Fund Category Performance: Total Returns

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Data through 10/30/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend 0.80 7.18 0.53 12.61 16.65 14.76
Large Value 0.42 6.81 -0.09 11.81 16.45 14.26
Large Growth 1.31 6.79 1.48 12.85 16.48 15.42
Mid-Cap Value 1.15 5.30 -0.78 10.30 17.37 16.21
Mid-Cap Blend 1.13 4.14 -0.50 9.61 16.28 16.18
Mid-Cap Growth 1.63 3.28 0.71 8.65 14.91 16.17
Small Blend 3.69 0.30 0.10 5.75 15.71 16.26
Small Value 3.04 0.28 -1.00 5.76 15.79 15.55
Small Growth 3.65 -1.58 0.93 4.02 15.04 17.06
Allocation Funds
Convertibles 0.35 5.26 -0.91 8.36 11.23 10.72
Moderate Allocation 0.61 4.72 -0.43 7.20 10.25 10.14
Aggressive Allocation 0.54 4.36 -0.91 7.39 11.54 11.16
Target Date 2021-2025 0.72 4.20 -0.76 6.25 9.82 10.16
Target Date 2046-2050 0.70 4.14 -1.35 7.01 11.73 11.34
Target Date 2031-2035 0.73 4.12 -1.08 6.95 11.44 11.34
Target Date 2041-2045 0.73 4.10 -1.23 7.23 12.32 11.78
Target Date 2036-2040 0.72 4.09 -1.25 6.84 11.32 11.10
Target Date 2026-2030 0.70 4.07 -1.03 6.34 10.15 10.26
Target-Date 2051+ 0.70 4.07 -1.27 7.39 12.61 11.44
Target Date 2016-2020 0.69 4.01 -0.66 5.48 8.25 8.83
Target Date 2011-2015 0.70 3.98 -0.45 5.13 7.51 8.16
Conservative Allocation 0.51 3.91 -0.59 4.78 6.53 7.30
Target Date 2000-2010 0.60 3.76 -0.50 4.73 6.86 7.63
Retirement Income 0.68 3.75 -0.25 4.63 6.24 6.97
Tactical Allocation 0.15 2.42 -1.99 3.63 6.55 7.53
World Allocation -0.30 1.93 -2.87 3.02 6.98 8.30
International Equity Funds
India Equity 3.38 39.70 6.65 43.71 10.87 7.71
Pacific/Asia ex-Japan Stk 0.52 7.36 -3.04 5.83 7.75 6.30
Diversified Emerging Mkts 0.13 2.22 -5.16 0.14 3.08 4.57
Diversified Pacific/Asia 0.03 1.94 -4.07 1.95 8.33 7.44
World Stock -0.28 1.92 -2.86 5.20 11.68 10.91
China Region 2.64 1.33 -2.39 4.97 7.41 5.17
Latin America Stock -1.59 -1.33 -9.18 -5.67 -6.64 -1.01
Japan Stock -3.08 -2.23 -6.33 -1.47 7.22 7.37
Miscellaneous Region -1.82 -3.24 -6.15 -1.01 5.48 5.70
Foreign Large Growth -1.05 -3.26 -5.27 -0.95 7.50 7.56
Foreign Large Blend -1.89 -3.87 -6.57 -1.92 7.27 6.38
Foreign Large Value -2.71 -4.00 -7.57 -2.32 7.06 5.83
Foreign Small/Mid Blend -2.56 -4.25 -7.68 -1.83 9.74 9.47
Foreign Small/Mid Growth -1.61 -4.56 -7.17 -1.78 10.34 11.26
Foreign Small/Mid Value -3.07 -5.42 -9.31 -2.82 8.73 7.55
Europe Stock -2.91 -7.18 -7.63 -3.68 9.29 7.48
Taxable Bond Funds
Long Government 2.78 18.82 4.71 13.13 4.91 8.07
Preferred Stock 0.81 10.37 0.43 10.11 10.09 11.65
Long-Term Bond 1.49 8.56 2.05 7.26 4.69 6.31
Corporate Bond 1.00 7.02 0.83 6.67 5.91 6.89
Intermediate-Term Bond 0.80 4.84 0.95 4.11 3.63 4.78
Emerging Markets Bond 1.20 4.69 -1.71 1.78 3.46 6.42
Multisector Bond 0.48 4.33 -0.36 4.47 5.69 7.01
Intermediate Government 0.81 4.20 1.27 3.02 1.75 3.12
High Yield Bond 0.65 3.39 -0.66 4.38 8.18 9.21
