Fund Category Performance: Total Returns

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Data through 9/27/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value -0.39 10.83 11.86 11.69 5.31 13.24
Small Blend 0.01 9.15 12.02 10.37 5.33 13.25
Mid-Cap Value -0.65 8.91 9.64 10.84 6.77 13.60
Small Growth 0.92 7.12 14.27 7.61 4.98 13.03
Mid-Cap Blend -0.34 7.03 9.86 8.15 6.39 13.15
Large Value -0.70 6.96 8.27 11.62 7.20 13.05
Large Blend -0.41 5.51 8.50 10.69 8.38 13.70
Mid-Cap Growth -0.29 4.41 10.14 5.94 6.15 12.38
Large Growth 0.18 3.20 10.31 8.82 8.98 13.74
Allocation Funds
Target-Date 2050 0.28 6.84 9.28 10.46 5.45 9.95
Target-Date 2040 0.27 6.73 8.81 10.13 5.27 9.58
Target-Date 2030 0.28 6.71 7.44 9.45 4.99 8.71
Allocation--30% to 50% Equity 0.12 6.58 4.52 7.42 3.91 6.27
Target-Date 2035 0.26 6.47 8.38 9.72 5.24 9.70
Target-Date 2025 0.28 6.46 6.60 8.81 4.86 8.47
Target-Date 2055 0.27 6.46 9.47 10.20 5.66 10.78
Target-Date 2045 0.26 6.45 9.27 10.12 5.41 10.43
Target-Date 2020 0.30 6.40 5.53 8.17 4.43 7.16
Target-Date 2015 0.31 6.30 5.11 7.98 4.41 7.28
Target Date 2010 0.32 6.29 4.56 7.70 4.22 6.45
Convertibles 0.66 6.28 8.63 6.00 4.40 8.49
World Allocation 0.18 6.19 6.32 7.47 2.56 6.10
Allocation--70% to 85% Equity 0.02 6.14 7.60 8.75 5.29 9.46
Allocation--50% to 70% Equity 0.01 6.07 6.13 8.25 5.20 8.64
Target-Date Retirement 0.30 5.95 3.83 6.77 3.54 4.89
Tactical Allocation -0.07 5.12 4.97 5.07 2.06 4.58
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 0.70 31.86 14.75 29.07 -7.92 -4.81
Diversified Emerging Mkts 1.74 14.70 13.87 16.42 -0.45 3.14
India Equity 2.35 14.21 13.43 14.31 21.66 10.37
Pacific/Asia ex-Japan Stk 2.48 11.84 14.65 18.12 4.21 7.58
Diversified Pacific/Asia 2.95 9.26 11.26 16.02 4.17 8.56
China Region 3.65 8.63 18.30 15.08 3.90 7.43
Japan Stock 5.37 7.71 11.43 14.42 5.59 9.28
Foreign Small/Mid Value 1.61 5.81 12.38 8.95 1.94 8.25
World Stock 0.48 5.44 10.76 9.58 4.39 9.93
Foreign Small/Mid Blend 1.41 4.68 12.47 8.59 2.63 9.17
Foreign Large Growth 1.20 3.49 12.26 7.82 1.74 7.70
Foreign Small/Mid Growth 1.75 3.33 12.39 8.40 3.62 9.94
Foreign Large Blend 0.99 2.70 12.20 5.89 0.21 6.48
Foreign Large Value 0.70 2.42 12.08 4.66 -1.09 5.65
Europe Stock -0.12 -1.69 11.74 0.70 -0.01 7.73
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long-Term Bond 0.30 14.85 1.93 14.61 9.02 6.75
Long Government 0.50 13.77 0.23 13.28 9.58 4.94
Emerging Markets Bond 0.32 13.34 5.35 13.75 3.81 5.28
High Yield Bond 0.22 10.95 5.54 7.42 3.57 6.62
Corporate Bond 0.37 9.51 2.43 8.83 5.37 5.23
World Bond 0.01 8.31 2.63 7.69 2.11 2.33
