Fund Category Performance: Total Returns

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Data through 10/22/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend -3.70 3.71 -3.45 9.32 16.91 12.73
Large Value -4.19 3.48 -4.09 8.60 16.67 12.23
Large Growth -3.18 2.90 -2.41 8.90 16.69 13.27
Mid-Cap Value -3.95 1.99 -5.04 6.68 17.99 13.75
Mid-Cap Blend -3.96 0.73 -4.79 5.64 17.04 13.76
Mid-Cap Growth -3.58 -0.60 -3.31 4.10 15.55 13.59
Small Value -3.55 -3.58 -6.34 1.02 16.57 12.74
Small Blend -3.26 -4.13 -5.66 0.48 16.46 13.39
Small Growth -3.18 -6.37 -4.10 -2.08 15.64 14.03
Allocation Funds
Convertibles -2.83 2.99 -3.48 5.82 11.71 9.36
Conservative Allocation -1.16 2.89 -1.96 3.74 6.95 6.64
Retirement Income -0.83 2.76 -1.57 3.57 6.65 6.44
Moderate Allocation -2.28 2.73 -2.86 5.15 10.67 8.91
Target Date 2011-2015 -1.36 2.66 -2.12 3.75 8.01 7.16
Target Date 2000-2010 -1.26 2.58 -2.01 3.49 7.29 6.71
Target Date 2016-2020 -1.72 2.42 -2.59 3.80 8.82 7.69
Target Date 2021-2025 -2.28 2.20 -3.11 4.10 10.42 8.72
Aggressive Allocation -3.16 1.86 -3.88 4.71 12.12 9.51
Target Date 2026-2030 -2.61 1.85 -3.58 3.95 10.78 8.73
Target Date 2031-2035 -3.10 1.53 -4.01 4.12 12.09 9.57
Target Date 2036-2040 -3.17 1.45 -4.21 3.98 11.98 9.33
Target Date 2046-2050 -3.39 1.35 -4.45 3.99 12.39 9.51
Target Date 2041-2045 -3.47 1.24 -4.43 4.08 12.99 9.89
Target-Date 2051+ -3.62 1.10 -4.56 4.11 13.25 9.46
Tactical Allocation -2.12 1.09 -3.73 2.23 7.06 6.60
World Allocation -2.94 0.47 -4.72 1.31 7.71 7.05
International Equity Funds
India Equity -1.35 37.15 5.31 42.56 12.43 5.90
Pacific/Asia ex-Japan Stk -3.00 5.98 -3.73 3.68 10.02 4.88
Diversified Emerging Mkts -4.54 0.18 -7.19 -2.69 5.02 2.79
Diversified Pacific/Asia -3.39 -0.31 -5.36 -1.26 9.85 5.97
China Region -2.19 -0.58 -2.55 0.99 10.15 3.78
World Stock -4.54 -0.73 -6.12 2.15 12.48 8.99
Japan Stock -5.47 -4.20 -8.00 -4.41 7.72 6.42
Miscellaneous Region -5.24 -4.69 -8.09 -3.47 6.91 3.87
Latin America Stock -8.76 -4.79 -14.75 -11.14 -3.89 -2.59
Foreign Small/Mid Blend -5.41 -5.10 -9.29 -3.47 11.22 8.10
Foreign Large Growth -5.39 -5.59 -8.22 -4.22 8.87 5.71
Foreign Large Value -6.70 -5.75 -9.77 -4.80 8.36 4.10
Foreign Large Blend -6.11 -5.86 -8.97 -4.67 8.67 4.57
Foreign Small/Mid Growth -5.00 -5.91 -9.03 -4.00 11.90 9.65
Foreign Small/Mid Value -6.25 -6.31 -10.78 -4.47 10.27 6.07
Europe Stock -7.09 -8.67 -10.25 -5.77 10.73 5.71
Taxable Bond Funds
Long Government 4.92 19.85 4.66 13.77 4.72 8.34
Preferred Stock 0.33 10.02 0.12 9.93 10.73 11.36
Long-Term Bond 2.15 9.02 1.96 7.71 4.85 6.47
Corporate Bond 1.15 7.37 0.82 7.11 6.38 7.05
Intermediate-Term Bond 1.01 5.06 0.86 4.39 3.87 4.90
Intermediate Government 1.21 4.41 1.17 3.18 1.85 3.23
Multisector Bond -0.32 4.10 -0.74 4.49 6.14 6.93
Emerging Markets Bond -0.62 3.98 -2.83 0.90 4.23 5.98
Inflation-Protected Bond 1.03 3.64 -1.39 1.25 1.09 3.82
