Fund Category Performance: Total Returns

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Data through 9/29/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Value -1.81 6.76 -0.18 16.13 20.59 13.69
Large Blend -1.62 6.72 0.32 16.64 20.73 14.11
Large Growth -1.52 5.80 1.15 16.11 20.34 14.66
Mid-Cap Value -3.48 4.91 -2.44 14.08 22.04 15.07
Mid-Cap Blend -3.12 3.82 -2.24 12.88 21.03 15.00
Mid-Cap Growth -2.67 2.43 -1.19 10.74 19.33 14.96
Small Value -4.95 -1.49 -5.64 7.59 20.37 13.62
Small Blend -4.39 -2.01 -5.24 6.95 20.29 14.25
Small Growth -3.27 -3.79 -4.21 3.99 19.44 15.05
Allocation Funds
Convertibles -2.45 5.40 -1.28 10.92 13.71 10.36
Moderate Allocation -1.91 4.36 -0.94 9.71 12.78 9.78
Aggressive Allocation -2.35 4.20 -1.37 10.69 14.95 10.65
Target Date 2046-2050 -2.70 3.84 -1.75 10.15 15.20 10.70
Target Date 2036-2040 -2.62 3.75 -1.69 9.80 14.66 10.47
Target Date 2041-2045 -2.64 3.74 -1.73 10.32 16.07 11.13
Target-Date 2051+ -2.64 3.74 -1.70 10.67 16.40 10.80
Target Date 2021-2025 -2.19 3.73 -1.39 8.57 12.53 9.65
Target Date 2031-2035 -2.50 3.71 -1.62 9.78 14.80 10.71
Target Date 2026-2030 -2.39 3.69 -1.52 8.91 13.04 9.71
Target Date 2016-2020 -2.01 3.55 -1.26 7.47 10.41 8.41
Conservative Allocation -1.75 3.53 -1.26 6.42 8.02 7.12
Target Date 2011-2015 -1.82 3.46 -1.15 6.81 9.39 7.81
Target Date 2000-2010 -1.70 3.33 -1.10 6.36 8.54 7.31
Retirement Income -1.54 3.24 -0.96 5.88 7.60 6.91
Tactical Allocation -2.72 2.52 -2.16 6.08 8.29 7.26
World Allocation -2.73 2.51 -2.61 6.44 9.84 8.15
International Equity Funds
India Equity 0.51 35.49 6.86 51.67 11.61 6.92
Pacific/Asia ex-Japan Stk -4.00 7.14 0.03 9.18 11.78 6.03
World Stock -3.02 2.56 -2.78 9.58 15.80 10.55
Diversified Emerging Mkts -6.01 2.30 -2.89 4.32 7.18 4.45
Diversified Pacific/Asia -3.22 2.12 -0.84 4.29 11.67 7.02
Japan Stock -0.13 1.35 -0.36 1.92 9.29 7.30
Latin America Stock -11.35 0.41 -6.19 -0.48 -0.98 0.02
China Region -4.88 -0.94 0.58 5.24 11.13 5.14
Foreign Large Value -3.73 -1.01 -5.57 4.13 12.09 5.97
Miscellaneous Region -4.12 -1.29 -4.79 4.04 9.95 6.12
Foreign Small/Mid Blend -4.72 -1.49 -6.16 4.35 14.12 9.88
Foreign Large Blend -3.67 -1.74 -5.14 3.23 12.08 6.35
Foreign Large Growth -3.59 -2.03 -4.73 2.82 12.13 7.49
Foreign Small/Mid Value -5.25 -2.03 -7.33 4.01 13.11 7.92
Foreign Small/Mid Growth -4.86 -2.60 -6.01 3.17 14.41 11.44
Europe Stock -3.60 -4.25 -7.21 3.29 14.68 7.80
Taxable Bond Funds
Long Government -1.54 16.13 3.40 11.91 2.47 7.19
Preferred Stock -1.02 9.35 -0.21 10.64 10.79 11.46
Long-Term Bond -1.43 7.32 0.98 7.12 3.76 5.95
Corporate Bond -1.42 6.02 -0.14 7.36 5.97 6.84
Intermediate-Term Bond -0.72 4.05 0.02 4.36 3.46 4.80
Multisector Bond -1.44 3.75 -1.05 5.66 6.42 7.12
Emerging Markets Bond -2.97 3.50 -2.91 3.39 4.90 6.39
Intermediate Government -0.23 3.42 0.24 2.83 1.34 3.09
World Bond -2.08 2.86 -1.89 3.43 3.07 4.01
