Fund Category Performance: Total Returns

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Data through 7/31/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.29 8.06 4.66 16.61 18.63 16.47
Large Growth 2.95 7.10 3.53 14.36 18.44 16.14
Mid-Cap Growth 1.00 6.93 2.36 13.96 18.32 15.64
Large Blend 1.55 2.69 0.88 8.97 16.71 14.69
Mid-Cap Blend -0.08 2.37 -0.37 7.51 17.44 14.44
Small Blend -1.63 1.83 0.06 7.72 16.31 14.09
Mid-Cap Value -0.44 1.16 -1.15 5.87 17.55 14.43
Large Value 0.69 0.76 -0.52 5.86 15.67 13.67
Small Value -2.45 -0.78 -1.92 3.38 15.43 12.76
Allocation Funds
Target-Date 2051+ 0.78 3.56 -0.46 5.46 13.09 11.46
Target Date 2041-2045 0.74 3.45 -0.54 5.19 12.38 11.30
Target Date 2046-2050 0.68 3.29 -0.73 4.91 11.98 10.59
Target Date 2031-2035 0.71 3.14 -0.59 4.76 11.45 10.70
Target Date 2036-2040 0.67 3.12 -0.73 4.64 11.43 10.32
Target Date 2026-2030 0.64 2.64 -0.80 4.01 9.95 9.38
Aggressive Allocation 0.60 2.59 -0.81 4.48 11.92 10.58
Convertibles -0.38 2.55 -0.86 3.20 12.10 9.80
Target Date 2021-2025 0.66 2.43 -0.74 3.82 9.40 9.36
Moderate Allocation 0.69 1.95 -0.49 4.42 10.03 9.49
Target Date 2016-2020 0.56 1.88 -0.88 3.02 7.55 7.76
Target Date 2011-2015 0.55 1.74 -0.78 2.68 7.04 7.26
Target Date 2000-2010 0.42 1.50 -0.89 2.20 6.15 6.60
World Allocation -0.09 1.24 -2.35 -0.74 6.62 6.84
Retirement Income 0.48 1.10 -0.89 1.87 4.34 5.15
Conservative Allocation 0.25 0.87 -1.26 1.18 5.54 6.36
Tactical Allocation -0.04 -0.25 -2.51 -0.74 4.28 5.28
International Equity Funds
Japan Stock 0.87 16.39 1.94 10.32 14.26 9.82
Foreign Small/Mid Growth 0.47 9.61 0.02 2.32 13.99 10.99
Europe Stock 2.47 9.07 0.24 2.21 14.06 9.22
Foreign Small/Mid Blend -0.32 7.80 -1.58 0.04 13.94 9.96
Foreign Large Growth 0.83 7.51 -1.01 2.97 11.20 8.21
Foreign Small/Mid Value -1.18 7.14 -3.11 -2.78 13.37 8.01
Diversified Pacific/Asia -2.29 6.82 -4.77 1.87 11.15 7.57
Foreign Large Blend 0.72 6.71 -1.97 -0.07 10.84 7.10
Foreign Large Value 0.30 5.90 -2.82 -3.33 10.63 6.57
India Equity 2.22 5.85 4.95 17.93 19.12 5.45
World Stock 1.01 4.48 -0.65 4.09 13.65 10.98
China Region -8.80 3.63 -13.88 3.05 10.81 4.78
Pacific/Asia ex-Japan Stk -4.58 0.12 -8.49 -3.58 7.23 4.81
Diversified Emerging Mkts -5.36 -3.70 -10.08 -12.09 1.55 0.59
Latin America Stock -7.24 -14.27 -12.90 -30.07 -10.40 -7.81
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Preferred Stock 0.82 2.61 -0.30 4.47 7.21 9.06
Bank Loan 0.00 2.51 -0.31 1.24 3.96 4.69
High Yield Bond -0.49 1.90 -1.48 -0.35 5.25 6.76
Short-Term Bond 0.04 0.79 -0.16 0.69 1.06 1.73
Nontraditional Bond -0.08 0.73 -0.57 -0.43 2.04 2.79
