Fund Category Performance: Total Returns

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Data through 7/19/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 1.61 26.71 4.87 7.00 14.90 10.43
Large Growth 1.91 23.17 4.04 7.58 16.27 11.64
Small Growth 0.82 22.06 3.18 -0.89 14.75 10.06
Large Blend 1.72 18.60 2.45 6.21 11.83 8.87
Mid-Cap Blend 1.22 17.80 0.54 -0.31 8.93 6.27
Mid-Cap Value 1.22 15.78 -0.59 -1.83 7.58 5.66
Large Value 1.59 15.47 1.26 4.23 9.36 6.87
Small Blend 0.35 14.70 -1.21 -7.51 8.30 6.00
Small Value 0.42 11.59 -3.90 -11.07 5.82 3.72
Allocation Funds
Target-Date 2060+ 1.34 16.52 1.88 3.96 10.15 6.63
Allocation--85%+ Equity 1.32 16.50 1.68 2.04 9.31 5.91
Target-Date 2055 1.34 16.38 1.86 3.97 10.03 6.48
Target-Date 2050 1.31 16.19 1.88 4.02 9.79 6.35
Target-Date 2045 1.31 16.06 1.92 4.11 9.84 6.34
Convertibles 1.74 16.00 3.87 6.50 10.25 6.31
Target-Date 2040 1.24 15.40 1.98 4.25 9.39 6.15
Target-Date 2035 1.18 14.73 2.14 4.53 9.07 5.95
Allocation--70% to 85% Equity 1.21 14.44 1.67 3.01 8.22 5.35
Target-Date 2030 1.08 13.60 2.28 4.79 8.21 5.55
Allocation--50% to 70% Equity 1.08 12.84 2.03 4.56 7.29 5.15
Target-Date 2025 0.98 12.41 2.42 5.06 7.45 5.11
Target-Date 2020 0.87 11.11 2.46 5.17 6.45 4.58
World Allocation 0.92 10.85 1.38 2.48 5.81 2.89
Target-Date 2015 0.83 10.49 2.45 5.27 6.10 4.46
Allocation--30% to 50% Equity 0.82 10.37 2.19 4.60 5.16 3.67
Tactical Allocation 0.97 9.73 1.36 0.72 5.17 2.94
Target Date 2010 0.79 9.44 2.46 5.31 5.50 4.20
Target-Date Retirement 0.67 8.94 2.48 5.35 4.72 3.53
Allocation--15% to 30% Equity 0.53 7.68 2.01 4.42 3.72 2.85
International Equity Funds
Latin America Stock 5.42 21.30 12.57 31.68 14.65 0.91
Foreign Large Growth 1.61 18.59 2.45 1.22 9.05 4.29
China Region 2.76 17.56 -6.02 -1.14 9.79 5.95
World Large Stock 1.45 17.17 1.69 3.34 10.33 6.10
World Small/Mid Stock 1.26 16.79 0.74 -1.57 10.04 5.61
Foreign Small/Mid Growth 0.82 16.62 0.73 -5.08 8.86 4.77
Europe Stock 0.68 15.08 0.18 -1.38 7.95 2.25
Pacific/Asia ex-Japan Stk 2.57 13.41 -1.25 1.88 8.99 4.46
Foreign Large Blend 1.00 13.39 0.15 -0.97 7.38 2.10
Diversified Emerging Mkts 2.34 12.77 -0.61 1.93 7.97 1.56
Foreign Small/Mid Blend 1.23 12.64 -0.89 -6.79 6.99 2.69
Diversified Pacific/Asia 1.97 11.59 -0.70 -1.84 7.53 4.35
Foreign Large Value 0.71 10.04 -1.64 -2.99 5.96 0.10
Foreign Small/Mid Value 1.27 9.59 -2.33 -7.00 5.56 1.07
Japan Stock 0.76 7.42 -0.43 -5.72 7.22 5.89
India Equity -1.41 -0.07 -5.39 -3.46 5.88 4.87
Taxable Bond Funds
Long-Term Bond 1.30 13.15 6.32 11.63 3.87 5.28
Preferred Stock 1.40 12.56 3.07 6.65 4.68 4.47
Emerging Markets Bond 1.55 10.12 3.93 9.02 4.77 3.30
Emerging-Markets Local-Currency Bond 3.42 9.91 5.23 8.99 3.94 -0.23
Long Government -0.39 9.79 7.48 10.54 0.74 5.15
Corporate Bond 0.92 9.03 3.74 8.59 3.55 3.64
High Yield Bond 0.51 8.83 1.29 5.68 5.54 3.57
Multisector Bond 0.64 7.23 2.46 5.89 4.11 2.92
World Bond-USD Hedged 0.93 7.18 3.59 7.43 3.01 3.19
Target Maturity 0.53 6.98 2.99 7.52 2.40 3.15
Intermediate Core-Plus Bond 0.47 6.50 3.17 7.01 2.79 2.87
Inflation-Protected Bond 0.60 6.14 3.01 4.41 1.96 1.25
Intermediate Core Bond 0.36 5.81 3.18 6.90 2.05 2.57
World Bond 1.05 5.61 3.03 5.02 2.25 0.65
Bank Loan 0.43 5.50 0.55 3.15 4.09 2.97
Nontraditional Bond 0.60 4.78 1.23 3.52 3.35 2.23
Intermediate Government 0.21 4.41 2.78 5.93 1.35 1.99
Short-Term Bond 0.22 3.28 1.50 4.11 1.98 1.63
Short Government 0.10 2.38 1.39 3.51 1.08 1.05
Ultrashort Bond 0.25 2.01 0.82 2.79 1.86 1.35
Municipal Bond Funds
High Yield Muni 0.65 6.46 2.93 6.53 3.57 5.11
Muni National Long 0.77 6.36 3.09 6.62 2.52 3.84
Muni California Long 0.73 6.01 3.11 6.22 2.51 4.05
Muni New York Long 0.68 5.97 2.85 6.37 2.52 3.82
Muni New Jersey 0.71 5.75 2.88 6.65 2.79 3.63
Muni Pennsylvania 0.71 5.46 2.74 6.16 2.48 3.57
Muni National Interm 0.72 5.34 2.65 5.97 2.28 3.08
Muni Massachusetts 0.69 5.27 2.68 5.83 1.88 3.02
Muni Ohio 0.72 5.07 2.59 5.88 2.09 3.24
Muni New York Intermediate 0.68 5.06 2.53 5.59 1.93 2.83
Muni Single State Long 0.62 4.87 2.44 5.45 1.94 3.12
Muni Minnesota 0.66 4.84 2.45 5.35 2.07 3.01
Muni California Intermediate 0.72 4.81 2.53 5.38 2.01 2.89
Muni Single State Interm 0.64 4.42 2.31 5.29 1.79 2.64
Muni Target Maturity 0.60 3.47 1.81 3.94 1.01 2.10
Muni Single State Short 0.53 3.36 1.75 4.20 1.47 1.69
Muni National Short 0.43 2.40 1.22 2.97 1.31 1.24
Alternative Funds
Options-based 1.03 9.76 1.70 1.75 4.63 3.42
Long-Short Equity 1.09 8.53 1.29 0.15 4.81 2.78
Multialternative 0.51 5.73 0.79 1.54 2.61 1.21
Long-Short Credit 0.20 5.16 0.84 2.98 3.30 1.96
Managed Futures 0.16 4.87 2.73 0.91 -1.11 1.86
Multicurrency 0.56 2.48 0.64 2.90 1.35 0.57
Market Neutral 0.27 0.15 0.16 0.06 0.88 0.03
Bear Market -1.63 -20.93 -0.47 -6.36 -18.53 -16.32
Commodities
Commodities Precious Metals 7.24 12.19 11.63 18.07 0.83 -0.92
Commodities Broad Basket 1.98 4.70 -3.19 -4.19 -0.51 -8.34
Sector Equity Funds
Equity Precious Metals 15.69 29.10 25.51 17.41 -4.53 -1.28
Technology 3.30 26.42 1.65 6.03 21.69 15.68
Industrials 1.99 21.43 0.39 3.27 11.95 8.11
Consumer Cyclical 1.53 19.79 0.04 1.57 10.76 8.29
Infrastructure 0.51 19.39 4.62 10.16 7.44 4.74
Energy Limited Partnership 2.44 18.76 0.80 -2.16 0.08 -6.45
Real Estate -2.34 18.51 3.31 10.13 3.94 6.85
Financial 2.22 18.36 2.42 -0.17 12.77 8.28
Communications 1.05 17.48 -0.17 7.90 5.38 5.55
Global Real Estate -0.33 16.33 3.14 8.36 5.41 4.58
Consumer Defensive 1.18 15.64 2.78 6.76 3.92 7.19
Utilities -0.01 14.97 4.78 15.28 8.24 8.67
Health -0.51 12.34 6.48 -0.90 10.27 9.20
Natural Resources 1.30 10.36 -3.90 -8.74 4.10 -2.57
Equity Energy 0.42 6.87 -11.54 -25.86 -6.43 -14.55
Content Partners