Fund Category Performance: Total Returns

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Data through 12/7/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -6.80 2.04 -9.99 3.37 9.82 9.71
Small Growth -8.73 0.04 -16.41 1.72 9.82 6.99
Large Blend -5.99 -1.65 -8.09 -0.14 8.78 8.24
Mid-Cap Growth -7.01 -1.87 -13.00 -0.59 8.40 7.35
Large Value -5.50 -3.45 -6.96 -1.77 8.22 7.02
Mid-Cap Blend -6.34 -5.73 -10.97 -4.47 6.82 5.84
Small Blend -8.09 -6.83 -14.67 -5.81 7.29 5.19
Mid-Cap Value -6.32 -6.89 -9.76 -5.45 7.04 5.74
Small Value -8.18 -9.06 -13.86 -8.16 6.78 3.98
Allocation Funds
Convertibles -3.36 0.33 -6.06 1.13 6.22 4.81
Target-Date Retirement -1.09 -2.22 -2.42 -1.46 3.50 3.00
Target Date 2010 -1.40 -2.31 -2.84 -1.45 4.11 3.65
Allocation--15% to 30% Equity -1.01 -2.45 -2.18 -1.88 2.97 2.49
Target-Date 2015 -1.86 -2.51 -3.39 -1.57 4.52 3.93
Target-Date 2020 -2.17 -2.93 -3.83 -1.91 4.72 4.03
Allocation--50% to 70% Equity -3.41 -3.19 -5.29 -1.95 5.27 4.61
Allocation--30% to 50% Equity -2.10 -3.26 -3.58 -2.33 3.99 3.20
Target-Date 2025 -2.76 -3.41 -4.62 -2.21 5.35 4.48
Target-Date 2030 -3.43 -3.89 -5.43 -2.52 5.87 4.87
Target-Date 2035 -4.08 -4.27 -6.20 -2.75 6.38 5.21
Allocation--70% to 85% Equity -4.41 -4.44 -6.95 -2.92 5.83 4.86
Target-Date 2040 -4.48 -4.71 -6.75 -3.07 6.59 5.38
Target-Date 2045 -4.86 -4.89 -7.17 -3.19 6.84 5.52
Target-Date 2060+ -5.15 -5.08 -7.56 -3.33 7.03 5.38
Target-Date 2055 -5.08 -5.10 -7.44 -3.34 6.93 5.69
Target-Date 2050 -4.91 -5.11 -7.29 -3.38 6.83 5.55
Allocation--85%+ Equity -5.73 -5.26 -8.77 -3.49 6.56 5.32
Tactical Allocation -3.36 -5.40 -6.12 -4.03 3.98 2.63
World Allocation -3.03 -6.06 -4.72 -4.42 4.41 2.62
International Equity Funds
World Large Stock -5.47 -6.29 -7.87 -4.42 6.47 5.07
Latin America Stock -3.65 -6.74 13.40 -1.73 17.51 -1.60
Japan Stock -2.94 -10.14 -4.83 -8.27 4.90 6.70
World Small/Mid Stock -6.79 -10.34 -11.34 -7.78 6.99 4.22
Diversified Pacific/Asia -2.49 -12.04 -5.04 -9.20 6.76 4.06
Foreign Large Growth -5.68 -12.08 -9.61 -9.88 3.45 2.51
Foreign Large Blend -5.28 -12.57 -7.70 -10.30 2.95 1.22
Foreign Large Value -5.68 -13.41 -6.96 -10.94 2.95 0.22
Europe Stock -6.56 -13.61 -9.53 -12.01 1.57 0.96
Pacific/Asia ex-Japan Stk -1.71 -14.06 -5.95 -10.26 6.70 3.62
Diversified Emerging Mkts -2.82 -15.25 -4.59 -10.96 6.68 0.77
Foreign Small/Mid Growth -7.73 -15.62 -13.44 -12.41 3.62 3.51
Foreign Small/Mid Blend -6.63 -16.39 -11.30 -13.18 4.19 2.80
Foreign Small/Mid Value -6.11 -16.59 -9.55 -13.28 3.56 1.82
China Region -2.43 -18.40 -6.32 -14.00 3.14 3.81
India Equity 1.46 -18.61 -10.26 -14.05 6.44 9.30
Taxable Bond Funds
Bank Loan -1.40 1.69 -0.97 1.96 4.29 2.78
Ultrashort Bond 0.03 1.51 0.30 1.59 1.40 0.97
Short Government 0.70 0.67 0.56 0.66 0.55 0.57
Short-Term Bond 0.26 0.66 0.24 0.71 1.48 1.20
