Fund Category Performance: Total Returns

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Data through 1/22/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 6.92 7.30 11.67 33.08 13.56 15.89
Mid-Cap Growth 6.03 6.17 10.09 28.58 11.72 13.97
Large Blend 5.58 5.85 10.31 25.75 11.82 14.46
Large Value 5.03 5.23 9.46 21.24 10.55 13.33
Small Growth 4.77 5.02 8.28 26.41 12.24 13.84
Mid-Cap Blend 4.76 4.89 8.63 20.25 10.04 13.11
Mid-Cap Value 4.45 4.53 8.63 17.34 10.01 12.98
Small Blend 4.02 4.37 6.64 17.80 10.86 12.74
Small Value 3.57 3.94 6.29 13.59 10.51 11.88
Allocation Funds
Allocation--85%+ Equity 5.33 5.22 8.35 22.62 9.50 11.58
Target-Date 2060+ 5.36 5.15 8.67 25.27 10.88 11.90
Target-Date 2055 5.35 5.15 8.56 25.08 10.36 11.28
Target-Date 2050 5.22 4.99 8.40 24.53 10.11 10.81
Target-Date 2045 5.19 4.97 8.30 24.37 10.05 10.76
Target-Date 2040 4.84 4.60 7.82 23.03 9.59 10.27
Target-Date 2035 4.55 4.29 7.28 21.67 9.17 9.86
Allocation--70% to 85% Equity 4.43 4.28 7.12 19.47 8.09 9.56
Target-Date 2030 3.93 3.63 6.41 19.21 8.25 8.88
Convertibles 3.35 3.56 4.48 14.47 6.56 8.64
Tactical Allocation 3.77 3.55 5.94 15.65 5.17 5.51
World Allocation 3.94 3.53 5.76 17.35 6.08 6.13
Allocation--50% to 70% Equity 3.44 3.22 5.69 15.70 6.90 8.13
Target-Date 2025 3.36 3.03 5.46 16.75 7.35 8.00
Target-Date 2020 2.71 2.36 4.45 13.90 6.22 6.75
Target-Date 2015 2.41 2.05 3.93 12.43 5.87 6.47
Allocation--30% to 50% Equity 2.21 1.90 3.42 11.02 5.11 5.67
Target Date 2010 2.07 1.75 3.39 11.04 5.38 5.79
Target-Date Retirement 1.67 1.31 2.75 9.43 4.37 4.49
Allocation--15% to 30% Equity 1.20 0.80 1.70 6.56 3.37 3.38
International Equity Funds
China Region 9.67 8.71 11.53 48.76 13.24 10.41
Latin America Stock 10.65 7.90 4.12 29.39 8.27 -2.74
Diversified Emerging Mkts 8.11 6.51 10.45 38.02 9.21 4.93
Foreign Large Growth 6.53 5.83 8.99 34.58 10.58 9.22
World Large Stock 5.97 5.75 9.26 28.03 10.69 11.23
Foreign Small/Mid Growth 7.08 5.70 11.26 40.41 14.58 12.05
Foreign Large Blend 6.27 5.55 8.36 28.82 9.33 7.93
Foreign Large Value 6.30 5.52 8.08 25.76 8.38 7.04
Pacific/Asia ex-Japan Stk 6.64 5.46 10.19 39.26 10.93 8.17
Europe Stock 6.16 5.43 6.86 28.61 9.55 8.52
Diversified Pacific/Asia 5.82 5.31 10.02 32.96 12.35 10.40
Japan Stock 5.18 5.20 11.35 29.40 14.93 14.93
Foreign Small/Mid Blend 6.32 4.95 9.43 34.73 14.29 11.14
Foreign Small/Mid Value 6.23 4.87 8.76 30.02 12.24 9.62
World Small/Mid Stock 5.35 4.69 8.59 28.55 12.57 11.94
India Equity 3.36 2.10 11.46 44.53 9.86 11.77
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 3.96 2.97 4.34 15.39 2.64 -0.96
World Bond 1.37 0.84 1.66 7.52 2.43 1.14
Emerging Markets Bond 1.09 0.74 1.25 9.83 6.38 2.79
High Yield Bond 0.85 0.65 0.74 6.25 5.19 4.44
Nontraditional Bond 0.68 0.58 0.80 4.18 2.94 1.96
