Fund Category Performance: Total Returns

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Data through 10/20/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 2.62 22.57 4.30 24.01 12.54 14.60
Mid-Cap Growth 3.38 19.39 4.59 23.49 11.12 13.40
Small Growth 4.18 17.72 4.98 25.83 12.42 13.93
Large Blend 2.85 15.60 4.34 21.65 11.12 13.41
Mid-Cap Blend 3.46 11.92 3.58 19.84 9.75 13.17
Large Value 2.83 11.56 4.38 19.71 10.06 12.47
Small Blend 4.59 9.87 4.62 22.91 11.05 13.44
Mid-Cap Value 2.98 9.04 2.86 17.91 9.51 12.88
Small Value 4.57 6.14 4.32 21.16 10.10 12.71
Allocation Funds
Target-Date 2060+ 2.17 17.45 4.09 20.28 10.03 11.26
Target-Date 2055 2.13 17.31 4.04 19.99 9.58 10.62
Target-Date 2050 2.11 16.95 3.98 19.57 9.33 10.20
Target-Date 2045 2.07 16.87 3.93 19.46 9.26 10.19
Target-Date 2040 1.97 16.04 3.75 18.42 8.89 9.78
Allocation--85%+ Equity 2.34 15.42 3.61 19.48 9.23 11.12
Target-Date 2035 1.82 15.21 3.53 17.28 8.51 9.44
Target-Date 2030 1.59 13.64 3.17 15.15 7.77 8.54
Allocation--70% to 85% Equity 1.82 12.76 3.10 15.52 7.46 9.16
World Allocation 1.10 12.19 2.61 12.46 5.10 5.77
Target-Date 2025 1.33 12.10 2.75 13.08 6.98 7.78
Convertibles 1.66 11.17 2.09 13.31 6.06 8.71
Allocation--50% to 70% Equity 1.49 10.67 2.59 12.72 6.49 7.80
Target-Date 2020 1.11 10.31 2.36 10.82 6.05 6.62
Tactical Allocation 1.60 10.17 2.77 11.80 4.32 5.04
Target-Date 2015 0.95 9.43 2.13 9.70 5.71 6.39
Target Date 2010 0.79 8.50 1.90 8.54 5.23 5.64
Allocation--30% to 50% Equity 0.85 8.10 1.85 8.43 4.64 5.46
Target-Date Retirement 0.64 7.28 1.59 6.98 4.21 4.33
Allocation--15% to 30% Equity 0.41 5.31 1.15 5.12 3.15 3.37
International Equity Funds
China Region 1.35 38.67 9.69 29.48 11.82 10.65
India Equity -1.34 34.27 2.10 20.25 10.30 10.84
Latin America Stock -1.23 34.16 12.08 20.51 2.41 -2.47
Pacific/Asia ex-Japan Stk 1.47 31.86 5.67 23.19 8.45 7.85
Diversified Emerging Mkts 0.45 29.47 5.24 22.01 5.49 4.53
Foreign Small/Mid Growth 0.92 29.39 5.41 22.86 11.25 11.06
Foreign Large Growth 1.18 27.08 4.69 22.35 8.94 8.89
Foreign Small/Mid Blend 1.36 26.28 4.87 24.98 11.02 10.93
Diversified Pacific/Asia 2.18 24.33 5.21 20.43 9.53 9.86
Foreign Small/Mid Value 1.10 23.06 4.45 22.05 8.85 9.77
Foreign Large Blend 1.36 21.87 3.76 21.02 7.27 7.71
Europe Stock 1.03 21.74 3.11 23.93 8.30 8.70
World Small/Mid Stock 1.82 20.50 4.39 22.78 10.33 11.85
World Large Stock 1.90 19.58 3.81 21.00 9.25 10.64
Foreign Large Value 1.23 19.32 3.41 20.78 5.82 6.88
Japan Stock 3.29 18.43 5.68 20.91 13.00 13.95
Taxable Bond Funds
Emerging-Markets Local-Currency Bond -1.70 12.17 1.03 6.21 -0.36 -1.22
Emerging Markets Bond 0.03 9.66 2.14 6.69 4.51 3.13
Preferred Stock 0.53 9.61 1.06 7.27 5.85 5.41
Long-Term Bond -0.05 7.58 0.76 2.15 4.35 4.26
