| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Balanced Composite Index | 3.65% | 7.27% | 5.37% |
11.98% | 12.58% | 9.35% | 8.82% |
| Bloomberg 1 Year Municipal Index | 0.52% | 0.82% | 1.88% |
3.67% | 2.69% | 1.51% | 1.47% |
| Bloomberg 1-15 Year Municipal Index | 0.76% | 0.70% |
1.09% | 2.63% | 2.70% | 0.86% | 2.13% |
| Bloomberg 1-5 Year Municipal Index | 0.75% | 1.12% | 2.11% |
4.08% | 2.61% | 1.13% | 1.62% |
| Bloomberg CA Municipal Index | 0.72% | –0.14% |
–0.61% | 1.03% | 2.52% | 0.36% | 2.14% |
| Bloomberg Commodity Index TR | 2.41% | –3.08% |
5.53% | 5.77% | 0.13% | 12.68% | 1.99% |
| Bloomberg GA Credit Idx Hedged USD | 1.28% | 1.98% | 3.61% |
7.01% | 4.68% | 0.63% | 2.88% |
| Bloomberg GA ex-USD FlAdjRIC Cp Hgd | 0.42% | 1.95% |
1.83% | 6.01% | 3.69% | 0.07% | 2.34% |
| Bloomberg MA Municipal Index | 0.67% | –0.03% |
–0.60% | 1.08% | 2.14% | 0.12% | 1.95% |
| Bloomberg Municipal Bond Index | 0.62% | –0.12% |
–0.35% | 1.11% | 2.50% | 0.51% | 2.20% |
| Bloomberg Municipal CA Intermed Idx | 0.99% | 1.07% |
1.46% | 3.40% | 2.61% | 0.51% | 1.95% |
| Bloomberg NJ Municipal Index | 0.65% | –0.11% |
–0.24% | 1.44% | 3.14% | 1.70% | 3.15% |
| Bloomberg NY Municipal Index | 0.59% | –0.23% |
–0.82% | 0.52% | 2.56% | 0.50% | 2.05% |
| Bloomberg OH Municipal Index | 0.68% | 0.20% | 0.07% |
1.50% | 2.37% | 0.31% | 2.15% |
| Bloomberg PA Municipal Index | 0.57% | –0.31% |
–0.25% | 1.11% | 2.63% | 0.61% | 2.42% |
| Bloomberg US 0-5 Year TIPS Index | 0.52% | 0.95% | 4.02% |
6.49% | 3.95% | 3.76% | 2.87% |
| Bloomberg US 1-5 Year Credit Index | 0.92% | 1.78% | 3.80% |
7.14% | 4.73% | 1.94% | 2.56% |
| Bloomberg US 1-5 Year Treasury Idx | 0.75% | 1.39% | 3.46% |
6.12% | 3.24% | 0.85% | 1.59% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Bloomberg US 1-5 Yr Corporate Index | 0.94% | 1.80% |
3.80% | 7.26% | 4.97% | 2.09% | 2.72% |
| Bloomberg US 1-5 Yr Government Idx | 0.75% | 1.38% | 3.45% |
6.11% | 3.25% | 0.86% | 1.59% |
| Bloomberg US 10+ Year Corp Index | 3.02% | 1.23% | 3.64% |
5.19% | 2.77% | –2.34% | 3.06% |
| Bloomberg US 5-10 Year Corp Index | 1.91% | 2.59% | 5.35% |
8.53% | 5.39% | 0.90% | 3.31% |
| Bloomberg US 5-10 Year Credit Index | 1.87% | 2.55% |
5.40% | 8.41% | 5.15% | 0.79% | 3.16% |
| Bloomberg US 5-10 Yr Treasury Index | 1.44% | 1.64% |
5.31% | 6.64% | 1.89% | –1.49% | 1.47% |
| Bloomberg US Agg Float Adj Index | 1.51% | 1.22% | 4.00% |
6.07% | 2.61% | –0.71% | 1.80% |
| Bloomberg US GNMA Index | 1.72% | 1.01% | 4.12% |
6.19% | 2.38% | –0.51% | 1.25% |
| Bloomberg US Long Treasury Index | 2.50% | –1.53% |
3.08% | 1.56% | –3.69% | –8.22% | 0.14% |
| Bloomberg US LongCredit A/Better Ix | 3.01% | 1.08% |
3.69% | 4.62% | 1.51% | –3.46% | 2.47% |
| Bloomberg US MBS Float Adj Index | 1.72% | 1.18% | 4.22% |
6.64% | 2.50% | –0.43% | 1.34% |
| Bloomberg US Treas Bellwether:1Yr | 0.42% | 0.97% | 2.06% |
5.10% | 4.32% | 2.44% | 2.03% |
| Bloomberg US Trsy Inflat Prtcd Idx | 0.95% | 0.48% | 4.67% |
5.84% | 2.34% | 1.61% | 2.67% |
