Fund Category Performance: Total Returns

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Data through 12/2/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value 14.10 21.66 7.95 15.70 6.56 13.36
Small Blend 12.47 16.88 5.58 11.42 5.73 12.91
Mid-Cap Value 8.95 15.90 4.39 11.97 7.24 13.58
Large Value 7.03 12.34 3.40 9.91 6.91 12.79
Mid-Cap Blend 8.08 12.14 2.75 8.47 6.20 12.83
Small Growth 9.21 9.01 1.21 4.53 4.02 11.78
Large Blend 5.11 8.17 1.18 6.03 7.02 12.88
Mid-Cap Growth 5.17 4.66 -1.31 1.78 4.78 11.16
Large Growth 2.26 1.65 -1.69 -0.26 6.30 12.37
Allocation Funds
Target-Date 2050 2.42 6.13 -1.14 3.94 3.93 8.86
Allocation--70% to 85% Equity 2.53 6.01 -0.69 3.99 3.69 8.40
Target-Date 2040 2.21 5.93 -1.18 3.82 3.78 8.52
Target-Date 2055 2.58 5.85 -1.01 3.70 4.03 9.65
Target-Date 2045 2.48 5.81 -1.04 3.68 3.87 9.26
Allocation--50% to 70% Equity 1.88 5.77 -0.70 3.96 3.96 7.84
Convertibles 2.29 5.72 -0.48 3.37 2.82 7.86
Target-Date 2035 2.00 5.62 -1.18 3.60 3.72 8.64
Target-Date 2030 1.47 5.59 -1.40 3.67 3.55 7.68
Allocation--30% to 50% Equity 0.26 5.25 -1.54 3.74 2.78 5.43
Target-Date 2025 1.02 5.17 -1.48 3.41 3.42 7.49
Target-Date 2020 0.48 4.90 -1.61 3.29 3.11 6.22
Target-Date 2015 0.28 4.84 -1.55 3.32 3.06 6.30
Target Date 2010 0.08 4.75 -1.55 3.38 3.00 5.56
World Allocation 0.18 4.26 -2.30 2.41 1.01 4.89
Tactical Allocation 1.46 4.18 -1.54 2.30 0.93 4.00
Target-Date Retirement -0.25 4.15 -1.69 2.91 2.48 4.17
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock -11.84 25.63 -10.47 18.90 -10.32 -8.14
Diversified Emerging Mkts -4.27 7.26 -5.81 4.10 -3.56 0.52
Diversified Pacific/Asia -1.93 4.38 -2.61 3.39 1.63 6.71
Pacific/Asia ex-Japan Stk -2.92 4.11 -5.27 3.20 0.66 4.50
World Stock 1.36 3.44 -2.53 1.34 2.18 8.55
Foreign Small/Mid Value -1.29 2.10 -2.86 1.03 -0.46 6.95
China Region -0.79 1.57 -2.39 -0.56 0.22 5.17
Japan Stock -0.25 1.04 2.70 -0.76 4.66 9.19
India Equity -9.04 0.58 -10.26 1.60 12.29 7.18
Foreign Large Value -0.12 0.56 -2.77 -1.73 -2.66 4.48
Foreign Small/Mid Blend -1.23 0.12 -3.35 -0.17 0.36 7.78
Foreign Large Blend -1.37 -1.68 -4.84 -3.71 -2.13 4.85
Foreign Large Growth -2.94 -3.86 -7.21 -5.72 -1.62 5.32
Foreign Small/Mid Growth -3.38 -4.28 -6.52 -4.81 -0.17 7.98
Europe Stock -1.23 -6.27 -6.52 -8.21 -2.89 5.90
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 0.42 11.37 0.50 8.52 2.86 6.14
Emerging Markets Bond -3.52 8.57 -3.80 6.47 2.23 3.57
Bank Loan 0.58 8.19 1.71 7.02 2.58 4.38
Multisector Bond -1.02 6.43 -1.28 4.94 2.77 4.42
Corporate Bond -2.42 5.58 -3.04 4.25 3.72 4.13
Long-Term Bond -5.68 5.08 -8.36 3.24 6.25 4.95