Intermediate Government 1.78 -0.38 0.69 -0.45 0.68 1.49
Nontraditional Bond -0.88 -0.60 -0.71 -0.43 2.89 1.83
High Yield Bond -1.61 -0.76 -1.94 -0.40 5.62 3.22
Intermediate-Term Bond 1.08 -1.13 0.09 -0.99 1.77 2.14
Multisector Bond -0.46 -1.16 -0.75 -0.94 3.60 2.64
Inflation-Protected Bond 0.88 -1.41 -1.11 -0.92 1.69 1.09
World Bond 0.11 -2.13 -0.15 -1.86 2.40 0.92
Corporate Bond 0.24 -2.90 -0.85 -2.54 2.75 3.14
Long Government 5.25 -4.20 0.20 -3.83 1.39 5.30
Long-Term Bond 1.64 -4.21 -1.02 -3.68 3.55 5.06
Preferred Stock -3.12 -4.59 -4.79 -4.50 3.39 4.27
Emerging Markets Bond -0.55 -5.39 0.70 -4.77 4.38 2.71
Emerging-Markets Local-Currency Bond 0.18 -7.60 3.52 -5.76 3.36 -1.17
Municipal Bond Funds
High Yield Muni 1.07 1.81 -0.38 1.74 3.54 5.65
Muni Single State Short 0.97 1.46 0.50 1.25 0.94 1.26
Muni New Jersey 1.53 1.44 0.38 1.22 2.45 3.65
Muni National Short 0.62 0.95 0.36 0.81 0.85 0.98
Muni Pennsylvania 1.51 0.81 0.38 0.56 2.01 3.59
Muni New York Long 1.56 0.65 0.17 0.42 2.10 3.91
Muni California Intermediate 1.48 0.45 0.34 0.16 1.55 2.90
Muni National Interm 1.55 0.36 0.47 0.08 1.75 3.01
Muni Single State Long 1.50 0.26 0.40 0.06 1.58 3.34
Muni California Long 1.63 0.24 0.11 0.00 2.29 4.39
Muni Single State Interm 1.57 0.17 0.64 -0.07 1.33 2.61
Muni New York Intermediate 1.56 0.11 0.44 -0.14 1.40 2.77
Muni Minnesota 1.57 0.01 0.40 -0.19 1.57 3.07
Muni Ohio 1.74 -0.03 0.60 -0.31 1.68 3.27
Muni National Long 1.76 -0.14 0.28 -0.39 2.15 4.01
Muni Massachusetts 1.66 -0.42 0.44 -0.66 1.34 3.06
Alternative Funds
Bear Market 9.71 0.43 13.07 -2.22 -17.76 -16.54
Multicurrency 0.10 -0.47 0.62 -1.02 0.57 -0.14
Market Neutral -0.68 -0.51 -0.28 -0.40 1.00 0.50
Long-Short Credit -1.34 -0.76 -1.74 -0.28 2.99 1.83
Options-based -3.30 -2.17 -4.70 -1.27 3.76 3.18
Multialternative -1.77 -3.48 -3.12 -2.99 1.08 1.03
Long-Short Equity -3.62 -4.06 -5.68 -3.04 2.62 2.36
Managed Futures 0.24 -7.59 -4.80 -6.50 -2.93 0.47
Commodities
Commodities Broad Basket -2.49 -5.76 -2.48 -1.02 2.48 -7.50
Commodities Precious Metals 0.16 -6.79 4.46 -2.59 4.13 -2.33
Sector Equity Funds
Utilities 1.20 8.33 3.18 5.16 12.94 9.76
Health -6.01 5.96 -8.82 8.12 6.55 10.56
Real Estate 1.79 2.28 -0.30 3.17 6.03 8.79
Technology -7.69 0.48 -13.13 1.39 14.28 13.36
Global Real Estate 0.56 -2.17 -1.19 0.27 4.76 5.11
Consumer Cyclical -6.97 -3.43 -10.64 -1.30 5.50 6.23
Communications -5.32 -4.24 -5.28 -1.72 5.03 4.75
Infrastructure -2.29 -4.92 -2.84 -4.83 7.79 5.21
Consumer Defensive -4.09 -4.97 -3.27 -3.75 4.57 6.85
Energy Limited Partnership -6.40 -8.72 -11.31 -4.60 6.38 -4.44
Financial -6.79 -9.18 -12.15 -8.70 7.00 6.69
Industrials -7.79 -9.50 -12.71 -7.50 8.82 6.85
Natural Resources -8.94 -15.07 -10.95 -10.40 6.93 -1.59
Equity Energy -13.21 -17.86 -17.82 -11.93 -1.54 -10.80
Equity Precious Metals -0.60 -21.64 3.08 -13.40 10.23 -1.44
Content Partners