Fund Category Performance: Total Returns

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Data through 7/2/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.85 7.25 1.50 8.45 17.51 17.91
Mid-Cap Growth -0.55 6.12 0.76 8.56 17.47 17.11
Large Growth -0.82 4.66 1.25 9.01 17.60 17.25
Small Blend -0.41 3.25 -0.62 2.57 16.28 16.24
Mid-Cap Blend -1.58 2.77 -0.57 3.67 17.25 16.23
Mid-Cap Value -1.70 1.99 -0.79 3.00 17.84 16.45
Large Blend -1.49 1.68 0.44 5.36 16.61 16.13
Small Value -0.91 1.52 -1.09 -0.26 15.69 15.06
Large Value -1.63 0.61 0.28 3.15 15.93 15.35
Allocation Funds
Target-Date 2051+ -1.49 3.26 0.02 2.38 13.14 12.97
Target Date 2041-2045 -1.49 3.15 -0.07 2.24 12.55 12.87
Target Date 2046-2050 -1.57 3.03 -0.27 2.09 12.14 12.12
Convertibles -2.17 2.86 0.04 0.88 12.24 11.10
Target Date 2036-2040 -1.51 2.85 -0.31 1.96 11.61 11.81
Target Date 2031-2035 -1.41 2.82 -0.21 2.04 11.64 12.20
Aggressive Allocation -1.58 2.36 -0.40 1.58 11.98 11.96
Target Date 2026-2030 -1.38 2.33 -0.53 1.62 10.13 10.70
Target Date 2021-2025 -1.23 2.07 -0.56 1.56 9.58 10.62
Target Date 2016-2020 -1.10 1.55 -0.83 1.15 7.76 8.81
Moderate Allocation -1.30 1.53 -0.49 2.01 10.09 10.54
World Allocation -1.78 1.51 -0.99 -2.44 7.03 8.13
Target Date 2011-2015 -1.01 1.39 -0.77 0.97 7.28 8.26
Target Date 2000-2010 -0.95 1.26 -0.71 0.74 6.36 7.52
Conservative Allocation -1.11 0.79 -0.97 -0.10 5.85 7.10
Retirement Income -0.83 0.73 -1.19 0.60 4.54 5.72
Tactical Allocation -1.89 0.02 -2.20 -2.30 4.94 6.22
International Equity Funds
Japan Stock 0.57 16.39 3.99 8.63 13.32 10.57
China Region -5.85 13.00 4.55 14.94 13.62 8.30
Diversified Pacific/Asia -1.25 9.94 1.19 4.87 12.34 9.44
Foreign Small/Mid Growth -1.33 9.75 2.81 -1.38 14.15 12.73
Foreign Small/Mid Blend -1.96 8.87 2.63 -2.63 14.36 11.82
Foreign Small/Mid Value -2.72 8.75 2.32 -5.18 13.71 10.12
Foreign Large Growth -2.11 7.21 0.79 -0.99 11.37 9.88
Europe Stock -2.79 6.98 0.55 -4.78 13.21 10.84
Foreign Large Blend -2.42 6.51 0.36 -3.60 10.87 8.91
Foreign Large Value -2.44 6.04 0.28 -6.43 10.63 8.56
Pacific/Asia ex-Japan Stk -1.97 5.75 -0.17 2.11 9.56 7.62
India Equity 3.07 5.14 -2.82 15.88 18.52 6.46
World Stock -1.90 3.96 0.30 0.39 13.48 12.43
Diversified Emerging Mkts -1.99 2.00 -1.19 -7.35 3.78 3.48
Latin America Stock -1.04 -6.90 -1.72 -23.98 -7.95 -4.40
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond -1.03 2.65 0.25 -0.95 6.04 7.69
Bank Loan -0.33 2.61 0.60 1.18 4.30 5.08
Preferred Stock -0.68 2.01 -1.04 3.59 7.67 9.94
Nontraditional Bond -0.42 1.02 -0.01 -0.34 2.40 3.00
Multisector Bond -0.81 0.81 -0.81 -0.44 4.04 5.78
Short-Term Bond -0.06 0.80 -0.06 0.61 1.26 1.89