World Bond 0.39 3.26 -1.28 2.29 2.42 3.86
Inflation-Protected Bond 0.58 3.21 -1.49 0.80 0.70 3.57
Nontraditional Bond -0.29 1.86 -0.83 2.25 3.30 3.99
Bank Loan 0.10 1.39 -0.56 2.37 5.27 5.82
Short-Term Bond 0.26 1.31 0.22 1.31 1.83 2.42
Short Government 0.30 0.98 0.43 0.77 0.55 1.26
Ultrashort Bond -0.02 0.50 0.02 0.63 1.09 1.30
Municipal Bond Funds
High Yield Muni 0.76 12.54 2.96 11.87 7.15 6.79
Muni California Long 0.87 11.13 2.76 10.70 6.71 6.21
Muni National Long 0.74 9.71 2.41 9.07 5.43 5.30
Muni New York Long 0.67 9.68 2.36 8.88 4.78 4.89
Muni New Jersey 0.61 9.43 2.32 8.57 4.87 4.89
Muni Single State Long 0.62 9.41 2.40 8.38 4.41 4.60
Muni Pennsylvania 0.69 9.38 2.41 8.67 4.82 4.89
Muni Massachusetts 0.65 8.54 2.11 7.72 4.21 4.49
Muni Ohio 0.68 7.99 2.04 7.29 4.30 4.32
Muni Minnesota 0.60 7.91 1.86 7.54 4.67 4.85
Muni Single State Interm 0.63 6.34 1.55 5.70 3.58 3.92
Muni California Intermediate 0.61 6.18 1.48 5.66 4.28 4.43
Muni National Interm 0.51 6.13 1.30 5.62 4.01 4.34
Muni New York Intermediate 0.52 5.71 1.38 5.12 3.52 3.85
Muni Single State Short 0.24 3.35 1.12 2.89 2.16 2.57
Muni National Short 0.15 1.65 0.38 1.62 1.54 1.86
Alternative Funds
Trading-Leveraged Debt 3.89 24.51 6.66 17.56 6.22 9.02
Trading-Leveraged Equity 1.14 6.65 -2.04 13.84 21.14 19.60
Trading-Inverse Commodities 1.45 4.09 9.50 3.57 2.21 -15.64
Managed Futures -0.75 2.28 2.45 3.91 -1.66 -2.34
Long/Short Equity 0.04 1.46 -1.30 4.10 7.13 7.71
Multicurrency 0.12 1.05 -0.17 -0.94 -0.46 0.32
Multialternative -0.29 0.78 -0.99 2.10 3.22 4.03
Market Neutral -0.57 0.41 -0.64 0.59 1.23 1.24
Trading-Miscellaneous -1.63 -4.67 -0.75 -4.34 -5.23 -6.73
Trading-Leveraged Commodities -14.28 -9.61 -29.33 -9.59 -3.90 6.11
Bear Market -3.36 -13.67 -3.00 -19.71 -23.97 -25.04
Trading-Inverse Debt -3.23 -14.01 -4.83 -12.46 -9.80 -12.61
Trading-Inverse Equity -2.19 -16.74 -0.19 -20.04 -20.78 -30.83
Volatility -1.19 --- -6.98 --- --- ---
Commodities
Commodities Precious Metals -0.97 -1.55 -7.83 -12.61 --- ---
Commodities Broad Basket -1.55 -7.25 -9.26 -8.46 -7.09 -1.95
Sector Equity Funds
Health 5.24 22.78 9.14 30.98 29.85 23.28
Real Estate 7.93 22.07 3.31 16.52 13.35 17.98
Utilities 4.39 15.69 3.24 15.66 13.78 14.05
Energy Limited Partnership -3.99 13.81 -1.60 16.99 13.49 ---
Global Real Estate 3.46 9.74 -2.08 6.36 11.13 10.82
Technology -0.28 7.49 -0.42 15.98 14.65 15.07
Consumer Defensive 2.25 6.15 3.47 8.10 15.20 14.96
Industrials 1.90 3.77 0.57 10.42 18.47 18.72
Financial 1.56 3.21 0.64 8.38 17.46 11.20
Consumer Cyclical 2.15 1.28 1.27 6.74 18.50 19.88
Communications 0.82 0.58 -2.87 3.86 12.33 12.32
Equity Energy -8.72 -4.97 -15.39 -6.18 2.19 5.42
Natural Resources -7.18 -6.42 -14.37 -6.34 -0.90 5.07
Miscellaneous Sector -2.06 -8.88 -7.75 -5.78 9.74 7.31
Equity Precious Metals -13.32 -14.94 -29.63 -25.82 -37.63 -19.51
Content Partners