Fund Category Performance: Total Returns

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Data through 4/19/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.50 5.29 0.64 22.87 9.72 13.55
Large Growth -0.78 4.94 -1.40 24.23 11.43 14.76
Mid-Cap Growth -0.79 3.92 -1.61 21.30 8.83 12.99
Small Blend 0.21 1.60 -2.41 14.00 8.18 11.82
Large Blend -0.57 0.88 -4.02 16.13 9.37 12.39
Mid-Cap Blend -0.32 0.68 -3.47 13.17 7.08 11.43
Small Value 0.55 -0.06 -3.59 10.56 7.61 10.63
Mid-Cap Value 0.05 -0.42 -4.05 10.51 7.26 11.06
Large Value -0.15 -0.76 -5.00 12.64 7.93 10.92
Allocation Funds
Convertibles -0.57 2.98 -0.13 11.43 4.97 8.16
Target-Date 2055 0.14 1.21 -3.13 16.32 7.74 9.83
Target-Date 2060+ 0.16 1.16 -3.18 16.48 8.13 10.16
Target-Date 2045 0.14 1.12 -3.07 15.78 7.50 9.46
Target-Date 2050 0.16 1.05 -3.15 15.88 7.53 9.49
Allocation--85%+ Equity 0.09 0.98 -3.41 14.61 6.94 10.15
Target-Date 2040 0.17 0.89 -2.98 14.79 7.13 9.03
Target-Date 2035 0.15 0.81 -2.79 13.84 6.79 8.65
Allocation--70% to 85% Equity 0.15 0.47 -3.06 12.17 5.83 8.31
Target-Date 2030 0.21 0.46 -2.59 12.07 6.07 7.79
Target-Date 2025 0.19 0.24 -2.30 10.36 5.37 7.01
World Allocation 0.50 0.20 -2.79 10.57 4.09 5.29
Target-Date 2020 0.20 -0.02 -2.02 8.49 4.57 6.00
Target-Date 2015 0.17 -0.09 -1.84 7.52 4.32 5.77
Allocation--50% to 70% Equity 0.04 -0.12 -2.84 9.40 5.01 6.98
Target Date 2010 0.16 -0.19 -1.62 6.42 3.97 5.24
Tactical Allocation -0.11 -0.45 -3.55 9.02 3.38 4.59
Allocation--30% to 50% Equity 0.24 -0.50 -2.11 6.11 3.64 4.85
Target-Date Retirement 0.19 -0.53 -1.60 5.19 3.09 3.94
Allocation--15% to 30% Equity 0.18 -0.94 -1.59 2.93 2.33 2.87
International Equity Funds
Latin America Stock -0.15 7.36 -0.17 23.86 10.27 -1.71
Foreign Small/Mid Growth 0.68 3.89 -1.05 28.94 10.97 10.93
Diversified Emerging Mkts -1.18 2.02 -3.54 23.45 6.29 4.73
Foreign Small/Mid Blend 1.49 1.92 -2.42 22.70 9.84 10.08
Europe Stock 2.47 1.76 -3.00 18.11 6.16 8.24
World Small/Mid Stock 0.59 1.68 -2.38 19.67 9.16 10.87
Foreign Large Growth 0.35 1.68 -3.45 21.75 6.87 8.20
Foreign Small/Mid Value 1.83 1.55 -2.68 20.12 7.89 8.89
World Large Stock 0.24 1.48 -3.40 18.06 7.71 9.87
Foreign Large Blend 1.51 1.33 -3.47 18.62 5.49 6.80
China Region -4.08 1.11 -5.95 29.39 4.65 10.50
Foreign Large Value 2.25 1.10 -3.61 17.24 4.59 6.14
Pacific/Asia ex-Japan Stk -1.43 0.92 -3.69 24.23 6.74 7.53
Japan Stock 1.81 0.41 -4.40 22.38 9.08 10.73
Diversified Pacific/Asia -0.24 0.09 -4.52 21.42 7.78 7.62
India Equity 4.02 -4.92 -6.42 13.81 7.36 12.12
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 0.97 3.93 0.97 11.03 3.87 -0.77
Bank Loan 0.42 1.49 0.93 3.82 3.34 3.17
World Bond 0.18 0.98 0.19 4.87 2.49 1.25
Nontraditional Bond 0.32 0.50 -0.10 3.17 2.59 1.75
Ultrashort Bond 0.16 0.34 0.29 1.27 1.02 0.80
