Fund Category Performance: Total Returns

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Data through 4/22/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value 0.22 2.82 2.08 25.97 13.03 21.36
Large Value 1.15 2.46 2.66 21.63 12.90 18.41
Mid-Cap Blend -0.40 2.13 1.42 25.31 11.79 20.49
Large Blend 0.65 1.86 1.91 22.19 12.78 18.62
Small Value -0.62 1.50 1.07 28.39 12.41 21.55
Small Blend -1.57 0.76 -0.07 28.28 12.43 21.31
Large Growth -1.33 0.24 -0.57 24.56 12.36 18.75
Mid-Cap Growth -2.48 0.00 -0.97 24.98 10.69 20.00
Small Growth -4.20 -1.86 -3.63 29.01 11.24 21.73
Allocation Funds
Convertibles -0.62 3.12 0.90 18.64 7.46 14.92
Conservative Allocation 1.00 2.37 1.84 6.06 5.56 10.51
World Allocation 1.75 2.18 1.86 8.96 5.35 12.90
Target Date 2011-2015 0.94 1.97 1.53 7.93 6.01 11.89
Target Date 2021-2025 1.04 1.94 1.54 12.10 7.63 14.54
Moderate Allocation 0.80 1.93 1.54 12.47 8.09 13.54
Target Date 2000-2010 0.91 1.88 1.48 7.01 5.44 11.01
Target Date 2016-2020 0.99 1.88 1.44 9.32 6.60 12.88
Retirement Income 0.67 1.83 1.31 6.08 5.31 10.31
Aggressive Allocation 0.90 1.81 1.53 16.10 8.64 15.46
Tactical Allocation 1.17 1.79 1.38 6.05 4.43 10.49
Target Date 2026-2030 1.11 1.78 1.40 13.02 7.74 14.87
Target Date 2031-2035 1.13 1.77 1.44 15.42 8.65 16.05
Target Date 2041-2045 1.17 1.73 1.42 16.85 9.07 16.63
Target Date 2036-2040 1.17 1.71 1.36 15.38 8.44 16.00
Target Date 2046-2050 1.23 1.70 1.36 16.10 8.70 16.29
Target-Date 2051+ 1.13 1.69 1.42 17.71 9.24 16.35
International Equity Funds
India Equity 6.42 10.23 10.99 1.87 -6.06 12.85
Pacific/Asia ex-Japan Stk 4.78 3.28 4.09 3.72 0.11 14.03
Foreign Small/Mid Blend 2.06 2.90 2.02 22.06 7.87 19.19
Foreign Small/Mid Value 2.64 2.86 1.53 22.26 6.63 18.54
Europe Stock 2.49 2.28 1.41 26.13 7.90 17.46
World Stock 1.52 1.76 1.50 19.55 8.61 17.07
Foreign Large Value 3.50 1.60 1.34 18.41 5.34 13.80
Latin America Stock 8.69 1.49 6.54 -10.42 -8.66 10.68
Foreign Small/Mid Growth 1.22 1.00 0.24 19.17 8.28 21.03
Diversified Emerging Mkts 5.93 0.95 2.96 2.16 -2.89 12.57
Foreign Large Blend 3.13 0.56 0.45 15.99 4.86 14.21
Foreign Large Growth 2.62 -0.08 0.12 14.76 4.94 15.03
Miscellaneous Region 2.70 -0.24 0.60 13.41 1.14 13.31
Diversified Pacific/Asia 3.27 -1.76 -1.32 2.12 3.14 12.76
China Region 3.09 -3.36 -2.38 8.89 -1.24 12.22
Japan Stock 1.65 -5.89 -7.16 1.72 6.00 10.42
Taxable Bond Funds
Long Government 1.97 8.85 5.11 -7.37 8.57 6.52
Preferred Stock 1.30 6.43 4.24 3.25 8.26 20.46
Long-Term Bond 1.48 4.47 2.90 -2.53 6.96 8.02
Corporate Bond 1.17 3.92 2.73 1.08 6.21 10.41
High Yield Bond 0.61 2.94 1.90 6.33 7.46 14.71
World Bond 1.28 2.93 2.66 0.44 2.88 7.01
Emerging Markets Bond 2.81 2.85 3.27 -5.40 3.43 10.42
Multisector Bond 0.89 2.80 1.94 2.55 5.50 11.11
Inflation-Protected Bond 1.03 2.39 1.55 -5.66 2.38 4.90