Preferred Stock -1.80 4.52 -2.91 4.51 6.01 7.85
Nontraditional Bond -0.32 4.28 -0.07 3.53 1.62 2.70
Inflation-Protected Bond -1.71 4.26 -1.15 3.26 0.94 0.32
World Bond -3.14 3.31 -4.20 2.54 0.28 1.34
Intermediate-Term Bond -2.26 2.96 -2.68 2.14 2.57 2.77
Short-Term Bond -0.57 1.96 -0.40 1.56 0.99 1.50
Ultrashort Bond 0.04 1.66 0.27 1.51 0.63 0.94
Long Government -8.38 1.21 -12.02 -0.38 7.06 2.72
Intermediate Government -2.05 1.08 -2.12 0.70 1.90 1.31
Short Government -0.69 0.60 -0.62 0.39 0.52 0.44
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni -5.13 -0.30 -6.28 0.32 5.71 5.26
Muni Single State Long -3.58 -0.52 -4.53 -0.13 3.78 2.99
Muni National Short -1.54 -0.53 -1.80 -0.48 0.62 0.87
Muni New Jersey -4.23 -0.55 -5.22 0.12 3.70 3.22
Muni Single State Short -2.28 -0.66 -2.64 -0.60 1.03 1.15
Muni New York Long -4.11 -0.68 -5.33 -0.20 4.13 3.36
Muni Pennsylvania -3.79 -0.78 -4.80 -0.35 3.91 3.28
Muni Ohio -3.69 -0.87 -4.72 -0.39 3.34 2.90
Muni National Long -4.38 -1.25 -5.66 -0.68 4.11 3.72
Muni Massachusetts -3.76 -1.27 -4.82 -0.86 3.25 2.74
Muni National Interm -3.87 -1.31 -4.83 -0.88 2.76 2.74
Muni Minnesota -3.77 -1.32 -4.72 -0.94 3.18 2.94
Muni Single State Interm -3.58 -1.36 -4.54 -1.00 2.48 2.24
Muni California Long -4.98 -1.39 -6.37 -0.69 4.68 4.53
Muni New York Intermediate -3.90 -1.49 -5.00 -1.02 2.84 2.53
Muni California Intermediate -4.39 -1.84 -5.44 -1.37 3.01 3.05
Alternative Funds
Multicurrency -0.14 3.13 -0.68 2.78 -0.04 -0.18
Market Neutral 1.15 1.84 1.74 1.61 0.60 1.54
Long-Short Equity 2.57 0.88 0.22 -0.46 1.12 5.08
Multialternative 0.33 0.29 -1.27 -1.01 0.53 2.89
Managed Futures -0.78 -4.11 -4.95 -5.66 1.49 -0.76
Bear Market -6.62 -18.41 -2.91 -15.89 -15.58 -21.18
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 -7.47 12.91 -9.93 13.04 -4.12 -9.34
Commodities Broad Basket 3.48 11.54 4.74 8.72 -11.07 -9.59
Sector Equity Funds
Equity Precious Metals -12.65 59.29 -20.30 57.86 2.86 -15.40
Equity Energy 13.87 29.25 10.14 15.43 -8.69 -2.35
Natural Resources 9.23 27.06 5.72 18.86 -3.27 -0.24
Energy Limited Partnership 5.02 21.41 0.98 15.46 -4.78 2.21
Industrials 10.38 17.81 6.46 13.80 7.22 14.77
Financial 13.32 14.62 10.89 10.72 7.22 15.24
Utilities -1.04 9.02 -4.95 10.64 6.13 8.44
Technology 0.44 7.87 -1.43 4.93 10.56 13.56
Communications 1.13 6.37 -4.04 5.28 4.04 9.32
Consumer Cyclical 5.16 4.06 -0.23 1.25 5.00 13.90
Real Estate 1.35 2.21 -8.99 4.21 10.60 10.96
Consumer Defensive -3.41 1.54 -7.27 3.13 7.10 11.71
Global Real Estate -1.73 -0.79 -9.56 -0.68 3.57 8.10
Health 4.19 -10.90 -4.79 -10.84 7.54 17.33
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners