Fund Category Performance: Total Returns

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Data through 3/23/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -0.09 7.49 6.20 15.20 7.76 11.42
Mid-Cap Growth -0.70 5.72 4.62 16.51 5.07 10.12
Large Blend -0.80 4.72 3.65 16.30 8.03 11.75
Small Growth -1.52 3.22 2.23 23.94 3.80 10.29
Large Value -1.58 2.86 1.83 17.67 7.36 11.41
Mid-Cap Blend -1.79 2.76 1.83 17.96 5.99 11.50
Mid-Cap Value -2.28 1.90 0.94 19.21 6.72 11.81
Small Blend -2.94 -0.56 -1.45 22.99 4.94 10.91
Small Value -3.88 -2.11 -2.96 24.18 5.04 10.84
Allocation Funds
Target-Date 2055 -0.14 5.22 4.91 14.86 5.36 8.53
Target-Date 2045 -0.15 5.07 4.78 14.60 5.20 8.19
Target-Date 2050 -0.25 4.99 4.76 14.75 5.31 8.08
Target-Date 2040 -0.22 4.74 4.55 14.02 5.08 7.75
Target-Date 2035 -0.14 4.60 4.40 13.26 4.89 7.68
Target-Date 2030 -0.21 4.04 3.95 11.96 4.59 6.93
Allocation--70% to 85% Equity -0.54 4.00 3.63 13.19 4.34 7.65
Target-Date 2025 -0.16 3.64 3.60 10.56 4.20 6.49
World Allocation -0.07 3.62 3.75 10.06 2.44 4.49
Convertibles -0.81 3.15 2.56 14.72 2.65 7.09
Allocation--50% to 70% Equity -0.59 3.11 2.85 11.11 4.28 6.88
Target-Date 2020 -0.19 3.01 3.09 8.96 3.76 5.56
Target-Date 2015 -0.17 2.82 2.93 8.34 3.55 5.55
Target Date 2010 -0.11 2.60 2.76 7.59 3.42 5.03
Tactical Allocation -0.80 2.57 2.47 8.88 1.83 3.71
Allocation--30% to 50% Equity -0.42 2.49 2.61 8.42 3.21 5.04
Target-Date Retirement -0.19 2.20 2.40 6.44 2.96 3.95
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
India Equity 4.02 17.25 19.79 25.50 15.58 9.08
China Region 2.01 13.02 14.65 18.45 6.03 5.62
Pacific/Asia ex-Japan Stk 2.56 12.49 14.21 15.93 4.74 4.86
Diversified Emerging Mkts 1.77 11.95 14.10 19.04 2.12 1.04
Latin America Stock -3.83 11.47 15.08 30.73 -3.05 -6.86
Diversified Pacific/Asia 1.29 9.15 9.67 15.61 6.03 6.70
Foreign Small/Mid Growth 2.17 8.80 10.16 9.51 2.41 8.02
Foreign Small/Mid Blend 1.82 8.62 9.78 12.82 2.40 7.40
Foreign Large Growth 2.16 8.51 9.39 9.63 1.49 5.40
Foreign Small/Mid Value 1.23 7.64 8.76 13.49 1.46 6.44
Foreign Large Blend 1.75 7.37 7.85 11.79 1.46 5.20
Europe Stock 2.95 6.80 7.77 9.46 -0.39 6.25
Foreign Large Value 1.60 6.68 7.05 13.61 0.24 4.59
World Stock 0.50 6.50 6.27 14.61 4.28 8.18
Japan Stock -0.19 5.07 4.23 14.26 10.18 9.56
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 0.39 3.98 4.25 10.49 3.67 3.19
Preferred Stock 0.05 3.06 3.19 9.67 5.55 6.99
World Bond 0.36 2.14 2.54 2.81 0.61 1.47
Multisector Bond -0.21 1.66 1.98 7.70 2.77 4.00
Long-Term Bond -0.05 1.55 2.47 1.48 5.97 5.28
High Yield Bond -0.99 1.33 1.57 12.34 2.97 5.40
Nontraditional Bond 0.04 1.28 1.46 6.40 1.97 2.57
Long Government -0.01 1.27 2.44 -4.27 5.76 3.69
Corporate Bond -0.19 1.09 1.65 4.72 3.40 3.93
Intermediate-Term Bond -0.06 0.85 1.41 2.10 2.45 2.55
