Fund Category Performance: Total Returns

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Data through 4/18/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 2.27 20.66 11.05 7.56 14.23 9.98
Small Growth 0.11 18.35 7.94 5.09 15.45 9.48
Large Growth 2.65 18.33 10.12 9.79 15.46 12.06
Mid-Cap Blend 2.29 17.11 8.07 2.79 10.15 7.17
Mid-Cap Value 2.16 16.41 6.98 1.49 9.17 6.68
Small Blend 1.10 16.27 6.14 -0.67 10.49 6.58
Small Value 1.50 15.94 4.99 -2.44 8.89 4.85
Large Blend 2.40 15.79 8.60 6.95 12.13 9.55
Large Value 1.76 14.05 6.94 4.69 10.26 7.76
Allocation Funds
Allocation--85%+ Equity 1.74 14.52 7.30 2.36 9.75 6.57
Target-Date 2060+ 1.92 14.36 7.66 2.97 10.32 6.84
Target-Date 2055 1.93 14.21 7.62 2.91 10.20 7.04
Target-Date 2050 1.90 14.02 7.54 2.85 10.05 6.93
Target-Date 2045 1.88 13.83 7.44 2.99 10.02 6.88
Target-Date 2040 1.80 13.11 7.13 2.96 9.61 6.67
Allocation--70% to 85% Equity 1.64 12.40 6.49 2.63 8.53 5.85
Target-Date 2035 1.72 12.25 6.76 3.13 9.17 6.40
Convertibles 1.07 11.60 6.34 4.94 9.95 6.37
Target-Date 2030 1.59 11.01 6.23 3.14 8.33 5.93
Allocation--50% to 70% Equity 1.50 10.50 5.82 3.80 7.52 5.51
Target-Date 2025 1.45 9.73 5.63 3.28 7.45 5.39
World Allocation 1.06 9.13 4.99 -0.22 6.15 3.30
Target-Date 2020 1.30 8.46 5.03 3.21 6.49 4.81
Tactical Allocation 1.31 8.33 5.01 -0.15 5.81 3.35
Allocation--30% to 50% Equity 1.19 8.09 4.67 2.94 5.47 3.87
Target-Date 2015 1.21 7.79 4.72 3.39 6.07 4.61
Target Date 2010 1.12 6.85 4.29 3.24 5.46 4.32
Target-Date Retirement 1.06 6.35 4.00 3.27 4.69 3.56
Allocation--15% to 30% Equity 0.87 5.48 3.41 2.68 3.89 2.84
International Equity Funds
China Region 4.01 25.91 18.73 -1.81 12.19 8.29
Foreign Large Growth 2.45 16.08 9.95 -2.61 8.40 4.54
World Small/Mid Stock 2.01 15.96 7.97 -2.87 10.53 5.87
Foreign Small/Mid Growth 2.37 15.85 8.77 -9.11 8.33 5.15
Pacific/Asia ex-Japan Stk 2.62 15.12 9.85 -2.73 10.74 5.79
World Large Stock 1.95 15.05 8.21 1.85 10.11 6.47
Europe Stock 2.07 14.78 9.14 -4.62 6.66 1.99
Foreign Small/Mid Blend 1.53 13.57 6.75 -10.49 7.03 3.51
Diversified Emerging Mkts 1.88 13.51 7.57 -6.64 9.57 2.90
Foreign Large Blend 1.63 13.12 7.21 -5.10 6.79 2.67
Diversified Pacific/Asia 2.14 12.75 7.12 -5.73 8.77 6.61
Foreign Small/Mid Value 1.48 12.27 5.81 -10.67 6.31 2.29
Foreign Large Value 1.18 11.91 5.66 -6.32 6.10 1.14
Latin America Stock -4.88 8.30 -2.40 -5.29 14.69 -0.32
Japan Stock 1.15 7.84 3.05 -9.10 7.83 8.16
India Equity 0.53 4.72 7.33 -7.17 9.23 8.63
Taxable Bond Funds
Preferred Stock 1.22 9.49 5.34 4.88 5.52 5.18
High Yield Bond 1.46 7.42 3.88 4.14 6.81 3.66
Emerging Markets Bond 0.59 5.95 3.38 0.99 5.10 3.22
Long-Term Bond 1.87 5.22 4.98 5.00 3.77 4.82
Corporate Bond 1.56 5.17 4.47 4.83 3.49 3.46
