Fund Category Performance: Total Returns

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Data through 2/27/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 3.28 7.94 7.34 20.17 7.41 12.13
Mid-Cap Growth 3.40 7.37 5.91 23.33 5.27 10.64
Small Growth 3.40 5.99 4.70 31.05 4.66 11.02
Large Blend 3.25 5.83 7.03 22.81 8.60 12.36
Mid-Cap Blend 2.79 5.27 6.00 26.81 6.90 12.05
Mid-Cap Value 2.53 4.77 6.14 30.08 8.05 12.59
Large Value 3.05 4.73 6.63 25.77 8.44 12.16
Small Blend 2.22 3.28 4.86 33.01 6.69 11.78
Small Value 1.51 2.34 5.02 36.27 7.32 11.93
Allocation Funds
Target-Date 2055 2.36 5.39 6.66 20.65 5.36 8.95
Target-Date 2050 2.36 5.31 6.60 20.49 5.22 8.46
Target-Date 2045 2.32 5.27 6.55 20.33 5.17 8.68
Target-Date 2040 2.27 5.06 6.33 19.56 5.01 8.12
Target-Date 2035 2.15 4.83 6.04 18.61 4.86 8.05
Allocation--70% to 85% Equity 2.06 4.60 5.80 18.36 4.60 7.98
Target-Date 2030 2.01 4.35 5.49 16.79 4.53 7.25
Convertibles 1.47 4.21 4.73 19.41 2.81 7.43
Target-Date 2025 1.81 3.88 4.91 14.92 4.21 6.87
Allocation--50% to 70% Equity 1.88 3.83 4.92 15.40 4.59 7.28
World Allocation 1.47 3.56 5.07 13.58 1.98 4.64
Tactical Allocation 1.74 3.48 4.64 12.62 1.91 3.84
Target-Date 2020 1.60 3.31 4.24 12.70 3.75 5.80
Target-Date 2015 1.48 3.09 4.01 12.04 3.68 5.88
Allocation--30% to 50% Equity 1.46 2.87 4.03 11.89 3.27 5.19
Target Date 2010 1.39 2.82 3.69 10.89 3.55 5.25
Target-Date Retirement 1.26 2.45 3.18 9.05 2.89 3.94
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 2.88 13.37 15.49 54.39 -2.62 -7.38
India Equity 5.19 12.49 12.98 35.59 15.97 7.69
China Region 3.25 9.82 5.02 23.85 3.32 4.44
Pacific/Asia ex-Japan Stk 2.56 9.07 7.24 21.64 3.30 4.26
Diversified Emerging Mkts 2.39 8.71 9.37 26.33 0.60 0.57
Diversified Pacific/Asia 1.88 6.96 6.37 20.91 4.23 6.20
World Stock 2.16 5.81 6.94 19.24 3.61 8.18
Foreign Small/Mid Blend 1.71 5.67 7.55 17.12 1.15 6.97
Foreign Large Growth 1.02 5.62 6.55 11.92 -0.15 5.00
Foreign Small/Mid Growth 1.46 5.59 6.37 11.86 0.69 7.37
Foreign Small/Mid Value 1.29 5.35 7.81 18.55 0.26 6.18
Foreign Large Blend 0.71 4.71 6.99 14.79 -0.58 4.39
Japan Stock 1.21 4.42 5.77 18.28 7.46 8.84
Foreign Large Value 0.21 4.00 7.03 16.85 -1.47 4.02
Europe Stock 0.26 2.92 7.58 10.09 -2.27 5.39
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 1.98 3.54 5.30 14.41 3.60 3.42
Preferred Stock 1.58 3.37 4.06 12.30 6.34 7.11
High Yield Bond 1.12 2.45 4.50 18.10 3.31 5.65
Long-Term Bond 1.57 2.04 2.59 4.29 6.10 4.73
Multisector Bond 1.02 1.96 3.09 10.70 2.95 4.03
World Bond 1.19 1.80 2.39 4.78 0.39 1.16
Long Government 1.58 1.78 1.05 -4.29 5.87 2.86
Corporate Bond 1.06 1.43 2.27 7.71 3.47 3.82
Nontraditional Bond 0.49 1.23 2.26 8.33 1.90 2.55
Inflation-Protected Bond 0.44 1.19 1.55 4.50 1.02 0.18
