Fund Category Performance: Total Returns

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Data through 1/23/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -0.56 0.16 5.53 10.26 17.44 14.75
Mid-Cap Growth -1.02 -0.42 5.49 6.39 15.77 15.14
Large Blend -1.39 -0.43 5.12 11.57 16.89 14.16
Large Value -1.83 -0.81 4.48 10.59 16.14 13.57
Mid-Cap Blend -1.40 -0.86 4.71 7.20 16.46 14.77
Mid-Cap Value -1.68 -1.09 4.64 8.46 17.28 14.82
Small Growth -1.06 -1.17 6.41 0.25 15.49 15.66
Small Blend -1.68 -1.76 4.67 2.00 15.00 14.39
Small Value -2.44 -2.52 3.12 1.16 14.41 13.44
Allocation Funds
Tactical Allocation 0.83 1.07 2.16 3.47 5.98 6.39
World Allocation 0.47 0.94 1.35 2.68 7.26 7.57
Target Date 2016-2020 0.36 0.71 2.46 5.35 8.34 8.22
Retirement Income 0.52 0.69 1.91 4.71 6.65 6.69
Target Date 2011-2015 0.44 0.69 2.12 5.02 7.88 7.68
Conservative Allocation 0.46 0.67 1.32 4.43 6.57 6.96
Target Date 2000-2010 0.45 0.67 1.81 4.60 6.90 7.07
Target Date 2021-2025 0.14 0.65 2.79 5.80 9.87 9.51
Target Date 2026-2030 0.05 0.63 3.04 5.87 10.31 9.56
Target Date 2046-2050 -0.19 0.56 3.63 6.38 11.95 10.60
Target Date 2036-2040 -0.16 0.55 3.44 6.19 11.51 10.34
Target Date 2031-2035 -0.17 0.53 3.30 6.12 11.54 10.61
Target Date 2041-2045 -0.30 0.49 3.55 6.29 12.51 11.04
Target-Date 2051+ -0.36 0.48 3.72 6.46 12.77 10.63
Moderate Allocation -0.06 0.40 2.94 6.72 10.59 9.65
Aggressive Allocation -0.40 0.20 3.21 6.35 11.90 10.47
Convertibles 0.04 0.05 2.09 4.42 11.47 9.91
International Equity Funds
India Equity 10.56 8.76 13.05 58.44 18.71 8.07
China Region 6.00 3.77 5.90 8.21 9.26 5.48
Pacific/Asia ex-Japan Stk 4.05 3.47 2.36 11.31 9.30 6.66
Diversified Emerging Mkts 3.28 2.95 -0.35 3.37 2.94 3.06
Diversified Pacific/Asia 2.67 2.79 2.59 4.94 9.50 6.43
Japan Stock 0.35 1.77 2.85 -2.41 8.67 6.58
Foreign Large Growth 0.54 1.37 2.36 -1.76 9.28 6.97
Foreign Large Blend 0.10 1.14 1.16 -3.40 8.58 5.79
Foreign Large Value -0.29 0.88 -0.39 -5.33 7.77 4.91
Europe Stock -0.48 0.67 1.37 -7.46 10.90 7.24
World Stock -0.28 0.46 2.97 3.69 12.35 10.10
Foreign Small/Mid Growth -0.09 0.08 0.06 -5.64 11.57 9.92
Miscellaneous Region -0.40 -0.03 -5.15 -7.23 4.09 3.00
Foreign Small/Mid Blend -0.48 -0.49 -0.73 -5.89 10.36 8.38
Latin America Stock -0.29 -0.67 -7.47 -7.27 -8.75 -3.54
Foreign Small/Mid Value -0.65 -0.85 -1.82 -8.21 9.45 6.58
Taxable Bond Funds
Long Government 7.17 5.40 9.90 23.07 6.11 9.66
Long-Term Bond 4.44 3.24 5.61 11.64 6.15 8.54
Corporate Bond 2.33 1.66 1.81 7.23 5.73 6.44
Inflation-Protected Bond 1.77 1.60 -0.01 2.17 0.29 3.32
Intermediate-Term Bond 1.64 1.22 1.50 5.37 3.73 4.69
Preferred Stock 1.49 1.17 2.47 10.51 10.01 10.45
Intermediate Government 1.18 0.85 1.28 4.55 1.81 3.23
Emerging Markets Bond 0.65 0.72 -3.78 0.79 1.66 4.86
Multisector Bond 0.80 0.58 -0.12 3.31 5.34 6.39