Multisector Bond 0.00 0.69 -1.26 -0.02 3.49 5.16
Intermediate Government 0.52 0.67 -0.38 2.41 0.86 2.28
Short Government 0.08 0.57 -0.04 0.93 0.27 0.82
Intermediate-Term Bond 0.50 0.52 -0.82 1.86 1.96 3.57
Ultrashort Bond -0.01 0.32 0.01 0.25 0.61 0.90
Inflation-Protected Bond -0.04 0.07 -1.69 -2.80 -1.75 2.40
Corporate Bond -0.13 -0.08 -1.74 1.07 2.66 4.94
Long Government 3.19 -0.64 -1.50 7.76 0.49 6.05
Long-Term Bond 1.70 -1.49 -2.33 4.09 2.62 6.63
Emerging Markets Bond -1.15 -1.64 -3.59 -7.96 -1.70 2.46
World Bond 0.03 -2.30 -2.49 -4.61 0.16 2.23
Municipal Bond Funds
Muni Pennsylvania 0.68 0.83 0.24 4.07 2.38 4.10
Muni Minnesota 0.54 0.78 0.29 3.33 2.42 4.04
High Yield Muni 0.42 0.70 -0.44 5.11 3.42 5.58
Muni California Long 0.70 0.64 0.08 4.38 3.59 5.44
Muni New York Long 0.61 0.61 0.07 3.88 2.30 3.98
Muni California Intermediate 0.58 0.57 0.16 2.94 2.45 3.99
Muni New York Intermediate 0.62 0.55 0.29 2.77 1.79 3.32
Muni National Long 0.62 0.48 0.02 3.78 2.73 4.58
Muni Single State Interm 0.57 0.48 0.14 2.60 1.70 3.17
Muni Ohio 0.63 0.47 0.07 3.34 2.02 3.63
Muni Massachusetts 0.66 0.43 0.10 3.24 1.73 3.64
Muni National Interm 0.53 0.36 0.00 2.31 2.00 3.59
Muni Single State Long 0.44 0.20 -0.19 3.45 1.67 3.75
Muni National Short 0.17 0.12 -0.06 0.10 0.56 1.39
Muni Single State Short -0.04 -0.33 -0.64 0.92 0.73 1.72
Muni New Jersey 0.50 -0.36 -0.37 2.66 1.72 3.85
Alternative Funds
Long/Short Equity 0.82 1.40 0.36 2.35 7.38 6.89
Managed Futures 2.03 1.33 -1.09 11.40 0.73 1.78
Multialternative 0.32 0.50 -1.00 1.09 3.78 3.68
Market Neutral 0.14 0.33 -0.27 0.36 1.63 1.36
Multicurrency -1.84 -1.52 -3.24 -4.13 -2.01 -1.02
Bear Market -1.11 -8.32 -1.25 -16.47 -23.69 -23.46
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 -6.68 -8.44 -7.93 -16.62 --- ---
Commodities Broad Basket -10.12 -12.33 -12.07 -29.50 -13.65 -6.60
Sector Equity Funds
Health 3.34 19.52 10.77 38.29 32.71 26.82
Consumer Cyclical 3.04 7.53 4.32 17.64 20.41 19.16
Consumer Defensive 3.18 5.09 2.61 14.63 14.68 15.09
Communications 0.67 4.96 -0.61 3.95 11.40 10.87
Technology 0.93 4.76 1.12 11.88 18.57 14.91
Financial 0.83 4.46 2.52 9.75 18.22 11.58
Global Real Estate 2.22 1.16 -2.93 1.83 8.74 9.50
Real Estate 5.14 -0.40 0.57 9.50 9.43 12.68
Industrials 0.25 -1.79 -2.10 5.18 18.81 14.27
Utilities 2.57 -4.39 -2.88 2.06 9.89 11.33
Energy Limited Partnership -4.10 -7.78 -10.79 -12.45 7.42 7.11
Natural Resources -7.62 -9.84 -14.40 -25.37 -2.64 0.54
Equity Energy -9.77 -11.68 -18.65 -31.92 -1.50 0.42
Equity Precious Metals -18.54 -22.10 -25.94 -43.74 -27.08 -19.15
Miscellaneous Sector --- --- --- --- --- ---
Content Partners