World Bond -0.17 3.31 -1.54 2.20 2.91 3.81
High Yield Bond -0.61 3.26 -0.98 4.62 8.94 9.14
Nontraditional Bond -0.86 1.63 -0.80 2.12 3.49 3.81
Short-Term Bond 0.30 1.42 0.25 1.48 1.98 2.51
Short Government 0.42 1.07 0.41 0.86 0.58 1.31
Bank Loan -0.74 1.03 -0.98 2.29 5.58 5.71
Ultrashort Bond -0.06 0.50 0.00 0.64 1.13 1.33
Municipal Bond Funds
High Yield Muni 1.02 12.45 3.25 12.86 7.15 6.62
Muni California Long 1.34 11.17 3.00 11.77 6.69 6.07
Muni National Long 1.15 9.75 2.66 10.08 5.42 5.19
Muni New York Long 1.08 9.73 2.69 9.88 4.75 4.78
Muni New Jersey 0.95 9.43 2.52 9.60 4.89 4.78
Muni Single State Long 0.96 9.43 2.62 9.50 4.38 4.49
Muni Pennsylvania 1.13 9.41 2.63 9.63 4.80 4.77
Muni Massachusetts 1.02 8.57 2.29 8.76 4.18 4.40
Muni Ohio 1.01 8.01 2.13 8.22 4.31 4.26
Muni Minnesota 1.03 7.97 2.03 8.37 4.66 4.83
Muni Single State Interm 0.95 6.40 1.72 6.51 3.57 3.91
Muni California Intermediate 0.94 6.26 1.69 6.47 4.32 4.41
Muni National Interm 0.79 6.17 1.48 6.40 4.03 4.37
Muni New York Intermediate 0.87 5.83 1.62 5.94 3.54 3.85
Muni Single State Short 0.36 3.35 1.24 3.39 2.19 2.57
Muni National Short 0.22 1.68 0.46 1.93 1.57 1.88
Alternative Funds
Trading-Leveraged Debt 6.93 26.05 6.63 18.40 5.90 9.31
Trading-Inverse Commodities 4.02 4.49 14.12 6.57 3.23 -7.26
Managed Futures -0.09 2.42 2.21 3.84 -2.17 -2.69
Trading-Leveraged Equity -6.88 1.32 -7.74 7.21 21.66 15.35
Multicurrency -0.06 1.06 -0.86 -1.03 0.10 0.03
Multialternative -1.49 0.04 -2.01 1.23 3.35 3.31
Long/Short Equity -2.33 -0.01 -3.24 2.47 7.40 6.54
Market Neutral -1.20 -0.11 -1.59 0.14 1.17 1.13
Trading-Miscellaneous -1.10 -4.40 -0.19 -3.78 -5.59 -6.51
Bear Market 4.38 -8.54 2.95 -14.78 -24.57 -22.96
Trading-Leveraged Commodities -19.19 -10.78 -31.93 -10.21 0.78 2.27
Trading-Inverse Equity 8.74 -11.08 6.98 -14.98 -22.83 -28.61
Trading-Inverse Debt -4.41 -14.47 -4.57 -12.64 -10.16 -12.68
Volatility 11.64 --- 0.00 --- --- ---
Commodities
Commodities Precious Metals 2.28 2.28 -5.16 -8.58 --- ---
Commodities Broad Basket -2.94 -8.14 -10.44 -10.24 -6.18 -3.03
Sector Equity Funds
Real Estate 4.90 19.53 0.52 12.87 14.84 16.42
Health -1.11 15.63 4.94 23.65 28.83 20.72
Energy Limited Partnership -4.59 12.93 -3.72 15.92 14.11 ---
Utilities 0.01 12.01 -1.42 12.07 13.12 12.11
Global Real Estate -0.09 7.61 -4.22 2.93 12.66 9.14
Consumer Defensive -1.13 3.77 -0.74 6.65 14.95 13.66
Technology -4.95 3.24 -4.56 9.82 15.10 12.87
Equity Precious Metals -5.28 0.08 -21.83 -16.22 -24.03 -11.93
Financial -3.45 -0.12 -2.75 4.75 18.50 8.84
Industrials -4.36 -0.79 -6.50 6.63 18.91 15.66
Consumer Cyclical -2.36 -1.95 -2.14 3.65 18.05 17.42
Communications -4.66 -3.30 -6.11 -0.45 11.63 10.22
Equity Energy -11.18 -5.72 -17.71 -7.74 4.68 3.13
Natural Resources -9.11 -6.25 -15.26 -6.71 2.10 3.26
Miscellaneous Sector -4.59 -9.70 -8.82 -7.95 12.00 5.59
Content Partners