High Yield Bond 0.62 6.34 1.29 7.25 4.35 4.95
World Bond -0.55 6.01 0.59 2.75 1.15 0.96
Multisector Bond 0.31 5.62 1.11 4.89 3.53 3.45
Long Government -1.19 5.57 -0.33 -4.33 2.98 2.86
Corporate Bond 0.29 4.96 0.67 2.38 3.29 3.21
Nontraditional Bond 0.41 3.80 0.91 4.32 2.55 2.04
Intermediate-Term Bond -0.08 3.35 0.35 1.04 2.14 2.10
Bank Loan 0.64 2.98 0.93 4.44 3.46 3.46
Short-Term Bond 0.06 1.75 0.27 1.28 1.31 1.17
Intermediate Government -0.27 1.52 0.01 -0.82 1.13 1.05
Inflation-Protected Bond -0.37 1.49 0.44 -0.33 0.56 -0.33
Ultrashort Bond 0.14 1.24 0.37 1.41 0.93 0.81
Short Government -0.12 0.62 -0.02 -0.07 0.41 0.36
Municipal Bond Funds
High Yield Muni -0.03 6.39 1.03 2.14 4.14 3.94
Muni California Long 0.16 5.22 0.81 1.63 3.22 3.63
Muni National Long 0.23 5.13 1.00 1.87 2.97 2.99
Muni California Intermediate 0.06 4.61 0.70 1.51 2.23 2.54
Muni National Interm 0.08 4.53 0.75 1.65 2.30 2.41
Muni New Jersey -0.07 4.27 0.83 1.02 2.42 2.36
Muni New York Long -0.11 4.23 0.32 1.32 2.81 2.62
Muni Pennsylvania -0.06 4.08 0.50 1.38 2.57 2.50
Muni Minnesota 0.13 4.01 0.67 1.43 2.28 2.39
Muni New York Intermediate 0.06 3.97 0.49 1.29 2.18 2.24
Muni Massachusetts -0.03 3.86 0.42 1.03 2.20 2.13
Muni Ohio -0.03 3.57 0.38 1.11 2.21 2.22
Muni Single State Interm 0.02 3.51 0.44 1.07 1.97 2.02
Muni Single State Long -0.24 3.04 0.19 0.57 2.12 2.02
Muni National Short -0.06 2.07 0.31 0.98 0.83 0.87
Muni Single State Short -0.38 2.04 -0.06 0.35 0.89 0.97
Alternative Funds
Long-Short Equity 1.71 8.69 2.31 11.56 4.60 5.92
Option Writing 0.93 7.38 1.96 8.98 4.68 5.14
Multialternative 0.84 4.40 1.44 5.03 2.15 2.72
Long-Short Credit 0.20 2.57 0.48 2.42 1.19 1.66
Market Neutral 0.82 1.84 1.05 3.52 1.07 0.80
Multicurrency -0.23 1.49 -0.44 1.69 1.03 -0.15
Managed Futures 1.19 -0.16 1.67 -2.38 1.38 2.42
Bear Market -3.87 -23.42 -7.17 -28.54 -21.40 -22.87
Commodities
Commodities Precious Metals -1.27 11.64 4.46 5.10 -0.41 -6.81
Commodities Broad Basket 0.11 -0.94 3.45 0.73 -9.40 -9.68
Sector Equity Funds
Technology 3.76 31.84 6.04 33.87 19.68 19.79
Health 1.36 24.43 2.54 21.47 10.28 17.22
Industrials 4.08 17.95 7.05 29.60 13.38 16.38
Infrastructure -0.31 15.90 1.19 13.68 5.70 9.20
Utilities 1.49 13.87 3.44 16.28 9.53 10.85
Financial 4.71 12.71 5.71 31.38 13.43 15.16
Consumer Cyclical 2.16 12.45 2.38 16.61 9.63 12.72
Global Real Estate 0.33 11.09 1.90 8.61 5.65 6.50
Natural Resources 1.85 10.71 6.08 18.07 2.18 1.91
Equity Precious Metals -1.98 9.32 2.40 -6.03 3.54 -12.21
Consumer Defensive 0.25 8.61 0.58 8.94 9.14 12.13
Communications -0.33 6.29 0.89 10.33 8.37 9.32
Real Estate 0.84 5.11 1.08 5.91 7.45 8.76
Energy Limited Partnership -2.53 -8.26 -5.11 -5.22 -10.92 -1.09
Equity Energy -0.12 -12.83 2.24 -7.19 -11.49 -5.54
Content Partners