Fund Category Performance: Total Returns

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Data through 7/2/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 1.70 8.35 1.50 6.00 15.73 17.72
Mid-Cap Growth -0.36 6.84 1.67 9.91 14.92 16.67
Mid-Cap Blend -1.59 3.98 -1.31 6.30 18.85 17.29
Large Growth -0.91 3.26 0.79 8.31 15.68 15.67
Small Blend -0.33 2.30 -1.40 4.44 16.01 17.76
Mid-Cap Value -1.69 2.04 -1.17 4.20 19.25 17.67
Large Blend -1.40 1.74 0.59 4.80 15.00 15.16
Small Value -0.83 1.18 -1.82 -1.62 15.20 16.08
Large Value -1.60 -0.54 -0.51 3.02 14.70 14.74
Allocation Funds
Target Date 2041-2045 -1.45 3.45 -0.14 1.50 13.33 13.07
Target-Date 2051+ -1.47 3.31 -0.24 2.81 13.59 ---
Target Date 2046-2050 -1.44 3.18 -0.15 0.88 11.42 13.04
Convertibles -2.18 2.98 0.41 0.91 12.42 11.05
Target Date 2031-2035 -1.43 2.87 -0.36 0.84 12.30 12.37
Aggressive Allocation -1.45 2.85 -0.44 1.28 12.56 12.51
Target Date 2036-2040 -1.34 2.65 -0.26 0.69 10.89 12.79
Target Date 2021-2025 -1.28 2.44 -0.50 0.61 10.08 10.40
Target Date 2026-2030 -1.29 2.20 -0.49 0.38 9.53 11.53
Target Date 2011-2015 -1.06 1.95 -0.70 0.94 7.30 7.90
Target Date 2016-2020 -1.10 1.83 -0.65 0.60 7.73 9.10
Target Date 2000-2010 -0.97 1.35 -0.86 0.58 5.94 6.84
Moderate Allocation -1.33 1.15 -0.85 -0.13 6.76 9.64
Retirement Income -0.71 1.13 -0.86 0.72 3.53 4.05
Conservative Allocation -0.88 1.10 -0.68 -0.77 4.74 5.51
Tactical Allocation -1.63 0.59 -1.29 0.37 6.24 7.31
World Allocation -2.33 -0.79 -1.73 -9.08 2.11 ---
International Equity Funds
Japan Stock 0.40 16.26 4.98 8.27 13.28 10.59
China Region -5.57 14.06 6.77 17.04 13.98 8.41
Diversified Pacific/Asia -1.57 10.21 2.14 5.50 12.38 9.42
Foreign Small/Mid Growth -0.65 9.82 3.98 -1.08 14.42 12.83
Foreign Large Value -2.07 8.08 1.10 -2.22 13.14 9.01
Foreign Small/Mid Value -3.60 7.78 0.09 -5.98 16.35 ---
Europe Stock -1.75 7.33 1.72 -4.44 13.61 10.95
Foreign Large Growth -1.71 6.89 -0.35 -3.66 12.69 ---
Foreign Small/Mid Blend -2.76 6.76 2.16 -6.23 9.46 ---
Foreign Large Blend -1.98 6.71 0.17 -2.77 12.05 9.60
Pacific/Asia ex-Japan Stk -2.62 5.36 0.36 3.04 9.52 7.59
India Equity 0.22 4.63 -3.10 17.14 18.43 6.17
Diversified Emerging Mkts -2.36 1.98 -2.07 -5.30 11.11 ---
World Stock -2.71 1.89 -0.67 -2.94 13.15 11.38
Latin America Stock -0.74 -8.35 -1.48 -25.55 -8.13 -4.49
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond -1.15 3.00 0.49 -1.25 5.56 7.30
Bank Loan -0.44 2.25 1.01 0.17 4.19 ---
Preferred Stock -0.88 1.90 -1.02 3.50 7.75 9.92
Multisector Bond -0.85 1.66 -0.82 0.27 3.98 ---
Nontraditional Bond -0.52 0.96 0.01 -0.23 2.50 2.99
Corporate Bond -0.16 0.71 -0.95 1.18 1.23 ---