| Bloomberg US Universal Index | 1.56% | 1.40% | 4.10% |
6.51% | 3.28% | –0.15% | 2.11% |
| Bloomberg USD EmergMkt GovRIC CapIx | 2.27% | 3.15% |
5.43% | 9.93% | 8.44% | 1.72% | 3.40% |
| CA Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Communication Services Spliced Idx | 7.55% | 15.50% |
10.92% | 25.15% | 23.30% | 14.03% | 9.01% |
| Conservative Growth Composite Index | 2.53% | 5.70% |
6.38% | 10.50% | 8.73% | 5.35% | 5.64% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Consumer Discretionary Spliced Idx | 1.97% | 11.51% |
–3.08% | 17.06% | 17.93% | 13.96% | 12.81% |
| CRSP US Total Market Index | 5.08% | 11.00% | 5.65% |
15.13% | 19.03% | 15.87% | 12.91% |
| Dividend Growth Spliced Index | 3.75% | 6.00% | 5.52% |
14.20% | 14.85% | 13.99% | 12.29% |
| FTSE All-World ex US Index | 3.33% | 11.94% | 17.51% |
17.82% | 14.11% | 10.46% | 6.41% |
| FTSE All-World Index | 4.47% | 11.61% | 10.45% |
16.76% | 17.69% | 14.01% | 10.37% |
| FTSE AW ex US High Div Yield Idx | 2.33% | 10.56% | 20.15% |
22.34% | 16.57% | 14.73% | 7.08% |
| FTSE Emerging Index | 4.63% | 9.68% | 12.07% | 16.34% |
10.06% | 7.75% | 5.15% |
| FTSE Global All Cap Index Hdg. | 3.96% | 9.49% | 7.10% |
14.31% | 17.69% | 14.65% | 11.01% |
| FTSE Global Small-Cap ex US Index | 5.20% | 17.10% | 17.83% |
18.18% | 12.77% | 9.92% | 5.64% |
| FTSE High Dividend Yield Index | 4.00% | 4.12% | 5.95% |
15.59% | 12.89% | 14.58% | 10.52% |
| Global Wellesley Income Comp Index | 1.77% | 3.48% | 6.88% |
10.85% | 7.88% | 5.34% | — |
| Global Wellington Composite Index | 3.33% | 8.29% | 7.95% |
13.32% | 13.54% | 9.74% | — |
| Growth Composite Index | 3.83% | 9.74% | 9.09% |
14.59% | 14.45% | 11.12% | 9.01% |
| High-Yield Corporate Composite Idx | 1.77% | 3.40% | 4.67% |
8.99% | 9.03% | 5.12% | 5.00% |
| iMoneyNet MFR Treasury Funds Avg | — | — |
— | — | — | — | — |
| Income Composite Index | 1.86% | 3.53% | 4.88% |
8.30% | 5.83% | 2.44% | 3.84% |
| Information Technology Spliced Idx | 9.38% | 22.47% |
6.95% | 15.72% | 27.59% | 19.89% | 21.48% |
| JP Morgan EMBI Global Diversified | 2.41% | 3.32% | 5.64% |
9.97% | 8.86% | 1.79% | 3.53% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Moderate Growth Composite Index | 3.19% | 7.72% | 7.74% |
12.55% | 11.58% | 8.24% | 7.36% |
| MSCI AC World Growth ex US | 3.97% | 13.67% | 15.90% |
14.15% | 12.42% | 7.10% | 6.35% |
| MSCI AC World Index ex USA Net | 3.39% | 12.03% | 17.90% |
17.72% | 13.99% | 10.13% | 6.12% |
| MSCI AC World Index Net | 4.49% | 11.53% | 10.05% |
16.17% | 17.35% | 13.65% | 9.99% |
| MSCI All Country World Index Value | 3.81% | 5.84% | 10.88% |
15.62% | 13.14% | 12.99% | 7.30% |
| MSCI US Broad Market Index | 5.12% | 11.08% | 5.69% |
15.20% | 19.16% | 16.10% | 13.03% |
| MSCI US Prime Market 750 Index | 5.12% | 11.27% | 6.16% |
15.66% | 19.81% | 16.39% | 13.50% |
| MSCI US Small Cap 1750 Index | 5.18% | 8.21% | –0.87% |
8.31% | 11.10% | 12.30% | 8.29% |
| Multisector Income Bond Composite Index | 1.60% | 2.84% |
