Fund Category Performance: Total Returns

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Data through 6/15/2020. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Allocation Funds
International Equity Funds
Taxable Bond Funds
Long Government -2.07 19.32 4.02 24.39 10.85 8.60
Long-Term Bond 3.54 6.90 7.07 15.43 8.03 7.61
Intermediate Government 0.02 5.04 2.38 7.10 3.73 2.90
Intermediate Core Bond 1.33 5.00 3.49 8.14 4.51 3.79
Inflation-Protected Bond 1.02 3.88 5.54 7.06 3.96 2.98
Intermediate Core-Plus Bond 2.32 3.85 3.80 7.20 4.36 3.90
Target Maturity 1.52 3.37 3.81 6.96 3.99 3.94
Corporate Bond 3.68 3.26 6.15 8.81 5.03 4.86
Short Government 0.07 2.70 0.91 3.86 2.34 1.65
World Bond-USD Hedged 1.85 2.21 2.72 5.23 3.82 3.61
Short-Term Bond 1.44 1.26 1.69 3.00 2.43 2.11
World Bond 3.77 0.53 3.76 3.08 2.31 2.52
Ultrashort Bond 0.78 0.34 0.62 1.73 1.95 1.60
Multisector Bond 3.92 -2.19 2.38 1.37 2.54 3.24
Nontraditional Bond 3.12 -2.54 1.47 -0.12 1.29 2.00
High Yield Bond 5.79 -4.60 4.34 -0.39 2.24 3.45
Emerging Markets Bond 6.09 -4.74 4.58 -0.44 1.76 3.72
Bank Loan 4.40 -4.93 2.57 -2.69 1.20 2.04
Emerging-Markets Local-Currency Bond 5.67 -5.66 4.65 -0.16 0.56 1.71
Preferred Stock 4.22 -6.56 4.54 -0.45 1.59 3.26
Municipal Bond Funds
Muni Ohio 1.64 1.94 2.85 4.23 3.39 3.38
Muni Single State Interm 1.23 1.83 2.61 3.77 2.91 2.83
Muni Target Maturity 1.49 1.55 2.19 3.06 1.93 2.16
Muni Single State Long 1.87 1.10 2.37 3.32 3.02 2.99
Muni Single State Short 1.23 0.95 1.66 2.31 2.06 1.85
Muni Massachusetts 1.80 0.92 2.56 3.14 2.93 2.98
Muni National Interm 2.29 0.89 2.44 3.13 3.13 3.11
Muni National Short 0.99 0.83 1.45 2.04 1.76 1.53
Muni Minnesota 1.88 0.74 2.09 2.91 2.90 2.92
Muni Pennsylvania 1.96 0.73 1.85 3.05 3.29 3.34
Muni California Intermediate 1.81 0.68 2.30 2.70 2.85 2.88
Muni National Long 2.77 0.45 2.58 3.12 3.54 3.70
Muni New York Long 2.86 0.40 2.09 2.92 3.33 3.50
Muni California Long 2.50 0.38 2.28 3.18 3.57 3.77
Muni New York Intermediate 2.19 0.26 1.75 2.19 2.52 2.70
Muni New Jersey 3.01 -0.47 1.56 1.95 3.39 3.40
High Yield Muni 4.29 -3.04 -0.12 0.03 3.34 3.93
Alternative Funds
Multicurrency 1.18 0.14 0.67 1.15 0.15 0.49
Long-Short Credit 4.78 -2.39 2.45 -0.28 1.70 1.71
Managed Futures -3.70 -2.95 -2.82 -2.21 -0.28 -1.28
Market Neutral 0.11 -3.19 -0.79 -2.24 -0.10 0.27
Options-based 3.92 -4.52 7.53 0.38 1.94 2.37
Multialternative 2.07 -5.59 1.96 -2.65 0.44 0.47
Long-Short Equity 4.17 -5.75 4.77 -1.18 1.38 1.71
Bear Market -15.66 -8.01 -28.66 -22.29 -17.12 -17.52
Commodities
Sector Equity Funds
Content Partners