Fund Category Performance: Total Returns

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Data through 4/16/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value 0.60 1.70 1.47 23.53 13.00 20.80
Large Value 1.98 1.60 1.70 19.83 12.88 17.61
Large Blend 0.92 0.85 0.94 20.10 12.88 17.83
Mid-Cap Blend -0.47 0.77 0.44 22.65 11.82 19.92
Small Value -0.74 -0.18 -0.04 24.99 12.10 21.08
Small Blend -2.09 -1.09 -1.32 24.67 12.21 20.78
Large Growth -2.16 -1.17 -1.50 21.64 12.61 18.01
Mid-Cap Growth -3.37 -1.57 -2.15 21.97 10.82 19.40
Small Growth -5.55 -3.96 -5.27 24.63 11.14 21.17
Allocation Funds
Conservative Allocation 0.87 2.06 1.64 5.59 5.67 10.25
World Allocation 1.37 1.56 1.36 7.96 5.58 12.37
Convertibles -1.62 1.55 -0.10 16.25 7.28 14.44
Target Date 2011-2015 0.72 1.53 1.18 7.13 6.15 11.45
Retirement Income 0.47 1.52 1.04 5.49 5.43 9.98
Target Date 2000-2010 0.69 1.52 1.18 6.33 5.58 10.63
Target Date 2016-2020 0.74 1.36 1.03 8.39 6.78 12.39
Moderate Allocation 0.71 1.27 1.02 11.27 8.20 13.07
Tactical Allocation 0.91 1.26 0.98 5.32 4.57 10.06
Target Date 2021-2025 0.79 1.26 1.01 10.83 7.80 13.95
Target Date 2026-2030 0.85 1.05 0.82 11.66 7.93 14.24
Aggressive Allocation 0.78 0.93 0.81 14.42 8.80 14.85
Target Date 2031-2035 0.85 0.88 0.75 13.71 8.81 15.35
Target Date 2036-2040 0.89 0.84 0.69 13.71 8.63 15.29
Target Date 2046-2050 0.95 0.78 0.65 14.36 8.90 15.57
Target Date 2041-2045 0.89 0.76 0.67 14.97 9.23 15.89
Target-Date 2051+ 0.85 0.68 0.63 15.71 9.40 15.60
International Equity Funds
India Equity 5.55 8.64 9.25 2.66 -6.49 12.26
Pacific/Asia ex-Japan Stk 3.52 2.59 3.52 4.51 0.44 13.19
Foreign Small/Mid Blend 0.94 1.72 0.93 19.66 8.10 18.43
Foreign Small/Mid Value 1.53 1.72 0.55 20.18 6.79 17.81
Latin America Stock 13.42 0.96 5.08 -11.63 -8.42 9.62
Europe Stock 1.38 0.65 -0.12 22.23 8.00 16.27
World Stock 1.05 0.65 0.63 17.26 8.77 16.23
Foreign Large Value 2.54 0.43 0.17 15.71 5.47 12.88
Diversified Emerging Mkts 5.89 0.20 2.23 1.51 -2.57 11.64
Foreign Small/Mid Growth -0.43 -0.36 -0.87 17.19 8.57 20.13
Foreign Large Blend 2.14 -0.60 -0.61 13.43 5.12 13.24
Miscellaneous Region 2.25 -1.15 -0.66 10.78 1.30 12.38
Foreign Large Growth 1.47 -1.29 -0.83 12.15 5.29 14.05
Diversified Pacific/Asia 2.05 -2.32 -1.54 2.32 3.69 12.23
China Region 2.15 -4.13 -2.72 10.04 -1.10 11.16
Japan Stock 0.45 -5.46 -6.20 3.02 6.70 10.49
Taxable Bond Funds
Long Government 2.34 9.74 6.17 -6.06 8.88 6.39
Preferred Stock 1.40 6.16 4.31 3.08 8.31 20.05
Long-Term Bond 1.64 4.79 3.23 -2.02 7.15 7.97
Corporate Bond 1.22 4.15 2.94 1.47 6.33 10.48
World Bond 1.07 3.00 2.65 0.31 3.15 6.96
High Yield Bond 0.79 2.84 1.97 6.32 7.51 14.80
Emerging Markets Bond 2.83 2.74 2.79 -5.58 3.49 10.25
Multisector Bond 0.92 2.73 1.93 2.59 5.55 11.09
Intermediate-Term Bond 0.53 2.55 1.73 0.16 3.98 6.53