4.55% | 8.51% | 7.43% | 3.51% | — |
| NY Tax-Exempt Money Mkt Funds Avg | — | — |
— | — | — | — | — |
| Real Estate Spliced Index | 0.62% | –0.66% |
2.00% | 10.48% | 3.68% | 6.65% | 6.06% |
| Russell 1000 Growth Index | 6.38% | 17.84% | 6.09% |
17.22% | 25.76% | 18.15% | 17.01% |
| Russell 1000 Index | 5.06% | 11.11% | 6.12% | 15.66% |
19.59% | 16.30% | 13.35% |
| Russell 1000 Value Index | 3.42% | 3.79% | 6.00% |
13.70% | 12.76% | 13.93% | 9.19% |
| Russell 2000 Growth Index | 5.89% | 11.97% | –0.48% |
9.73% | 12.38% | 7.42% | 7.14% |
| Russell 2000 Index | 5.44% | 8.50% | –1.78% |
7.68% | 10.00% | 10.04% | 7.12% |
| Russell 2000 Value Index | 4.95% | 4.97% | –3.16% |
5.54% | 7.45% | 12.47% | 6.72% |
| Russell 2500 Growth Index | 4.81% | 11.31% | –0.71% |
8.81% | 12.05% | 7.50% | 8.53% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Russell 2500 Value Index | 4.52% | 7.29% | 1.03% |
10.47% | 10.69% | 13.96% | 7.73% |
| Russell 3000 Index | 5.08% | 10.99% | 5.75% | 15.30% |
19.08% | 15.96% | 12.96% |
| Russell Midcap Growth Index | 4.36% | 18.20% | 9.79% |
26.49% | 21.46% | 12.65% | 12.13% |
| Russell Midcap Value Index | 3.51% | 5.35% | 3.12% |
11.53% | 11.34% | 13.71% | 8.39% |
| S&P 500 Growth Index | 6.34% | 18.94% | 8.86% |
19.88% | 23.39% | 17.29% | 15.95% |
| S&P 500 Index | 5.09% | 10.94% | 6.20% | 15.16% |
19.71% | 16.64% | 13.65% |
| S&P 500 Value Index | 3.69% | 3.00% | 3.28% | 9.63% |
14.89% | 15.02% | 10.41% |
| S&P Completion Index | 5.40% | 12.16% | 2.12% |
15.57% | 15.08% | 11.51% | 9.04% |
| S&P Global ex U.S. Property Index | 3.90% | 13.64% | 15.78% |
18.74% | 4.32% | 2.68% | 1.75% |
| S&P International Developed Dividend Growers Idx | 1.61% | 11.53% |
14.15% | 14.29% | — | — | — |
| S&P MidCap 400 Growth Index | 3.42% | 9.64% | 0.48% |
4.30% | 13.90% | 11.30% | 9.22% |
| S&P MidCap 400 Index | 3.58% | 6.71% | 0.20% | 7.53% |
12.83% | 13.44% | 9.25% |
| S&P MidCap 400 Value Index | 3.75% | 3.73% | –0.11% |
11.09% | 11.70% | 15.50% | 8.95% |
| S&P National AMT-Free Muni Bond Idx | 0.67% | –0.15% |
–0.78% | 0.79% | 2.38% | 0.51% | 2.16% |
| S&P SmallCap 600 Index | 4.04% | 4.90% | –4.46% |
4.60% | 7.65% | 11.68% | 8.02% |
| S&P SmallCap 600 Value Index | 4.30% | 2.52% | –7.65% |
4.26% | 5.75% | 12.53% | 7.24% |
| S&P U.S. Dividend Growers Index TR | 3.75% | 6.00% | 5.52% |
14.20% | 14.85% | — | — |
| Spl Bloomberg US 5-10Yr G/Cr FltAdj | 1.62% | 2.02% |
5.33% | 7.41% | 3.29% | –0.42% | 2.29% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spl Bloomberg US Long Treasury Idx | 2.50% | –1.53% |
3.08% | 1.56% | –3.69% | –8.22% | 0.14% |
| Spl Bloomberg US Treas 1-3 Yr Idx | 0.61% | 1.20% | 2.84% |
5.72% | 3.43% | 1.33% | 1.60% |
| Spl Bloomberg US Treas 3-10 Yr Idx | 1.20% | 1.65% | 4.84% |
6.67% | 2.40% | –0.72% | 1.52% |
| Spl Bloomberg US1-5YrGov/Cr FlAdjIx | 0.80% | 1.50% |
3.56% | 6.42% | 3.72% | 1.21% | 1.92% |
| Spl Bloomberg USLongGv/Cr FltAdj Ix | 2.76% | –0.18% |
3.38% | 3.32% | –0.31% | –4.93% | 1.79% |
