Fund Category Performance: Total Returns

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Data through 8/14/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.98 15.71 7.79 28.38 13.20 11.89
Large Growth 0.52 12.15 4.87 22.69 13.03 13.93
Mid-Cap Growth 0.40 10.49 4.61 22.06 11.06 11.67
Small Blend 0.61 8.32 5.48 19.58 11.45 10.21
Large Blend 1.33 5.93 3.93 15.68 11.06 11.46
Small Value 0.45 5.88 4.63 17.03 11.18 8.87
Mid-Cap Blend 0.56 4.91 3.56 14.82 9.09 9.90
Large Value 1.53 2.71 2.83 12.16 9.56 9.64
Mid-Cap Value 0.54 2.61 2.68 11.86 9.13 9.35
Allocation Funds
Convertibles -0.47 5.59 1.26 10.25 6.84 7.13
Allocation--85%+ Equity 0.18 3.53 1.54 11.66 8.60 8.81
Allocation--70% to 85% Equity 0.24 2.59 1.35 9.65 7.24 7.47
Target-Date 2060+ -0.06 2.55 0.48 10.83 8.98 8.32
Target-Date 2055 -0.09 2.44 0.39 10.61 8.69 8.65
Target-Date 2045 -0.08 2.35 0.43 10.29 8.50 8.34
Target-Date 2050 -0.09 2.27 0.35 10.36 8.53 8.36
Target-Date 2040 -0.07 2.09 0.42 9.68 8.11 8.00
Target-Date 2035 -0.07 1.97 0.51 9.03 7.76 7.70
Allocation--50% to 70% Equity 0.34 1.86 1.42 7.56 6.36 6.58
Target-Date 2030 -0.09 1.54 0.53 7.87 7.03 7.03
Target-Date 2025 -0.09 1.25 0.62 6.71 6.30 6.40
Target-Date 2020 -0.08 0.89 0.62 5.52 5.47 5.61
Target-Date 2015 -0.10 0.85 0.70 4.98 5.20 5.44
Tactical Allocation -0.08 0.60 0.55 6.46 4.78 4.52
Target Date 2010 -0.12 0.55 0.58 4.09 4.70 4.95
Allocation--30% to 50% Equity 0.03 0.40 0.67 4.12 4.65 4.74
Target-Date Retirement -0.02 0.25 0.66 3.34 3.96 4.04
Allocation--15% to 30% Equity 0.06 -0.26 0.74 1.87 3.30 3.18
World Allocation -0.61 -0.90 -1.29 4.50 4.79 4.43
International Equity Funds
World Large Stock -0.49 1.89 -0.48 10.11 8.52 8.25
World Small/Mid Stock -0.99 0.62 -1.11 10.13 9.76 8.47
Foreign Large Growth -2.59 -1.49 -4.16 6.32 6.49 5.96
Foreign Small/Mid Growth -2.64 -1.63 -5.05 9.45 8.35 8.09
Europe Stock -2.37 -3.26 -5.41 1.81 4.23 4.51
Foreign Large Blend -1.93 -3.99 -5.66 2.75 4.58 4.25
Japan Stock -0.31 -4.05 -5.94 7.76 6.50 9.05
Foreign Small/Mid Blend -2.54 -5.00 -6.69 3.79 7.52 6.55
Foreign Large Value -1.82 -5.46 -6.58 0.76 3.71 3.23
Diversified Pacific/Asia -1.79 -5.57 -6.58 4.34 8.13 6.50
Foreign Small/Mid Value -2.53 -6.75 -8.13 1.23 5.94 5.49
Pacific/Asia ex-Japan Stk -2.58 -6.91 -8.06 3.13 8.15 6.12
India Equity 1.74 -8.24 -0.62 2.41 7.36 14.23
Diversified Emerging Mkts -3.17 -9.09 -9.24 -0.48 7.12 2.90
China Region -6.12 -10.49 -13.88 0.22 6.27 7.49
Latin America Stock 1.52 -11.14 -9.77 -4.99 11.92 -2.53
Taxable Bond Funds
Bank Loan 0.49 2.45 0.82 3.83 3.85 3.23
Ultrashort Bond 0.22 1.06 0.56 1.54 1.26 0.97
High Yield Bond 0.62 0.94 1.04 2.73 5.12 4.26
Short-Term Bond 0.24 0.33 0.66 0.44 1.36 1.31
Nontraditional Bond 0.05 0.20 -0.09 1.46 2.74 2.15
Short Government 0.10 0.08 0.54 -0.21 0.33 0.52
Inflation-Protected Bond -0.52 -0.23 0.82 1.05 1.74 1.14
Preferred Stock 0.07 -0.37 1.19 1.07 4.87 5.39
Multisector Bond 0.07 -0.54 0.33 0.96 3.47 3.19
Intermediate Government -0.09 -1.00 0.91 -1.27 0.57 1.49
Intermediate-Term Bond 0.00 -1.15 0.94 -0.68 1.76 2.36
World Bond -0.76 -1.86 -1.20 -1.22 2.23 1.22
Corporate Bond 0.16 -1.94 1.07 -0.43 3.20 3.68
Long-Term Bond -0.54 -2.90 1.30 -0.22 4.01 5.57
Long Government -1.79 -3.82 1.94 -2.33 1.23 5.14
Emerging Markets Bond -1.80 -5.48 -2.53 -3.38 4.08 2.77
Emerging-Markets Local-Currency Bond -3.63 -8.77 -7.72 -6.82 1.84 -1.53
Municipal Bond Funds
High Yield Muni 0.18 2.18 1.48 3.62 4.51 5.82
Muni New Jersey 0.18 1.14 1.25 1.81 2.98 3.75
Muni Single State Short 0.20 1.09 1.01 -0.03 1.10 1.29
Muni National Short 0.05 0.68 0.67 0.26 0.92 1.06
Muni New York Long -0.14 0.58 0.91 0.81 2.69 4.06
Muni Pennsylvania -0.05 0.57 0.90 0.92 2.43 3.69
Muni California Intermediate -0.06 0.22 0.82 0.31 1.99 3.16
Muni California Long -0.18 0.21 0.83 1.14 2.99 4.74
Muni National Interm -0.07 0.03 0.78 0.31 2.21 3.22
Muni Single State Long -0.12 0.00 0.75 0.47 2.02 3.44
Muni New York Intermediate -0.17 -0.19 0.67 -0.15 1.80 2.93
Muni Minnesota -0.21 -0.27 0.56 0.31 1.93 3.28
Muni National Long -0.18 -0.30 0.72 0.80 2.77 4.29
Muni Single State Interm -0.15 -0.37 0.57 -0.24 1.61 2.76
Muni Ohio -0.22 -0.46 0.57 0.03 1.92 3.26
Muni Massachusetts -0.30 -0.72 0.45 -0.19 1.79 3.25
Alternative Funds
Options-based 0.78 2.08 2.54 5.43 4.44 4.93
Long-Short Equity 0.31 1.43 0.76 6.42 3.93 4.20
Long-Short Credit 0.33 0.50 0.23 1.55 2.53 1.92
Market Neutral 0.32 -0.19 0.32 1.07 1.12 0.72
Multialternative -0.09 -0.50 -0.03 2.19 1.27 1.91
Multicurrency -0.09 -0.59 0.10 -0.88 1.07 0.02
Managed Futures 0.33 -2.35 -0.89 3.45 -1.34 2.45
Bear Market 0.01 -9.69 -2.63 -20.44 -21.06 -20.37
Commodities
Commodities Broad Basket -0.73 -2.85 -6.83 5.21 -0.13 -7.38
Commodities Precious Metals -4.21 -9.64 -10.07 -8.29 1.01 -4.31
Sector Equity Funds
Technology -0.96 14.52 3.11 26.62 20.60 18.32
Health 0.43 13.68 7.32 21.27 6.10 14.21
Consumer Cyclical -0.04 7.64 5.43 19.78 8.64 10.04
Energy Limited Partnership 5.98 5.62 7.40 8.47 -2.02 -1.40
Equity Energy -2.29 4.01 -3.47 23.73 1.11 -5.49
Utilities 1.21 3.72 5.73 3.00 8.57 9.19
Financial 2.17 2.64 -0.32 12.20 10.78 10.83
Industrials 1.88 1.59 1.97 14.15 12.29 11.88
Communications 0.67 1.44 5.31 0.98 6.43 7.15
Real Estate -0.37 1.15 5.64 3.60 5.40 8.32
Global Real Estate -1.47 -1.14 -1.14 3.84 4.02 5.48
Infrastructure -0.08 -1.18 1.00 1.34 5.63 7.03
Consumer Defensive 0.21 -2.30 5.85 3.15 5.55 8.26
Natural Resources -2.11 -2.71 -4.67 11.45 7.91 1.97
Equity Precious Metals -9.91 -17.40 -14.39 -14.59 9.80 -5.69
Content Partners