Fund Category Performance: Total Returns

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Data through 2/21/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -2.14 4.13 5.58 23.24 10.84 15.17
Mid-Cap Growth -2.99 2.46 4.18 18.40 8.61 13.08
Small Growth -2.73 1.77 3.24 16.91 9.28 12.98
Large Blend -3.90 0.99 4.17 15.04 9.10 13.22
Mid-Cap Blend -4.34 -0.22 2.53 9.84 6.76 11.76
Large Value -4.83 -0.58 3.47 10.34 7.76 11.85
Small Blend -4.66 -0.75 0.68 8.02 7.84 11.42
Mid-Cap Value -4.75 -1.12 2.44 6.87 6.79 11.42
Small Value -5.54 -2.09 -0.27 3.75 7.24 10.22
Allocation Funds
Convertibles -1.87 1.17 0.59 8.88 4.72 8.11
Target-Date 2055 -3.64 0.67 2.83 15.49 7.73 10.26
Target-Date 2060+ -3.71 0.61 2.80 15.64 8.08 10.90
Target-Date 2045 -3.58 0.59 2.70 15.00 7.49 9.83
Target-Date 2050 -3.68 0.50 2.61 15.04 7.53 9.86
Allocation--85%+ Equity -3.87 0.49 2.75 12.99 6.78 10.64
Target-Date 2040 -3.50 0.35 2.35 14.07 7.14 9.39
Target-Date 2035 -3.31 0.27 2.18 13.24 6.82 9.02
Allocation--70% to 85% Equity -3.47 0.06 2.06 11.14 5.78 8.72
Target-Date 2030 -3.14 -0.11 1.60 11.56 6.15 8.11
World Allocation -3.30 -0.30 1.29 10.18 4.17 5.49
Target-Date 2025 -2.85 -0.32 1.22 10.01 5.47 7.34
Allocation--50% to 70% Equity -3.05 -0.33 1.56 8.90 5.06 7.42
Tactical Allocation -3.59 -0.50 1.08 8.34 3.54 4.81
Target-Date 2020 -2.56 -0.57 0.74 8.24 4.71 6.29
Target-Date 2015 -2.36 -0.63 0.59 7.33 4.48 6.06
Target Date 2010 -2.10 -0.67 0.39 6.37 4.12 5.50
Allocation--30% to 50% Equity -2.48 -0.89 0.40 5.97 3.78 5.15
Target-Date Retirement -2.07 -1.01 -0.05 5.25 3.27 4.14
Allocation--15% to 30% Equity -1.94 -1.31 -0.56 3.07 2.49 3.05
International Equity Funds
Latin America Stock 2.17 9.87 11.05 19.07 11.09 -1.86
China Region -3.36 3.93 2.65 34.59 11.78 10.32
Diversified Emerging Mkts -1.94 3.71 5.40 27.13 8.28 4.73
Foreign Small/Mid Growth -2.41 2.54 5.93 31.48 11.68 11.20
Pacific/Asia ex-Japan Stk -2.82 1.83 2.83 28.46 9.05 7.58
Foreign Large Growth -3.59 1.53 2.59 25.20 7.63 8.38
World Large Stock -3.64 1.23 3.40 18.27 7.93 10.29
Foreign Small/Mid Blend -3.25 1.04 4.37 25.02 10.78 10.23
Foreign Small/Mid Value -3.29 0.94 4.34 20.94 9.04 8.59
Diversified Pacific/Asia -3.75 0.86 2.29 23.08 9.41 9.07
World Small/Mid Stock -3.41 0.63 3.65 19.56 9.63 10.95
Foreign Large Blend -4.23 0.54 2.61 19.61 5.96 6.97
Europe Stock -4.42 0.22 2.31 20.36 5.96 7.87
Foreign Large Value -4.57 0.08 2.94 16.78 4.87 6.17
Japan Stock -4.88 -0.18 2.33 19.60 10.60 13.42
India Equity -7.07 -5.58 0.04 22.38 6.82 11.42
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 0.60 3.53 6.48 13.45 3.60 -0.53
Bank Loan 0.24 0.79 1.31 3.62 3.53 3.31
World Bond -0.40 0.37 1.00 6.27 2.38 1.30
Nontraditional Bond -0.28 0.27 0.65 3.21 2.49 1.89
Ultrashort Bond 0.06 0.11 0.25 1.30 1.02 0.79
