Fund Category Performance: Total Returns

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Data through 5/22/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 3.66 8.45 6.79 23.04 10.63 12.46
Large Growth 2.63 6.66 2.47 21.00 11.10 13.57
Mid-Cap Growth 2.42 5.76 3.43 19.35 9.05 11.88
Small Blend 3.22 4.26 5.23 16.13 8.98 10.77
Small Value 3.62 3.10 5.38 14.30 8.54 9.67
Mid-Cap Blend 1.90 2.02 2.38 13.23 7.16 10.20
Large Blend 1.90 1.98 0.97 14.74 9.09 11.24
Mid-Cap Value 1.76 0.60 1.78 11.28 7.07 9.83
Large Value 1.55 0.14 0.73 12.19 7.64 9.71
Allocation Funds
Convertibles 1.72 4.28 3.13 10.67 4.97 7.19
Allocation--85%+ Equity 1.78 2.11 1.56 12.72 6.97 9.17
Target-Date 2060+ 1.37 1.84 1.12 13.24 7.73 9.04
Target-Date 2055 1.32 1.84 1.06 13.08 7.34 8.77
Target-Date 2050 1.34 1.71 1.10 12.77 7.23 8.49
Target-Date 2045 1.26 1.71 1.01 12.64 7.16 8.44
Target-Date 2040 1.21 1.46 1.00 11.84 6.84 8.08
Allocation--70% to 85% Equity 1.35 1.27 1.19 10.30 5.68 7.36
Target-Date 2035 1.03 1.22 0.86 10.96 6.49 7.71
Target-Date 2030 0.88 0.77 0.78 9.49 5.86 6.97
Target-Date 2025 0.66 0.37 0.59 8.01 5.19 6.25
Allocation--50% to 70% Equity 0.91 0.31 0.61 7.93 4.94 6.30
World Allocation 0.55 0.19 0.51 7.52 3.70 4.38
Target-Date 2020 0.51 0.03 0.51 6.48 4.46 5.39
Tactical Allocation 0.93 -0.06 0.37 7.58 3.44 4.05
Target-Date 2015 0.42 -0.10 0.43 5.70 4.22 5.19
Target Date 2010 0.28 -0.27 0.29 4.73 3.84 4.72
Allocation--30% to 50% Equity 0.45 -0.42 0.42 4.79 3.61 4.36
Target-Date Retirement 0.25 -0.62 0.30 3.82 3.14 3.63
Allocation--15% to 30% Equity 0.06 -1.18 0.06 2.00 2.37 2.64
International Equity Funds
China Region 3.82 3.36 0.01 26.96 4.08 9.78
Foreign Small/Mid Growth 0.20 3.29 0.64 19.76 9.41 9.66
Foreign Large Growth 1.50 2.58 0.88 14.27 6.24 7.04
Europe Stock 0.80 2.19 1.85 8.67 5.07 6.71
World Large Stock 1.34 2.11 0.86 13.36 7.35 8.66
World Small/Mid Stock 0.95 2.08 1.44 15.62 8.67 9.48
Foreign Small/Mid Blend 0.23 1.55 0.44 15.15 8.44 8.62
Japan Stock 1.27 1.46 1.66 17.75 8.61 9.20
Foreign Large Blend 0.67 1.39 0.77 11.07 4.59 5.46
Foreign Small/Mid Value 0.09 1.03 0.30 13.72 6.66 7.55
Foreign Large Value 0.17 0.73 0.51 9.49 3.66 4.70
Diversified Pacific/Asia 0.89 0.09 -0.60 15.66 7.18 6.64
Pacific/Asia ex-Japan Stk 0.30 -0.01 -1.32 16.43 6.07 6.62
Diversified Emerging Mkts -2.51 -1.59 -4.93 13.81 4.91 3.16
Latin America Stock -8.94 -2.69 -12.24 17.99 6.87 -3.95
India Equity -6.03 -11.10 -5.20 4.28 6.54 10.09
Taxable Bond Funds
Bank Loan 0.11 1.62 0.82 3.57 3.26 3.06
Ultrashort Bond 0.19 0.54 0.41 1.36 1.07 0.83
Nontraditional Bond -0.37 0.10 -0.23 2.15 2.35 1.52
Short-Term Bond 0.03 -0.36 0.09 0.23 1.04 0.97
Short Government 0.02 -0.48 0.04 -0.49 0.15 0.25
High Yield Bond -0.36 -0.49 0.18 2.14 3.53 3.41