Inflation-Protected Bond -2.31 2.68 -2.06 0.97 0.84 3.76
High Yield Bond -2.34 2.38 -2.33 5.50 9.60 9.31
Nontraditional Bond -0.34 2.14 -0.32 3.20 3.80 4.19
Bank Loan -0.82 1.22 -0.69 3.05 6.04 5.94
Short-Term Bond -0.30 1.06 -0.15 1.48 1.84 2.51
Short Government -0.13 0.64 -0.08 0.62 0.42 1.26
Ultrashort Bond -0.02 0.49 0.04 0.75 1.15 1.33
Municipal Bond Funds
High Yield Muni 0.54 11.65 2.32 11.90 6.74 6.24
Muni California Long 0.34 10.09 2.15 10.62 6.17 5.47
Muni New York Long 0.17 8.90 1.89 8.92 4.32 4.28
Muni National Long 0.22 8.83 1.84 8.98 4.97 4.66
Muni New Jersey 0.16 8.69 1.72 8.63 4.49 4.33
Muni Single State Long 0.21 8.68 1.77 8.38 3.99 4.06
Muni Pennsylvania 0.31 8.36 1.86 8.38 4.24 4.24
Muni Massachusetts 0.03 7.75 1.60 7.73 3.69 3.89
Muni Ohio 0.00 7.19 1.34 7.26 3.82 3.76
Muni Minnesota 0.12 7.18 1.49 7.60 4.22 4.40
Muni Single State Interm -0.07 5.60 1.12 5.70 3.12 3.42
Muni National Interm -0.09 5.59 1.01 5.86 3.66 3.91
Muni California Intermediate -0.03 5.52 1.14 5.82 3.85 3.84
Muni New York Intermediate -0.05 5.13 1.06 5.25 3.09 3.30
Muni Single State Short 0.09 3.08 0.72 3.04 1.97 2.31
Muni National Short -0.06 1.51 0.27 1.86 1.38 1.73
Alternative Funds
Trading-Leveraged Debt -2.06 20.70 4.79 15.44 2.66 7.61
Trading-Leveraged Commodities -15.33 8.64 -15.47 22.38 12.45 9.19
Trading-Leveraged Equity -3.93 6.91 -0.68 21.44 29.69 18.26
Managed Futures 1.27 2.61 3.22 5.05 -2.62 -2.35
Long/Short Equity -1.71 1.83 -1.12 6.14 9.21 7.31
Multialternative -1.01 1.19 -0.70 3.53 4.11 3.97
Market Neutral -0.34 0.79 0.00 1.92 1.46 1.25
Multicurrency -1.21 0.76 -0.80 -0.37 0.24 0.37
Trading-Inverse Commodities 7.69 -0.05 11.39 -0.28 0.69 -10.00
Trading-Miscellaneous 1.11 -3.45 0.63 -4.05 -5.72 -6.40
Trading-Inverse Debt 1.76 -11.22 -2.12 -11.50 -8.84 -11.98
Bear Market 2.97 -11.38 -1.96 -22.59 -28.20 -24.33
Trading-Inverse Equity -0.19 -12.37 -4.85 -27.61 -33.23 -30.57
Volatility -0.22 --- -4.41 --- --- ---
Commodities
Commodities Precious Metals -5.55 0.05 -8.30 -10.41 --- ---
Commodities Broad Basket -4.99 -4.46 -10.80 -6.03 -4.55 0.03
Sector Equity Funds
Energy Limited Partnership -2.29 17.65 0.81 24.23 17.18 ---
Health 0.35 17.64 5.54 27.40 31.06 20.85
Real Estate -5.03 13.58 -2.68 12.11 14.90 15.03
Utilities -3.38 11.03 -4.07 15.77 14.48 12.26
Technology -1.79 8.14 1.28 18.68 19.19 14.48
Global Real Estate -5.49 6.32 -3.86 5.39 14.18 9.64
Equity Energy -6.92 5.74 -8.47 8.52 13.08 7.37
Equity Precious Metals -17.20 4.91 -16.30 -9.75 -22.80 -9.80
Consumer Defensive -1.50 3.93 -0.55 10.68 16.84 14.61
Industrials -2.55 2.22 -3.61 13.33 23.23 16.78
Natural Resources -6.80 2.06 -7.92 5.67 8.12 6.36
Financial -2.00 1.93 -1.04 11.78 21.72 9.75
Communications -1.96 -0.01 -2.50 8.62 14.40 11.09
Consumer Cyclical -2.65 -0.34 -1.34 8.17 21.95 18.46
Miscellaneous Sector -4.50 -5.72 -6.56 2.22 14.94 7.20
Content Partners