Fund Category Performance: Total Returns

Print
Data through 4/24/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 2.36 10.04 6.12 14.75 9.25 12.52
Mid-Cap Growth 2.53 8.62 5.12 14.78 7.27 11.30
Small Growth 3.08 6.68 4.36 19.87 6.92 11.81
Large Blend 1.51 6.24 4.22 14.54 8.30 12.45
Mid-Cap Blend 2.23 4.93 2.68 15.69 6.79 12.32
Mid-Cap Value 1.99 3.96 1.91 16.68 7.17 12.72
Large Value 1.10 3.86 2.68 14.65 7.28 11.97
Small Blend 3.12 2.62 1.75 20.16 6.77 12.23
Small Value 3.14 0.94 0.31 21.34 6.53 12.21
Allocation Funds
Target-Date 2055 1.75 7.20 4.61 13.16 5.81 9.53
Target-Date 2045 1.73 7.05 4.52 12.96 5.61 9.14
Target-Date 2050 1.73 6.99 4.45 13.03 5.66 9.03
Target-Date 2040 1.66 6.69 4.27 12.45 5.42 8.63
Target-Date 2035 1.61 6.48 4.18 11.92 5.27 8.55
Target-Date 2030 1.50 5.79 3.75 10.72 4.89 7.69
Allocation--70% to 85% Equity 1.59 5.73 3.55 11.51 4.76 8.48
Target-Date 2025 1.39 5.26 3.46 9.55 4.52 7.28
World Allocation 1.29 5.17 3.32 8.40 2.19 5.17
Convertibles 1.43 4.86 2.56 12.76 3.50 8.03
Allocation--50% to 70% Equity 1.35 4.61 3.00 9.68 4.63 7.51
Target-Date 2020 1.22 4.43 2.94 8.08 3.98 6.11
Target-Date 2015 1.17 4.19 2.79 7.63 3.82 6.17
Tactical Allocation 1.28 4.02 2.48 8.41 2.00 4.26
Target Date 2010 1.08 3.84 2.60 6.97 3.70 5.53
Allocation--30% to 50% Equity 1.14 3.71 2.47 7.46 3.36 5.44
Target-Date Retirement 1.02 3.32 2.27 5.86 3.04 4.16
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
India Equity 4.99 23.54 17.50 26.82 15.00 11.08
Latin America Stock 1.58 14.73 5.35 26.03 -5.46 -6.03
Pacific/Asia ex-Japan Stk 1.05 14.16 8.11 14.88 4.01 5.38
Diversified Emerging Mkts 0.97 13.31 7.50 16.35 0.82 2.01
China Region -0.33 12.92 6.74 15.20 5.10 5.73
Foreign Large Growth 2.99 12.30 8.19 9.65 1.92 6.54
Foreign Small/Mid Growth 2.98 12.21 8.52 10.36 3.02 8.75
Foreign Small/Mid Blend 2.67 11.71 7.93 13.10 2.96 8.64
Europe Stock 3.73 10.51 8.59 10.70 0.77 7.56
Diversified Pacific/Asia 0.64 10.40 5.73 11.47 5.16 7.09
Foreign Small/Mid Value 2.01 10.09 6.15 12.21 1.37 7.81
Foreign Large Blend 2.16 10.02 6.54 10.19 1.00 6.10
World Large Stock 2.03 8.89 5.72 13.00 4.63 9.27
Foreign Large Value 1.62 8.55 5.23 10.29 -0.39 5.83
Japan Stock -0.69 5.35 3.18 8.96 8.89 9.66
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 1.18 5.46 3.96 9.84 3.49 3.66
Preferred Stock 1.40 4.77 3.19 9.37 5.85 7.08
Long Government 1.91 3.51 2.85 -1.54 5.64 3.35
Long-Term Bond 1.56 3.47 2.95 2.48 5.61 5.15
World Bond 0.92 3.19 2.43 2.33 0.41 1.53
High Yield Bond 1.41 2.94 1.96 11.69 3.32 5.71
