Benchmark Returns

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Balanced Composite Index2.25%2.00%7.73% 14.71%3.80%8.78%8.15%
Bloomberg 1 Year Municipal Index0.57%0.82%0.94% 3.19%1.05%1.22%1.13%
Bloomberg 1-15 Year Municipal Index1.29%–0.34% –0.63%2.69%–0.45%1.16%2.09%
Bloomberg 1-5 Year Municipal Index0.84%0.16%–0.06% 2.61%0.02%0.95%1.30%
Bloomberg CA Municipal Index1.40%–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 USD0.70%0.17%0.23% 5.76%–2.21%0.61%2.37%
Bloomberg GA ex-USD FlAdjRIC Cp Hgd0.73%–0.39% –0.31%4.69%–1.87%–0.25% 2.12%
Bloomberg MA Municipal Index1.45%–0.30% –0.67%2.65%–1.18%0.88%2.13%
Bloomberg Municipal Bond Index1.53%–0.02% –0.40%3.21%–0.88%1.16%2.39%
Bloomberg Municipal CA Intermed Idx1.24%–1.11% –1.68%1.65%–0.89%0.72%1.84%
Bloomberg NJ Municipal Index1.52%–0.01% –0.31%3.66%–0.54%1.82%3.08%
Bloomberg NY Municipal Index1.74%0.23%–0.51% 3.27%–0.81%1.11%2.33%
Bloomberg OH Municipal Index1.67%–0.09% –0.48%3.00%–1.15%0.99%2.34%
Bloomberg PA Municipal Index1.55%0.00%–0.06% 3.54%–0.91%1.31%2.63%
Bloomberg US 0-5 Year TIPS Index0.62%1.41%2.26% 5.37%2.15%3.16%2.03%
Bloomberg US 1-5 Year Credit Index0.60%0.95%1.47% 5.74%0.30%1.61%1.98%
Bloomberg US 1-5 Year Treasury Idx0.71%0.77%0.71% 4.12%–0.45%0.71%1.12%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Bloomberg US 1-5 Yr Corporate Index0.58%0.96% 1.56%6.01%0.40%1.75%2.14%
Bloomberg US 1-5 Yr Government Idx0.71%0.77%0.73% 4.14%–0.44%0.72%1.12%
Bloomberg US 10+ Year Corp Index0.53%–1.74% –3.39%2.18%–6.87%–0.79% 2.45%
Bloomberg US 5-10 Year Corp Index0.84%0.42%0.19% 5.72%–2.20%1.04%2.65%
Bloomberg US 5-10 Year Credit Index0.86%0.39% 0.10%5.36%–2.27%0.91%2.52%
Bloomberg US 5-10 Yr Treasury Index1.21%0.10% –1.02%1.60%–3.52%–0.68% 1.13%
Bloomberg US Agg Float Adj Index0.92%0.08%–0.64% 2.73%–2.99%–0.18%1.38%
Bloomberg US GNMA Index1.02%0.05%–1.01% 2.22%–2.50%–0.66%0.83%
Bloomberg US Long Treasury Index1.65%–1.81% –5.01%–5.61%–10.49% –4.26%0.60%
Bloomberg US LongCredit A/Better Ix0.63%–1.92% –3.87%0.55%–7.49%–1.55% 2.11%
Bloomberg US MBS Float Adj Index1.10%0.12%–0.76% 2.38%–2.69%–0.63%0.90%
Bloomberg US Treas Bellwether:1Yr0.43%1.12%1.99% 5.37%2.30%1.99%1.55%
Bloomberg US Trsy Inflat Prtcd Idx0.78%0.79%0.70% 2.71%–1.33%2.07%1.91%
Bloomberg US Universal Index0.91%0.19%–0.28% 3.47%–2.68%0.11%1.63%
Bloomberg USD EmergMkt GovRIC CapIx0.57%0.33% 1.58%8.32%–2.58%0.02%2.39%
CA Tax-Exempt Money Mkt Funds Avg0.25%0.77%1.46% 2.87%1.63%1.12%0.73%
Communication Services Spliced Idx3.37%5.61%17.92% 31.20%–0.38%10.85%6.78%
Conservative Growth Composite Index1.22%0.91% 3.69%9.30%0.67%4.60%4.90%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Consumer Discretionary Spliced Idx2.77%–1.55% 3.05%11.38%0.89%13.14%12.64%
CRSP US Total Market Index3.14%3.25%13.58% 23.17%7.91%14.07%12.11%
Dividend Growth Spliced Index1.49%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 Index2.15%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 Index3.04%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 Index0.16%0.05%2.25% 8.37%0.94%3.48%
Global Wellington Composite Index1.60%1.74%7.46% 14.88%3.78%8.04%
Growth Composite Index1.58%1.86%8.03% 15.47%3.76%9.05%7.90%
High-Yield Corporate Composite Idx0.99%1.17%2.37% 9.71%1.50%3.79%4.18%
iMoneyNet MFR Treasury Funds Avg0.41%1.23%2.49% 5.07%2.80%1.87%1.19%
Income Composite Index1.04%0.42%1.56% 6.29%–0.95%2.24%3.28%
Information Technology Spliced Idx8.12%10.08% 19.58%31.21%14.03%23.46%20.99%
JP Morgan EMBI Global Diversified0.62%0.30%2.34% 9.23%–2.60%–0.03%2.60%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Moderate Growth Composite Index1.40%1.38%5.85% 12.36%2.25%6.87%6.44%
MSCI AC World Growth ex US0.93%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 Net2.23%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 Index3.11%3.32%13.60% 23.21%8.17%14.30%12.23%
MSCI US Prime Market 750 Index3.44%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 Index0.80%0.84% 1.67%7.91%–0.16%
NY Tax-Exempt Money Mkt Funds Avg0.25%0.79%1.51% 3.11%1.75%1.20%0.78%
Real Estate Spliced Index1.97%–1.88% –3.01%4.88%–2.44%3.08%5.41%
Russell 1000 Growth Index6.74%8.33%20.70% 33.48%11.28%19.34%16.33%