Bank Loan 0.70 0.58 1.07 3.70 3.88 3.32
Multisector Bond 0.44 0.17 0.60 5.69 3.69 3.09
Ultrashort Bond 0.11 0.06 0.27 1.41 1.03 0.79
Short-Term Bond -0.06 -0.19 -0.22 1.41 1.31 1.08
Short Government -0.19 -0.30 -0.39 0.22 0.25 0.28
Preferred Stock -0.25 -0.44 -0.28 8.01 5.02 4.77
Inflation-Protected Bond 0.12 -0.60 0.62 1.57 1.04 -0.27
Intermediate-Term Bond -0.36 -0.78 -0.41 2.78 1.66 1.90
Corporate Bond -0.30 -0.86 -0.09 4.75 2.94 3.15
Intermediate Government -0.62 -0.93 -0.89 0.73 0.54 0.92
Long-Term Bond -0.31 -1.35 0.64 7.75 3.20 4.24
Long Government -1.31 -2.91 -0.32 4.77 -0.07 2.91
Municipal Bond Funds
Muni National Short 0.21 0.06 -0.29 1.41 0.66 0.75
Muni Single State Short 0.17 -0.06 -0.63 1.00 0.50 0.73
High Yield Muni 0.34 -0.18 0.79 6.57 3.56 3.60
Muni California Intermediate 0.26 -0.26 -0.26 3.83 1.74 2.20
Muni New York Intermediate 0.23 -0.27 -0.32 3.32 1.70 1.97
Muni National Interm 0.20 -0.30 -0.24 3.90 1.87 2.12
Muni New Jersey 0.19 -0.38 0.01 4.10 1.96 2.09
Muni Single State Interm 0.13 -0.38 -0.32 2.94 1.47 1.74
Muni New York Long 0.18 -0.39 -0.15 3.71 2.20 2.27
Muni Single State Long 0.11 -0.39 -0.16 2.61 1.53 1.70
Muni Minnesota 0.10 -0.40 -0.10 3.74 1.85 2.11
Muni Ohio 0.09 -0.43 -0.32 2.91 1.65 1.92
Muni California Long 0.17 -0.46 0.14 4.98 2.66 3.25
Muni Pennsylvania 0.09 -0.46 -0.21 3.55 2.01 2.16
Muni National Long 0.12 -0.51 0.05 4.79 2.40 2.62
Muni Massachusetts 0.04 -0.54 -0.35 3.23 1.59 1.79
Alternative Funds
Managed Futures 4.82 4.61 7.57 8.24 0.76 4.08
Long-Short Equity 3.87 3.99 6.53 14.77 5.31 6.42
Multialternative 2.00 1.98 3.00 6.80 2.14 2.71
Options-based 1.49 1.52 3.15 9.96 5.02 5.33
Market Neutral 1.18 1.18 1.51 3.64 0.92 1.09
Long-Short Credit 0.94 0.69 0.86 2.55 1.77 1.42
Multicurrency 0.01 0.19 -0.11 0.94 0.72 -0.39
Bear Market -6.72 -7.23 -11.49 -28.26 -20.35 -22.09
Commodities
Commodities Precious Metals 4.85 2.31 3.63 9.34 -0.51 -6.91
Commodities Broad Basket 3.81 1.29 5.92 3.55 -2.74 -8.39
Sector Equity Funds
Health 7.95 8.01 7.76 31.37 7.71 17.53
Technology 6.78 7.61 10.41 40.27 19.72 20.29
Equity Energy 8.67 7.53 17.83 1.67 -1.55 -3.48
Consumer Cyclical 6.91 7.28 15.50 28.17 11.41 14.18
Energy Limited Partnership 8.07 6.94 9.62 -0.26 -5.43 0.08
Financial 5.10 5.69 9.44 23.65 14.93 15.37
Industrials 5.23 5.14 9.24 26.78 13.48 15.87
Natural Resources 6.13 4.95 10.74 18.06 7.07 2.68
Communications 2.52 2.86 4.02 8.02 7.88 9.66
Consumer Defensive 2.68 2.59 8.68 17.01 8.40 12.56
Equity Precious Metals 3.82 1.63 3.17 1.42 4.80 -9.88
Infrastructure 2.35 1.49 2.61 16.24 5.20 8.59
Global Real Estate 2.91 1.14 4.73 16.04 3.91 5.87
Utilities -2.45 -2.97 -4.97 7.92 4.42 9.73
Real Estate -2.19 -3.42 -2.26 1.96 1.44 7.06
Content Partners