Fund Category Performance: Total Returns

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Data through 2/20/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -1.82 4.48 6.87 24.32 10.96 15.06
Mid-Cap Growth -2.80 2.66 5.19 19.40 8.68 12.88
Small Growth -2.86 1.64 4.29 17.52 9.23 12.70
Large Blend -3.45 1.46 5.30 16.25 9.24 13.16
Mid-Cap Blend -4.09 0.05 3.38 10.94 6.86 11.63
Large Value -4.26 0.01 4.50 11.67 7.95 11.82
Mid-Cap Value -4.36 -0.71 3.26 8.12 6.94 11.34
Small Blend -4.82 -0.90 1.48 8.61 7.79 11.19
Small Value -5.66 -2.21 0.34 4.39 7.19 10.03
Allocation Funds
Convertibles -1.73 1.32 1.32 9.61 4.78 8.01
Target-Date 2055 -3.31 1.01 3.87 16.49 7.85 10.15
Target-Date 2060+ -3.37 0.97 3.88 16.64 8.20 10.81
Target-Date 2045 -3.25 0.93 3.72 15.99 7.61 9.73
Allocation--85%+ Equity -3.54 0.84 3.78 14.07 6.94 10.52
Target-Date 2050 -3.35 0.84 3.65 16.02 7.65 9.76
Target-Date 2040 -3.18 0.68 3.34 15.01 7.26 9.29
Target-Date 2035 -2.99 0.60 3.12 14.13 6.93 8.92
Allocation--70% to 85% Equity -3.15 0.39 3.00 12.05 5.88 8.59
Target-Date 2030 -2.83 0.21 2.47 12.38 6.26 8.04
Target-Date 2025 -2.54 0.00 2.01 10.75 5.58 7.27
Allocation--50% to 70% Equity -2.74 -0.02 2.31 9.60 5.15 7.33
World Allocation -3.05 -0.04 2.07 10.85 4.25 5.41
Tactical Allocation -3.36 -0.25 1.90 9.14 3.66 4.84
Target-Date 2020 -2.28 -0.28 1.43 8.87 4.81 6.25
Target-Date 2015 -2.09 -0.34 1.22 7.92 4.58 6.03
Target Date 2010 -1.82 -0.39 0.97 6.92 4.21 5.48
Allocation--30% to 50% Equity -2.23 -0.63 0.96 6.57 3.85 5.11
Target-Date Retirement -1.82 -0.75 0.48 5.73 3.36 4.14
Allocation--15% to 30% Equity -1.71 -1.07 -0.14 3.50 2.57 3.06
International Equity Funds
Latin America Stock 2.29 10.00 12.97 21.71 11.14 -2.02
Diversified Emerging Mkts -2.56 3.05 5.88 27.24 8.06 4.38
China Region -4.43 2.78 3.04 34.12 11.34 9.68
Foreign Small/Mid Growth -2.33 2.63 6.93 32.00 11.71 11.03
Foreign Large Growth -3.39 1.74 3.64 25.88 7.70 8.16
World Large Stock -3.35 1.54 4.43 19.17 8.05 10.14
Pacific/Asia ex-Japan Stk -3.39 1.23 3.27 28.16 8.82 7.19
Foreign Small/Mid Blend -3.22 1.08 5.22 25.40 10.81 10.02
Diversified Pacific/Asia -3.58 1.03 3.40 23.71 9.48 8.92
Foreign Small/Mid Value -3.30 0.93 5.08 21.24 9.04 8.34
Foreign Large Blend -4.02 0.77 3.54 20.22 6.06 6.74
World Small/Mid Stock -3.30 0.74 4.48 20.31 9.70 10.74
Europe Stock -4.22 0.43 3.02 20.86 6.06 7.55
Foreign Large Value -4.32 0.34 3.83 17.44 4.97 5.92
Japan Stock -4.44 0.28 3.58 20.65 10.76 13.48
India Equity -7.13 -5.64 0.56 23.97 6.79 10.91
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 0.57 3.49 6.62 13.60 3.59 -0.62
Bank Loan 0.23 0.78 1.34 3.67 3.52 3.30
World Bond -0.30 0.47 1.25 6.32 2.42 1.30
Nontraditional Bond -0.30 0.25 0.69 3.31 2.48 1.87
Ultrashort Bond 0.06 0.11 0.25 1.30 1.02 0.79
