|
|
| Data through 7/3/2008. Returns are simple averages. | Our favorite funds by category. |
 | |
| Fund Category Performance: Total Returns ( % ) | |
| |
 |
|
|
|
|
|
|
| Category Name | 1 Month | YTD | 3 Month | 1 Year | 3 Year | 5 Year |
| Domestic Stock Funds | ||||||
| Specialty-Natural Res | -1.17 | 12.24 | 11.19 | 28.59 | 26.71 | 29.88 |
| Bear Market | 10.93 | 12.21 | 5.95 | 15.53 | -1.40 | -7.53 |
| Long-Short | -2.29 | -3.22 | -1.22 | -4.24 | 3.96 | 4.66 |
| Specialty-Utilities | -3.38 | -6.01 | 1.64 | -0.84 | 13.32 | 16.72 |
| Specialty-Health | -2.25 | -8.84 | 0.07 | -6.75 | 4.06 | 6.41 |
| Specialty-Real Estate | -11.98 | -9.83 | -14.32 | -20.71 | 2.96 | 12.36 |
| Mid-Cap Blend | -9.84 | -10.87 | -5.09 | -17.27 | 4.11 | 9.74 |
| Mid-Cap Value | -10.25 | -11.36 | -6.59 | -20.38 | 2.79 | 9.89 |
| Small Value | -10.75 | -11.43 | -8.09 | -23.58 | 0.40 | 8.69 |
| Small Blend | -9.95 | -12.21 | -6.08 | -21.27 | 2.27 | 9.45 |
| Mid-Cap Growth | -8.94 | -12.36 | -3.58 | -11.60 | 6.28 | 9.85 |
| Large Growth | -7.80 | -12.38 | -4.08 | -9.47 | 5.00 | 7.02 |
| Large Blend | -8.21 | -12.73 | -6.44 | -15.00 | 3.84 | 7.07 |
| Large Value | -9.15 | -14.38 | -8.88 | -20.30 | 2.42 | 7.23 |
| Small Growth | -8.70 | -14.63 | -3.74 | -18.14 | 2.84 | 8.12 |
| Specialty-Technology | -9.90 | -15.51 | -3.14 | -12.57 | 5.49 | 7.11 |
| Specialty-Communications | -11.79 | -19.97 | -5.13 | -23.69 | 5.30 | 10.14 |
| Specialty-Financial | -14.71 | -25.18 | -18.92 | -35.45 | -6.65 | 0.97 |
| Balanced Funds | ||||||
| Conservative Allocation | -3.83 | -4.70 | -2.70 | -3.82 | 3.28 | 4.35 |
| Target-Date 2000-2014 | -4.51 | -5.69 | -3.32 | -5.03 | 3.67 | 5.03 |
| Convertibles | -5.15 | -6.52 | -2.38 | -6.97 | 5.52 | 7.04 |
| World Allocation | -5.68 | -7.13 | -3.97 | -4.47 | 9.25 | 11.62 |
| Moderate Allocation | -5.82 | -8.23 | -4.24 | -8.65 | 4.03 | 6.26 |
| Target-Date 2015-2029 | -6.55 | -9.26 | -4.84 | -10.28 | 4.39 | 6.47 |
| Target-Date 2030+ | -8.21 | -11.70 | -6.07 | -13.66 | 4.79 | 7.65 |
| International Stock Funds | ||||||
| Specialty-Precious Metals | 1.23 | 5.07 | -1.71 | 25.61 | 32.96 | 25.55 |
| Latin America Stock | -12.94 | -0.57 | -2.08 | 11.95 | 41.37 | 42.35 |
| Japan Stock | -10.25 | -9.82 | -4.22 | -19.91 | 4.02 | 8.80 |
| Foreign Large Blend | -9.64 | -13.18 | -7.21 | -12.98 | 12.41 | 14.82 |
| World Stock | -9.27 | -13.28 | -6.73 | -13.62 | 8.61 | 12.03 |
| Foreign Small/Mid Value | -10.70 | -13.41 | -8.15 | -20.83 | 9.99 | 16.74 |
| Europe Stock | -9.71 | -13.55 | -7.10 | -13.15 | 14.13 | 18.46 |