High Yield Bond 0.82 -0.05 -0.66 3.82 3.84 3.87
Short-Term Bond 0.09 -0.37 -0.20 0.39 0.98 0.98
Multisector Bond 0.30 -0.42 -0.57 3.06 2.89 2.77
Short Government -0.04 -0.46 -0.18 -0.47 0.07 0.21
Emerging Markets Bond 0.27 -0.51 -1.25 4.46 4.86 2.44
Inflation-Protected Bond 0.72 -0.66 -0.12 0.51 0.53 -0.27
Preferred Stock -0.07 -1.57 -1.06 2.78 4.24 4.31
Intermediate Government -0.10 -1.71 -0.86 -1.45 0.00 0.63
Intermediate-Term Bond -0.04 -1.79 -1.07 -0.09 0.95 1.51
Corporate Bond -0.05 -2.57 -1.78 0.82 1.83 2.55
Long-Term Bond 0.02 -3.42 -2.18 1.91 2.08 3.35
Long Government -0.04 -5.24 -2.41 -1.68 -0.83 1.83
Municipal Bond Funds
High Yield Muni 0.73 0.12 0.30 3.81 3.55 3.58
Muni National Short -0.07 -0.17 -0.22 0.29 0.62 0.63
Muni Single State Short 0.09 -0.19 -0.11 -0.29 0.49 0.63
Muni New Jersey 0.49 -0.54 -0.18 1.84 2.02 2.02
Muni New York Long 0.43 -0.68 -0.31 1.10 2.07 2.18
Muni Pennsylvania 0.38 -0.74 -0.31 1.18 1.89 2.10
Muni California Intermediate 0.11 -1.03 -0.79 0.99 1.53 1.98
Muni California Long 0.34 -1.04 -0.62 1.95 2.46 3.06
Muni Minnesota 0.21 -1.09 -0.72 1.15 1.62 1.93
Muni National Interm 0.15 -1.09 -0.81 1.03 1.65 1.89
Muni New York Intermediate 0.07 -1.15 -0.88 0.51 1.46 1.75
Muni Single State Interm 0.09 -1.20 -0.83 0.33 1.24 1.56
Muni Single State Long 0.16 -1.21 -0.85 0.38 1.37 1.63
Muni National Long 0.27 -1.37 -0.92 1.72 2.15 2.44
Muni Ohio 0.08 -1.50 -1.11 -0.01 1.32 1.69
Muni Massachusetts 0.16 -1.66 -1.17 0.11 1.26 1.56
Alternative Funds
Long-Short Equity -0.29 0.41 -2.96 8.54 3.59 4.87
Long-Short Credit 0.33 0.28 -0.31 2.45 1.92 1.63
Multicurrency 0.03 -0.03 -0.36 -0.45 0.51 -0.18
Market Neutral 0.02 -0.09 -1.13 1.75 0.94 0.74
Multialternative 0.24 -0.49 -2.18 3.77 0.73 2.14
Options-based -0.23 -1.41 -2.80 4.86 3.73 4.63
Managed Futures 1.39 -1.94 -5.74 2.54 -2.75 2.10
Bear Market -0.60 -5.02 2.36 -24.78 -19.28 -21.96
Commodities
Commodities Broad Basket 4.54 3.25 2.25 9.70 -2.33 -6.33
Commodities Precious Metals 2.67 2.36 -0.35 3.26 2.23 -2.47
Sector Equity Funds
Technology -2.22 7.45 0.33 31.60 18.11 20.74
Health -1.63 3.13 -2.73 17.47 3.10 14.14
Equity Energy 11.94 2.54 -2.58 8.50 -6.45 -3.69
Consumer Cyclical -0.33 1.41 -4.67 16.54 7.32 11.54
Financial -2.19 1.28 -3.54 18.79 11.79 13.44
Natural Resources 4.74 1.15 -3.01 17.84 4.54 3.84
Industrials 0.18 0.67 -4.33 19.66 10.95 14.57
Communications -0.08 -0.98 -2.55 2.19 5.83 7.81
Equity Precious Metals 7.20 -1.65 -3.14 -0.22 8.13 -2.22
Utilities 2.26 -1.90 1.40 2.87 6.85 7.72
Global Real Estate 0.64 -2.14 -2.44 5.95 2.87 3.70
Infrastructure 1.75 -2.54 -3.59 5.82 3.46 6.66
Consumer Defensive -0.78 -4.94 -6.73 3.36 5.29 8.71
Energy Limited Partnership 4.88 -5.88 -10.31 -11.72 -10.66 -3.73
Real Estate -0.41 -7.53 -3.42 -5.72 1.83 4.64
Content Partners