Fund Category Performance: Total Returns

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Data through 5/28/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 0.67 6.99 2.24 14.56 18.35 15.72
Small Growth 0.14 6.55 2.36 14.45 18.67 15.97
Large Growth 0.75 5.93 1.42 14.72 18.91 16.04
Mid-Cap Blend 0.27 4.71 1.47 10.10 19.00 15.04
Mid-Cap Value 0.33 4.08 1.44 9.58 19.70 15.06
Small Blend -0.68 3.71 1.58 8.20 17.96 14.34
Large Blend 0.49 3.68 1.12 11.14 18.64 15.15
Large Value 0.32 2.73 1.12 8.85 18.20 14.41
Small Value -0.88 2.50 1.42 5.34 17.53 13.12
Allocation Funds
Convertibles 0.83 5.33 2.33 6.50 13.96 10.79
Target-Date 2051+ -0.32 5.31 1.60 7.61 15.35 12.44
Target Date 2041-2045 -0.33 5.20 1.55 7.42 14.64 12.33
Target Date 2046-2050 -0.44 5.17 1.46 7.32 14.22 11.74
Target Date 2036-2040 -0.44 4.92 1.37 6.95 13.62 11.43
Target Date 2031-2035 -0.36 4.78 1.37 6.86 13.60 11.74
Aggressive Allocation -0.24 4.40 1.23 6.92 13.99 11.50
Target Date 2026-2030 -0.50 4.25 1.08 6.02 11.93 10.41
Target Date 2021-2025 -0.47 3.82 0.91 5.53 11.25 10.32
World Allocation -0.87 3.76 0.81 1.88 8.87 8.18
Moderate Allocation -0.20 3.35 0.82 5.98 11.69 10.25
Target Date 2016-2020 -0.56 3.20 0.63 4.56 9.24 8.68
Target Date 2011-2015 -0.47 2.86 0.54 3.94 8.67 8.12
Target Date 2000-2010 -0.49 2.64 0.52 3.42 7.63 7.42
Tactical Allocation -1.17 2.54 0.20 1.90 6.50 6.29
Conservative Allocation -0.50 2.29 0.34 2.66 7.10 7.15
Retirement Income -0.63 2.06 0.13 2.85 5.58 5.91
International Equity Funds
China Region -2.33 18.10 14.65 25.09 16.96 8.87
Japan Stock -1.23 15.85 6.42 15.74 15.72 10.23
Diversified Pacific/Asia -2.23 11.94 5.37 11.65 15.21 9.60
Foreign Small/Mid Value 0.01 11.47 5.52 0.41 16.14 10.49
Foreign Small/Mid Growth 0.32 11.00 5.07 2.83 16.20 13.16
Europe Stock 1.17 10.82 3.76 -0.63 16.52 11.62
Foreign Small/Mid Blend 0.31 10.73 5.14 1.61 16.48 12.35
Foreign Large Growth -0.05 10.12 3.90 4.48 14.02 10.46
Foreign Large Blend -0.55 9.89 3.62 1.86 14.10 9.46
Foreign Large Value -0.88 9.37 3.24 -1.06 14.04 8.94
Pacific/Asia ex-Japan Stk -2.68 8.67 4.13 8.23 12.00 8.55
World Stock -0.16 6.42 2.39 6.00 15.81 12.25
Diversified Emerging Mkts -3.71 4.71 1.81 -2.06 6.18 3.99
India Equity 1.06 2.94 -5.76 21.01 20.22 6.76
Latin America Stock -6.39 -6.32 -4.40 -21.70 -6.26 -4.06
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 0.19 3.73 1.10 1.10 7.13 8.10
Bank Loan 0.13 2.96 1.32 2.10 4.67 5.09
Preferred Stock -0.47 2.81 0.55 5.33 8.68 10.41
Multisector Bond -0.34 1.93 0.28 1.20 5.00 6.24
Nontraditional Bond 0.05 1.45 0.29 0.65 2.86 3.30
Corporate Bond -1.18 1.00 -0.93 2.16 4.39 6.00