Bank Loan 0.01 0.84 0.98 9.04 2.77 3.98
Inflation-Protected Bond -0.34 0.83 1.38 2.82 1.05 0.31
Short-Term Bond -0.02 0.53 0.71 2.15 1.11 1.38
Ultrashort Bond 0.10 0.35 0.40 1.63 0.75 0.84
Intermediate Government -0.18 0.25 0.85 -0.36 1.61 1.24
Short Government -0.06 0.20 0.38 0.15 0.57 0.39
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 0.59 2.21 2.56 1.55 5.37 4.76
Muni California Long 0.33 1.29 1.65 -0.09 4.31 4.03
Muni California Intermediate 0.26 1.25 1.57 -0.48 2.90 2.78
Muni National Long 0.28 1.14 1.49 -0.03 3.77 3.31
Muni National Interm 0.26 1.12 1.43 -0.13 2.71 2.55
Muni New York Long 0.20 1.07 1.39 0.45 3.89 2.97
Muni Pennsylvania 0.16 1.01 1.29 0.35 3.55 2.84
Muni New York Intermediate 0.25 1.00 1.30 -0.23 2.78 2.35
Muni Massachusetts 0.16 0.94 1.22 -0.24 3.05 2.37
Muni New Jersey 0.17 0.91 1.26 0.33 3.20 2.65
Muni Minnesota 0.24 0.88 1.21 -0.16 2.98 2.68
Muni Ohio 0.14 0.86 1.17 0.01 3.01 2.49
Muni Single State Interm 0.19 0.82 1.12 -0.46 2.42 2.09
Muni Single State Long 0.08 0.80 1.10 0.42 3.37 2.54
Muni National Short 0.06 0.79 0.87 0.20 0.79 0.86
Muni Single State Short -0.11 0.74 0.87 0.02 1.15 1.11
Alternative Funds
Multicurrency 0.51 2.68 2.56 5.12 1.73 0.26
Long-Short Equity -0.61 2.52 1.89 6.68 2.05 4.66
Multialternative -0.47 1.33 1.19 3.56 0.84 2.76
Market Neutral 0.02 0.17 0.11 1.76 0.72 0.85
Managed Futures -1.99 -0.81 -1.47 -5.00 2.78 0.32
Bear Market 1.07 -8.03 -6.96 -27.25 -17.39 -19.93
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
Trading--Inverse Commodities --- --- --- --- --- ---
Trading--Inverse Debt --- --- --- --- --- ---
Trading--Inverse Equity --- --- --- --- --- ---
Trading--Leveraged Commodities --- --- --- --- --- ---
Trading--Leveraged Debt --- --- --- --- --- ---
Trading--Leveraged Equity --- --- --- --- --- ---
Trading--Miscellaneous --- --- --- --- --- ---
Volatility --- --- --- --- --- ---
Commodities
Commodities Precious Metals -1.06 7.46 9.17 2.69 -2.57 -9.55
Commodities Broad Basket -3.83 -3.02 -1.70 7.07 -13.33 -10.57
Sector Equity Funds
Technology 0.63 10.97 9.53 28.21 12.35 13.21
Equity Precious Metals -6.76 10.49 19.49 26.14 -1.66 -11.88
Health 0.42 9.53 8.00 15.54 7.42 16.19
Utilities 1.39 5.98 5.85 10.21 7.00 9.67
Consumer Defensive 0.63 5.07 5.00 8.31 10.33 12.34
Consumer Cyclical 0.30 4.62 3.73 9.74 5.62 11.47
Industrials -1.25 3.54 2.47 20.06 6.54 12.90
Global Real Estate -1.36 2.57 4.16 2.90 4.77 6.63
Communications -1.20 2.35 1.59 9.45 4.67 8.64
Financial -4.26 0.47 -0.27 26.96 7.27 12.32
Real Estate -2.51 0.23 1.90 5.80 9.25 9.00
Energy Limited Partnership -3.69 -0.48 -0.79 36.00 -5.06 1.58
Natural Resources -3.35 -0.69 -0.97 21.00 -5.16 -1.78
Equity Energy -5.69 -8.89 -9.73 16.19 -13.18 -5.93
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners