| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | –0.01% | –3.79% |
–1.79% | 10.46% | 7.94% | 8.94% | 7.98% |
| Bloomberg 1 Year Municipal Index | –0.17% |
0.35% | 0.88% | 3.48% | 2.62% | 1.51% | 1.36% |
| Bloomberg 1-15 Year Municipal Index | –0.62% |
–0.91% | –0.23% | 1.99% | 2.44% | 1.27% |
1.97% |
| Bloomberg 1-5 Year Municipal Index | –0.39% |
0.02% | 0.58% | 3.16% | 2.47% | 1.29% | 1.46% |
| Bloomberg CA Municipal Index | –1.05% |
–1.66% | –1.52% | 1.20% | 2.24% | 0.96% |
2.02% |
| Bloomberg Commodity Index TR | –4.81% |
–0.30% | 3.64% | 4.08% | –3.70% | 13.74% |
1.70% |
| Bloomberg GA Credit Idx Hedged USD | 0.55% | 1.60% | 2.16% |
7.66% | 3.33% | 0.93% | 2.52% |
| Bloomberg GA ex-USD FlAdjRIC Cp Hgd | 1.55% | 1.17% |
1.43% | 6.57% | 2.57% | 0.14% | 2.08% |
| Bloomberg MA Municipal Index | –0.71% |
–1.53% | –1.28% | 1.43% | 1.91% | 0.64% |
1.85% |
| Bloomberg Municipal Bond Index | –0.81% |
–1.52% | –1.03% | 1.66% | 2.21% | 1.17% |
2.10% |
| Bloomberg Municipal CA Intermed Idx | –0.79% |
–0.80% | –0.41% | 1.65% | 2.38% | 0.84% |
1.73% |
| Bloomberg NJ Municipal Index | –0.82% |
–1.69% | –0.94% | 1.92% | 2.90% | 2.61% |
2.97% |
| Bloomberg NY Municipal Index | –0.63% |
–1.68% | –1.22% | 1.57% | 2.37% | 1.24% |
1.99% |
| Bloomberg OH Municipal Index | –0.71% |
–1.48% | –0.84% | 1.92% | 1.94% | 0.90% |
2.03% |
| Bloomberg PA Municipal Index | –0.98% |
–1.62% | –0.92% | 1.66% | 2.21% | 1.29% |
2.32% |
| Bloomberg US 0-5 Year TIPS Index | 0.78% | 2.92% | 3.85% |
7.96% | 3.52% | 4.02% | 2.85% |
| Bloomberg US 1-5 Year Credit Index | 0.75% | 2.16% | 2.75% |
7.77% | 4.22% | 2.17% | 2.42% |
| Bloomberg US 1-5 Year Treasury Idx | 1.01% | 2.57% | 3.08% |
7.45% | 3.12% | 0.82% | 1.55% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Bloomberg US 1-5 Yr Corporate Index | 0.68% | 2.05% |
2.65% | 7.79% | 4.39% | 2.38% | 2.57% |
| Bloomberg US 1-5 Yr Government Idx | 1.01% | 2.56% | 3.07% |
7.43% | 3.13% | 0.83% | 1.55% |
| Bloomberg US 10+ Year Corp Index | –1.29% |
0.65% | 1.06% | 6.03% | 0.76% | –2.13% | 2.21% |
| Bloomberg US 5-10 Year Corp Index | 0.44% | 2.46% | 3.15% |
9.24% | 4.04% | 1.37% | 2.88% |
| Bloomberg US 5-10 Year Credit Index | 0.53% | 2.61% |
3.32% | 9.23% | 3.88% | 1.25% | 2.75% |
| Bloomberg US 5-10 Yr Treasury Index | 1.22% | 4.20% |
4.88% | 9.27% | 1.68% | –1.50% | 1.31% |
| Bloomberg US Agg Float Adj Index | 0.40% | 2.62% | 3.16% |
7.94% | 2.00% | –0.64% | 1.58% |
| Bloomberg US GNMA Index | 0.08% | 2.58% | 3.16% |
