Fund Category Performance: Total Returns

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Data through 8/18/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -1.41 15.60 3.67 14.92 8.83 13.21
Mid-Cap Growth -2.48 11.18 1.98 11.79 6.69 11.78
Large Blend -1.47 8.62 2.69 12.08 7.41 12.33
Small Growth -3.89 7.17 1.19 12.25 6.76 11.52
Large Value -1.72 4.58 2.06 10.54 6.10 11.49
Mid-Cap Blend -3.30 3.82 0.68 9.17 4.99 11.61
Mid-Cap Value -3.23 2.18 0.67 9.08 5.27 11.90
Small Blend -4.51 -0.59 -0.38 9.82 5.25 11.07
Small Value -4.88 -3.77 -0.91 9.01 4.53 10.80
Allocation Funds
Target-Date 2055 -0.95 10.92 3.06 11.90 5.72 9.78
Target-Date 2060+ -0.98 10.92 3.00 11.98 5.86 10.48
Target-Date 2045 -0.91 10.69 3.00 11.65 5.52 9.42
Target-Date 2050 -0.88 10.53 2.88 11.33 5.47 9.27
Target-Date 2040 -0.81 10.09 2.78 10.78 5.24 8.87
Target-Date 2035 -0.76 9.87 2.78 10.54 5.17 8.79
Allocation--85%+ Equity -1.56 9.39 2.38 11.19 5.27 10.08
Target-Date 2030 -0.58 8.81 2.46 8.98 4.70 7.86
World Allocation -0.37 8.15 2.23 7.08 2.29 5.48
Target-Date 2025 -0.46 8.07 2.31 8.01 4.38 7.40
Allocation--70% to 85% Equity -1.23 7.90 2.07 8.97 4.33 8.58
Convertibles -1.44 7.10 2.03 8.89 3.10 8.18
Target-Date 2020 -0.30 6.81 1.94 6.34 3.77 6.17
Allocation--50% to 70% Equity -0.77 6.67 1.93 7.39 4.18 7.45
Target-Date 2015 -0.25 6.61 1.87 6.07 3.77 6.30
Target Date 2010 -0.16 5.98 1.72 5.35 3.52 5.55
Tactical Allocation -0.67 5.60 1.72 5.22 1.59 4.22
Allocation--30% to 50% Equity -0.32 5.48 1.59 5.04 3.09 5.39
Target-Date Retirement -0.10 5.12 1.48 4.20 2.83 4.19
Allocation--15% to 30% Equity -0.01 4.16 1.29 3.46 2.38 3.51
International Equity Funds
India Equity 0.19 30.05 4.34 18.90 10.03 13.07
China Region 2.18 29.01 11.12 21.32 6.66 9.79
Pacific/Asia ex-Japan Stk 0.54 26.34 7.16 17.40 4.83 7.85
Latin America Stock 3.92 24.33 16.64 15.83 -5.04 -3.63
Diversified Emerging Mkts 0.68 23.83 7.87 16.58 1.36 4.41
Foreign Small/Mid Growth 0.75 22.44 5.63 15.26 5.80 10.83
Foreign Large Growth 0.47 21.48 4.84 14.31 4.26 8.41
Foreign Small/Mid Blend 0.77 21.15 5.52 18.39 5.77 11.07
Diversified Pacific/Asia 1.17 20.61 6.55 16.01 5.81 9.51
Foreign Small/Mid Value 0.49 18.00 5.05 16.06 3.62 9.62
Europe Stock -0.59 16.65 2.07 15.11 3.14 8.55
Foreign Large Blend -0.20 16.59 3.43 14.00 2.67 7.31
Foreign Large Value -0.37 14.40 3.05 14.40 1.14 6.66
World Large Stock -0.96 14.02 3.17 12.99 5.17 9.92
Japan Stock 0.51 12.85 4.08 17.48 8.16 11.90
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 0.89 12.24 5.11 4.85 -2.03 -0.83
Emerging Markets Bond 0.90 8.22 2.66 5.44 3.15 3.23
Preferred Stock 0.13 7.82 2.39 6.48 5.62 6.38
Long-Term Bond 0.71 7.52 2.71 0.26 5.06 5.01
Long Government 1.63 7.49 3.07 -6.35 5.08 3.25