Short-Term Bond -0.15 0.57 -0.24 0.56 0.69 1.25
Short Government -0.13 0.42 -0.28 0.63 0.34 0.87
Ultrashort Bond -0.06 0.22 -0.02 0.11 0.41 ---
Intermediate-Term Bond -0.52 -0.06 -1.80 1.05 1.76 3.35
Inflation-Protected Bond -0.07 -0.25 -1.94 -1.47 --- ---
Emerging Markets Bond -1.32 -0.61 -0.70 -7.48 -0.33 3.58
Intermediate Government -0.51 -0.85 -2.54 0.86 0.16 1.97
World Bond -1.06 -1.25 -3.07 1.54 2.18 ---
Long-Term Bond -2.63 -3.95 -7.31 2.33 3.16 6.45
Long Government -3.22 -4.62 -8.56 4.38 0.11 5.16
Municipal Bond Funds
High Yield Muni -0.56 0.37 -0.83 4.01 -3.93 0.21
Muni Minnesota -0.11 0.10 -0.84 2.93 2.67 4.11
Muni National Short -0.03 0.10 0.03 0.23 0.34 0.75
Muni California Intermediate 0.05 0.02 -0.94 1.85 2.18 2.92
Muni Pennsylvania -0.44 -0.02 -1.20 3.53 2.66 4.12
Muni National Interm 0.14 -0.09 -0.84 0.98 1.59 2.50
Muni New York Long -0.56 -0.16 -1.34 3.50 2.66 4.04
Muni New York Intermediate -0.14 -0.19 -0.95 2.26 2.00 3.36
Muni California Long -0.46 -0.23 -1.49 3.86 3.95 5.49
Muni Ohio -0.42 -0.29 -1.32 2.69 2.30 3.66
Muni Single State Short -0.44 -0.35 -0.91 0.87 0.94 1.87
Muni Massachusetts -0.43 -0.36 -1.36 2.74 2.04 3.70
Muni National Long -0.58 -0.61 -1.82 4.68 3.46 13.60
Muni New Jersey -0.61 -1.02 -1.73 2.18 2.09 3.93
Muni Single State Interm -0.76 -1.31 -1.47 1.33 0.01 1.86
Muni Single State Long -0.86 -1.32 -1.71 3.26 1.57 3.56
Alternative Funds
Market Neutral -0.69 0.30 -0.44 0.32 1.82 1.45
Multicurrency -0.40 0.18 -0.73 -1.41 -1.09 -0.16
Long/Short Equity -1.43 0.13 -2.95 4.17 3.53 ---
Multialternative -1.96 -0.38 -2.73 1.06 4.67 ---
Managed Futures -1.18 -2.40 -3.14 13.88 -0.12 ---
Bear Market 1.19 -7.89 -3.46 -14.38 -23.81 -25.13
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 -1.86 -2.27 -4.01 -14.09 --- ---
Commodities Broad Basket -0.16 -3.31 0.88 -25.30 -9.14 -3.48
Sector Equity Funds
Health 0.75 16.16 5.60 30.84 31.52 27.03
Consumer Cyclical 0.66 5.24 1.72 11.27 19.56 20.30
Communications -1.12 4.65 1.75 2.17 12.52 12.76
Technology -3.13 3.39 1.20 9.17 18.12 18.18
Financial -0.52 3.08 0.74 -2.81 16.90 13.61
Consumer Defensive -0.51 2.79 0.14 7.72 14.35 16.14
Natural Resources -4.68 1.99 0.95 -25.10 -0.84 ---
Global Real Estate -3.23 0.15 -3.96 -3.25 7.52 9.21
Industrials -2.65 -1.69 -2.74 -0.34 18.60 16.70
Energy Limited Partnership -4.49 -2.16 -0.58 -6.73 --- ---
Real Estate -2.99 -3.97 -8.53 5.62 8.62 13.40
Utilities -3.29 -4.39 -2.52 -2.65 10.56 ---
Equity Energy -5.98 -4.50 -3.84 -30.58 2.50 3.96
Equity Precious Metals -8.88 -6.24 -6.40 -33.72 -22.79 -16.15
Miscellaneous Sector --- --- --- --- --- ---
Content Partners