid Cap Index4.15%7.50%7.50% 21.45%4.66%10.97%9.78%
Spliced Small Cap Growth Index2.87%7.98%7.98% 21.10%–1.14%8.29%8.48%
Spliced Small Cap Index4.36%7.51%7.51% 22.42%3.75%9.94%8.91%
Spliced Small Cap Value Index5.54%7.14%7.14% 23.43%7.31%10.58%8.87%
Spliced Social Index2.54%10.22%10.22% 32.35%10.46%15.34%13.44%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Total Stock Market Index3.22%10.01%10.01% 29.33%9.64%14.25%12.28%
Spliced Total World Stock Index3.17%7.83%7.83% 22.98%6.73%10.98%8.83%
Spliced U.S. Government Money Market Funds Average0.42% 1.21%1.21%4.83%2.35%1.74%1.15%
Spliced US IMI Consumer Stapl 25/503.35%7.35% 7.35%8.30%7.36%9.87%9.12%
Spliced US IMI Energy 25/5010.46%13.14%13.14% 19.06%29.75%12.62%3.89%
Spliced US IMI Financials 25/504.87%11.53%11.53% 34.47%9.12%12.31%10.87%
Spliced US IMI Health Care 25/502.23%8.35%8.35% 15.25%7.35%11.08%11.37%
Spliced US IMI Industrials 25/504.74%11.11%11.11% 29.97%10.53%13.56%11.23%
Spliced US IMI Materials 25/506.24%7.97%7.97% 17.04%7.81%12.90%8.93%
Spliced US IMI Utilities 25/506.88%4.87%4.87% 0.21%3.90%5.30%8.17%
Spliced Value Index5.20%9.75%9.75%21.03% 10.20%11.53%10.46%
STAR Composite Index2.32%5.05%5.05%15.92% 4.43%8.25%7.23%
Target Retirement 2020 Composite Ix1.76%2.86% 2.86%10.70%2.26%5.96%5.91%
Target Retirement 2025 Composite Ix2.07%3.84% 3.84%13.24%3.04%6.99%6.63%
Target Retirement 2030 Composite Ix2.29%4.52% 4.52%15.09%3.71%7.80%7.20%
Target Retirement 2035 Composite Ix2.45%5.14% 5.14%16.61%4.36%8.59%7.75%
Target Retirement 2040 Composite Ix2.62%5.76% 5.76%18.15%5.02%9.37%8.28%
Target Retirement 2045 Composite Ix2.78%6.38% 6.38%19.70%5.66%10.14%8.73%

BenchmarkReturns as of 03/31/2024Month End YTD
as of
03/31/2024
Average Annual Total
Returns as of 03/31/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2050 Composite Ix2.90%6.84% 6.84%20.76%6.02%10.41%8.87%
Target Retirement 2055 Composite Ix2.90%6.84% 6.84%20.76%6.02%10.41%8.87%
Target Retirement 2060 Composite Ix2.90%6.84% 6.84%20.76%6.02%10.41%8.87%
Target Retirement 2065 Composite Ix2.90%6.84% 6.84%20.76%6.02%10.41%
Target Retirement 2070 Composite Index2.90%6.84% 6.84%20.76%6.02%10.41%8.76%
Target Retirement Income Compos. Ix1.55%2.15% 2.15%8.70%1.44%4.44%4.37%
Tax-Exempt Money Mkt Funds Average0.25%0.72%0.72% 3.07%1.51%1.13%0.74%
Tax-Managed Balanced Compos. Index1.60%4.91%4.91% 15.63%5.47%8.58%7.80%
US Gov't Money Market Funds Average0.42%1.21% 1.21%4.83%2.35%1.68%1.04%
Wellesley Income Composite Index2.61%2.76%2.76% 8.40%2.03%4.55%5.11%
Wellington Composite Index2.48%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.