8.17% | 1.84% | –0.70% | 1.07% |
| Bloomberg US Long Treasury Index | –1.09% |
3.11% | 3.54% | 6.66% | –4.64% | –8.46% |
–0.37% |
| Bloomberg US LongCredit A/Better Ix | –0.99% |
1.19% | 1.57% | 5.88% | –0.15% | –3.35% |
1.71% |
| Bloomberg US MBS Float Adj Index | 0.29% | 2.77% | 3.30% |
8.94% | 2.04% | –0.60% | 1.18% |
| Bloomberg US Treas Bellwether:1Yr | 0.44% | 1.16% | 1.52% |
5.51% | 4.10% | 2.34% | 1.98% |
| Bloomberg US Trsy Inflat Prtcd Idx | 0.12% | 2.96% | 4.29% |
8.12% | 0.79% | 1.82% | 2.45% |
| Bloomberg US Universal Index | 0.35% | 2.40% | 3.02% |
8.14% | 2.42% | 0.00% | 1.87% |
| Bloomberg USD EmergMkt GovRIC CapIx | –0.03% |
0.95% | 2.19% | 9.19% | 5.20% | 2.81% | 2.91% |
| CA Tax-Exempt Money Mkt Funds Avg | 0.23% | 0.58% | 0.75% |
2.62% | 2.32% | 1.40% | 0.94% |
| Communication Services Spliced Idx | –1.00% |
–11.49% | –4.92% | 17.87% | 14.02% |
12.08% | 7.01% |
| Conservative Growth Composite Index | 1.02% | 0.10% |
1.67% | 9.38% | 5.57% | 5.21% | 5.01% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Consumer Discretionary Spliced Idx | 0.00% | –16.43% |
–13.09% | 9.29% | 7.45% | 14.28% | 11.80% |
| CRSP US Total Market Index | –0.67% | –8.30% |
–5.45% | 11.29% | 11.32% | 15.04% | 11.63% |
| Dividend Growth Spliced Index | –1.47% |
–5.05% | –1.92% | 11.24% | 9.65% |
13.15% | 11.30% |
| FTSE All-World ex US Index | 3.58% | 4.78% | 8.74% |
11.85% | 8.14% | 10.48% | 5.16% |
| FTSE All-World Index | 1.05% | –3.23% |
0.00% | 12.35% | 10.65% | 13.46% | 9.02% |
| FTSE AW ex US High Div Yield Idx | 3.52% | 8.21% | 12.51% |
16.62% | 11.05% | 14.57% | 5.84% |
| FTSE Emerging Index | 0.86% | 2.24% | 3.06% | 11.42% |
5.09% | 7.67% | 3.67% |
| FTSE Global All Cap Index Hdg. | –0.32% |
–5.55% | –2.50% | 10.34% | 11.13% |
14.16% | 9.78% |
| FTSE Global Small-Cap ex US Index | 4.42% | 3.98% | 5.07% |
7.88% | 4.26% | 9.28% | 4.19% |
| FTSE High Dividend Yield Index | –3.50% |
–5.37% | –1.80% | 10.09% | 8.33% |
13.30% | 9.44% |
| Global Wellesley Income Comp Index | 0.38% | 1.72% | 3.68% |
9.84% | 5.53% | 5.34% | — |
| Global Wellington Composite Index | 0.91% | –1.88% |
0.60% | 10.82% | 8.51% | 9.44% | — |
| Growth Composite Index | 1.14% | –2.08% |
0.55% | 10.97% | 8.72% | 10.76% | 7.97% |
| High-Yield Corporate Composite Idx | 0.12% | 0.06% | 1.35% |
7.74% | 5.73% | 5.40% | 4.56% |
| iMoneyNet MFR Treasury Funds Avg | 0.33% | 0.97% | 1.32% |
4.54% | 4.05% | 2.42% | 1.56% |
| Income Composite Index | 0.89% | 1.19% | 2.20% |
8.52% | 3.91% | 2.42% | 3.42% |
| Information Technology Spliced Idx | 1.47% | –10.69% |
–11.40% | 11.87% | 15.31% | 18.83% | 19.02% |
| JP Morgan EMBI Global Diversified | –0.22% |
0.57% | 2.02% | 8.77% | 5.33% | 2.99% | 2.97% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 1.07% | –1.03% |
1.09% | 10.17% | 7.16% | 7.98% | 6.53% |
| MSCI AC World Growth ex US | 4.08% | 1.79% | 6.12% |
8.27% | 5.81% | 7.18% | 5.03% |
| MSCI AC World Index ex USA Net | 3.61% | 4.81% | 9.03% |
11.93% | 8.03% | 10.09% | 4.83% |
| MSCI AC World Index Net | 0.93% | –3.64% |
–0.40% | 11.84% | 10.27% | 13.07% | 8.63% |
| MSCI All Country World Index Value | –1.16% |
–0.63% | 3.55% | 10.65% | 8.02% | 12.26% | 6.20% |
| MSCI US Broad Market Index | –0.69% | –8.35% |
–5.50% | 11.27% | 11.42% | 15.27% | 11.73% |
| MSCI US Prime Market 750 Index | –0.55% |
–7.96% | –5.12% | 12.02% | 12.02% |
15.51% | 12.16% |
| MSCI US Small Cap 1750 Index | –2.72% |
–13.72% | –10.88% | 0.95% | 3.97% |
12.11% | 7.33% |
| Multi-Sector Income Bond Composite Index | 0.29% | 1.09% |
2.14% | 8.29% | 5.05% | — | — |
| NY Tax-Exempt Money Mkt Funds Avg | 0.26% | 0.65% | 0.83% |
2.80% | 2.50% | 1.51% | 1.01% |
| Real Estate Spliced Index | –2.33% | –1.35% |
0.30% | 15.85% | –1.11% | 7.18% | 5.36% |
| Russell 1000 Growth Index | 1.77% | –10.15% |
–8.37% | 14.53% | 15.60% | 17.23% | 15.27% |
| Russell 1000 Index | –0.60% | –7.99% |
–5.06% | 11.94% | 11.87% | 15.42% | 12.03% |
| Russell 1000 Value Index | –3.05% | –5.36% |
–0.98% | 8.55% | 7.61% | 13.00% | 8.36% |
| Russell 2000 Growth Index | –0.64% | –14.39% |
–11.68% | 2.42% | 5.05% | 7.60% | 6.39% |
| Russell 2000 Index | –2.31% | –13.83% |
–11.57% | 0.87% | 3.27% | 9.88% | 6.32% |
| Russell 2000 Value Index | –4.02% | –13.23% |
–11.45% | –0.68% | 1.38% | 11.74% |
5.87% |
| Russell 2500 Growth Index | –0.32% | –14.36% |
–11.09% | 0.84% | 4.59% | 8.04% | 7.63% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 2500 Value Index | –2.89% | –11.57% |
–8.56% | 2.10% | 3.67% | 13.13% | 6.68% |
| Russell 3000 Index | –0.67% | –8.26% |
–5.36% | 11.40% | 11.41% | 15.12% | 11.68% |
| Russell Midcap Growth Index | 3.36% | –9.76% |
–4.00% | 13.65% | 11.70% | 12.31% | 10.58% |
| Russell Midcap Value Index | –2.48% | –7.78% |
–4.54% | 5.24% | 5.04% | 13.24% | 7.47% |
| S&P 500 Growth Index | 2.23% | –8.88% |
–6.43% | 17.51% | 13.47% | 16.05% | 14.19% |
| S&P 500 Index | –0.68% | –7.50% |
–4.92% | 12.10% | 12.18% | 15.61% | 12.32% |
| S&P 500 Value Index | –3.57% | –6.02% |
