Fund Category Performance: Total Returns

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Data through 9/15/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 2.18 19.07 4.66 20.35 9.90 13.09
Mid-Cap Growth 2.63 14.73 2.83 17.51 7.71 11.51
Small Growth 3.21 12.04 2.99 18.24 8.81 11.63
Large Blend 1.65 11.92 2.87 17.57 8.26 12.20
Large Value 1.68 7.88 2.33 15.94 7.02 11.49
Mid-Cap Blend 2.06 7.53 1.37 15.21 6.21 11.63
Mid-Cap Value 1.92 5.45 1.21 14.85 6.22 11.54
Small Blend 2.99 4.08 1.01 16.39 7.18 11.20
Small Value 3.10 0.40 0.50 15.54 6.04 10.52
Allocation Funds
Target-Date 2060+ 2.28 14.60 4.04 17.56 7.16 10.31
Target-Date 2055 2.27 14.55 4.05 17.35 6.95 9.60
Target-Date 2050 2.26 14.24 3.96 17.01 6.79 9.19
Target-Date 2045 2.22 14.22 3.95 16.94 6.71 9.18
Target-Date 2040 2.14 13.56 3.76 16.12 6.52 8.84
Target-Date 2035 2.04 12.97 3.62 15.23 6.27 8.56
Allocation--85%+ Equity 2.07 12.36 3.30 16.42 6.37 10.00
Target-Date 2030 1.88 11.74 3.28 13.51 5.84 7.78
World Allocation 1.91 10.83 3.24 11.61 3.33 5.29
Target-Date 2025 1.70 10.56 2.97 11.82 5.34 7.14
Allocation--70% to 85% Equity 2.02 10.43 2.97 13.38 5.23 8.31
Target-Date 2020 1.50 9.07 2.57 9.88 4.75 6.09
Convertibles 1.68 9.00 2.49 11.30 3.94 7.88
Allocation--50% to 70% Equity 1.52 8.87 2.45 11.06 4.83 7.13
Target-Date 2015 1.41 8.44 2.43 8.98 4.59 5.94
Tactical Allocation 1.70 8.15 2.46 9.97 2.71 4.38
Target Date 2010 1.28 7.64 2.22 8.02 4.34 5.29
Allocation--30% to 50% Equity 1.36 7.15 2.10 7.84 3.70 5.10
Target-Date Retirement 1.14 6.63 1.88 6.73 3.63 4.11
Allocation--15% to 30% Equity 0.99 4.94 1.46 5.40 2.73 3.26
International Equity Funds
Latin America Stock 11.14 36.21 23.43 35.98 -0.59 -2.37
India Equity 4.51 35.88 6.47 23.79 9.02 12.20
China Region 6.38 35.13 14.68 27.15 9.21 10.50
Pacific/Asia ex-Japan Stk 3.81 28.87 7.77 21.53 6.10 7.46
Diversified Emerging Mkts 4.84 28.56 10.12 23.93 3.07 4.24
Foreign Small/Mid Growth 4.73 28.17 8.48 22.00 8.55 10.82
Foreign Large Growth 3.53 25.31 6.92 19.93 6.05 8.31
Foreign Small/Mid Blend 3.70 24.27 7.07 23.67 7.73 10.54
Foreign Small/Mid Value 3.65 21.39 7.40 21.84 5.35 9.24
Diversified Pacific/Asia 2.66 20.90 5.37 19.65 6.76 9.24
Europe Stock 2.55 20.21 4.60 21.57 4.77 8.14
Foreign Large Blend 2.70 19.78 5.44 19.15 4.03 6.99
Foreign Large Value 2.52 17.41 5.34 19.67 2.44 6.16
World Large Stock 2.39 16.98 4.41 18.15 6.34 9.75
Japan Stock 1.68 13.66 3.63 21.72 9.45 12.83
World Small/Mid Stock --- --- --- --- --- ---
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 2.87 14.45 4.81 9.46 -0.04 -0.69
Emerging Markets Bond 1.92 9.85 2.89 8.29 4.35 3.53
Preferred Stock 0.87 9.11 2.00 7.09 5.78 5.52
Long-Term Bond 1.21 7.92 1.62 3.23 5.61 5.00
