Fund Category Performance: Total Returns

Print
Data through 6/15/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 6.43 14.18 8.27 27.33 11.98 13.44
Large Growth 4.35 10.78 3.34 24.28 13.05 14.79
Mid-Cap Growth 4.67 10.10 4.29 22.25 10.66 12.97
Small Blend 4.63 7.42 5.79 17.18 9.85 11.43
Small Value 3.69 5.06 5.66 14.11 9.18 9.99
Mid-Cap Blend 3.10 4.16 2.69 13.70 8.33 10.91
Large Blend 2.62 4.01 1.49 15.04 10.40 11.97
Mid-Cap Value 2.30 2.02 2.09 10.97 8.04 10.33
Large Value 1.44 0.96 0.77 11.07 8.53 10.10
Allocation Funds
Convertibles 2.53 6.59 2.33 12.37 6.19 8.08
Allocation--85%+ Equity 1.87 3.38 1.54 13.04 8.13 9.90
Target-Date 2060+ 1.31 2.68 0.71 13.13 8.75 9.82
Target-Date 2055 1.27 2.63 0.61 12.89 8.39 9.54
Target-Date 2045 1.26 2.50 0.59 12.45 8.19 9.19
Target-Date 2050 1.26 2.48 0.65 12.59 8.26 9.26
Target-Date 2040 1.21 2.21 0.60 11.69 7.83 8.81
Allocation--70% to 85% Equity 1.42 2.18 1.09 10.31 6.64 8.02
Target-Date 2035 1.18 1.99 0.50 10.87 7.46 8.42
Target-Date 2030 1.11 1.50 0.49 9.44 6.76 7.63
Allocation--50% to 70% Equity 1.25 1.19 0.65 7.95 5.78 6.87
Target-Date 2025 1.04 1.09 0.38 8.01 6.03 6.87
Target-Date 2020 0.95 0.69 0.34 6.56 5.22 5.95
Tactical Allocation 1.13 0.63 0.19 7.56 4.37 4.74
Target-Date 2015 0.90 0.56 0.31 5.87 4.93 5.72
Target Date 2010 0.77 0.30 0.18 4.93 4.48 5.17
Allocation--30% to 50% Equity 0.74 0.06 0.33 4.74 4.28 4.87
Target-Date Retirement 0.77 -0.08 0.25 3.91 3.75 4.07
World Allocation -0.05 -0.23 -0.42 6.76 4.37 4.97
Allocation--15% to 30% Equity 0.64 -0.74 0.06 1.98 2.89 3.08
International Equity Funds
Foreign Small/Mid Growth 0.38 3.21 -0.88 19.14 10.21 10.41
China Region -0.46 2.72 -3.21 24.90 5.21 11.48
World Small/Mid Stock 1.36 2.62 0.68 15.31 9.36 10.00
World Large Stock 0.85 2.53 0.22 13.22 8.40 9.38
Foreign Large Growth 0.29 2.25 -0.14 14.01 7.16 7.77
Japan Stock -0.77 0.66 0.47 15.06 8.64 11.40
Foreign Small/Mid Blend -0.92 0.17 -1.29 13.40 8.71 8.98
Pacific/Asia ex-Japan Stk -0.14 0.01 -3.40 15.18 7.75 8.16
Europe Stock -1.57 -0.04 -0.06 7.67 5.59 6.52
Diversified Pacific/Asia -0.64 -0.54 -2.25 13.19 8.26 8.45
Foreign Large Blend -1.63 -0.66 -1.30 9.30 4.99 5.99
Foreign Small/Mid Value -2.22 -1.43 -1.99 11.27 6.80 7.95
Foreign Large Value -2.88 -2.38 -1.98 7.15 3.84 4.95
Diversified Emerging Mkts -2.34 -3.48 -7.55 11.13 6.14 4.33
India Equity -0.20 -8.54 -3.77 4.42 9.18 12.03
Latin America Stock -13.41 -16.02 -22.42 0.36 3.63 -4.51
Taxable Bond Funds
Bank Loan 0.20 1.82 0.75 3.69 3.43 3.23
Ultrashort Bond 0.17 0.67 0.50 1.41 1.12 0.88
High Yield Bond 0.62 0.09 0.85 2.37 4.02 4.01
Nontraditional Bond -0.22 -0.05 -0.33 1.73 2.44 1.85
Short-Term Bond 0.27 -0.15 0.27 0.35 1.18 1.13
Short Government 0.32 -0.24 0.16 -0.27 0.28 0.34