World Bond 0.86 6.07 2.54 1.21 0.82 1.76
Multisector Bond 0.25 4.64 1.44 4.48 2.88 3.96
Corporate Bond 0.27 4.54 1.48 1.97 3.30 3.80
High Yield Bond -0.21 4.50 0.97 7.21 3.25 5.30
Intermediate-Term Bond 0.43 3.45 1.12 0.91 2.39 2.48
Nontraditional Bond 0.12 3.35 1.15 4.52 2.23 2.46
Bank Loan 0.10 2.04 0.52 5.24 2.86 3.65
Intermediate Government 0.38 1.86 0.51 -0.58 1.46 1.17
Short-Term Bond 0.19 1.62 0.50 1.30 1.21 1.26
Inflation-Protected Bond 0.32 1.47 0.28 0.26 0.13 0.02
Ultrashort Bond 0.12 0.98 0.37 1.41 0.85 0.85
Short Government 0.19 0.82 0.26 0.08 0.57 0.42
Municipal Bond Funds
High Yield Muni 0.64 5.85 1.73 0.53 4.78 4.27
Muni California Long 0.61 4.98 1.62 -0.24 3.90 3.88
Muni National Long 0.63 4.51 1.57 -0.22 3.35 3.13
Muni California Intermediate 0.64 4.50 1.44 -0.13 2.75 2.81
Muni New York Long 0.49 4.26 1.32 -0.03 3.48 2.91
Muni National Interm 0.59 4.14 1.32 0.09 2.59 2.55
Muni New York Intermediate 0.44 3.89 1.17 -0.21 2.72 2.48
Muni Pennsylvania 0.47 3.88 1.17 -0.03 3.21 2.76
Muni New Jersey 0.63 3.80 1.37 -0.47 2.89 2.49
Muni Massachusetts 0.47 3.64 1.10 -0.42 2.70 2.30
Muni Minnesota 0.45 3.61 1.17 -0.15 2.66 2.57
Muni Single State Interm 0.47 3.35 0.99 -0.33 2.28 2.13
Muni Ohio 0.38 3.29 0.92 -0.50 2.69 2.41
Muni Single State Long 0.42 3.12 0.97 -0.48 2.79 2.25
Muni Single State Short 0.54 2.43 0.73 0.02 1.35 1.21
Muni National Short 0.40 2.15 0.64 0.50 0.92 0.99
Alternative Funds
Long-Short Equity -1.02 4.50 1.65 6.22 2.37 5.74
Option Writing -0.51 3.98 1.59 5.20 2.68 5.21
Multicurrency -0.31 3.28 0.41 3.01 0.82 0.06
Long-Short Credit 0.00 2.67 0.94 3.91 1.49 2.12
Multialternative -0.35 2.57 0.82 2.32 0.77 2.62
Market Neutral 0.07 1.10 0.88 2.94 0.28 0.71
Managed Futures -0.52 -2.61 -0.76 -7.43 1.41 0.65
Bear Market 2.22 -14.59 -4.84 -20.88 -16.49 -20.94
Commodities
Commodities Precious Metals 4.29 10.34 3.19 -5.31 -2.43 -5.75
Commodities Broad Basket 0.81 -4.63 -0.09 -3.96 -12.98 -10.16
Sector Equity Funds
Technology -1.77 22.07 4.17 25.41 14.00 16.36
Health -3.58 15.20 2.80 7.50 7.29 16.59
Infrastructure 0.44 14.21 4.16 8.23 3.22 9.26
Utilities 3.21 13.36 6.02 10.57 7.57 10.20
Global Real Estate 0.12 7.67 2.89 -0.10 2.75 6.63
Consumer Defensive 0.01 7.26 0.81 2.75 8.35 11.61
Equity Precious Metals 1.15 7.24 -0.08 -24.48 -4.54 -10.21
Consumer Cyclical -2.57 7.05 -0.46 7.01 6.46 12.05
Industrials -3.21 6.60 2.52 14.30 7.13 14.22
Communications 1.64 6.11 2.93 7.16 6.12 8.81
Financial -1.64 4.86 4.61 23.69 8.74 13.83
Real Estate -1.28 1.83 1.52 -2.63 6.00 7.96
Natural Resources -2.80 -2.94 -0.83 1.13 -7.48 -0.80
Energy Limited Partnership -7.86 -10.87 -8.55 -7.18 -12.40 -0.99
Equity Energy -6.52 -21.69 -11.29 -15.55 -18.93 -7.14
Content Partners