–3.30% | 5.00% | 9.81% | 14.01% | 9.55% |
| S&P Completion Index | –0.76% | –13.92% |
–9.63% | 5.58% | 6.15% | 11.55% | 7.84% |
| S&P Global ex U.S. Property Index | 6.53% | 6.76% | 8.53% |
9.52% | –1.79% | 1.89% | 0.45% |
| S&P International Developed Dividend Growers Idx | 5.40% | 4.28% |
7.89% | 11.26% | — | — | — |
| S&P MidCap 400 Growth Index | –0.16% | –11.82% |
–8.51% | –2.39% | 6.33% | 11.42% |
8.38% |
| S&P MidCap 400 Index | –2.25% | –11.62% |
–8.21% | 1.19% | 6.21% | 13.34% | 8.35% |
| S&P MidCap 400 Value Index | –4.36% | –11.41% |
–7.90% | 5.18% | 5.98% | 15.07% | 7.97% |
| S&P National AMT-Free Muni Bond Idx | –0.59% |
–1.40% | –1.21% | 1.64% | 2.18% | 1.20% |
2.06% |
| S&P SmallCap 600 Index | –4.19% | –15.21% |
–12.74% | –1.93% | 2.01% | 11.42% |
7.32% |
| S&P SmallCap 600 Value Index | –5.83% |
–16.68% | –15.17% | –2.54% |
0.38% | 11.96% | 6.47% |
| S&P U.S. Dividend Growers Index TR | –1.47% |
–5.05% | –1.92% | 11.24% | 9.65% |
— | — |
| Spl Bloomberg US 5-10Yr G/Cr FltAdj | 0.92% | 3.50% |
4.20% | 9.27% | 2.63% | –0.18% | 2.02% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Bloomberg US Long Treasury Idx | –1.09% |
3.11% | 3.54% | 6.66% | –4.64% | –8.46% |
–0.35% |
| Spl Bloomberg US Treas 1-3 Yr Idx | 0.81% | 2.00% | 2.45% |
6.68% | 3.29% | 1.27% | 1.57% |
| Spl Bloomberg US Treas 3-10 Yr Idx | 1.27% | 3.80% | 4.44% |
8.90% | 2.24% | –0.72% | 1.41% |
| Spl Bloomberg US1-5YrGov/Cr FlAdjIx | 0.93% | 2.44% |
2.97% | 7.53% | 3.48% | 1.28% | 1.85% |
| Spl Bloomberg USLongGv/Cr FltAdj Ix | –1.16% |
1.94% | 2.37% | 6.35% | –1.73% | –4.81% |
1.14% |
| Spl S&P Global Ex-US Dividend Growers Idx USD NTR | 4.79% |
4.40% | 8.17% | 11.61% | 6.68% | 9.87% | — |
| Spl Total International Stock Index | 3.66% | 4.70% |
8.38% | 11.46% | 7.76% | 10.36% | 5.06% |
| Spliced Bloomberg USAgg Flt AdjIx | 0.40% | 2.62% | 3.16% |
7.94% | 2.00% | –0.64% | 1.58% |
| Spliced Developed ex US Index | 4.73% | 5.80% | 10.83% |
12.09% | 8.81% | 11.30% | 5.55% |
| Spliced Emerging Markets Index | 0.83% | 1.75% | 2.05% |
9.86% | 4.79% | 7.72% | 3.38% |
| Spliced Energy Index | –4.67% | 0.75% |
3.09% | 1.31% | 5.88% | 10.05% | 0.26% |
| Spliced Equity Income Index | –3.50% | –5.37% |
–1.80% | 10.09% | 8.33% | 13.30% | 9.44% |
| Spliced European Stock Index | 4.67% | 7.99% | 15.18% |
14.34% | 10.89% | 12.89% | 5.88% |
| Spliced Extended Market Index | –0.76% |
–13.92% | –9.63% | 5.58% | 6.15% |
11.55% | 7.84% |
| Spliced Global Capital Cycles Index | 1.42% | –0.82% |