Inflation-Protected Bond 0.63 -0.64 0.55 1.20 1.49 0.67
Multisector Bond 0.26 -0.86 -0.24 1.24 3.17 2.88
Preferred Stock 0.73 -1.02 0.23 1.66 4.60 4.69
Intermediate Government 0.80 -1.48 0.04 -1.48 0.62 1.02
World Bond -0.47 -1.54 -2.24 0.62 2.21 0.94
Intermediate-Term Bond 0.70 -1.77 -0.12 -0.85 1.64 1.84
Corporate Bond 0.63 -2.82 -0.41 -0.83 2.86 3.02
Long-Term Bond 1.18 -3.81 -0.68 -0.58 4.19 4.34
Long Government 2.84 -4.13 0.63 -2.46 2.72 3.49
Emerging Markets Bond -1.43 -4.93 -4.40 -1.89 3.75 2.34
Emerging-Markets Local-Currency Bond -3.29 -5.47 -8.33 -1.32 1.59 -1.64
Municipal Bond Funds
High Yield Muni 0.77 1.19 1.91 3.54 4.30 4.30
Muni Single State Short 0.53 0.51 0.84 -0.14 0.91 0.95
Muni National Short 0.38 0.35 0.43 0.37 0.94 0.85
Muni New Jersey 0.64 0.27 1.37 1.65 2.81 2.71
Muni New York Long 0.64 0.05 1.32 0.81 2.74 2.96
Muni Pennsylvania 0.59 0.02 1.22 0.87 2.54 2.73
Muni California Intermediate 0.55 -0.24 0.90 0.51 2.14 2.52
Muni California Long 0.61 -0.28 1.24 1.40 3.16 3.71
Muni National Interm 0.49 -0.41 0.82 0.61 2.29 2.48
Muni Single State Long 0.50 -0.45 0.86 0.43 2.09 2.40
Muni New York Intermediate 0.49 -0.56 0.72 0.01 1.97 2.26
Muni Minnesota 0.46 -0.59 0.77 0.58 2.11 2.50
Muni Single State Interm 0.44 -0.66 0.64 -0.10 1.78 2.09
Muni National Long 0.54 -0.75 1.00 1.16 2.96 3.24
Muni Ohio 0.45 -0.79 0.70 0.15 2.12 2.47
Muni Massachusetts 0.45 -0.96 0.71 0.06 2.04 2.36
Alternative Funds
Long-Short Equity 1.02 1.44 0.00 7.50 3.95 4.40
Options-based 1.49 0.50 1.11 4.75 4.36 4.70
Long-Short Credit 0.06 0.15 0.04 1.44 2.26 1.73
Market Neutral 0.33 -0.18 -0.06 1.77 1.09 0.65
Multialternative 0.12 -0.49 -0.08 2.42 1.15 2.07
Multicurrency -0.06 -1.02 -1.03 -2.12 0.60 -0.28
Managed Futures -2.76 -4.33 -1.26 -0.85 -2.17 2.30
Bear Market -2.95 -9.29 -3.05 -23.41 -20.09 -21.72
Commodities
Commodities Broad Basket -2.85 0.94 1.55 12.72 -2.29 -6.77
Commodities Precious Metals 0.58 -1.02 -1.02 2.21 1.89 -2.80
Sector Equity Funds
Technology 5.45 16.07 3.48 32.86 19.99 20.52
Health 5.13 10.18 3.87 19.24 5.13 14.79
Consumer Cyclical 6.71 8.90 5.86 20.67 9.87 11.66
Financial -0.45 2.62 -1.18 13.85 10.84 12.24
Equity Energy -5.38 2.29 10.65 17.68 -4.11 -4.65
Industrials 2.59 1.46 0.80 15.13 11.68 13.31
Natural Resources -1.58 0.20 2.84 18.26 5.13 3.15
Global Real Estate 1.16 -0.26 2.43 5.16 4.88 5.65
Communications 3.53 -1.29 -1.38 0.31 5.34 7.43
Real Estate 4.08 -2.05 5.34 -0.44 5.61 6.86
Utilities 0.35 -2.31 2.07 -1.39 7.65 8.43
Energy Limited Partnership -0.50 -2.39 7.04 0.91 -8.80 -3.46
Infrastructure -0.64 -3.61 0.42 0.44 4.25 6.40
Consumer Defensive 4.44 -3.74 0.04 1.95 6.60 8.64
Equity Precious Metals -1.57 -7.09 1.55 -0.48 6.80 -2.81
Content Partners