Short-Term Bond -0.32 -0.50 -0.38 0.79 1.19 1.02
High Yield Bond -1.15 -0.54 0.06 3.84 4.10 4.16
Emerging Markets Bond -1.31 -0.56 0.55 6.41 5.57 2.62
Short Government -0.29 -0.57 -0.57 -0.19 0.23 0.23
Multisector Bond -0.91 -0.76 -0.29 3.73 3.15 3.02
Inflation-Protected Bond -1.41 -1.95 -1.24 -0.16 0.83 -0.37
Preferred Stock -1.48 -1.98 -1.69 3.88 4.26 4.51
Intermediate Government -1.19 -2.03 -2.03 -0.72 0.34 0.74
Intermediate-Term Bond -1.34 -2.06 -1.78 0.92 1.34 1.70
Corporate Bond -1.74 -2.53 -1.90 2.33 2.43 2.92
Long-Term Bond -2.99 -4.25 -3.35 3.60 2.72 3.85
Long Government -4.76 -7.52 -7.05 -0.57 -0.27 2.40
Municipal Bond Funds
Muni National Short -0.18 -0.13 -0.20 0.93 0.65 0.72
Muni Single State Short -0.25 -0.33 -0.43 0.38 0.50 0.70
High Yield Muni -0.71 -0.89 -0.12 4.92 3.42 3.50
Muni New Jersey -0.84 -1.20 -0.69 2.84 1.93 1.99
Muni Pennsylvania -0.82 -1.25 -0.81 2.38 1.92 2.10
Muni California Intermediate -1.00 -1.25 -0.93 2.48 1.61 2.09
Muni New York Intermediate -1.01 -1.28 -0.94 1.96 1.57 1.85
Muni New York Long -0.94 -1.31 -0.76 2.40 2.05 2.16
Muni National Interm -1.05 -1.34 -0.98 2.49 1.73 2.01
Muni Single State Interm -1.02 -1.39 -1.04 1.66 1.34 1.65
Muni Minnesota -1.08 -1.45 -0.96 2.33 1.66 1.97
Muni Single State Long -1.17 -1.52 -1.06 1.15 1.33 1.56
Muni California Long -1.12 -1.55 -0.89 3.47 2.49 3.08
Muni Ohio -1.27 -1.66 -1.26 1.41 1.45 1.78
Muni National Long -1.26 -1.74 -1.08 3.22 2.24 2.49
Muni Massachusetts -1.45 -1.95 -1.52 1.47 1.34 1.62
Alternative Funds
Long-Short Equity -2.96 0.37 2.30 7.74 3.47 5.53
Long-Short Credit -0.44 0.21 0.74 1.60 1.51 1.36
Market Neutral -0.88 0.17 0.59 2.31 0.82 0.96
Multicurrency -0.31 -0.01 -0.14 -0.32 0.48 -0.50
Multialternative -2.16 -0.50 0.22 2.66 0.98 2.32
Managed Futures -5.74 -1.92 -0.97 -0.65 -1.67 2.73
Options-based -3.87 -2.56 -1.38 3.37 2.36 3.51
Bear Market 4.17 -3.34 -5.79 -22.18 -19.18 -22.37
Commodities
Commodities Precious Metals -1.86 0.59 1.75 3.70 1.52 -5.92
Commodities Broad Basket -0.75 0.20 2.55 2.63 -3.63 -8.02
Sector Equity Funds
Technology -0.94 6.01 3.40 30.70 17.22 20.01
Health -2.20 3.69 6.16 17.78 4.87 16.35
Financial -2.01 2.91 7.18 14.42 12.65 14.22
Consumer Cyclical -3.60 2.54 7.56 18.41 7.62 13.04
Industrials -4.58 0.32 5.43 16.38 10.18 14.81
Communications -3.41 -1.84 1.08 1.81 5.01 8.97
Natural Resources -5.97 -1.92 3.45 8.26 3.17 2.15
Energy Limited Partnership -7.92 -3.34 3.32 -12.73 -9.60 -2.18
Consumer Defensive -5.64 -3.83 0.26 5.71 5.85 10.46
Infrastructure -5.08 -4.08 -2.75 7.03 3.32 7.34
Global Real Estate -5.24 -4.93 -2.80 5.58 1.74 4.77
Utilities -3.54 -6.67 -9.42 0.87 4.45 8.62
Equity Precious Metals -8.42 -6.99 -2.43 -13.15 4.83 -8.16
Equity Energy -12.73 -8.17 -0.70 -10.93 -8.70 -6.67
Real Estate -6.51 -10.49 -10.94 -7.42 -0.06 5.41
Content Partners