Multisector Bond -0.54 -1.10 -0.34 1.60 2.75 2.47
World Bond -1.88 -1.24 -1.68 1.54 2.02 0.94
Inflation-Protected Bond -0.36 -1.31 0.53 0.07 0.97 0.01
Preferred Stock -0.38 -1.88 0.07 1.68 4.03 3.91
Intermediate Government -0.29 -2.15 -0.22 -1.89 0.19 0.76
Intermediate-Term Bond -0.41 -2.38 -0.42 -0.95 1.19 1.49
Emerging-Markets Local-Currency Bond -5.83 -2.81 -6.06 3.02 1.62 -1.94
Corporate Bond -0.63 -3.40 -0.99 -0.60 2.33 2.52
Emerging Markets Bond -2.89 -3.69 -3.07 0.36 3.49 1.72
Long-Term Bond -1.21 -5.00 -0.99 -0.27 3.25 3.47
Long Government -1.00 -6.81 0.48 -2.97 1.24 2.56
Municipal Bond Funds
High Yield Muni 0.27 0.36 1.24 3.42 4.03 3.54
Muni National Short 0.12 -0.02 0.07 0.11 0.81 0.65
Muni Single State Short 0.13 -0.04 0.27 -0.49 0.70 0.65
Muni New Jersey 0.07 -0.50 0.70 1.53 2.57 2.05
Muni Pennsylvania 0.09 -0.67 0.59 0.83 2.33 2.14
Muni New York Long 0.10 -0.70 0.64 0.80 2.51 2.26
Muni California Intermediate 0.16 -0.84 0.32 0.46 1.96 1.98
Muni California Long 0.17 -0.97 0.62 1.52 2.94 3.02
Muni National Interm 0.06 -1.04 0.28 0.54 2.09 1.93
Muni Single State Long 0.05 -1.05 0.33 0.45 1.92 1.80
Muni New York Intermediate 0.06 -1.14 0.15 0.00 1.80 1.73
Muni Minnesota -0.07 -1.19 0.27 0.60 1.95 1.96
Muni Single State Interm -0.02 -1.22 0.13 -0.12 1.62 1.60
Muni National Long 0.06 -1.40 0.41 1.23 2.75 2.54
Muni Ohio -0.03 -1.41 0.13 0.02 1.87 1.81
Muni Massachusetts -0.06 -1.56 0.20 0.14 1.87 1.75
Alternative Funds
Long-Short Equity 0.73 0.83 0.18 7.89 3.45 4.18
Long-Short Credit -0.23 0.11 -0.07 1.36 2.09 1.43
Market Neutral 0.01 -0.25 -0.41 1.96 0.93 0.67
Multialternative 0.34 -0.43 0.14 3.02 0.67 1.70
Options-based 1.17 -0.57 0.87 4.52 3.61 4.36
Multicurrency -0.52 -0.57 -0.46 -1.24 0.15 -0.65
Managed Futures 1.02 -1.44 0.60 3.21 -1.68 1.68
Bear Market -3.04 -6.87 -3.16 -23.14 -19.17 -20.91
Commodities
Commodities Broad Basket 2.49 5.74 4.93 12.22 -1.49 -6.09
Commodities Precious Metals -2.91 -1.45 -2.33 1.98 0.37 -3.72
Sector Equity Funds
Technology 3.58 10.20 4.03 25.77 17.30 19.19
Equity Energy 6.97 9.25 17.72 16.08 -3.72 -4.29
Health 3.21 5.79 2.30 17.53 3.57 13.80
Financial 2.72 4.22 2.14 20.21 11.87 12.33
Natural Resources 2.48 3.00 4.68 18.65 4.62 3.01
Consumer Cyclical 1.79 2.19 -0.30 14.71 7.11 9.86
Industrials 0.26 0.19 -0.31 16.45 10.45 12.56
Energy Limited Partnership 5.65 -0.84 3.77 -5.83 -9.33 -3.35
Global Real Estate 1.31 -1.55 3.29 6.40 3.17 3.67
Utilities -0.32 -2.90 3.60 0.59 6.22 7.61
Infrastructure 0.24 -2.97 1.16 1.94 3.04 5.80
Communications -2.07 -3.62 -1.28 -1.07 4.23 6.64
Real Estate 3.19 -5.38 4.74 -1.00 3.21 4.56
Equity Precious Metals -3.09 -5.71 1.84 -2.84 5.49 -2.43
Consumer Defensive -1.18 -7.40 -3.40 -0.79 4.04 7.61
Content Partners