Fund Category Performance: Total Returns

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Data through 10/24/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend -2.02 5.65 -1.79 11.54 17.08 13.44
Large Value -2.39 5.35 -2.48 10.88 16.89 12.96
Large Growth -1.63 5.10 -0.70 11.17 16.75 13.98
Mid-Cap Value -2.03 3.76 -3.54 8.95 17.82 14.54
Mid-Cap Blend -2.12 2.51 -3.14 7.86 16.74 14.47
Mid-Cap Growth -1.74 1.51 -1.64 6.49 15.31 14.35
Small Value -1.57 -2.10 -4.64 2.68 16.06 13.54
Small Blend -1.23 -2.42 -3.78 2.22 15.99 14.20
Small Growth -1.33 -4.41 -2.42 -0.12 15.19 14.83
Allocation Funds
Convertibles -1.77 4.34 -1.98 7.31 11.74 9.86
Moderate Allocation -1.24 3.82 -1.93 6.41 10.67 9.33
Conservative Allocation -0.59 3.43 -1.51 4.37 6.88 6.86
Target Date 2011-2015 -0.72 3.29 -1.55 4.51 7.87 7.45
Retirement Income -0.35 3.26 -1.10 4.18 6.58 6.67
Target Date 2016-2020 -0.95 3.22 -1.91 4.75 8.70 8.04
Target Date 2021-2025 -1.32 3.19 -2.31 5.30 10.32 9.16
Aggressive Allocation -1.88 3.17 -2.78 6.31 12.05 10.02
Target Date 2000-2010 -0.66 3.17 -1.48 4.19 7.22 6.99
Target Date 2026-2030 -1.54 2.97 -2.68 5.30 10.66 9.19
Target Date 2031-2035 -1.86 2.82 -2.98 5.70 11.96 10.09
Target Date 2036-2040 -1.90 2.78 -3.16 5.59 11.85 9.87
Target Date 2046-2050 -2.05 2.76 -3.35 5.70 12.27 10.06
Target Date 2041-2045 -2.10 2.70 -3.28 5.86 12.90 10.46
Target-Date 2051+ -2.19 2.62 -3.37 5.99 13.22 9.92
Tactical Allocation -1.47 1.79 -3.20 3.07 7.00 6.89
World Allocation -2.15 1.22 -4.15 2.28 7.57 7.41
International Equity Funds
India Equity 0.79 37.91 5.40 43.90 12.40 5.96
Pacific/Asia ex-Japan Stk -2.95 6.35 -3.71 4.96 9.17 5.02
World Stock -3.09 0.62 -5.05 3.77 12.38 9.57
Diversified Pacific/Asia -3.14 0.50 -4.84 0.43 9.31 6.34
Diversified Emerging Mkts -4.29 0.45 -7.24 -1.26 4.21 2.94
China Region -2.62 -0.22 -3.32 3.80 9.04 3.84
Japan Stock -5.08 -3.45 -6.69 -3.33 7.61 6.96
Miscellaneous Region -4.74 -4.18 -7.90 -2.24 6.46 4.27
Foreign Large Growth -4.06 -4.61 -7.46 -2.95 8.57 6.19
Latin America Stock -8.61 -4.65 -14.46 -9.02 -4.86 -2.36
Foreign Small/Mid Blend -4.46 -4.67 -9.14 -2.74 10.71 8.42
Foreign Large Value -5.31 -4.76 -9.19 -3.46 8.17 4.61
Foreign Large Blend -4.71 -4.86 -8.31 -3.36 8.43 5.06
Foreign Small/Mid Growth -3.87 -5.30 -8.65 -3.04 11.42 10.01
Foreign Small/Mid Value -5.45 -5.84 -10.52 -3.70 9.78 6.41
Europe Stock -5.23 -7.80 -9.75 -4.89 10.56 6.16
Taxable Bond Funds
Long Government 4.06 18.94 4.73 12.85 4.46 8.35
Preferred Stock 0.68 10.20 0.19 9.92 10.68 11.36
Long-Term Bond 1.83 8.70 1.94 7.36 4.74 6.47
Corporate Bond 1.08 7.16 0.80 6.90 6.26 7.04
Intermediate-Term Bond 0.94 4.94 0.90 4.27 3.83 4.90
Intermediate Government 1.08 4.29 1.26 3.11 1.85 3.23
Multisector Bond -0.07 4.22 -0.67 4.48 6.07 6.97
Emerging Markets Bond -0.71 4.04 -3.01 0.85 3.99 6.01
High Yield Bond -0.03 3.41 -0.96 4.60 8.82 9.15
World Bond -0.13 3.30 -1.54 2.13 2.81 3.87
Inflation-Protected Bond 0.43 3.29 -1.59 0.96 0.94 3.78
Nontraditional Bond -0.66 1.78 -0.75 2.18 3.48 3.85
Short-Term Bond 0.30 1.39 0.25 1.45 1.96 2.52
Bank Loan -0.43 1.18 -0.86 2.35 5.57 5.73
Short Government 0.39 1.02 0.39 0.82 0.58 1.32
Ultrashort Bond -0.03 0.51 0.01 0.65 1.13 1.33
Municipal Bond Funds
High Yield Muni 0.85 12.48 3.11 12.15 7.16 6.61
Muni California Long 1.13 11.14 2.82 11.07 6.68 6.06
Muni National Long 0.95 9.72 2.48 9.44 5.41 5.18
Muni New York Long 0.88 9.69 2.50 9.23 4.74 4.77
Muni New Jersey 0.77 9.42 2.32 8.94 4.89 4.78
Muni Single State Long 0.80 9.41 2.46 8.80 4.38 4.48
Muni Pennsylvania 0.91 9.38 2.48 9.01 4.79 4.75
Muni Massachusetts 0.86 8.54 2.14 8.11 4.18 4.38
Muni Ohio 0.86 8.00 2.03 7.64 4.31 4.25
Muni Minnesota 0.84 7.94 1.92 7.90 4.65 4.81
Muni Single State Interm 0.83 6.38 1.59 6.07 3.57 3.90
Muni California Intermediate 0.85 6.25 1.56 6.12 4.31 4.41
Muni National Interm 0.67 6.17 1.36 6.03 4.03 4.36
Muni New York Intermediate 0.74 5.79 1.47 5.52 3.52 3.83
Muni Single State Short 0.34 3.37 1.19 3.14 2.19 2.56
Muni National Short 0.21 1.69 0.43 1.82 1.58 1.88
Alternative Funds
Trading-Leveraged Debt 5.76 24.79 6.80 17.18 5.54 9.39
Trading-Inverse Commodities 4.38 4.32 13.66 6.10 4.00 -7.67
Trading-Leveraged Equity -4.66 4.31 -5.28 11.46 21.45 16.57
Managed Futures -0.35 2.26 2.11 4.12 -1.99 -2.54
Long/Short Equity -1.49 0.82 -2.49 3.45 7.45 6.97
Multicurrency -0.48 0.80 -0.96 -1.14 -0.14 0.07
Multialternative -1.09 0.44 -1.64 1.73 3.36 3.52
Market Neutral -1.02 0.20 -1.30 0.51 1.32 1.17
Trading-Miscellaneous -1.40 -4.55 -0.37 -3.88 -5.48 -6.58
Trading-Leveraged Commodities -16.39 -7.86 -30.56 -6.64 0.29 3.86
Bear Market 1.94 -11.06 0.53 -17.54 -24.39 -23.60
Trading-Inverse Equity 7.37 -13.27 4.93 -18.50 -22.11 -29.49
Trading-Inverse Debt -4.22 -14.26 -4.89 -12.49 -9.91 -12.81
Volatility 8.98 --- -3.33 --- --- ---
Commodities
Commodities Precious Metals 0.97 1.12 -5.05 -10.18 --- ---
Commodities Broad Basket -3.46 -8.07 -10.47 -9.30 -6.75 -2.88
Sector Equity Funds
Real Estate 6.60 20.39 1.10 13.59 14.21 16.87
Health 0.76 19.58 6.95 27.04 29.52 21.85
Energy Limited Partnership -2.91 14.07 -2.73 17.01 14.19 ---
Utilities 1.96 13.49 -0.26 13.76 13.48 12.80
Global Real Estate 1.26 8.35 -3.81 4.05 12.17 9.61
Technology -3.40 5.58 -2.23 13.55 14.95 13.53
Consumer Defensive -0.50 4.60 -0.09 7.57 15.20 14.12
Industrials -1.22 1.87 -3.37 8.54 19.09 16.76
Financial -1.79 1.25 -2.03 6.39 18.18 9.46
Equity Precious Metals -6.35 -0.10 -20.48 -16.65 -24.93 -11.79
Consumer Cyclical -0.93 -0.41 -0.96 5.03 17.97 18.05
Communications -2.95 -1.85 -4.54 1.48 11.84 10.93
Equity Energy -10.03 -4.58 -16.89 -5.37 4.28 3.95
Natural Resources -8.35 -5.35 -14.75 -5.23 1.42 3.79
Miscellaneous Sector -3.65 -8.85 -8.62 -6.72 11.59 6.00
Content Partners