Multisector Bond 0.26 7.74 3.43 6.65 3.79 5.12
Preferred Stock -0.02 7.17 4.88 9.00 7.80 9.11
Bank Loan 0.74 6.96 3.20 4.29 2.62 4.56
Inflation-Protected Bond 0.83 6.16 1.46 5.75 1.27 1.12
Intermediate-Term Bond 0.41 6.06 1.27 5.54 3.77 3.52
Nontraditional Bond 0.09 4.15 2.51 3.76 1.92 2.73
Intermediate Government 0.53 3.56 0.30 3.29 2.73 1.93
Short-Term Bond 0.26 2.50 0.58 2.08 1.38 1.67
Short Government 0.25 1.36 -0.01 0.88 0.89 0.65
Ultrashort Bond 0.12 1.06 0.41 1.00 0.63 0.89
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni -0.11 6.28 0.40 8.88 8.22 6.60
Muni California Long -0.39 4.97 -0.39 7.40 7.10 5.85
Muni New Jersey -0.17 4.81 -0.03 7.04 5.65 4.33
Muni New York Long -0.32 4.66 -0.21 6.53 6.10 4.44
Muni National Long -0.40 4.30 -0.34 6.40 6.06 4.86
Muni Single State Long -0.30 4.00 -0.26 5.63 5.41 3.93
Muni Pennsylvania -0.38 3.98 -0.32 5.61 5.70 4.29
Muni Ohio -0.39 3.80 -0.53 5.46 5.08 3.86
Muni California Intermediate -0.40 3.51 -0.44 5.28 5.00 4.20
Muni Massachusetts -0.41 3.45 -0.56 5.15 5.04 3.70
Muni New York Intermediate -0.39 3.43 -0.49 5.14 4.63 3.52
Muni National Interm -0.34 3.41 -0.33 5.09 4.49 3.74
Muni Minnesota -0.36 3.30 -0.44 4.76 4.95 3.96
Muni Single State Interm -0.37 3.08 -0.52 4.42 4.13 3.18
Muni Single State Short -0.16 2.11 -0.07 2.76 2.10 1.80
Muni National Short -0.26 1.19 -0.09 1.63 1.30 1.25
Alternative Funds
Multicurrency 0.14 3.51 1.33 5.31 0.02 -0.09
Multialternative 0.13 1.18 2.09 0.74 1.27 3.09
Managed Futures -0.46 0.40 -0.72 0.06 4.03 -0.69
Market Neutral 0.23 0.21 0.63 0.29 0.52 1.65
Long-Short Equity 0.10 0.00 4.63 0.92 1.77 5.23
Bear Market -1.37 -15.78 -16.60 -23.21 -17.06 -22.54
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 0.40 25.00 -0.68 15.00 -1.76 ---
Commodities Broad Basket -1.26 7.79 -2.18 -2.54 -12.98 -10.18
Sector Equity Funds
Equity Precious Metals -1.91 92.10 0.98 85.80 4.41 -11.16
Energy Limited Partnership 1.04 20.20 9.74 3.85 -4.16 4.26
Utilities 2.31 16.39 1.25 16.93 8.66 10.58
Natural Resources -2.49 15.78 7.02 12.21 -6.22 -0.44
Equity Energy -4.00 12.32 5.22 4.51 -12.18 -2.25
Communications 1.46 10.67 7.95 14.89 6.89 10.81
Real Estate 0.23 10.66 4.51 18.21 12.75 13.96
Technology 2.15 9.98 18.44 19.51 12.78 14.70
Global Real Estate 0.24 8.89 7.84 12.35 6.22 10.94
Industrials -0.15 8.58 10.44 14.15 7.44 15.28
Consumer Defensive -0.75 7.24 4.68 12.87 9.45 13.47
Consumer Cyclical -0.71 2.07 7.36 4.40 6.70 14.71
Financial 0.00 1.07 12.82 3.58 4.95 13.29
Health 3.10 -3.42 13.60 1.70 12.79 19.76
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners