Fund Category Performance: Total Returns

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Data through 1/28/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth -2.61 -1.56 2.07 7.69 14.85 15.14
Large Growth -3.06 -1.81 1.58 10.70 16.29 14.53
Mid-Cap Blend -2.96 -2.06 1.51 8.28 15.54 14.74
Small Growth -3.06 -2.19 2.38 2.19 14.35 15.80
Mid-Cap Value -3.14 -2.24 1.66 9.52 16.50 14.75
Large Blend -3.75 -2.52 1.20 11.47 15.98 13.83
Small Blend -3.59 -2.90 0.87 3.69 13.92 14.46
Large Value -4.16 -2.95 0.60 10.22 15.44 13.22
Small Value -4.27 -3.73 -0.44 2.66 13.42 13.44
Allocation Funds
Tactical Allocation 0.01 0.52 0.89 4.35 5.46 6.45
Retirement Income 0.05 0.37 0.96 5.16 6.28 6.73
World Allocation -0.39 0.31 -0.13 3.54 6.73 7.63
Conservative Allocation -0.06 0.30 0.37 4.88 6.17 6.99
Target Date 2000-2010 -0.15 0.24 0.70 5.11 6.49 7.13
Target Date 2011-2015 -0.23 0.22 0.88 5.58 7.43 7.72
Target Date 2016-2020 -0.45 0.13 0.97 5.97 7.84 8.26
Target Date 2021-2025 -0.88 -0.12 0.92 6.51 9.30 9.53
Target Date 2026-2030 -1.12 -0.27 0.94 6.62 9.68 9.58
Target Date 2031-2035 -1.54 -0.52 0.86 6.94 10.85 10.60
Target Date 2036-2040 -1.56 -0.53 0.93 7.03 10.80 10.33
Moderate Allocation -1.27 -0.57 0.88 7.14 10.01 9.58
Target Date 2046-2050 -1.66 -0.57 0.99 7.28 11.21 10.59
Convertibles -1.16 -0.60 0.04 5.33 10.78 9.96
Target Date 2041-2045 -1.81 -0.69 0.85 7.17 11.77 11.02
Target-Date 2051+ -1.91 -0.71 0.93 7.39 12.02 10.63
Aggressive Allocation -1.86 -0.93 0.69 7.08 11.23 10.44
International Equity Funds
India Equity 12.53 9.97 13.98 67.01 17.41 9.04
Pacific/Asia ex-Japan Stk 3.73 3.37 1.89 14.26 8.67 7.23
Japan Stock 0.75 2.96 3.25 1.11 8.72 7.20
Diversified Pacific/Asia 2.27 2.91 1.98 7.63 8.95 6.86
China Region 4.46 2.62 3.82 10.33 8.28 5.87
Diversified Emerging Mkts 2.19 2.10 -2.31 5.22 2.00 3.26
Foreign Large Growth 0.09 1.24 0.97 0.72 8.79 7.24
Foreign Large Blend -0.41 0.96 -0.25 -1.08 8.11 6.11
Foreign Large Value -0.86 0.61 -1.73 -3.26 7.35 5.25
Europe Stock -0.76 0.57 0.35 -5.23 10.45 7.52
Foreign Small/Mid Growth -0.21 0.42 -0.42 -3.09 11.16 10.31
Foreign Small/Mid Blend -0.69 -0.20 -1.12 -3.80 9.95 8.70
Foreign Small/Mid Value -0.85 -0.55 -2.02 -5.80 9.10 7.03
World Stock -1.76 -0.64 0.39 4.88 11.61 10.12
Miscellaneous Region -2.23 -1.25 -6.99 -5.28 3.81 3.32
Latin America Stock -1.60 -2.00 -11.53 -6.27 -9.57 -3.33
Taxable Bond Funds
Long Government 7.79 6.70 11.56 24.36 5.97 10.05
Long-Term Bond 4.65 3.86 6.09 12.39 5.87 8.86
Corporate Bond 2.72 2.22 2.40 8.00 5.52 6.79
Inflation-Protected Bond 2.33 2.09 0.52 2.67 0.03 3.43
Intermediate-Term Bond 1.87 1.55 1.80 5.67 3.57 4.81
Preferred Stock 1.65 1.43 2.44 10.87 9.62 10.62
Intermediate Government 1.33 1.07 1.47 4.63 1.75 3.29
Multisector Bond 0.85 0.72 -0.12 3.73 5.04 6.44
Emerging Markets Bond 0.52 0.58 -4.36 1.23 1.07 4.92