Bank Loan 0.92 4.93 2.45 3.14 4.81 3.10
Multisector Bond 0.96 4.63 3.05 3.23 4.47 2.92
Emerging-Markets Local-Currency Bond 0.02 4.48 1.85 -6.74 2.84 -0.59
Nontraditional Bond 0.71 3.54 2.18 1.78 3.70 2.15
Inflation-Protected Bond 0.58 2.98 2.64 1.82 1.66 1.19
Intermediate-Term Bond 0.83 2.94 2.70 4.03 2.17 2.41
World Bond 0.40 2.85 2.11 0.22 2.05 1.07
Long Government 1.23 2.05 3.48 4.78 0.28 4.87
Short-Term Bond 0.45 1.76 1.52 2.99 1.80 1.41
Intermediate Government 0.46 1.59 1.75 3.67 0.78 1.70
Ultrashort Bond 0.32 1.20 0.97 2.48 1.78 1.22
Short Government 0.32 0.97 1.00 2.50 0.72 0.82
Municipal Bond Funds
High Yield Muni 1.15 3.42 3.15 5.36 3.62 5.07
Muni National Long 1.00 3.11 2.66 4.72 2.21 3.62
Muni New York Long 0.95 3.02 2.67 4.82 2.31 3.59
Muni New Jersey 0.85 2.78 2.37 5.18 2.50 3.30
Muni California Long 0.99 2.77 2.53 4.40 2.20 3.86
Muni Pennsylvania 0.83 2.64 2.25 4.65 2.19 3.31
Muni National Interm 0.74 2.61 2.10 4.38 1.87 2.77
Muni Massachusetts 0.78 2.51 2.19 4.00 1.50 2.78
Muni New York Intermediate 0.74 2.45 2.00 4.12 1.52 2.53
Muni Ohio 0.72 2.41 1.96 4.25 1.76 3.01
Muni Single State Long 0.76 2.35 2.03 4.11 1.68 2.94
Muni Minnesota 0.73 2.34 2.03 3.78 1.73 2.80
Muni California Intermediate 0.64 2.22 1.75 4.00 1.60 2.64
Muni Single State Interm 0.56 2.01 1.63 3.79 1.37 2.42
Muni Single State Short 0.33 1.51 1.15 3.44 1.11 1.39
Muni National Short 0.26 1.15 0.88 2.48 1.05 1.06
Alternative Funds
Options-based 1.23 8.15 4.54 2.62 5.02 3.78
Long-Short Equity 0.77 7.04 3.73 -0.86 4.51 3.18
Multialternative 0.82 4.92 3.01 0.62 2.85 1.52
Long-Short Credit 1.05 4.25 2.60 1.55 3.88 2.03
Managed Futures 2.39 1.92 5.18 -2.80 -1.71 1.79
Multicurrency 0.41 1.83 0.94 2.81 1.48 0.58
Market Neutral -0.17 0.12 -0.37 -0.54 0.84 0.25
Bear Market -2.89 -20.40 -10.80 -9.67 -19.96 -17.72
Commodities
Commodities Broad Basket 0.56 8.19 2.41 -7.52 2.45 -8.31
Commodities Precious Metals -2.02 1.25 0.61 -4.55 1.71 -2.31
Sector Equity Funds
Technology 4.28 24.51 15.09 10.05 22.93 16.62
Equity Energy 2.71 20.90 5.08 -15.48 -1.09 -11.78
Industrials 4.83 20.76 11.12 1.81 12.62 8.15
Consumer Cyclical 5.21 19.30 10.20 7.70 10.09 8.79
Energy Limited Partnership -0.49 17.87 4.10 3.92 5.45 -5.09
Communications 4.21 17.27 9.23 7.43 8.36 7.14
Financial 0.77 15.59 5.41 -1.03 12.10 8.23
Natural Resources 2.13 14.93 6.21 -7.84 7.20 -1.49
Real Estate 0.98 14.84 7.94 14.76 5.49 7.62
Infrastructure 0.18 14.14 7.84 6.49 7.73 5.21
Global Real Estate -0.16 12.90 6.37 6.74 5.51 5.43
Consumer Defensive 2.31 12.33 6.31 3.95 4.86 7.66
Utilities -0.94 9.76 7.22 14.65 9.21 8.36
Health -7.49 6.03 -2.61 0.72 8.67 9.58
Equity Precious Metals -4.98 2.61 4.18 -14.50 -3.07 -2.98
Content Partners