Fund Category Performance: Total Returns

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Data through 3/2/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 6.83 5.61 6.62 9.32 15.83 15.45
Large Growth 6.33 5.36 5.25 12.89 16.93 15.27
Small Growth 7.33 4.98 7.81 5.06 16.01 16.02
Mid-Cap Blend 5.52 3.82 4.82 9.74 16.51 14.77
Large Blend 5.05 3.15 2.99 13.44 16.56 14.40
Mid-Cap Value 4.78 3.13 4.26 10.86 17.27 14.85
Small Blend 5.62 2.85 5.44 5.82 15.60 14.43
Large Value 4.39 2.05 1.94 11.92 15.97 13.63
Small Value 5.00 1.75 4.37 4.82 15.19 13.45
Allocation Funds
Target-Date 2051+ 4.27 4.05 3.16 8.27 12.43 11.29
Target Date 2046-2050 4.04 3.97 3.08 8.09 11.56 10.93
Target Date 2041-2045 4.18 3.96 3.05 8.04 11.89 11.40
Target Date 2036-2040 3.83 3.77 2.93 7.73 11.08 10.64
Target Date 2031-2035 3.74 3.68 2.84 7.57 11.10 10.90
Aggressive Allocation 3.91 3.49 2.85 7.76 11.57 10.74
Convertibles 4.06 3.38 3.09 5.21 11.25 10.16
Target Date 2026-2030 3.13 3.32 2.59 6.97 9.82 9.78
Target Date 2021-2025 2.74 3.05 2.38 6.58 9.37 9.69
World Allocation 2.27 2.94 1.41 3.15 6.58 7.86
Moderate Allocation 2.87 2.77 2.38 7.44 10.16 9.79
Target Date 2016-2020 2.08 2.62 2.09 5.81 7.80 8.32
Tactical Allocation 1.59 2.36 1.55 3.68 5.42 6.42
Target Date 2011-2015 1.73 2.32 1.82 5.27 7.39 7.79
Target Date 2000-2010 1.50 2.13 1.62 4.78 6.43 7.14
Conservative Allocation 1.32 1.92 1.36 4.29 6.14 7.01
Retirement Income 0.89 1.84 1.53 4.31 4.96 5.90
International Equity Funds
India Equity 2.24 11.03 8.08 60.11 16.46 8.31
Japan Stock 4.99 8.97 5.64 6.84 9.79 8.12
Diversified Pacific/Asia 3.88 6.53 4.25 8.36 8.86 7.21
Europe Stock 4.99 6.48 3.24 -4.46 10.48 8.79
Foreign Large Growth 4.59 6.16 3.31 1.28 8.79 7.94
Foreign Large Blend 4.44 6.03 2.63 -0.06 8.31 6.93
Foreign Large Value 4.39 5.80 2.05 -2.17 7.78 6.24
Foreign Small/Mid Value 5.26 5.55 4.10 -3.97 9.46 8.10
Foreign Small/Mid Growth 4.54 5.52 4.11 -2.68 10.93 10.98
Foreign Small/Mid Blend 4.58 5.21 4.01 -2.86 10.29 10.02
Pacific/Asia ex-Japan Stk 2.06 4.83 3.07 9.86 7.05 6.94
World Stock 4.29 4.21 2.81 5.47 11.81 10.70
Miscellaneous Region 4.35 3.57 -0.08 -4.71 3.33 3.37
China Region 2.23 3.41 3.80 6.98 6.54 5.16
Diversified Emerging Mkts 1.72 2.77 -0.70 2.71 0.32 2.85
Latin America Stock 1.59 -3.68 -8.26 -8.76 -11.74 -4.86
Taxable Bond Funds
High Yield Bond 2.29 2.65 1.77 1.40 6.47 8.06
Preferred Stock 0.90 2.41 2.51 9.57 8.90 10.39
Bank Loan 1.52 1.64 0.64 1.48 4.45 4.99
Multisector Bond 0.74 1.56 1.07 3.12 4.73 6.40
Corporate Bond -0.97 1.50 2.00 5.50 4.67 6.34
Long-Term Bond -3.42 1.26 3.37 11.74 4.80 8.17
Nontraditional Bond 1.05 1.18 0.68 1.57 2.62 3.44
Inflation-Protected Bond -1.45 1.10 0.37 0.82 -0.38 3.30
Long Government -5.80 1.03 4.56 15.55 4.21 8.80
Intermediate-Term Bond -0.82 0.94 1.18 4.02 3.07 4.53