Inflation-Protected Bond 0.32 2.50 1.50 -5.68 2.39 4.72
Intermediate Government 0.16 2.00 1.23 -1.11 2.57 3.41
Nontraditional Bond 0.59 1.23 0.85 0.07 2.33 6.52
Bank Loan 0.04 0.83 0.41 3.66 4.61 9.77
Short-Term Bond 0.15 0.77 0.55 0.66 1.89 3.69
Short Government -0.01 0.45 0.35 -0.49 0.79 1.58
Ultrashort Bond 0.09 0.25 0.18 0.46 0.85 1.97
Municipal Bond Funds
High Yield Muni 0.99 6.08 4.18 -1.75 7.99 9.46
Muni California Long 1.12 5.60 3.78 0.31 7.96 7.10
Muni New Jersey 0.95 5.18 3.49 -1.19 6.19 5.98
Muni National Long 1.03 4.99 3.35 -0.86 6.40 6.19
Muni New York Long 1.01 4.90 3.30 -1.65 5.72 5.88
Muni Single State Long 0.80 4.83 3.17 -2.00 5.40 5.53
Muni Pennsylvania 0.85 4.62 3.10 -1.11 5.57 5.51
Muni Massachusetts 0.90 4.47 2.89 -1.62 5.28 5.27
Muni Ohio 0.84 4.20 2.77 -0.68 5.06 4.76
Muni Minnesota 0.89 4.05 2.75 -0.05 5.64 5.49
Muni Single State Interm 0.68 3.30 2.17 -0.37 4.32 4.18
Muni California Intermediate 0.61 3.27 2.13 0.78 5.02 4.72
Muni National Interm 0.63 3.27 2.14 -0.01 4.75 4.93
Muni New York Intermediate 0.60 2.97 1.93 -0.36 4.35 4.17
Muni Single State Short 0.06 1.84 1.17 -0.34 2.67 3.15
Muni National Short 0.04 0.90 0.54 0.30 1.90 2.21
Alternative Funds
Trading-Leveraged Debt 3.25 12.14 8.10 -7.85 11.34 4.82
Trading-Leveraged Commodities 7.97 12.08 12.66 42.11 -7.17 21.83
Multicurrency 0.91 0.35 0.88 -2.75 -1.45 2.64
Long/Short Equity 0.16 0.16 -0.18 9.93 5.06 10.05
Market Neutral -0.21 0.14 0.04 1.86 0.79 1.81
Multialternative 0.22 -0.25 -0.37 1.91 1.26 6.05
Bear Market -0.97 -1.29 -1.39 -27.09 -21.51 -27.95
Trading-Leveraged Equity 1.70 -1.54 -0.67 25.83 12.75 24.53
Trading-Inverse Equity -11.28 -2.24 -6.40 -20.23 -17.23 -34.98
Managed Futures -0.16 -2.34 -1.95 -4.33 -5.51 -2.55
Trading-Miscellaneous -0.67 -2.60 -1.96 -3.30 -5.45 -7.86
Trading-Inverse Debt -1.66 -6.64 -4.81 -0.79 -12.62 -12.14
Trading-Inverse Commodities -0.87 -7.75 -7.87 -10.34 2.37 -15.65
Volatility -5.74 --- --- --- --- ---
Commodities
Commodities Precious Metals -5.68 8.02 4.75 --- --- ---
Commodities Broad Basket 1.58 6.45 7.57 3.82 -6.71 5.04
Sector Equity Funds
Equity Precious Metals -12.69 13.07 5.87 -9.87 -25.00 -2.12
Real Estate 2.92 11.19 8.14 1.80 10.13 22.17
Utilities 3.67 9.04 8.75 13.89 12.96 16.47
Equity Energy 4.64 6.23 7.41 21.54 3.97 13.61
Natural Resources 3.99 4.57 5.56 17.24 -0.60 12.90
Global Real Estate 3.53 4.49 4.10 -1.61 6.87 16.49
Industrials 1.21 1.46 0.64 31.47 13.84 22.48
Consumer Defensive 2.39 1.27 3.29 13.22 13.75 18.99
Health -8.06 0.57 -5.27 25.90 20.08 22.05
Technology -3.63 -0.56 -2.50 28.05 10.00 18.62
Financial -0.39 -0.62 -0.62 20.15 11.26 15.35
Miscellaneous Sector -1.68 -1.17 -2.61 16.95 5.02 17.78
Consumer Cyclical -2.51 -3.01 -0.81 19.14 16.34 23.06
Communications 0.14 -3.12 -2.92 12.83 8.08 15.21
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