| Spl S&P Global Ex-US Dividend Growers Idx USD NTR | 0.98% |
9.73% | 13.26% | 12.85% | 11.76% | 9.38% | — |
| Spl Total International Stock Index | 3.51% | 12.43% |
17.54% | 17.86% | 13.98% | 10.40% | 6.34% |
| Spliced Bloomberg USAgg Flt AdjIx | 1.51% | 1.22% | 4.00% |
6.07% | 2.61% | –0.71% | 1.80% |
| Spliced Developed ex US Index | 3.13% | 13.38% | 19.99% |
18.88% | 15.43% | 11.32% | 6.76% |
| Spliced Emerging Markets Index | 4.56% | 9.89% | 11.22% |
15.16% | 9.84% | 7.81% | 4.88% |
| Spliced Energy Index | 3.56% | 0.87% | 9.08% | 7.21% |
9.43% | 10.91% | 1.76% |
| Spliced Equity Income Index | 4.00% | 4.12% | 5.95% |
15.59% | 12.89% | 14.58% | 10.52% |
| Spliced European Stock Index | 2.25% | 12.25% | 23.52% |
19.58% | 17.48% | 12.53% | 7.02% |
| Spliced Extended Market Index | 5.40% | 12.16% | 2.12% |
15.57% | 15.08% | 11.51% | 9.04% |
| Spliced Global Capital Cycles Index | 4.35% | 11.29% |
13.14% | 16.17% | 15.15% | 12.70% | 9.17% |
| Spliced Global Equity Index | 4.49% | 11.53% | 10.05% |
16.17% | 17.35% | 13.65% | 9.99% |
| Spliced Growth Index | 6.18% | 18.38% | 7.14% |
17.98% | 26.13% | 17.50% | 16.23% |
| Spliced Health Care Index | 1.54% | –3.69% |
1.08% | –4.88% | 3.64% | 5.58% | 6.13% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Inst Total Stock Market Idx | 5.08% | 11.00% |
5.65% | 15.13% | 19.03% | 15.87% | 12.91% |
| Spliced International Explorer Index | 4.35% | 16.59% |
20.89% | 22.46% | 12.65% | 8.43% | 5.79% |
| Spliced International Index | 3.39% | 12.03% | 17.90% |
17.72% | 13.99% | 10.13% | 6.12% |
| Spliced Large Cap Index | 5.16% | 11.42% | 6.52% |
15.78% | 20.07% | 16.47% | 13.60% |
| Spliced Market Neutral Index USD | 0.36% | 1.09% | 2.21% |
4.88% | 4.75% | 2.88% | 2.01% |
| Spliced Mega Cap Growth Index | 6.21% | 18.79% | 6.93% |
17.27% | 27.10% | 18.22% | 17.10% |
| Spliced Mega Cap Index | 5.39% | 11.98% | 6.43% |
15.44% | 21.25% | 17.18% | 14.34% |
| Spliced Mega Cap Value Index | 3.86% | 2.47% | 6.36% |
13.33% | 13.76% | 15.22% | 11.04% |
| Spliced Mid Cap Growth Idx | 6.03% | 16.43% | 12.43% |
24.87% | 18.44% | 12.26% | 11.22% |
| Spliced Mid Cap Index | 4.01% | 8.71% | 7.00% |
17.56% | 14.34% | 13.04% | 9.98% |
| Spliced Mid Cap Value Index | 2.42% | 2.98% | 2.92% |
11.87% | 10.92% | 14.01% | 8.70% |
| Spliced Pacific Stock Index | 4.13% | 14.45% | 15.76% |
14.71% | 12.62% | 8.44% | 5.87% |
| Spliced S&P U.S. Dividend Growers Index TR | 3.75% | 6.00% |
5.52% | 14.20% | 14.85% | 13.99% | 12.29% |
| Spliced Small and Mid Cap Index | 4.44% | 8.34% | 2.11% |
13.07% | 12.79% | 12.91% | 9.55% |
| Spliced Small Cap Growth Index | 4.99% | 10.14% | –0.78% |
11.35% | 12.71% | 7.33% | 8.28% |
| Spliced Small Cap Index | 4.23% | 7.28% | –0.62% |
10.14% | 12.11% | 11.81% | 8.55% |
| Spliced Small Cap Value Index | 3.66% | 5.21% | –0.50% |
9.15% | 11.64% | 15.18% | 8.39% |
| Spliced Social Index | 5.57% | 12.79% | 5.82% |
15.46% | 20.66% | 16.26% | 13.97% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Spliced Total Stock Market Index | 5.08% | 11.00% | 5.65% |