Short-Term Bond -0.06 0.51 0.27 0.91 1.42 2.15
Intermediate Government -0.85 0.44 0.63 3.27 1.50 3.05
Short Government -0.31 0.30 0.16 0.78 0.39 1.09
Emerging Markets Bond 0.05 0.28 -2.74 -0.90 -0.11 4.57
Ultrashort Bond 0.18 0.18 0.04 0.34 0.84 1.12
World Bond -0.38 -0.01 -0.52 0.12 1.66 3.39
Municipal Bond Funds
High Yield Muni -0.83 1.06 1.81 10.17 5.47 6.41
Muni California Long -1.12 0.79 1.45 8.56 5.00 6.11
Muni Pennsylvania -1.00 0.75 1.30 7.22 3.42 4.66
Muni New York Long -1.13 0.70 1.34 7.66 3.48 4.68
Muni National Long -1.15 0.66 1.27 7.44 4.04 5.20
Muni Single State Long -1.07 0.59 1.14 6.91 2.94 4.39
Muni Ohio -1.14 0.58 1.16 5.99 3.05 4.08
Muni Massachusetts -1.17 0.56 1.11 6.20 2.76 4.25
Muni Minnesota -0.93 0.53 1.07 6.04 3.32 4.55
Muni California Intermediate -1.03 0.50 0.76 4.58 2.99 4.15
Muni National Interm -1.01 0.50 0.74 4.59 2.81 4.07
Muni Single State Interm -1.08 0.46 0.82 4.70 2.46 3.63
Muni New Jersey -1.18 0.45 1.03 6.64 3.22 4.61
Muni New York Intermediate -1.12 0.44 0.79 4.27 2.27 3.53
Muni Single State Short -0.56 0.44 0.47 2.14 1.40 2.23
Muni National Short -0.35 0.27 0.11 0.88 0.94 1.68
Alternative Funds
Trading-Leveraged Equity 8.11 7.10 4.86 16.40 20.72 18.09
Managed Futures 0.27 3.93 6.17 14.97 1.80 1.83
Multialternative 1.42 1.84 1.72 3.02 3.67 3.89
Long/Short Equity 2.71 1.81 1.95 3.98 7.10 7.23
Trading-Leveraged Debt -9.74 1.39 7.39 24.73 6.45 11.88
Market Neutral 0.59 0.75 0.50 1.19 1.47 1.10
Multicurrency -0.32 0.70 0.48 -0.14 -1.60 -0.41
Trading-Leveraged Commodities 2.11 0.02 -3.94 -25.08 -9.44 -2.23
Trading-Miscellaneous 0.13 -0.78 -0.77 -1.11 -4.93 -6.33
Trading-Inverse Debt 5.07 -2.17 -5.01 -14.90 -9.47 -13.23
Bear Market -7.34 -6.40 -6.79 -21.17 -23.02 -23.99
Trading-Inverse Equity -7.08 -6.54 -3.09 -24.21 -16.40 -30.51
Trading-Inverse Commodities 0.05 -7.02 -4.95 6.11 2.99 -7.07
Volatility -16.81 -15.04 -9.27 --- --- ---
Commodities
Commodities Precious Metals -5.68 1.83 0.15 -10.62 --- ---
Commodities Broad Basket 0.78 -2.08 -9.08 -23.13 -12.19 -5.29
Sector Equity Funds
Health 6.00 9.14 9.35 23.83 31.36 22.57
Equity Precious Metals -6.14 7.73 5.09 -20.81 -25.44 -12.68
Technology 8.35 6.09 6.43 13.71 16.39 15.32
Miscellaneous Sector 7.08 6.01 1.84 -4.74 --- ---
Communications 5.71 5.98 4.06 8.38 13.28 12.54
Global Real Estate 0.60 5.07 4.25 14.16 11.80 11.38
Consumer Cyclical 6.83 4.65 5.47 10.86 18.30 18.80
Consumer Defensive 3.67 4.57 3.79 16.56 16.14 15.10
Industrials 5.29 3.69 4.36 10.23 18.91 16.70
Real Estate -1.93 3.50 5.04 22.34 14.34 16.76
Natural Resources 3.21 2.04 -0.14 -12.18 -3.07 1.98
Financial 5.24 0.37 0.84 5.33 15.47 9.95
Equity Energy 1.48 -0.15 -3.32 -17.49 -2.34 1.49
Energy Limited Partnership 1.15 -0.40 -1.92 5.01 9.61 ---
Utilities -3.52 -2.58 -2.06 9.26 12.66 12.21
Content Partners