Fund Category Performance: Total Returns

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Data through 4/28/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value 3.79 4.66 14.97 -4.43 8.91 8.08
Small Value 4.71 4.56 15.50 -5.81 7.56 6.73
Large Value 3.19 3.49 12.09 -3.01 8.63 8.68
Mid-Cap Blend 3.21 2.75 12.86 -6.25 8.54 7.58
Small Blend 4.58 2.46 13.95 -7.08 7.75 6.74
Large Blend 2.29 1.39 9.93 -2.86 9.79 9.28
Mid-Cap Growth 3.44 -0.58 11.70 -7.33 9.11 7.30
Small Growth 5.65 -2.13 11.73 -10.15 7.98 6.30
Large Growth 1.75 -2.28 7.57 -3.84 11.11 9.36
Allocation Funds
Allocation--30% to 50% Equity 2.09 3.02 5.95 -2.24 2.72 3.84
Target Date 2010 1.96 2.86 6.00 -1.55 3.65 4.16
Target-Date 2015 2.09 2.77 6.24 -1.89 3.71 4.41
Target-Date Retirement 1.76 2.72 5.03 -1.42 2.42 3.38
World Allocation 2.64 2.69 7.56 -5.95 2.19 2.70
Target-Date 2020 2.21 2.62 6.73 -2.60 3.98 4.51
Target-Date 2025 2.40 2.44 7.64 -3.26 4.82 5.18
Tactical Allocation 2.21 2.36 6.25 -7.14 0.72 1.92
Target-Date 2030 2.61 2.33 8.41 -4.00 5.01 5.11
Allocation--50% to 70% Equity 2.38 2.25 7.58 -3.16 5.42 5.69
Target-Date 2040 2.86 2.04 9.51 -5.02 5.57 5.43
Target-Date 2035 2.71 2.03 9.09 -4.59 5.64 5.67
Allocation--70% to 85% Equity 2.73 2.01 9.16 -5.29 5.87 5.50
Target-Date 2050 2.97 2.00 9.90 -5.27 5.83 5.62
Target-Date 2045 2.87 1.83 9.81 -5.21 6.00 5.89
Target-Date 2055 2.88 1.74 9.86 -5.12 6.41 6.13
Convertibles 2.90 -0.27 7.42 -7.97 4.93 4.02
International Equity Funds
Latin America Stock 6.88 21.74 33.05 -14.64 -13.64 -11.35
Diversified Emerging Mkts 3.55 5.21 14.56 -16.48 -3.99 -4.22
Foreign Small/Mid Value 3.60 1.89 11.24 -6.73 3.94 2.17
World Stock 3.14 1.68 9.90 -6.37 5.80 5.01
Foreign Small/Mid Blend 3.17 1.31 10.29 -4.79 4.98 4.05
Foreign Large Value 4.09 1.18 9.30 -11.48 1.17 0.49
Pacific/Asia ex-Japan Stk 2.47 0.55 10.48 -16.26 -0.89 -0.18
Foreign Large Blend 3.42 0.07 8.49 -10.90 1.59 1.02
Diversified Pacific/Asia 2.06 -0.08 8.64 -11.28 1.30 2.62
Europe Stock 3.85 -0.42 7.67 -7.68 3.78 2.41
Foreign Large Growth 2.96 -0.74 7.79 -8.94 2.77 2.03
Foreign Small/Mid Growth 2.42 -0.94 7.68 -4.10 5.24 4.48
India Equity 4.90 -1.65 8.74 -6.31 9.47 2.73
Japan Stock 0.60 -2.29 4.76 -6.47 5.78 7.81
China Region 2.48 -4.31 10.89 -24.75 1.27 -1.14
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 3.18 7.83 9.31 -1.10 -2.85 1.51
Long-Term Bond 1.55 7.04 5.71 2.39 3.47 7.09
Long Government 0.16 6.23 2.37 2.92 2.76 7.76
World Bond 1.83 5.29 5.32 0.53 0.01 1.52
High Yield Bond 3.34 5.10 7.11 -2.61 1.60 4.19
Corporate Bond 2.18 5.05 5.26 1.33 2.37 4.72