15.13% | 19.03% | 15.87% | 12.91% |
| Spliced Total World Stock Index | 4.49% | 11.60% | 10.09% |
16.33% | 17.19% | 13.75% | 10.08% |
| Spliced U.S. Government Money Market Funds Average | — |
— | — | — | — | — | — |
| Spliced US IMI Consumer Stapl 25/50 | –1.88% |
0.69% | 4.83% | 10.43% | 8.48% | 10.71% | 8.69% |
| Spliced US IMI Energy 25/50 | 5.10% | –7.34% |
–0.10% | –3.62% | 10.08% | 23.48% |
4.95% |
| Spliced US IMI Financials 25/50 | 3.95% | 6.99% | 8.73% |
30.00% | 20.81% | 19.96% | 12.34% |
| Spliced US IMI Health Care 25/50 | 2.30% | –5.80% |
–1.28% | –5.16% | 3.41% | 6.76% | 7.58% |
| Spliced US IMI Industrials 25/50 | 4.08% | 13.51% | 10.70% |
20.64% | 21.46% | 18.28% | 12.31% |
| Spliced US IMI Materials 25/50 | 2.59% | 3.65% | 4.64% |
2.91% | 8.76% | 12.12% | 8.32% |
| Spliced US IMI Utilities 25/50 | 0.36% | 4.10% | 9.56% |
23.15% | 8.59% | 10.90% | 10.53% |
| Spliced Value Index | 3.64% | 2.89% | 5.61% | 12.68% |
13.08% | 14.93% | 10.62% |
| STAR Composite Index | 3.46% | 7.90% | 7.68% | 12.97% |
12.49% | 9.25% | 8.02% |
| Target Retirement 2020 Composite Ix | 2.31% | 5.19% |
6.20% | 10.22% | 8.86% | 6.38% | 6.32% |
| Target Retirement 2025 Composite Ix | 2.82% | 6.71% |
7.18% | 11.69% | 10.66% | 7.76% | 7.18% |
| Target Retirement 2030 Composite Ix | 3.19% | 7.74% |
7.73% | 12.58% | 11.90% | 8.86% | 7.82% |
| Target Retirement 2035 Composite Ix | 3.44% | 8.47% |
8.22% | 13.32% | 12.97% | 9.94% | 8.43% |
| Target Retirement 2040 Composite Ix | 3.68% | 9.18% |
8.68% | 14.02% | 14.03% | 11.01% | 9.03% |
| Target Retirement 2045 Composite Ix | 3.91% | 9.87% |
9.11% | 14.71% | 15.08% | 12.08% | 9.56% |
| Benchmark | Returns as of 06/30/2025 | Month End YTD
as of
06/30/2025 |
Average Annual Total
Returns as of 06/30/2025 |
|---|
| 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year |
|---|
| Target Retirement 2050 Composite Ix | 4.15% | 10.76% |
9.78% | 15.60% | 15.89% | 12.56% | 9.80% |
| Target Retirement 2055 Composite Ix | 4.15% | 10.76% |
9.78% | 15.60% | 15.89% | 12.56% | 9.80% |
| Target Retirement 2060 Composite Ix | 4.15% | 10.76% |
9.78% | 15.60% | 15.89% | 12.56% | 9.80% |
| Target Retirement 2065 Composite Ix | 4.15% | 10.76% |
9.78% | 15.60% | 15.89% | 12.56% | 9.80% |
| Target Retirement 2070 Composite Index | 4.15% | 10.76% |
9.78% | 15.60% | 15.89% | 12.56% | 9.80% |
| Target Retirement Income Compos. Ix | 2.10% | 4.61% |
5.87% | 9.60% | 7.50% | 4.65% | 4.92% |
| Tax-Exempt Money Mkt Funds Average | — | — |
— | — | — | — | — |
| Tax-Managed Balanced Compos. Index | 2.90% | 6.16% | 4.04% |
9.60% | 11.27% | 8.74% | 8.07% |
| US Gov't Money Market Funds Average | — | — |
— | — | — | — | — |
| Wellesley Income Composite Index | 2.53% | 2.57% | 4.84% |
9.69% | 6.83% | 4.77% | 5.39% |
| Wellington Composite Index | 3.91% | 7.67% | 5.60% |
12.19% | 13.94% | 10.57% | 9.81% |
Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an index.