Intermediate-Term Bond 0.64 2.35 1.56 -0.14 3.87 6.51
Intermediate Government 0.35 1.73 1.03 -1.42 2.44 3.41
Nontraditional Bond 0.56 1.36 0.85 0.09 2.33 6.50
Bank Loan -0.04 0.81 0.31 3.59 4.57 9.69
Short-Term Bond 0.26 0.72 0.50 0.58 1.85 3.66
Short Government 0.13 0.37 0.31 -0.60 0.75 1.59
Ultrashort Bond 0.09 0.26 0.18 0.47 0.84 1.95
Municipal Bond Funds
High Yield Muni 1.38 6.22 3.99 -1.73 7.88 9.16
Muni California Long 1.53 5.66 3.51 0.19 7.75 6.74
Muni New Jersey 1.37 5.24 3.26 -1.27 5.98 5.69
Muni National Long 1.47 5.06 3.11 -0.95 6.21 5.88
Muni New York Long 1.49 4.99 3.06 -1.72 5.54 5.56
Muni Single State Long 1.24 4.88 2.91 -2.11 5.20 5.20
Muni Pennsylvania 1.25 4.68 2.85 -1.18 5.38 5.23
Muni Massachusetts 1.36 4.48 2.60 -1.79 5.07 4.96
Muni Ohio 1.23 4.20 2.54 -0.80 4.85 4.51
Muni Minnesota 1.19 4.07 2.53 -0.16 5.43 5.26
Muni National Interm 1.12 3.28 1.98 -0.08 4.56 4.72
Muni California Intermediate 1.07 3.26 1.94 0.66 4.80 4.50
Muni Single State Interm 1.09 3.26 1.96 -0.52 4.11 3.96
Muni New York Intermediate 1.05 2.95 1.73 -0.48 4.13 3.96
Muni Single State Short 0.48 1.84 1.05 -0.40 2.56 3.05
Muni National Short 0.33 0.91 0.50 0.29 1.83 2.15
Alternative Funds
Trading-Leveraged Commodities 9.36 14.65 13.36 49.61 -7.86 23.48
Trading-Leveraged Debt 2.53 10.79 6.49 -9.75 10.88 5.01
Long/Short Equity 0.06 0.65 0.19 11.01 4.91 10.43
Market Neutral -0.10 0.38 0.15 2.23 0.76 1.86
Trading-Leveraged Equity 1.57 0.34 0.71 29.60 12.54 26.09
Multicurrency 0.88 0.23 1.09 -2.71 -1.64 2.73
Multialternative 0.40 0.04 -0.31 2.35 1.16 6.35
Managed Futures 0.49 -2.20 -2.24 -4.46 -5.71 -2.42
Trading-Miscellaneous -0.79 -2.71 -1.88 -3.25 -5.36 -7.93
Bear Market -1.03 -3.12 -2.78 -28.85 -21.40 -28.51
Trading-Inverse Equity -9.24 -3.43 -7.61 -21.54 -16.67 -35.81
Trading-Inverse Debt -1.39 -6.17 -4.29 0.34 -12.39 -12.38
Trading-Inverse Commodities -2.73 -8.24 -7.87 -10.86 3.06 -16.19
Volatility -5.29 --- --- --- --- ---
Commodities
Commodities Broad Basket 2.96 6.56 7.21 4.21 -7.26 5.87
Commodities Precious Metals -4.25 6.10 3.04 --- --- ---
Sector Equity Funds
Equity Precious Metals -5.60 12.71 3.17 -11.01 -25.70 -1.78
Real Estate 3.32 11.48 7.74 2.17 9.62 23.41
Utilities 3.44 8.97 7.63 13.29 12.62 17.00
Equity Energy 4.99 7.51 7.51 23.40 3.80 14.48
Natural Resources 4.21 5.57 6.17 19.34 -1.08 13.70
Global Real Estate 4.45 4.98 3.84 -1.37 6.52 17.59
Health -3.99 4.02 -3.22 28.60 20.87 23.54
Industrials 1.73 3.12 1.90 35.50 14.00 23.05
Consumer Defensive 2.40 1.66 3.44 13.54 13.52 19.51
Technology -2.88 1.39 -1.29 34.04 9.72 19.34
Miscellaneous Sector -0.22 0.68 -0.96 21.40 4.86 18.37
Financial -1.20 0.33 -0.12 22.60 11.61 16.58
Communications 0.29 -1.26 -1.19 14.51 8.57 16.33
Consumer Cyclical -1.67 -1.91 0.69 21.00 16.08 23.24
Content Partners