Intermediate-Term Bond 0.77 1.03 1.40 3.21 2.39 2.49
Bank Loan 0.41 0.93 2.27 12.09 2.86 4.10
Short-Term Bond 0.34 0.56 0.77 2.50 1.02 1.32
Intermediate Government 0.54 0.51 0.54 -0.19 1.57 1.19
Ultrashort Bond 0.16 0.28 0.41 1.81 0.72 0.90
Short Government 0.20 0.26 0.29 0.11 0.52 0.40
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.17 1.79 1.67 1.68 5.36 4.68
Muni California Long 0.78 1.19 1.38 0.16 4.33 3.89
Muni California Intermediate 0.69 1.16 1.35 -0.57 2.85 2.62
Muni National Long 0.71 1.08 1.23 0.09 3.75 3.13
Muni New York Long 0.69 1.08 1.22 0.59 3.89 2.83
Muni National Interm 0.66 1.05 1.23 -0.24 2.62 2.37
Muni Pennsylvania 0.68 1.02 1.11 0.44 3.62 2.74
Muni Single State Short 0.52 0.98 0.86 -0.02 1.11 1.05
Muni Massachusetts 0.70 0.97 1.06 -0.31 2.98 2.16
Muni New Jersey 0.71 0.95 0.99 0.46 3.31 2.56
Muni New York Intermediate 0.61 0.93 1.16 -0.36 2.73 2.20
Muni Ohio 0.59 0.91 1.17 0.08 3.05 2.43
Muni Single State Long 0.61 0.89 1.00 0.48 3.40 2.39
Muni Minnesota 0.63 0.84 1.02 -0.21 2.97 2.50
Muni Single State Interm 0.59 0.83 1.01 -0.58 2.36 1.92
Muni National Short 0.41 0.80 0.76 0.06 0.72 0.80
Alternative Funds
Long-Short Equity 1.36 3.12 3.51 9.08 2.30 5.15
Multicurrency 1.10 2.15 2.22 5.60 1.25 -0.22
Multialternative 0.86 1.80 2.44 4.96 0.87 2.81
Managed Futures 0.67 0.96 0.74 -6.28 2.86 0.35
Market Neutral 0.06 0.28 0.84 2.32 0.76 0.90
Bear Market -4.19 -9.35 -10.61 -33.17 -17.71 -20.59
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
Trading--Inverse Commodities --- --- --- --- --- ---
Trading--Inverse Debt --- --- --- --- --- ---
Trading--Inverse Equity --- --- --- --- --- ---
Trading--Leveraged Commodities --- --- --- --- --- ---
Trading--Leveraged Debt --- --- --- --- --- ---
Trading--Leveraged Equity --- --- --- --- --- ---
Trading--Miscellaneous --- --- --- --- --- ---
Volatility --- --- --- --- --- ---
Commodities
Commodities Precious Metals 6.52 10.22 7.52 10.27 -3.13 -8.64
Commodities Broad Basket -0.58 0.44 3.14 17.38 -12.27 -10.13
Sector Equity Funds
Equity Precious Metals -0.78 11.36 12.55 35.80 -2.75 -14.22
Health 8.29 11.29 8.02 16.74 6.53 17.22
Technology 3.82 10.31 8.99 33.72 11.34 13.78
Industrials 1.95 5.58 5.37 28.90 7.48 13.41
Utilities 4.35 5.20 8.41 16.09 7.17 9.66
Consumer Cyclical 2.41 5.16 3.48 15.24 5.75 12.70
Consumer Defensive 3.52 4.86 6.88 10.90 10.36 12.41
Financial 2.74 4.65 8.84 39.28 9.64 14.09
Global Real Estate 3.50 4.02 7.14 11.26 4.75 7.07
Real Estate 3.99 3.72 8.16 15.88 10.49 10.23
Communications 0.21 3.39 6.59 16.04 5.93 9.72
Natural Resources -2.50 2.17 3.77 35.16 -4.03 -1.60
Energy Limited Partnership -1.60 2.05 6.55 50.43 -4.22 2.32
Equity Energy -4.72 -3.93 0.97 36.87 -10.14 -4.74
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners