Fund Category Performance: Total Returns

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Data through 6/29/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.77 6.79 1.86 9.12 17.66 17.28
Mid-Cap Growth -1.09 5.24 0.48 8.60 17.33 16.49
Large Growth -1.66 3.47 0.13 8.93 17.29 16.60
Small Blend -0.02 3.10 0.45 3.43 16.58 15.65
Mid-Cap Blend -1.81 2.28 -0.27 3.97 17.39 15.82
Small Value -0.26 1.68 0.40 0.82 16.00 14.49
Mid-Cap Value -2.05 1.47 -0.27 3.15 17.77 15.85
Large Blend -2.22 0.81 0.02 5.25 16.45 15.61
Large Value -2.28 -0.13 0.18 2.90 15.67 14.74
Allocation Funds
Convertibles -2.33 2.68 0.06 1.51 12.30 10.82
Target-Date 2051+ -2.11 2.49 -0.08 2.42 13.05 12.56
Target Date 2041-2045 -2.10 2.41 -0.14 2.27 12.42 12.47
Target Date 2046-2050 -2.18 2.32 -0.31 2.10 12.03 11.69
Target Date 2036-2040 -2.11 2.17 -0.35 1.95 11.50 11.40
Target Date 2031-2035 -2.00 2.16 -0.24 2.05 11.53 11.86
Target Date 2026-2030 -1.98 1.76 -0.52 1.59 10.05 10.35
Aggressive Allocation -2.03 1.74 -0.36 1.87 11.96 11.61
Target Date 2021-2025 -1.81 1.57 -0.52 1.53 9.51 10.35
Target Date 2016-2020 -1.70 1.17 -0.73 1.09 7.73 8.55
Moderate Allocation -1.84 1.07 -0.51 1.86 10.03 10.23
Target Date 2011-2015 -1.53 1.05 -0.67 0.91 7.28 8.02
World Allocation -2.24 0.99 -0.86 -2.36 7.04 7.84
Target Date 2000-2010 -1.43 0.98 -0.56 0.66 6.38 7.31
Retirement Income -1.38 0.53 -1.00 0.46 4.56 5.58
Conservative Allocation -1.57 0.52 -0.83 -0.28 5.85 6.94
Tactical Allocation -2.42 -0.29 -1.87 -2.36 4.88 6.05
International Equity Funds
Japan Stock -0.71 14.48 2.13 9.03 12.71 10.22
China Region -7.02 10.84 7.32 14.46 12.77 7.78
Foreign Small/Mid Growth -1.65 8.70 3.32 -0.76 14.02 12.57
Foreign Small/Mid Blend -1.83 8.21 3.06 -1.96 14.34 11.77
Foreign Small/Mid Value -2.44 8.19 3.10 -4.40 13.73 10.03
Diversified Pacific/Asia -3.17 8.15 0.47 4.79 11.67 8.95
Europe Stock -2.30 7.21 1.41 -3.61 13.61 10.98
Foreign Large Growth -2.31 6.68 1.14 -0.20 11.39 9.75
Foreign Large Blend -2.61 6.09 0.55 -2.86 10.91 8.86
Foreign Large Value -2.47 5.74 0.60 -5.56 10.74 8.52
Pacific/Asia ex-Japan Stk -4.27 3.82 0.28 2.05 8.85 7.13
World Stock -2.30 3.33 0.39 0.71 13.43 12.12
India Equity -2.15 2.10 -2.78 16.25 17.45 5.71
Diversified Emerging Mkts -3.60 0.45 0.60 -7.57 3.35 3.08
Latin America Stock -0.23 -7.84 2.51 -25.07 -7.95 -4.43
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Bank Loan -0.50 2.48 0.64 1.11 4.27 5.02
High Yield Bond -1.39 2.36 0.30 -1.12 6.03 7.63
Preferred Stock -0.92 1.82 -0.94 3.47 7.71 9.94
Nontraditional Bond -0.66 0.80 0.00 -0.42 2.46 2.98
Short-Term Bond -0.25 0.76 0.06 0.52 1.30 1.89
Multisector Bond -1.14 0.72 -0.61 -0.66 4.11 5.75
Short Government -0.12 0.51 0.00 0.74 0.37 0.88
Ultrashort Bond -0.05 0.32 0.11 0.29 0.70 0.99
Inflation-Protected Bond -0.84 0.12 -1.01 -2.78 -1.20 2.41
Intermediate Government -0.75 0.12 -0.83 1.59 0.96 2.33
Intermediate-Term Bond -1.07 0.03 -1.36 1.12 2.31 3.74
Corporate Bond -1.59 -0.46 -2.42 0.47 3.40 5.32
Emerging Markets Bond -1.69 -0.67 -0.20 -7.56 -0.29 3.73
World Bond -1.16 -2.38 -2.05 -5.20 0.72 2.83
Long-Term Bond -2.79 -3.08 -5.72 2.89 3.41 6.73
Long Government -2.70 -3.26 -6.43 5.39 0.57 5.57
Municipal Bond Funds
High Yield Muni -0.58 0.42 -1.04 4.91 4.10 5.81
Muni Minnesota -0.06 0.23 -0.64 3.01 2.71 4.19
Muni Pennsylvania -0.23 0.17 -0.88 3.49 2.73 4.16
Muni New York Long -0.22 0.09 -0.92 3.46 2.82 4.09
Muni Single State Short 0.02 0.00 -0.47 0.66 0.96 1.74
Muni California Intermediate -0.14 -0.02 -0.89 2.55 2.77 4.16
Muni California Long -0.30 -0.02 -1.19 3.99 4.01 5.54
Muni Single State Long -0.28 -0.02 -0.98 3.13 2.34 3.93
Muni National Short 0.03 -0.05 -0.26 -0.02 0.67 1.51
Muni Ohio -0.20 -0.06 -0.99 2.64 2.32 3.61
Muni New York Intermediate -0.10 -0.08 -0.80 2.28 2.03 3.43
Muni Single State Interm -0.17 -0.09 -0.85 2.17 1.96 3.31
Muni National Long -0.26 -0.12 -1.16 3.37 3.18 4.73
Muni National Interm -0.14 -0.17 -0.90 1.94 2.31 3.76
Muni Massachusetts -0.23 -0.18 -1.06 2.70 2.15 3.73
Muni New Jersey -0.29 -0.67 -1.38 2.30 2.25 4.01
Alternative Funds
Long/Short Equity -1.48 0.46 -0.42 0.40 7.42 7.56
Multialternative -1.74 0.40 -1.34 0.38 3.99 4.06
Market Neutral -0.72 0.21 -0.45 0.38 1.66 1.37
Multicurrency -0.82 0.00 -0.72 -2.03 -1.14 -0.06
Managed Futures -3.19 -0.68 -5.06 8.53 1.56 0.19
Bear Market 2.08 -6.78 -2.81 -14.64 -23.54 -24.71
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 -1.10 -1.40 -2.42 -12.89 --- ---
Commodities Broad Basket -0.83 -4.00 0.75 -26.46 -9.33 -3.62
Sector Equity Funds
Health -0.88 14.18 2.91 30.39 30.77 26.05
Communications -1.76 4.29 1.78 2.47 12.39 12.58
Consumer Cyclical -0.49 3.74 0.42 10.79 18.99 19.80
Financial 0.19 3.32 3.43 6.07 17.55 12.48
Technology -3.80 3.21 0.29 8.91 17.57 15.89
Consumer Defensive -1.48 1.85 -0.66 7.49 14.00 15.88
Global Real Estate -3.87 -1.30 -5.71 -0.31 9.06 10.86
Industrials -2.49 -1.97 -3.26 0.07 18.49 16.42
Natural Resources -4.34 -2.41 -0.97 -22.11 0.51 3.75
Equity Energy -4.86 -2.84 -0.97 -28.65 2.91 4.21
Equity Precious Metals -6.55 -3.39 -2.45 -30.69 -22.00 -16.21
Energy Limited Partnership -4.62 -3.54 -1.72 -10.92 9.98 8.66
Real Estate -4.37 -5.50 -9.00 3.59 8.15 13.25
Utilities -5.11 -6.47 -3.34 -5.11 9.92 12.26
Miscellaneous Sector --- --- --- --- --- ---
Content Partners