Short-Term Bond 0.55 0.39 0.05 1.19 1.69 2.18
Short Government 0.51 0.38 0.21 1.15 0.52 1.21
World Bond 0.57 0.29 -1.07 1.71 2.28 3.41
Nontraditional Bond 0.18 0.15 -0.41 1.15 2.97 3.11
Bank Loan 0.28 0.09 -0.43 0.14 4.49 4.76
High Yield Bond 0.26 0.09 -2.09 0.27 6.69 7.59
Ultrashort Bond 0.01 -0.01 -0.17 0.23 0.92 1.11
Municipal Bond Funds
Muni California Long 1.82 1.44 2.38 11.08 5.79 6.40
High Yield Muni 1.77 1.40 2.83 12.68 6.32 6.64
Muni National Long 1.68 1.35 2.17 9.74 4.75 5.43
Muni New York Long 1.72 1.35 2.26 9.84 4.12 4.93
Muni Ohio 1.73 1.30 2.15 8.17 3.65 4.39
Muni Massachusetts 1.66 1.28 2.03 8.39 3.30 4.51
Muni Single State Long 1.60 1.24 2.09 9.24 3.56 4.65
Muni New Jersey 1.60 1.21 1.97 9.11 3.94 4.91
Muni Pennsylvania 1.54 1.20 2.02 9.22 3.97 4.89
Muni California Intermediate 1.43 1.19 1.49 6.52 3.52 4.56
Muni New York Intermediate 1.44 1.16 1.51 6.05 2.76 3.87
Muni Single State Interm 1.46 1.16 1.65 6.51 2.95 3.94
Muni National Interm 1.38 1.13 1.40 6.37 3.30 4.36
Muni Minnesota 1.41 1.08 1.74 7.88 3.87 4.86
Muni Single State Short 0.92 0.77 0.89 3.36 1.71 2.46
Muni National Short 0.52 0.47 0.27 1.46 1.13 1.73
Alternative Funds
Trading-Leveraged Debt 11.79 8.83 16.47 37.25 9.60 13.37
Managed Futures 4.74 3.80 11.12 13.63 1.96 1.42
Trading-Leveraged Equity 0.42 1.73 7.21 13.32 21.47 17.81
Multialternative 0.79 0.81 2.46 2.50 3.91 3.83
Multicurrency 0.63 0.67 -1.94 -1.11 -1.15 -0.31
Market Neutral 0.24 0.33 0.66 1.01 1.45 1.17
Long/Short Equity -0.51 -0.17 2.14 2.66 7.65 7.12
Bear Market 0.19 -0.86 -9.05 -19.16 -23.60 -24.13
Volatility 3.14 -1.08 -11.45 --- --- ---
Trading-Miscellaneous -0.96 -1.19 -1.38 -2.92 -5.28 -6.61
Trading-Inverse Equity -3.27 -4.57 -8.12 -25.05 -18.38 -30.23
Trading-Inverse Debt -6.38 -5.08 -8.78 -19.02 -10.83 -13.95
Trading-Inverse Commodities -6.36 -5.13 3.31 4.04 2.51 -7.65
Trading-Leveraged Commodities -8.36 -5.71 -22.05 -27.70 -9.32 -1.51
Commodities
Commodities Precious Metals 9.99 9.41 4.53 0.47 --- ---
Commodities Broad Basket -6.33 -3.75 -14.88 -20.63 -11.62 -5.59
Sector Equity Funds
Equity Precious Metals 20.77 13.33 1.57 -8.52 -23.47 -11.02
Real Estate 6.16 7.37 14.05 33.50 16.57 19.02
Global Real Estate 4.57 5.14 8.27 16.92 13.81 11.95
Health 5.41 4.15 12.35 23.41 30.92 22.21
Utilities 1.92 1.80 6.04 18.47 15.34 13.18
Consumer Defensive 0.41 1.72 7.93 15.39 16.90 15.20
Communications 0.37 1.53 4.90 2.80 13.05 11.66
Miscellaneous Sector -0.78 0.27 5.96 -1.86 19.06 12.66
Technology -1.20 0.02 7.27 10.62 16.95 14.59
Industrials -0.55 -0.02 7.07 8.09 18.99 16.88
Consumer Cyclical -1.04 -1.12 6.63 8.76 18.57 18.67
Natural Resources -3.39 -2.46 -10.08 -13.13 -3.26 1.52
Energy Limited Partnership -1.68 -2.47 -7.84 4.88 9.96 ---
Financial -4.30 -3.70 0.99 1.48 15.59 9.57
Equity Energy -5.44 -3.78 -16.33 -18.50 -1.94 0.96
Content Partners