Short-Term Bond -0.28 -0.46 -0.36 0.83 1.20 1.04
High Yield Bond -1.11 -0.50 0.22 4.03 4.11 4.15
Short Government -0.24 -0.52 -0.54 -0.15 0.24 0.25
Emerging Markets Bond -1.28 -0.53 0.66 6.71 5.58 2.58
Multisector Bond -0.81 -0.65 -0.11 3.94 3.19 3.03
Inflation-Protected Bond -1.18 -1.72 -1.02 0.12 0.91 -0.30
Intermediate Government -0.98 -1.83 -1.82 -0.56 0.41 0.80
Intermediate-Term Bond -1.11 -1.83 -1.49 1.15 1.42 1.76
Preferred Stock -1.49 -1.99 -1.62 3.99 4.27 4.50
Corporate Bond -1.45 -2.24 -1.47 2.65 2.53 3.02
Long-Term Bond -2.39 -3.65 -2.47 4.29 2.94 4.06
Long Government -3.68 -6.46 -5.70 0.43 0.11 2.76
Municipal Bond Funds
Muni National Short -0.18 -0.13 -0.26 0.93 0.65 0.72
Muni Single State Short -0.25 -0.33 -0.50 0.38 0.50 0.70
High Yield Muni -0.69 -0.87 -0.19 4.96 3.43 3.51
Muni New Jersey -0.80 -1.16 -0.76 2.89 1.95 2.01
Muni Pennsylvania -0.77 -1.21 -0.89 2.44 1.94 2.12
Muni California Intermediate -0.98 -1.23 -1.03 2.50 1.62 2.10
Muni New York Intermediate -0.99 -1.26 -1.05 1.99 1.58 1.86
Muni New York Long -0.89 -1.26 -0.86 2.46 2.07 2.17
Muni National Interm -1.04 -1.33 -1.10 2.51 1.73 2.02
Muni Single State Interm -1.00 -1.37 -1.14 1.69 1.34 1.65
Muni Minnesota -1.05 -1.42 -1.04 2.39 1.68 1.98
Muni Single State Long -1.13 -1.49 -1.15 1.20 1.35 1.57
Muni California Long -1.08 -1.51 -0.98 3.52 2.50 3.09
Muni Ohio -1.24 -1.64 -1.37 1.44 1.45 1.79
Muni National Long -1.21 -1.68 -1.15 3.29 2.26 2.50
Muni Massachusetts -1.41 -1.90 -1.60 1.52 1.36 1.63
Alternative Funds
Long-Short Equity -2.75 0.59 2.97 8.41 3.55 5.47
Long-Short Credit -0.38 0.28 0.87 1.81 1.52 1.36
Market Neutral -0.98 0.07 0.55 2.32 0.79 0.95
Multicurrency -0.32 -0.02 -0.07 -0.06 0.48 -0.54
Multialternative -2.12 -0.45 0.57 3.00 1.00 2.26
Managed Futures -5.74 -1.92 -0.16 -0.02 -1.68 2.44
Options-based -3.62 -2.31 -0.87 3.79 2.46 3.50
Bear Market 3.84 -3.64 -7.13 -23.25 -19.27 -22.21
Commodities
Commodities Precious Metals -1.47 0.97 2.02 3.34 1.63 -6.08
Commodities Broad Basket -1.00 -0.04 2.69 2.39 -3.70 -8.27
Sector Equity Funds
Technology -0.62 6.34 5.02 32.08 17.25 19.72
Health -2.15 3.74 7.26 17.87 4.88 16.20
Financial -2.14 2.78 7.39 14.69 12.60 13.96
Consumer Cyclical -3.39 2.77 8.31 19.51 7.70 12.88
Industrials -4.61 0.29 6.29 17.05 10.16 14.58
Communications -2.35 -0.77 2.57 3.68 5.42 9.08
Natural Resources -5.61 -1.54 4.68 9.43 3.29 1.99
Energy Limited Partnership -6.55 -1.90 3.85 -10.87 -9.16 -2.06
Consumer Defensive -4.83 -3.00 1.38 7.24 6.16 10.66
Infrastructure -4.25 -3.25 -1.40 8.68 3.64 7.34
Global Real Estate -4.40 -4.10 -1.32 7.09 2.04 4.76
Utilities -2.27 -5.45 -7.99 3.22 4.91 8.78
Equity Energy -11.27 -6.63 1.23 -8.62 -8.18 -6.55
Equity Precious Metals -8.07 -6.63 -1.23 -13.33 4.97 -8.02
Real Estate -4.82 -8.88 -8.72 -4.66 0.55 5.61
Content Partners