Fund Category Performance: Total Returns

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Data through 11/17/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 1.94 24.44 8.07 24.98 10.53 15.90
Mid-Cap Growth 1.71 20.43 8.92 20.97 8.94 14.38
Small Growth 0.73 17.44 9.82 18.89 9.93 14.86
Large Blend 0.93 15.81 6.49 18.51 8.66 14.50
Mid-Cap Blend 0.75 11.74 7.44 14.67 7.32 13.99
Large Value 0.24 10.78 5.88 14.33 7.39 13.50
Small Blend -0.10 8.84 9.46 13.67 8.48 14.21
Mid-Cap Value 0.50 8.63 6.40 12.03 7.08 13.71
Small Value -0.28 5.03 9.72 11.05 7.72 13.58
Allocation Funds
Target-Date 2060+ 0.57 17.74 5.97 20.35 8.30 12.18
Target-Date 2055 0.54 17.60 5.90 20.21 7.84 11.53
Target-Date 2050 0.55 17.28 5.85 19.90 7.64 11.09
Target-Date 2045 0.52 17.16 5.72 19.74 7.57 11.08
Target-Date 2040 0.51 16.36 5.47 18.86 7.30 10.62
Target-Date 2035 0.45 15.50 5.07 17.83 7.00 10.27
Allocation--85%+ Equity 0.40 15.40 5.85 18.17 7.19 12.06
Target-Date 2030 0.40 13.94 4.53 16.02 6.44 9.24
Allocation--70% to 85% Equity 0.38 12.82 4.99 15.10 5.79 9.92
Target-Date 2025 0.33 12.36 3.88 14.14 5.82 8.43
World Allocation 0.06 12.26 3.55 14.46 4.23 6.42
Convertibles 0.98 11.90 4.85 13.73 5.15 9.48
Allocation--50% to 70% Equity 0.20 10.63 3.81 12.55 5.15 8.38
Target-Date 2020 0.27 10.59 3.27 12.09 5.14 7.22
Tactical Allocation 0.25 10.29 4.10 12.40 3.49 5.69
Target-Date 2015 0.24 9.67 2.90 10.99 4.92 7.00
Target Date 2010 0.22 8.68 2.47 9.86 4.57 6.31
Allocation--30% to 50% Equity -0.08 8.10 2.44 9.70 3.95 5.83
Target-Date Retirement 0.13 7.42 2.09 8.40 3.72 4.70
Allocation--15% to 30% Equity -0.05 5.32 1.41 6.50 2.81 3.55
International Equity Funds
China Region 1.93 42.04 11.21 37.71 11.47 11.38
India Equity 1.23 37.04 4.48 38.18 8.32 11.85
Pacific/Asia ex-Japan Stk 2.31 35.14 8.44 34.27 8.76 8.74
Diversified Emerging Mkts 0.46 30.72 6.41 32.62 5.65 5.26
Foreign Small/Mid Growth 0.08 30.20 6.11 31.28 10.74 11.82
Foreign Large Growth 0.55 28.18 6.06 29.77 7.81 9.83
Diversified Pacific/Asia 1.74 26.87 7.28 26.97 9.36 10.62
Latin America Stock -5.62 26.46 3.79 30.86 2.74 -2.52
Foreign Small/Mid Blend -0.63 26.02 4.84 28.98 10.51 11.61
Foreign Small/Mid Value -1.02 22.30 4.15 25.81 8.28 10.51
Foreign Large Blend -0.28 21.66 4.49 24.81 6.05 8.54
Japan Stock 2.10 21.21 8.44 23.55 12.26 14.95
World Small/Mid Stock -0.14 20.17 5.84 23.10 9.12 12.75
Europe Stock -1.43 20.08 2.60 26.78 6.57 9.54
World Large Stock 0.51 20.00 5.77 22.32 7.54 11.65
Foreign Large Value -0.90 18.20 3.45 22.32 4.56 7.73
Taxable Bond Funds
Emerging-Markets Local-Currency Bond -1.57 10.68 -0.66 12.00 -0.22 -1.32
Preferred Stock -0.05 9.27 0.96 9.88 5.26 5.49
Emerging Markets Bond -0.74 9.02 0.88 10.35 4.51 3.16
Long-Term Bond 0.05 8.41 1.07 8.78 5.04 4.14