Long Government 1.35 7.61 1.04 -2.74 5.94 3.79
World Bond 0.92 6.68 2.15 3.36 1.55 1.41
High Yield Bond 0.80 5.50 1.28 8.43 3.65 4.91
Multisector Bond 0.80 5.32 1.39 5.56 3.36 3.56
Corporate Bond 0.66 4.76 0.98 3.11 3.75 3.64
Intermediate-Term Bond 0.53 3.64 0.84 1.68 2.67 2.34
Nontraditional Bond 0.42 3.39 0.91 4.83 2.19 2.31
Inflation-Protected Bond 1.06 2.31 1.43 1.57 1.04 -0.26
Bank Loan 0.14 2.25 0.61 4.74 2.90 3.45
Intermediate Government 0.35 2.04 0.45 -0.35 1.81 1.18
Short-Term Bond 0.18 1.75 0.50 1.45 1.41 1.25
Ultrashort Bond 0.12 1.09 0.39 1.39 0.88 0.82
Short Government 0.10 0.84 0.27 0.14 0.67 0.42
Municipal Bond Funds
High Yield Muni 0.74 6.51 1.57 1.33 4.70 4.32
Muni California Long 0.46 5.24 1.03 0.72 3.88 3.96
Muni National Long 0.55 4.99 1.19 0.86 3.55 3.24
Muni California Intermediate 0.35 4.68 0.96 0.78 2.75 2.81
Muni National Interm 0.39 4.55 1.00 1.07 2.78 2.65
Muni New York Long 0.40 4.53 0.77 0.78 3.44 2.96
Muni New Jersey 0.65 4.48 1.23 0.66 3.00 2.66
Muni Pennsylvania 0.44 4.30 0.81 0.93 3.18 2.80
Muni Massachusetts 0.35 4.03 0.66 0.45 2.81 2.42
Muni New York Intermediate 0.27 4.01 0.68 0.68 2.70 2.49
Muni Minnesota 0.40 3.99 0.79 0.80 2.78 2.61
Muni Ohio 0.32 3.74 0.58 0.61 2.78 2.50
Muni Single State Interm 0.27 3.62 0.61 0.60 2.49 2.27
Muni Single State Long 0.39 3.44 0.62 0.31 2.75 2.35
Muni Single State Short 0.13 2.57 0.51 0.64 1.28 1.19
Muni National Short 0.14 2.18 0.54 0.97 0.99 0.99
Alternative Funds
Long-Short Equity 1.03 6.66 1.84 9.01 3.14 5.17
Option Writing 0.95 6.17 1.79 8.09 3.30 4.96
Multialternative 0.87 3.42 1.10 4.35 1.05 2.50
Multicurrency 0.42 2.83 0.38 3.00 0.59 -0.55
Long-Short Credit 0.44 2.41 0.74 3.32 0.98 1.83
Market Neutral 0.36 1.12 0.95 2.92 0.04 0.56
Managed Futures 1.30 -1.48 -0.75 -3.77 1.34 1.24
Bear Market -3.74 -19.57 -6.80 -26.40 -18.39 -21.40
Commodities
Commodities Precious Metals 4.13 12.89 4.54 1.63 0.20 -7.29
Commodities Broad Basket 3.62 -1.48 6.15 3.51 -11.13 -10.52
Sector Equity Funds
Technology 3.81 26.82 6.91 28.83 15.48 16.82
Health 5.51 23.18 7.76 15.38 9.27 16.90
Infrastructure 2.39 17.15 3.78 14.42 4.59 9.29
Equity Precious Metals 7.47 13.73 9.52 -7.38 0.87 -12.18
Utilities 1.15 13.72 2.44 15.28 9.74 11.21
Global Real Estate 2.40 11.63 2.36 7.09 5.22 6.47
Industrials 2.59 11.54 3.18 23.27 8.98 14.63
Consumer Cyclical 1.93 9.99 0.64 13.47 7.28 11.81
Consumer Defensive 0.44 9.13 0.09 8.02 9.09 12.23
Natural Resources 5.45 7.08 7.88 17.09 -2.37 0.58
Financial -0.80 5.68 0.67 24.19 9.34 13.28
Real Estate 2.01 5.51 0.91 5.12 8.80 8.09
Communications -1.62 5.50 -0.38 8.55 6.43 8.73
Energy Limited Partnership 4.44 -5.61 3.56 1.87 -11.09 -0.60
Equity Energy 7.13 -14.82 2.96 -3.09 -16.25 -6.66
Content Partners