Fund Category Performance: Total Returns

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Data through 12/2/2019. 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-Term Bond -0.35 18.53 -1.75 21.49 8.07 5.84
Long Government -1.34 15.91 -5.02 22.24 7.20 5.06
Preferred Stock -0.20 15.65 2.18 13.45 6.20 4.71
Corporate Bond -0.04 12.18 0.04 13.21 5.18 4.14
High Yield Bond 0.09 10.56 0.85 8.32 5.25 4.32
Emerging Markets Bond -0.73 9.96 0.66 11.01 5.51 4.02
Target Maturity -0.06 8.80 0.24 9.98 3.83 3.39
Multisector Bond -0.08 8.68 0.37 8.40 4.79 3.48
Intermediate Core-Plus Bond -0.20 8.55 -0.35 9.81 4.13 3.12
World Bond-USD Hedged -0.46 8.52 -1.05 9.52 4.10 3.12
Intermediate Core Bond -0.23 7.90 -0.54 9.61 3.59 2.74
Emerging-Markets Local-Currency Bond -1.69 7.52 2.16 8.65 5.08 0.77
Inflation-Protected Bond -0.10 7.19 -0.83 7.46 2.73 1.88
Bank Loan 0.53 5.96 0.50 3.45 3.35 3.14
Intermediate Government -0.23 5.90 -0.43 7.64 2.59 1.97
Nontraditional Bond 0.14 5.57 0.90 4.80 3.22 2.42
World Bond -0.92 5.57 -0.60 6.90 3.42 1.47
Short-Term Bond 0.02 4.40 0.31 4.84 2.42 1.89
Short Government -0.04 3.10 0.07 3.80 1.57 1.11
Ultrashort Bond 0.14 2.89 0.53 2.97 2.03 1.51
Municipal Bond Funds
High Yield Muni 0.17 8.55 -0.17 9.45 6.38 4.73
Muni National Long 0.01 7.89 -0.75 9.00 5.03 3.55
Muni California Long -0.03 7.64 -0.68 8.73 5.22 3.69
Muni New York Long -0.04 7.36 -0.89 8.49 4.74 3.46
Muni New Jersey 0.00 7.02 -0.71 8.11 4.88 3.38
Muni Pennsylvania -0.03 6.70 -0.68 7.80 4.52 3.25
Muni National Interm 0.03 6.45 -0.59 7.50 4.29 2.88
Muni Massachusetts -0.08 6.38 -0.81 7.58 4.06 2.76
Muni Ohio -0.01 6.23 -0.64 7.42 4.20 3.01
Muni Single State Long -0.02 6.09 -0.63 7.14 3.92 2.80
Muni Minnesota -0.02 6.02 -0.56 7.12 4.10 2.84
Muni New York Intermediate 0.00 5.90 -0.79 6.98 3.88 2.63
Muni California Intermediate 0.04 5.66 -0.54 6.69 4.02 2.66
Muni Single State Interm -0.02 5.34 -0.64 6.40 3.56 2.45
Muni Target Maturity 0.03 4.32 -0.15 5.29 2.61 1.97
Muni Single State Short 0.05 3.87 -0.32 4.58 2.55 1.60
Muni National Short 0.10 2.87 0.01 3.33 2.04 1.25
Alternative Funds
Options-based 0.57 12.68 3.66 6.16 5.21 4.11
Long-Short Equity 0.76 9.76 2.61 4.50 4.83 2.65
Long-Short Credit 0.17 6.36 0.68 5.23 3.40 2.35
Multialternative -0.06 6.22 0.69 4.34 2.73 1.20
Managed Futures -0.87 3.79 -6.34 4.73 0.62 0.06
Multicurrency -0.16 1.63 0.20 1.77 0.51 0.39
Market Neutral -0.03 0.25 0.21 0.13 0.79 0.22
Bear Market -1.76 -25.74 -10.49 -16.44 -18.17 -16.48
Commodities
Sector Equity Funds
Content Partners