Intermediate-Term Bond -0.61 1.00 -0.23 2.18 2.89 4.22
Emerging Markets Bond -1.18 0.99 0.43 -5.00 1.53 4.74
Short-Term Bond -0.05 0.94 0.36 0.75 1.47 2.06
Intermediate Government -0.38 0.75 0.09 2.17 1.28 2.74
Short Government -0.08 0.56 0.22 0.70 0.41 1.01
Inflation-Protected Bond -1.29 0.55 -1.13 -2.26 -1.03 2.72
Ultrashort Bond 0.06 0.38 0.22 0.34 0.82 1.09
Long-Term Bond -2.38 -0.65 -2.82 5.14 4.29 7.46
Long Government -2.75 -1.01 -3.33 7.36 1.85 7.18
World Bond -1.78 -1.38 -1.65 -3.54 1.50 3.36
Municipal Bond Funds
High Yield Muni -0.70 0.82 -0.32 5.43 4.41 5.88
Muni Pennsylvania -0.59 0.33 -0.50 3.73 2.82 4.17
Muni New York Long -0.60 0.26 -0.54 3.79 2.92 4.12
Muni California Long -0.76 0.14 -0.73 4.20 4.09 5.47
Muni Minnesota -0.59 0.14 -0.49 3.03 2.76 4.17
Muni Single State Long -0.59 0.14 -0.55 3.26 2.31 3.92
Muni Ohio -0.71 0.04 -0.64 2.75 2.44 3.72
Muni Single State Short -0.47 0.02 -0.49 0.87 1.08 1.96
Muni Massachusetts -0.68 0.00 -0.67 2.84 2.17 3.77
Muni National Long -0.85 -0.06 -0.80 3.41 3.23 4.67
Muni Single State Interm -0.70 -0.08 -0.64 2.11 1.97 3.30
Muni New York Intermediate -0.69 -0.09 -0.64 1.92 1.80 3.17
Muni California Intermediate -0.75 -0.13 -0.73 2.03 2.44 3.72
Muni National Short -0.40 -0.15 -0.48 0.07 0.69 1.50
Muni National Interm -0.81 -0.21 -0.80 1.78 2.21 3.67
Muni New Jersey -0.91 -0.49 -1.01 2.37 2.34 4.02
Alternative Funds
Managed Futures -1.93 2.90 -0.86 13.48 2.11 0.92
Long/Short Equity 0.21 2.33 0.95 3.69 8.44 7.24
Multialternative -0.24 2.29 0.53 3.18 4.83 4.28
Multicurrency -1.16 0.89 -0.16 -2.19 -0.59 0.07
Market Neutral 0.16 0.69 -0.01 0.65 1.78 1.29
Bear Market -0.01 -9.50 -4.12 -20.97 -25.85 -24.43
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 -2.44 -0.37 -2.65 -7.98 --- ---
Commodities Broad Basket -2.36 -3.95 -3.23 -25.33 -9.21 -3.89
Sector Equity Funds
Health 3.93 15.34 6.55 39.44 33.16 25.69
Technology 2.07 7.85 2.94 18.42 20.27 15.72
Communications -0.74 6.51 0.85 5.95 15.30 12.78
Consumer Cyclical -0.10 4.95 1.04 14.60 20.03 17.93
Consumer Defensive -0.06 3.99 -0.39 11.45 16.17 15.88
Financial 1.03 3.81 3.63 8.91 19.25 11.40
Global Real Estate -2.38 3.50 -1.10 6.92 13.11 11.60
Equity Precious Metals -3.43 3.09 -6.15 -13.35 -20.30 -14.57
Natural Resources -3.11 2.43 -0.20 -14.81 2.71 3.71
Equity Energy -4.88 1.84 1.30 -21.09 4.69 4.23
Industrials -0.96 1.32 -1.57 4.91 20.25 15.76
Energy Limited Partnership -1.48 1.16 0.66 -0.97 11.90 10.50
Real Estate -2.45 -0.13 -2.96 11.60 11.95 13.62
Utilities -1.07 -1.12 0.34 5.08 13.54 13.52
Miscellaneous Sector --- --- --- --- --- ---
Content Partners