Short Government 0.62 0.47 0.30 1.18 0.48 1.23
Short-Term Bond 0.62 0.47 0.11 1.27 1.59 2.21
World Bond 0.61 0.38 -1.29 1.90 1.89 3.52
High Yield Bond 0.37 0.30 -1.92 0.86 6.43 7.70
Nontraditional Bond 0.21 0.19 -0.45 1.26 2.72 3.12
Bank Loan 0.18 0.06 -0.60 0.19 4.31 4.76
Ultrashort Bond 0.00 -0.02 -0.19 0.23 0.88 1.11
Municipal Bond Funds
Muni California Long 2.09 1.69 2.42 11.13 5.59 6.53
High Yield Muni 1.96 1.60 2.85 12.72 6.12 6.78
Muni National Long 1.94 1.59 2.22 9.81 4.58 5.54
Muni New York Long 1.96 1.58 2.31 9.95 3.95 5.06
Muni Massachusetts 1.96 1.55 2.08 8.53 3.15 4.64
Muni Ohio 1.98 1.54 2.15 8.28 3.51 4.47
Muni Single State Long 1.83 1.47 2.14 9.33 3.40 4.77
Muni Pennsylvania 1.81 1.45 2.07 9.33 3.83 5.01
Muni New Jersey 1.83 1.43 1.95 9.14 3.77 5.02
Muni California Intermediate 1.69 1.41 1.52 6.52 3.40 4.61
Muni New York Intermediate 1.70 1.39 1.60 6.13 2.66 3.93
Muni Single State Interm 1.72 1.38 1.70 6.58 2.84 4.01
Muni National Interm 1.64 1.35 1.43 6.40 3.17 4.42
Muni Minnesota 1.64 1.29 1.78 7.93 3.74 4.94
Muni Single State Short 1.07 0.92 0.92 3.41 1.67 2.48
Muni National Short 0.60 0.54 0.27 1.46 1.08 1.75
Alternative Funds
Trading-Leveraged Debt 12.81 11.02 19.31 39.67 9.56 14.04
Trading-Inverse Equity 9.27 6.56 -4.79 -22.73 -26.70 -29.60
Volatility 6.30 4.76 -0.63 --- --- ---
Managed Futures 4.22 3.54 11.20 14.78 1.96 1.46
Bear Market 4.04 2.04 -2.96 -18.74 -22.59 -23.95
Multicurrency 1.02 1.00 -0.95 0.60 -0.96 -0.20
Multialternative 0.30 0.50 1.78 3.07 3.79 3.89
Market Neutral 0.13 0.26 0.43 1.29 1.36 1.19
Long/Short Equity -1.64 -1.08 0.37 3.02 7.16 7.01
Trading-Miscellaneous -1.06 -1.32 -1.20 -3.41 -5.12 -6.64
Trading-Leveraged Equity -4.09 -1.63 1.51 14.51 21.19 17.72
Trading-Leveraged Commodities -4.62 -2.61 -14.54 -20.95 -9.00 -0.44
Trading-Inverse Debt -6.72 -6.00 -9.67 -19.60 -10.66 -14.14
Trading-Inverse Commodities -12.58 -12.11 -3.33 2.22 16.12 -2.01
Commodities
Commodities Precious Metals 7.81 8.82 3.99 0.92 --- ---
Commodities Broad Basket -5.79 -4.15 -15.49 -20.82 -12.26 -5.16
Sector Equity Funds
Equity Precious Metals 15.62 13.63 2.53 -6.47 -25.10 -10.33
Real Estate 6.31 7.49 13.08 35.33 15.58 19.12
Global Real Estate 4.10 5.01 7.07 18.48 13.08 12.13
Health 2.46 3.30 8.53 25.51 29.80 22.11
Utilities -0.84 0.93 3.49 18.69 14.92 13.19
Consumer Defensive -0.97 0.49 5.07 15.63 16.38 15.01
Communications -1.46 0.10 0.80 3.80 12.73 11.74
Miscellaneous Sector -1.82 -0.39 2.38 1.12 19.05 13.40
Industrials -2.92 -1.98 2.42 8.46 17.54 16.83
Consumer Cyclical -2.39 -2.13 3.72 9.51 17.83 18.55
Technology -4.06 -2.29 2.50 10.84 15.57 14.37
Energy Limited Partnership -3.00 -3.56 -8.77 5.03 9.59 ---
Natural Resources -4.73 -3.79 -10.93 -12.05 -3.97 1.98
Equity Energy -6.04 -5.13 -15.44 -15.57 -2.00 1.19
Financial -5.97 -5.37 -2.24 2.29 14.96 9.21
Content Partners