| Foreign Large Value | -9.78 | -13.68 | -8.35 | -16.31 | 10.34 | 14.63 |
| Foreign Large Growth | -10.05 | -13.70 | -7.41 | -11.08 | 13.27 | 14.73 |
| Foreign Small/Mid Growth | -10.82 | -14.52 | -7.35 | -17.83 | 14.41 | 20.72 |
| Diversified Pacific/Asia | -10.69 | -15.36 | -7.39 | -12.99 | 14.93 | 17.56 |
| Diversified Emerging Mkts | -12.05 | -15.64 | -7.95 | -5.05 | 23.72 | 26.43 |
| Pacific/Asia ex-Japan Stk | -14.36 | -28.93 | -13.80 | -15.13 | 20.54 | 22.20 |
| Fixed-Income Funds | ||||||
| Inflation-Protected Bond | 1.73 | 5.05 | 1.30 | 14.05 | 5.04 | 5.41 |
| World Bond | -0.67 | 1.82 | -2.07 | 7.79 | 4.36 | 5.19 |
| Short Government | -0.21 | 1.48 | -0.21 | 5.73 | 3.84 | 2.66 |
| Long Government | 0.61 | 0.92 | -1.71 | 13.53 | 2.86 | 4.52 |
| Intermediate Government | -0.84 | 0.57 | -0.88 | 6.11 | 3.44 | 2.99 |
| Short-Term Bond | -0.62 | -0.45 | -0.18 | 2.17 | 2.80 | 2.26 |
| Emerging Markets Bond | -2.38 | -0.53 | -1.12 | 2.08 | 7.31 | 9.61 |
| Intermediate-Term Bond | -1.35 | -0.94 | -0.84 | 3.11 | 2.58 | 2.90 |
| Long-Term Bond | -1.55 | -1.21 | -1.02 | 2.54 | 2.05 | 3.57 |
| Multisector Bond | -2.10 | -1.23 | -0.69 | 1.04 | 4.06 | 5.64 |
| Bank Loan | -0.33 | -1.92 | 3.81 | -4.42 | 2.49 | 3.75 |
| Ultrashort Bond | -0.51 | -2.03 | -0.01 | -1.83 | 2.12 | 1.98 |
| High Yield Bond | -2.91 | -2.71 | 0.14 | -4.10 | 3.49 | 5.85 |
| Municipal Bond Funds | ||||||
| Muni National Short | -0.31 | 1.12 | 0.38 | 3.41 | 2.65 | 2.10 |
| Muni Single State Short | -0.52 | 0.76 | 0.32 | 3.64 | 2.50 | 1.89 |
| Muni Minnesota | -0.77 | 0.76 | 1.18 | 2.07 | 2.43 | 3.07 |
| Muni New York Interm/Short | -0.58 | 0.73 | 0.72 | 3.37 | 2.42 | 2.54 |
| Muni National Interm | -0.75 | 0.58 | 0.69 | 3.39 | 2.42 | 2.60 |
| Muni Single State Interm | -0.75 | 0.49 | 0.82 | 3.16 | 2.40 | 2.56 |
| Muni California Interm/Short | -0.63 | 0.42 | 0.65 | 2.57 | 2.36 | 2.59 |
| Muni Massachusetts | -0.93 | 0.06 | 1.14 | 2.06 | 2.42 | 2.87 |
| Muni New York Long | -0.82 | -0.02 | 1.47 | 1.55 | 2.26 | 3.06 |
| Muni Ohio | -0.84 | -0.08 | 0.93 | 2.33 | 2.32 | 2.65 |
| Muni New Jersey | -0.92 | -0.17 | 1.20 | 1.25 | 2.25 | 3.02 |
| Muni Pennsylvania | -0.91 | -0.18 | 1.20 | 1.49 | 2.22 | 2.83 |
| Muni National Long | -0.98 | -0.18 | 1.37 | 1.21 | 2.11 | 2.92 |
| Muni Single State Long | -1.01 | -0.35 | 1.53 | 1.05 | 2.26 | 2.94 |
| Muni Florida | -1.01 | -0.37 | 1.57 | 0.43 | 2.07 | 2.93 |
| Muni California Long | -0.99 | -0.45 | 1.51 | 0.35 | 1.95 | 2.99 |
| High Yield Muni | -1.26 | -2.19 | 1.03 | -5.84 | 1.10 | 3.51 |