Russell 1000 Index3.31%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%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Russell 2500 Value Index–2.01%–4.31% 1.50%11.24%2.15%8.01%6.77%
Russell 3000 Index3.10%3.22%13.56%23.13% 8.05%14.14%12.15%
Russell Midcap Growth Index1.67%–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 Index6.98%9.59%23.56% 32.52%9.42%16.87%14.97%
S&P 500 Index3.59%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 Idx1.52%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 TR1.49%0.42%8.18% 14.64%7.84%
Spl Bloomberg US 5-10Yr G/Cr FltAdj1.06%0.23% –0.51%3.25%–2.99%0.12%1.81%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spl Bloomberg US Long Treasury Idx1.65%–1.81% –5.01%–5.61%–10.49% –4.26%0.59%
Spl Bloomberg US Treas 1-3 Yr Idx0.58%0.91%1.19% 4.51%0.33%1.02%1.12%
Spl Bloomberg US Treas 3-10 Yr Idx1.04%0.34%–0.48% 2.55%–2.64%–0.26%1.13%
Spl Bloomberg US1-5YrGov/Cr FlAdjIx0.68%0.83% 0.97%4.66%–0.20%1.02%1.42%
Spl Bloomberg USLongGv/Cr FltAdj Ix1.09%–1.73% –4.10%–1.58%–8.51% –2.22%1.65%
Spl S&P Global Ex-US Dividend Growers Idx USD NTR1.14% 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 AdjIx0.92%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 Index2.98%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 Index2.23%2.87%11.30% 19.38%5.43%10.76%8.43%
Spliced Growth Index6.61%8.68%20.54% 32.84%9.95%18.84%15.38%
Spliced Health Care Index1.92%0.33%7.40% 10.70%3.75%9.59%8.36%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Inst Total Stock Market Idx3.14%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 Index3.75%4.31%15.14% 24.94%9.18%14.95%12.76%
Spliced Market Neutral Index USD0.45%1.37%2.76% 5.64%3.17%2.22%1.53%
Spliced Mega Cap Growth Index7.46%9.63%21.33% 34.15%11.40%20.22%16.31%
Spliced Mega Cap Index4.63%5.78%17.31% 27.74%10.65%16.08%13.49%
Spliced Mega Cap Value Index0.72%–0.25% 9.72%17.06%8.71%10.90%10.22%
Spliced Mid Cap Growth Idx0.50%–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 Index0.32%–2.46% 2.99%10.19%–0.54%5.18%4.57%
Spliced S&P U.S. Dividend Growers Index TR1.49%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 Index0.03%–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 Index4.65%4.89%15.61% 26.30%8.95%15.41%13.52%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Spliced Total Stock Market Index3.14%3.25%13.58% 23.17%7.91%14.07%12.11%
Spliced Total World Stock Index1.84%2.42%10.43% 18.81%5.12%10.73%8.56%
Spliced U.S. Government Money Market Funds Average0.39% 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 25/501.95%–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 Index0.20%–0.93% 8.73%15.77%8.00%10.50%9.90%
STAR Composite Index1.66%1.80%6.94%13.58% 3.28%7.91%7.03%
Target Retirement 2020 Composite Ix1.18%1.06% 3.98%9.49%1.22%5.50%5.63%
Target Retirement 2025 Composite Ix1.32%1.28% 5.21%11.35%1.87%6.55%6.35%
Target Retirement 2030 Composite Ix1.42%1.42% 6.05%12.67%2.43%7.38%6.91%
Target Retirement 2035 Composite Ix1.48%1.60% 6.87%13.83%3.00%8.20%7.45%
Target Retirement 2040 Composite Ix1.55%1.77% 7.69%15.00%3.56%9.00%7.99%
Target Retirement 2045 Composite Ix1.62%1.95% 8.51%16.17%4.12%9.81%8.45%

BenchmarkReturns as of 06/30/2024Month End YTD
as of
06/30/2024
Average Annual Total
Returns as of 06/30/2024
1 Month3 Month1 Year3 Year5 Year10 Year
Target Retirement 2050 Composite Ix1.67%2.09% 9.14%17.04%4.50%10.11%8.60%
Target Retirement 2055 Composite Ix1.67%2.09% 9.14%17.04%4.50%10.11%8.60%
Target Retirement 2060 Composite Ix1.67%2.09% 9.14%17.04%4.50%10.11%8.60%
Target Retirement 2065 Composite Ix1.67%2.09% 9.14%17.04%4.50%10.11%8.49%
Target Retirement 2070 Composite Index1.67%2.09% 9.14%17.04%4.50%10.11%8.49%
Target Retirement Income Compos. Ix1.09%0.91% 3.10%8.15%0.68%4.00%4.18%
Tax-Exempt Money Mkt Funds Average0.25%0.77%1.49% 3.12%1.77%1.22%0.82%
Tax-Managed Balanced Compos. Index2.30%1.63%6.62% 12.95%4.44%8.27%7.60%
US Gov't Money Market Funds Average0.39%1.19% 2.42%4.92%2.75%1.83%1.16%
Wellesley Income Composite Index0.39%–0.48% 2.26%7.66%0.69%3.73%4.70%
Wellington Composite Index2.57%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.