Fund Category Performance: Total Returns

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Data through 5/22/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 0.14 7.25 2.32 16.30 18.63 16.17
Small Growth -0.97 6.41 2.53 16.43 18.85 16.43
Large Growth 0.62 6.18 1.56 16.45 19.02 16.27
Mid-Cap Blend 0.47 5.10 1.49 11.73 19.40 15.47
Mid-Cap Value 0.65 4.44 1.25 11.12 20.11 15.48
Small Blend -0.57 3.92 1.78 10.16 18.33 14.77
Large Blend 0.86 3.90 1.10 12.36 18.78 15.31
Large Value 0.90 3.01 0.97 9.94 18.36 14.57
Small Value -0.28 2.91 1.78 7.34 17.97 13.62
Allocation Funds
Target-Date 2051+ 0.63 5.84 2.13 9.08 15.41 12.70
Target Date 2041-2045 0.59 5.73 2.09 8.88 14.73 12.60
Target Date 2046-2050 0.48 5.67 2.06 8.79 14.32 12.01
Target Date 2036-2040 0.44 5.39 1.95 8.36 13.70 11.68
Target Date 2031-2035 0.47 5.23 1.89 8.19 13.68 11.99
Convertibles 0.16 5.15 2.09 7.51 13.89 11.08
Aggressive Allocation 0.44 4.80 1.65 8.21 14.08 11.73
Target Date 2026-2030 0.25 4.63 1.64 7.24 11.99 10.62
World Allocation 0.22 4.30 1.62 2.97 8.92 8.68
Target Date 2021-2025 0.16 4.13 1.43 6.61 11.29 10.50
Moderate Allocation 0.18 3.52 1.09 6.90 11.73 10.35
Target Date 2016-2020 -0.04 3.42 1.16 5.51 9.27 8.80
Target Date 2011-2015 -0.07 3.02 1.03 4.73 8.66 8.22
Tactical Allocation -0.50 2.92 0.99 2.91 6.59 6.54
Target Date 2000-2010 -0.06 2.83 1.00 4.20 7.64 7.50
Conservative Allocation -0.14 2.42 0.77 3.32 7.12 7.21
Retirement Income -0.38 2.12 0.64 3.49 5.59 5.92
International Equity Funds
China Region 0.37 21.38 18.36 30.31 17.07 10.46
Japan Stock 0.01 16.84 7.72 19.26 15.61 9.98
Diversified Pacific/Asia -0.10 13.27 7.18 14.15 14.97 9.99
Foreign Small/Mid Value 3.10 12.69 7.32 2.78 15.86 10.78
Foreign Small/Mid Growth 2.80 12.29 6.84 5.37 16.08 13.68
Foreign Small/Mid Blend 3.00 11.86 6.62 3.82 16.18 12.66
Europe Stock 2.98 11.34 4.83 0.51 15.96 11.86
Foreign Large Growth 1.68 10.94 5.20 6.05 13.72 10.83
Foreign Large Blend 1.69 10.85 4.88 3.55 13.81 9.72
Pacific/Asia ex-Japan Stk -0.21 10.58 5.85 10.80 11.98 9.39
Foreign Large Value 1.79 10.51 4.55 0.71 13.80 9.09
World Stock 1.05 7.01 3.04 7.43 15.78 12.52
Diversified Emerging Mkts -0.44 6.91 4.11 0.10 6.41 5.02
India Equity -0.03 4.30 -4.41 21.89 21.10 7.35
Latin America Stock -1.25 -4.11 -0.48 -20.34 -5.30 -2.85
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 0.26 3.66 1.72 1.19 7.05 8.18
Bank Loan 0.31 2.98 1.63 2.18 4.63 5.07
Preferred Stock -0.32 2.84 1.11 5.75 8.81 10.69
Multisector Bond -0.20 1.92 0.80 1.50 4.96 6.23
Emerging Markets Bond 0.38 1.81 1.73 -4.06 1.52 5.00
Nontraditional Bond 0.15 1.49 0.66 0.73 2.82 3.25