Short Government 0.03 0.53 -0.17 0.83 0.34 0.90
Ultrashort Bond -0.02 0.34 0.10 0.28 0.70 0.98
Intermediate Government -0.36 0.04 -1.18 1.75 0.86 2.32
Inflation-Protected Bond -0.09 0.02 -1.50 -2.27 -1.37 2.54
Intermediate-Term Bond -0.59 -0.10 -1.77 1.30 2.14 3.70
Emerging Markets Bond -1.14 -0.39 -0.85 -7.13 -0.35 3.58
Corporate Bond -0.93 -0.67 -2.98 0.70 3.15 5.28
World Bond -1.10 -2.65 -2.59 -5.32 0.54 2.65
Long-Term Bond -1.67 -3.76 -6.62 3.29 2.98 6.60
Long Government -1.87 -4.33 -7.65 5.59 -0.09 5.37
Municipal Bond Funds
Muni Minnesota 0.08 0.15 -0.80 3.15 2.68 4.11
High Yield Muni -0.67 0.14 -1.45 5.28 3.93 5.69
Muni Pennsylvania -0.21 0.03 -1.18 3.88 2.67 4.11
Muni National Short 0.12 -0.04 -0.31 0.08 0.67 1.48
Muni California Intermediate -0.03 -0.12 -1.07 2.72 2.72 4.07
Muni New York Long -0.36 -0.12 -1.31 3.89 2.67 4.03
Muni New York Intermediate 0.03 -0.15 -0.93 2.47 2.00 3.36
Muni Single State Interm -0.03 -0.18 -1.03 2.35 1.92 3.23
Muni California Long -0.26 -0.20 -1.48 4.19 3.94 5.48
Muni National Interm 0.00 -0.25 -1.08 2.12 2.27 3.68
Muni National Long -0.11 -0.25 -1.35 3.54 3.12 4.70
Muni Ohio -0.23 -0.27 -1.31 3.06 2.30 3.66
Muni Single State Short -0.31 -0.31 -0.90 1.12 0.94 1.87
Muni Massachusetts -0.24 -0.32 -1.34 3.07 2.04 3.68
Muni Single State Long -0.44 -0.35 -1.37 3.51 2.07 3.82
Muni New Jersey -0.39 -0.97 -1.73 2.66 2.10 3.93
Alternative Funds
Long/Short Equity -1.05 0.91 -0.23 0.21 7.17 7.42
Multialternative -1.19 0.75 -1.32 0.46 4.02 4.29
Market Neutral -0.56 0.35 -0.45 0.27 1.65 1.45
Multicurrency -0.49 0.23 -0.68 -1.40 -1.08 -0.16
Managed Futures -2.17 -0.59 -5.49 8.85 1.45 0.38
Bear Market 1.46 -7.77 -2.73 -14.37 -23.64 -25.20
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 -2.73 -2.71 -3.82 -14.67 --- ---
Commodities Broad Basket -0.82 -3.13 1.46 -25.18 -9.09 -3.32
Sector Equity Funds
Health 1.03 15.95 5.38 29.99 31.00 26.92
Consumer Cyclical 0.34 5.02 0.63 10.96 19.26 20.50
Communications -1.63 4.49 0.66 2.12 12.08 12.80
Technology -2.92 4.24 1.61 8.31 17.95 16.49
Financial 0.59 4.09 2.70 6.00 17.60 13.15
Consumer Defensive -0.52 2.56 -0.94 7.28 14.02 16.18
Global Real Estate -3.00 -0.25 -5.18 0.39 9.20 11.38
Industrials -3.04 -1.84 -2.98 0.03 18.66 16.96
Natural Resources -5.57 -3.01 -2.73 -23.17 0.19 3.90
Real Estate -2.73 -3.64 -8.14 5.57 8.53 14.44
Equity Energy -6.74 -4.24 -4.26 -30.29 1.46 4.09
Energy Limited Partnership -5.66 -4.26 -3.28 -11.85 9.53 8.58
Equity Precious Metals -9.28 -5.10 -4.51 -33.30 -22.53 -15.80
Utilities -3.56 -5.55 -3.98 -3.13 9.99 12.69
Miscellaneous Sector --- --- --- --- --- ---
Content Partners