3.10% | 10.04% | 7.51% | 12.60% | 6.90% |
| Spliced Global Equity Index | 0.93% | –3.64% |
–0.40% | 11.84% | 10.27% | 13.07% | 8.63% |
| Spliced Growth Index | 2.22% | –9.26% |
–7.49% | 15.57% | 15.53% | 16.74% | 14.52% |
| Spliced Health Care Index | –1.73% | –2.84% |
3.14% | 1.31% | 3.41% | 6.70% | 6.50% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | –0.67% |
–8.30% | –5.45% | 11.29% | 11.32% |
15.04% | 11.63% |
| Spliced International Explorer Index | 5.80% | 6.05% |
9.71% | 12.42% | 4.73% | 8.25% | 4.70% |
| Spliced International Index | 3.61% | 4.81% | 9.03% |
11.93% | 8.03% | 10.09% | 4.83% |
| Spliced Large Cap Index | –0.45% | –7.63% |
–4.83% | 12.51% | 12.27% | 15.51% | 12.26% |
| Spliced Market Neutral Index USD | 0.36% | 1.08% | 1.46% |
5.07% | 4.54% | 2.74% | 1.94% |
| Spliced Mega Cap Growth Index | 2.45% | –9.13% |
–7.77% | 16.18% | 16.39% | 17.42% | 15.36% |
| Spliced Mega Cap Index | –0.35% | –7.82% |
–5.29% | 13.15% | 13.34% | 16.05% | 12.94% |
| Spliced Mega Cap Value Index | –3.83% |
–4.76% | –0.18% | 10.20% | 9.41% |
14.04% | 10.23% |
| Spliced Mid Cap Growth Idx | 1.75% | –7.86% |
–1.74% | 12.13% | 8.93% | 11.93% | 9.69% |
| Spliced Mid Cap Index | –0.93% | –6.64% |
–2.48% | 9.41% | 7.15% | 12.94% | 8.88% |
| Spliced Mid Cap Value Index | –2.94% | –5.48% |
–3.00% | 7.10% | 5.56% | 13.82% | 7.93% |
| Spliced Pacific Stock Index | 4.96% | 3.52% | 6.16% |
6.82% | 6.23% | 8.09% | 4.64% |
| Spliced S&P U.S. Dividend Growers Index TR | –1.47% |
–5.05% | –1.92% | 11.24% | 9.65% |
13.15% | 11.30% |
| Spliced Small and Mid Cap Index | –1.92% |
–11.44% | –7.56% | 4.98% | 5.60% |
12.87% | 8.53% |
| Spliced Small Cap Growth Index | –1.39% |
–14.78% | –11.16% | 3.27% | 4.63% |
7.79% | 7.35% |
| Spliced Small Cap Index | –2.49% | –13.06% |
–9.68% | 2.67% | 5.07% | 11.90% | 7.64% |
| Spliced Small Cap Value Index | –3.28% |
–11.73% | –8.53% | 2.13% | 5.33% |
14.79% | 7.47% |
| Spliced Social Index | –0.02% | –8.81% |
–6.20% | 12.45% | 12.44% | 15.41% | 12.63% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | –0.67% |
–8.30% | –5.45% | 11.29% | 11.32% |
15.04% | 11.63% |
| Spliced Total World Stock Index | 1.00% | –3.56% |
–0.37% | 11.54% | 10.08% | 13.22% | 8.75% |
| Spliced U.S. Government Money Market Funds Average | 0.31% |
0.93% | 1.27% | 4.38% | 3.95% | 2.37% | 1.62% |
| Spliced US IMI Consumer Stapl 25/50 | 0.94% | 3.22% |
5.10% | 12.81% | 6.07% | 11.19% | 8.66% |
| Spliced US IMI Energy 25/50 | –13.55% |
–8.67% | –6.79% | –11.22% |