Inflation-Protected Bond 1.57 3.93 3.52 -0.34 -1.77 1.61
Multisector Bond 2.19 3.48 4.61 -0.73 1.45 3.69
Bank Loan 2.02 3.18 4.16 -0.80 1.64 2.98
Intermediate-Term Bond 1.16 3.13 2.58 1.19 1.77 3.41
Intermediate Government 0.50 2.01 0.89 1.37 1.30 2.46
Short-Term Bond 0.70 1.36 1.29 0.54 0.76 1.48
Nontraditional Bond 1.42 1.26 2.43 -1.44 0.11 1.74
Preferred Stock 1.56 1.19 2.87 1.19 4.33 6.86
Short Government 0.28 0.96 0.45 0.45 0.36 0.75
Ultrashort Bond 0.26 0.39 0.43 0.26 0.38 0.68
Municipal Bond Funds
High Yield Muni 1.22 2.83 2.19 5.43 3.93 7.33
Muni California Long 1.24 2.65 1.82 5.54 4.23 7.08
Muni New Jersey 1.14 2.34 1.51 4.22 2.57 5.28
Muni National Long 1.10 2.26 1.46 4.53 3.23 5.80
Muni New York Long 1.07 2.25 1.46 4.48 2.90 5.33
Muni Ohio 1.03 2.24 1.35 4.15 2.75 4.71
Muni California Intermediate 0.94 2.08 1.16 4.37 3.06 5.12
Muni Pennsylvania 0.97 2.05 1.30 4.21 2.91 5.25
Muni New York Intermediate 1.02 2.01 1.16 4.26 2.59 4.34
Muni National Interm 0.96 2.00 1.14 3.88 2.60 4.53
Muni Single State Long 0.90 2.00 1.29 3.71 2.31 4.93
Muni Massachusetts 0.96 1.98 1.16 3.99 2.41 4.77
Muni Single State Interm 0.87 1.91 1.01 3.67 2.33 3.95
Muni Minnesota 0.87 1.83 1.04 3.86 2.86 4.89
Muni Single State Short 0.46 1.11 0.60 1.52 1.00 2.18
Muni National Short 0.36 0.80 0.41 1.22 0.76 1.62
Alternative Funds
Multicurrency 1.68 3.30 3.74 0.78 -0.88 -1.40
Market Neutral -0.14 0.19 0.53 -0.27 0.81 0.90
Multialternative 0.74 -0.35 1.80 -5.32 0.58 1.34
Managed Futures -1.45 -0.73 -2.85 -6.23 1.54 -1.85
Long-Short Equity 0.94 -1.12 3.49 -5.05 3.16 3.28
Bear Market -4.13 -4.95 -15.87 -1.29 -17.71 -17.55
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 4.29 20.33 14.20 3.51 --- ---
Commodities Broad Basket 6.82 8.39 12.60 -16.35 -13.36 -13.07
Sector Equity Funds
Equity Precious Metals 24.23 69.72 70.62 22.00 -3.49 -15.52
Natural Resources 10.19 14.70 26.11 -15.81 -4.22 -5.84
Equity Energy 12.48 12.96 22.84 -23.69 -8.20 -7.63
Utilities 1.45 10.95 11.53 0.13 6.28 8.41
Energy Limited Partnership 16.86 7.53 23.80 -31.38 -6.64 0.90
Communications 1.63 5.36 10.33 -1.08 6.95 6.34
Industrials 3.20 4.85 15.98 -2.41 11.65 8.70
Global Real Estate 2.89 4.44 12.38 -2.19 2.68 5.57
Consumer Defensive 1.03 4.06 8.78 4.07 9.81 11.12
Real Estate 1.15 3.29 9.75 3.34 7.48 9.21
Consumer Cyclical 0.65 0.47 8.27 -3.11 10.39 11.62
Financial 4.90 -1.40 10.56 -4.53 7.41 7.19
Technology 0.79 -3.83 7.95 -4.58 13.81 7.92
Health 7.65 -9.11 7.32 -11.43 15.64 15.73
Miscellaneous Sector --- --- --- --- --- ---
Content Partners