Fund Category Performance: Total Returns

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Data through 4/24/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.94 7.55 8.81 13.81 17.36 13.85
Mid-Cap Growth 1.30 7.24 7.69 15.39 16.90 13.45
Large Growth 0.95 6.02 5.85 17.02 17.24 13.53
Mid-Cap Blend 0.95 4.89 5.80 11.16 17.42 12.60
Small Blend 0.37 4.66 6.57 8.58 16.58 12.09
Mid-Cap Value 0.84 3.96 5.13 10.42 17.92 12.49
Large Blend 1.18 3.38 3.82 12.69 16.75 12.57
Small Value 0.38 3.30 5.92 5.75 15.98 10.81
Large Value 1.41 2.39 3.24 9.98 16.17 11.81
Allocation Funds
Target-Date 2051+ 1.68 5.75 5.25 9.79 13.45 10.04
Target Date 2046-2050 1.63 5.72 5.13 9.75 12.59 9.65
Target Date 2041-2045 1.64 5.65 5.14 9.61 12.92 10.02
Target Date 2036-2040 1.55 5.47 4.89 9.33 12.06 9.38
Target Date 2031-2035 1.52 5.26 4.70 9.03 12.06 9.57
Convertibles 1.34 4.93 4.88 7.84 12.58 9.23
Target Date 2026-2030 1.36 4.87 4.21 8.37 10.68 8.65
Aggressive Allocation 1.39 4.79 4.58 8.88 12.47 9.44
World Allocation 1.65 4.58 3.60 4.18 7.64 6.86
Target Date 2021-2025 1.24 4.43 3.75 7.73 10.14 8.56
Target Date 2016-2020 1.06 3.91 3.17 6.86 8.46 7.43
Tactical Allocation 1.12 3.84 2.75 4.69 6.22 5.35
Moderate Allocation 1.07 3.72 3.31 7.91 10.65 8.77
Target Date 2011-2015 0.94 3.47 2.74 6.03 7.96 6.96
Target Date 2000-2010 1.00 3.29 2.59 5.55 7.02 6.40
Conservative Allocation 0.91 2.91 2.23 4.67 6.56 6.39
Retirement Income 0.67 2.87 2.00 5.04 5.39 5.48
International Equity Funds
China Region 17.41 21.40 16.99 29.09 14.14 7.26
Japan Stock 3.59 17.02 15.02 20.58 12.94 8.58
Diversified Pacific/Asia 5.11 13.83 10.75 16.30 12.25 7.35
Pacific/Asia ex-Japan Stk 6.50 11.29 7.42 13.18 9.85 6.84
Foreign Small/Mid Value 3.91 10.57 11.52 0.46 12.14 7.15
Foreign Small/Mid Growth 3.20 10.11 10.03 3.19 12.73 10.13
Foreign Large Blend 2.88 10.07 8.82 3.92 10.83 6.46
Foreign Large Growth 2.73 10.03 8.54 5.97 10.76 7.52
Foreign Large Value 3.01 9.75 8.79 1.23 10.74 5.75
Foreign Small/Mid Blend 2.96 9.64 10.09 1.29 12.66 9.27
Europe Stock 1.64 9.09 8.38 -1.21 12.57 7.89
Diversified Emerging Mkts 6.72 8.45 5.35 4.68 3.82 2.47
World Stock 2.22 6.64 6.17 7.95 13.33 9.56
India Equity -4.69 1.70 -6.48 33.14 15.73 4.54
Latin America Stock 7.48 0.08 0.76 -14.72 -7.85 -5.08
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 1.48 3.51 3.41 1.62 6.77 7.31
Preferred Stock 0.41 3.26 2.09 7.71 8.84 9.45
Long Government -1.79 2.88 -2.57 16.08 4.94 9.64
Bank Loan 1.03 2.76 2.65 2.58 4.47 4.64
Corporate Bond 0.19 2.59 0.88 5.49 5.04 6.23
Long-Term Bond -0.85 2.59 -0.96 11.63 5.07 8.20