5.90% | 21.98% | 3.30% |
| Spliced US IMI Financials 25/50 | –2.17% |
–6.73% | –0.58% | 22.04% | 14.19% |
18.59% | 11.51% |
| Spliced US IMI Health Care 25/50 | –3.26% |
–5.05% | 1.38% | 1.62% | 3.84% | 7.90% | 8.43% |
| Spliced US IMI Industrials 25/50 | 0.19% | –6.75% |
–2.28% | 7.34% | 13.13% | 17.19% | 10.71% |
| Spliced US IMI Materials 25/50 | –1.62% |
–5.46% | –0.68% | –2.75% |
1.88% | 12.97% | 7.40% |
| Spliced US IMI Utilities 25/50 | 0.15% | 2.44% | 5.40% |
21.84% | 6.92% | 9.88% | 9.45% |
| Spliced Value Index | –3.52% | –5.15% |
–0.98% | 8.99% | 8.49% | 13.87% | 9.79% |
| STAR Composite Index | 0.80% | –1.69% |
0.60% | 10.70% | 7.94% | 8.96% | 7.15% |
| Target Retirement 2020 Composite Ix | 0.99% | 0.42% |
1.96% | 9.47% | 5.77% | 6.48% | 5.74% |
| Target Retirement 2025 Composite Ix | 1.08% | –0.37% |
1.52% | 10.01% | 6.72% | 7.71% | 6.45% |
| Target Retirement 2030 Composite Ix | 1.07% | –1.06% |
1.06% | 10.23% | 7.34% | 8.71% | 6.98% |
| Target Retirement 2035 Composite Ix | 1.08% | –1.48% |
0.84% | 10.51% | 7.92% | 9.75% | 7.51% |
| Target Retirement 2040 Composite Ix | 1.07% | –1.91% |
0.60% | 10.77% | 8.49% | 10.78% | 8.04% |
| Target Retirement 2045 Composite Ix | 1.05% | –2.37% |
0.35% | 11.01% | 9.05% | 11.81% | 8.50% |
| Benchmark | Returns as of 04/30/2025 | Month End YTD
as of
04/30/2025 |
Average Annual Total
Returns as of 04/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | 1.18% | –2.61% |
0.28% | 11.35% | 9.49% | 12.14% | 8.66% |
| Target Retirement 2055 Composite Ix | 1.18% | –2.61% |
0.28% | 11.35% | 9.49% | 12.14% | 8.66% |
| Target Retirement 2060 Composite Ix | 1.18% | –2.61% |
0.28% | 11.35% | 9.49% | 12.14% | 8.66% |
| Target Retirement 2065 Composite Ix | 1.18% | –2.61% |
0.28% | 11.35% | 9.49% | 12.14% | 8.62% |
| Target Retirement 2070 Composite Index | 1.18% | –2.61% |
0.28% | 11.35% | 9.49% | 12.14% | 8.62% |
| Target Retirement Income Compos. Ix | 1.01% | 0.87% |
2.23% | 9.13% | 5.01% | 4.59% | 4.42% |
| Tax-Exempt Money Mkt Funds Average | 0.24% | 0.62% | 0.79% |
2.69% | 2.49% | 1.50% | 1.04% |
| Tax-Managed Balanced Compos. Index | –0.28% |
–4.14% | –2.28% | 7.46% | 7.53% | 8.58% |
7.35% |
| US Gov't Money Market Funds Average | 0.31% | 0.93% |
1.27% | 4.38% | 3.95% | 2.36% | 1.52% |
| Wellesley Income Composite Index | –1.05% |
–0.51% | 1.14% | 8.51% | 4.70% | 4.48% | 4.79% |
| Wellington Composite Index | –0.35% | –4.18% |
–2.27% | 10.59% | 8.88% | 9.99% | 8.84% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