Long Government 0.38 7.57 0.24 6.26 4.18 2.43
World Bond -0.14 6.10 0.19 6.10 1.58 1.09
High Yield Bond -0.57 5.63 0.96 8.17 3.99 5.04
Multisector Bond -0.18 5.51 0.89 6.57 3.38 3.47
Corporate Bond -0.30 4.94 0.46 5.30 3.59 3.19
Nontraditional Bond -0.15 3.73 0.73 4.81 2.60 2.38
Intermediate-Term Bond -0.19 3.45 0.06 3.38 2.31 2.07
Bank Loan 0.03 2.89 0.83 4.44 3.14 3.43
Inflation-Protected Bond 0.45 2.16 0.55 2.20 1.11 -0.37
Intermediate Government -0.18 1.68 -0.29 1.12 1.29 1.03
Short-Term Bond -0.13 1.66 -0.01 1.72 1.36 1.14
Ultrashort Bond 0.08 1.32 0.33 1.45 0.95 0.81
Short Government -0.08 0.61 -0.23 0.47 0.48 0.33
Municipal Bond Funds
High Yield Muni 0.15 6.69 0.87 5.56 4.32 3.65
Muni California Long -0.09 5.37 0.59 4.75 3.49 3.30
Muni National Long -0.12 5.21 0.69 4.73 3.24 2.65
Muni California Intermediate -0.28 4.46 0.13 3.82 2.42 2.21
Muni National Interm -0.24 4.40 0.22 3.84 2.52 2.14
Muni New Jersey -0.18 4.29 0.42 3.56 2.68 2.06
Muni New York Long -0.32 4.11 -0.02 3.63 2.98 2.25
Muni Pennsylvania -0.19 4.07 0.19 3.57 2.79 2.19
Muni Minnesota -0.20 3.99 0.35 3.52 2.51 2.13
Muni Massachusetts -0.24 3.80 0.08 3.25 2.46 1.79
Muni New York Intermediate -0.36 3.78 0.05 3.30 2.41 1.94
Muni Ohio -0.32 3.44 0.03 3.12 2.41 1.92
Muni Single State Interm -0.29 3.38 0.04 2.95 2.18 1.74
Muni Single State Long -0.24 2.97 -0.09 2.52 2.30 1.69
Muni National Short -0.24 1.86 -0.19 1.54 0.84 0.75
Muni Single State Short -0.37 1.71 -0.73 1.20 0.91 0.80
Alternative Funds
Long-Short Equity 0.33 8.63 3.57 9.94 3.32 6.58
Options-based 0.24 7.43 2.67 8.18 3.94 5.75
Multialternative -0.02 4.17 1.85 5.32 1.42 3.00
Long-Short Credit -0.43 2.21 0.34 3.15 1.12 1.59
Market Neutral -0.04 1.75 0.97 2.44 0.73 0.77
Multicurrency -0.35 1.21 -0.30 1.70 0.88 -0.10
Managed Futures 0.72 1.11 3.50 1.75 0.89 3.23
Bear Market -1.37 -23.95 -10.40 -26.82 -19.11 -23.93
Commodities
Commodities Precious Metals -0.30 9.24 -0.02 3.24 1.56 -9.11
Commodities Broad Basket 2.15 1.45 6.54 6.30 -8.81 -8.59
Sector Equity Funds
Technology 3.76 36.18 12.86 36.36 17.74 21.61
Health -2.99 20.68 4.45 15.55 6.62 17.49
Infrastructure -0.63 15.29 1.22 19.38 4.56 10.02
Utilities 1.67 15.09 2.85 21.14 8.29 12.62
Industrials -1.43 14.93 7.39 17.50 9.68 16.56
Consumer Cyclical 2.35 14.86 7.21 15.25 7.96 13.95
Global Real Estate 0.03 11.80 2.64 16.14 4.58 7.17
Financial 0.13 11.11 6.39 17.49 10.53 15.96
Natural Resources -0.46 10.00 8.85 14.85 0.99 3.11
Consumer Defensive 0.54 9.79 1.46 12.61 7.25 12.85
Real Estate 0.45 6.37 3.15 12.75 6.44 10.04
Equity Precious Metals -4.33 6.11 -1.81 4.32 5.62 -11.02
Communications -2.51 3.67 -2.03 9.52 5.31 10.12
Energy Limited Partnership -5.37 -11.38 -0.74 -6.39 -12.17 -1.04
Equity Energy 0.01 -11.64 13.29 -4.47 -11.28 -3.75
Content Partners