Multisector Bond 0.75 2.28 1.62 2.87 4.92 5.89
Inflation-Protected Bond 0.62 2.25 0.66 1.30 -0.23 3.24
Emerging Markets Bond 1.82 1.87 1.17 -1.64 0.75 4.22
Intermediate-Term Bond 0.21 1.87 0.63 4.47 3.29 4.55
Intermediate Government 0.21 1.35 0.50 4.10 1.66 3.22
Nontraditional Bond 0.53 1.33 1.18 0.97 2.65 2.97
Short-Term Bond 0.33 1.07 0.69 1.36 1.53 2.16
Short Government 0.17 0.72 0.33 1.30 0.48 1.21
Ultrashort Bond 0.15 0.34 0.35 0.40 0.81 1.06
World Bond 0.17 0.10 -0.16 -1.08 1.72 3.25
Municipal Bond Funds
High Yield Muni 0.12 1.66 0.26 8.88 5.15 6.26
Muni California Long -0.23 1.06 -0.38 7.09 4.78 5.89
Muni Pennsylvania -0.15 1.05 -0.16 6.07 3.28 4.56
Muni New York Long -0.17 1.00 -0.36 6.33 3.36 4.50
Muni National Long -0.21 0.92 -0.45 6.13 3.87 5.05
Muni Ohio -0.19 0.86 -0.44 5.13 2.96 4.07
Muni Single State Long -0.16 0.86 -0.39 5.85 2.83 4.28
Muni Minnesota -0.12 0.83 -0.26 5.09 3.25 4.52
Muni Massachusetts -0.25 0.80 -0.49 5.24 2.67 4.17
Muni California Intermediate -0.16 0.70 -0.48 3.97 2.90 4.07
Muni Single State Interm -0.16 0.70 -0.45 4.09 2.41 3.67
Muni National Interm -0.11 0.69 -0.43 3.87 2.71 4.04
Muni New York Intermediate -0.14 0.69 -0.47 3.78 2.23 3.53
Muni New Jersey -0.25 0.55 -0.67 5.08 3.02 4.43
Muni Single State Short -0.04 0.53 -0.24 2.07 1.35 2.19
Muni National Short -0.01 0.27 -0.21 0.83 0.90 1.69
Alternative Funds
Managed Futures 0.04 5.55 1.59 18.01 2.77 1.84
Multialternative 0.41 2.63 1.86 4.19 4.39 3.40
Long/Short Equity 0.58 2.36 2.54 4.67 7.18 6.08
Multicurrency 0.42 1.48 0.52 -0.27 -1.07 -0.52
Market Neutral -0.07 0.72 0.32 0.94 1.57 1.08
Bear Market -3.55 -9.71 -8.97 -23.24 -24.23 -22.46
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 -1.57 -1.16 -9.66 -10.88 --- ---
Commodities Broad Basket 2.24 -2.16 1.73 -25.09 -10.53 -6.01
Sector Equity Funds
Health 1.24 14.57 10.00 42.09 32.39 23.23
Communications 2.54 6.88 5.26 10.51 14.05 11.13
Equity Energy 9.24 6.44 10.59 -17.40 2.99 1.20
Technology 0.71 5.96 5.94 18.20 17.19 12.93
Consumer Cyclical 1.11 5.95 7.37 16.66 19.44 15.68
Global Real Estate -0.16 5.68 0.55 12.22 11.80 9.87
Natural Resources 5.55 4.74 7.41 -12.96 0.27 1.01
Consumer Defensive 1.24 4.50 2.78 13.48 15.36 13.94
Energy Limited Partnership 4.91 2.83 5.46 3.86 11.29 9.89
Real Estate -3.09 2.63 -4.38 17.81 12.02 12.90
Industrials -0.42 2.49 2.50 7.68 18.88 13.72
Financial 0.82 1.84 5.77 6.82 15.77 7.79
Equity Precious Metals -1.39 1.35 -10.53 -19.75 -21.95 -14.89
Utilities 2.41 0.26 -1.49 7.09 13.35 11.67
Miscellaneous Sector --- --- --- --- --- ---
Content Partners