Short-Term Bond -0.09 0.87 0.51 0.77 1.44 2.01
Intermediate-Term Bond -0.93 0.69 0.09 2.34 2.82 4.08
Inflation-Protected Bond -1.07 0.62 0.29 -1.54 -1.04 2.67
Corporate Bond -1.63 0.58 -0.47 2.44 4.31 5.76
Intermediate Government -0.64 0.50 0.32 2.32 1.22 2.65
Short Government -0.16 0.47 0.29 0.70 0.38 0.98
Ultrashort Bond 0.07 0.38 0.27 0.34 0.82 1.07
World Bond -0.78 -1.06 -0.90 -2.97 1.54 3.32
Long-Term Bond -3.55 -1.70 -2.23 5.76 4.19 7.04
Long Government -4.17 -2.31 -2.84 8.00 1.59 6.56
Municipal Bond Funds
High Yield Muni -1.00 0.55 -0.41 5.43 4.34 5.82
Muni Pennsylvania -1.01 0.02 -0.60 3.60 2.72 4.12
Muni New York Long -0.95 -0.02 -0.68 3.72 2.83 4.08
Muni Minnesota -0.89 -0.09 -0.54 3.00 2.69 4.14
Muni Single State Short -0.61 -0.09 -0.54 0.89 1.05 1.96
Muni California Long -1.16 -0.14 -0.86 4.19 4.01 5.43
Muni Single State Long -0.98 -0.14 -0.71 3.23 2.21 3.87
Muni National Short -0.42 -0.16 -0.48 0.11 0.69 1.52
Muni Ohio -1.07 -0.24 -0.78 2.71 2.36 3.66
Muni New York Intermediate -0.98 -0.31 -0.75 1.88 1.73 3.15
Muni National Long -1.21 -0.32 -0.92 3.39 3.14 4.62
Muni Massachusetts -1.11 -0.33 -0.86 2.73 2.04 3.71
Muni Single State Interm -1.02 -0.34 -0.77 2.06 1.88 3.27
Muni California Intermediate -1.04 -0.36 -0.85 1.98 2.36 3.70
Muni National Interm -1.06 -0.39 -0.85 1.78 2.15 3.65
Muni New Jersey -1.26 -0.74 -1.13 2.36 2.31 3.96
Alternative Funds
Long/Short Equity 0.37 2.54 1.07 4.50 8.56 7.63
Managed Futures -3.02 2.39 -0.28 13.76 2.22 0.86
Multialternative -0.27 2.30 0.90 3.54 4.73 4.27
Multicurrency 0.21 1.59 0.79 -1.79 -0.44 0.26
Market Neutral 0.08 0.71 0.10 0.77 1.98 1.33
Bear Market -1.31 -9.85 -4.40 -22.58 -25.95 -24.80
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 1.09 0.91 -0.67 -9.34 --- ---
Commodities Broad Basket 1.33 -1.93 -0.16 -24.27 -8.82 -3.45
Sector Equity Funds
Health 0.24 14.75 6.49 40.62 33.25 25.80
Technology 0.96 7.19 2.49 20.14 19.71 15.94
Communications 0.85 6.46 1.23 7.15 15.14 13.24
Consumer Cyclical 0.58 5.29 1.49 16.10 20.64 18.45
Equity Precious Metals 4.54 5.25 -0.80 -16.22 -18.70 -13.25
Consumer Defensive 0.41 4.57 0.49 12.74 16.51 15.97
Global Real Estate -0.69 4.45 -0.67 8.95 13.34 12.17
Equity Energy -1.38 4.39 2.28 -18.81 5.57 4.92
Natural Resources 0.63 4.25 0.97 -13.40 3.20 4.29
Financial 1.77 4.03 3.79 10.27 19.40 11.48
Energy Limited Partnership 0.92 2.91 1.69 0.71 12.51 11.20
Industrials -0.61 2.08 -1.93 7.50 20.67 16.26
Real Estate -2.27 -0.07 -4.05 12.72 12.04 14.12
Utilities 0.29 -0.90 -0.18 6.32 13.60 13.83
Miscellaneous Sector --- --- --- --- --- ---
Content Partners