Multisector Bond 0.98 2.74 1.95 6.84 2.91 4.16
Corporate Bond 1.05 2.30 1.96 4.26 3.41 3.97
Nontraditional Bond 0.51 1.87 1.34 5.64 1.91 2.59
Intermediate-Term Bond 0.85 1.80 1.59 2.27 2.50 2.55
Inflation-Protected Bond 0.25 1.34 0.73 2.70 0.82 0.17
Bank Loan 0.40 1.24 0.80 7.52 2.96 3.90
Intermediate Government 0.67 1.02 1.06 0.17 1.72 1.20
Short-Term Bond 0.35 0.90 0.72 1.76 1.11 1.32
Ultrashort Bond 0.11 0.47 0.38 1.52 0.77 0.86
Short Government 0.21 0.44 0.40 0.25 0.62 0.40
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.21 3.37 2.67 1.59 5.23 4.63
Muni California Long 1.13 2.53 2.01 0.15 4.22 4.00
Muni New York Long 1.24 2.40 1.95 0.94 3.85 3.02
Muni California Intermediate 0.97 2.27 1.73 -0.33 2.80 2.75
Muni National Long 1.05 2.21 1.77 0.10 3.59 3.22
Muni National Interm 0.99 2.14 1.71 0.06 2.65 2.51
Muni Pennsylvania 1.10 2.13 1.72 0.60 3.50 2.84
Muni New York Intermediate 0.96 1.99 1.61 -0.16 2.74 2.35
Muni Massachusetts 0.99 1.96 1.61 -0.05 2.97 2.35
Muni New Jersey 0.96 1.92 1.66 0.33 3.08 2.63
Muni Ohio 0.96 1.85 1.46 0.10 2.98 2.53
Muni Minnesota 0.90 1.81 1.53 0.00 2.88 2.62
Muni Single State Interm 0.91 1.77 1.48 -0.27 2.39 2.06
Muni Single State Long 0.89 1.76 1.40 0.46 3.22 2.46
Muni Single State Short 0.61 1.42 0.97 0.25 1.25 1.14
Muni National Short 0.40 1.19 0.83 0.32 0.85 0.89
Alternative Funds
Long-Short Equity 0.92 3.34 2.02 6.34 2.45 5.26
Multicurrency 0.46 3.15 2.19 3.40 0.96 -0.13
Multialternative 0.55 1.93 1.21 3.66 1.08 2.97
Market Neutral 0.42 0.75 0.61 2.62 0.62 0.90
Managed Futures -0.29 -0.70 -0.40 -2.59 2.85 0.73
Bear Market -2.87 -10.83 -6.65 -25.04 -17.99 -20.99
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 1.22 9.71 3.58 3.28 -1.92 -7.12
Commodities Broad Basket -0.75 -3.89 -5.72 1.71 -14.57 -9.76
Sector Equity Funds
Technology 2.66 14.05 8.45 28.93 14.14 15.02
Health 0.62 10.89 9.07 6.37 9.57 16.63
Equity Precious Metals -1.09 9.03 -5.06 3.91 -0.03 -10.20
Consumer Cyclical 3.12 8.03 5.33 11.43 7.50 12.74
Consumer Defensive 1.78 7.61 5.63 10.12 9.73 12.25
Utilities 0.86 7.56 6.67 12.02 6.03 10.03
Industrials 3.40 6.32 3.48 19.09 7.79 14.41
Global Real Estate 2.53 5.21 3.83 3.58 4.16 7.08
Communications 1.53 5.00 2.39 10.69 6.39 10.09
Real Estate 2.39 2.60 1.11 6.94 8.78 8.94
Financial 2.18 2.37 1.65 23.67 9.37 13.92
Energy Limited Partnership 0.83 0.78 -1.84 19.15 -5.74 2.06
Natural Resources 0.59 -0.13 -4.78 10.48 -5.79 -0.53
Equity Energy -0.73 -9.96 -10.87 3.38 -14.53 -4.03
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners