Fund Category Performance: Total Returns

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Data through 7/28/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Value 0.56 7.54 5.32 16.72 16.13 15.90
Large Blend 0.63 7.03 5.86 18.05 15.80 16.08
Mid-Cap Value -0.63 6.84 5.09 17.88 16.31 18.26
Large Growth 0.53 5.15 7.34 19.72 14.94 16.25
Mid-Cap Blend -1.12 4.98 4.61 16.65 14.84 17.64
Mid-Cap Growth -1.25 2.32 5.30 15.25 13.21 17.08
Small Value -2.85 1.34 2.03 12.11 14.40 17.14
Small Blend -3.16 0.15 2.12 11.86 13.97 17.17
Small Growth -3.80 -3.37 2.64 10.01 12.50 17.38
Allocation Funds
Convertibles -0.62 6.07 4.35 14.50 9.87 12.33
Target Date 2046-2050 0.17 5.88 5.04 14.84 11.07 13.25
Target-Date 2051+ 0.14 5.73 5.00 15.43 11.74 13.39
Target Date 2036-2040 0.16 5.71 4.82 14.28 10.66 12.96
Target Date 2041-2045 0.12 5.70 4.88 14.94 11.55 13.55
Aggressive Allocation 0.02 5.67 4.49 14.05 11.00 12.91
Target Date 2031-2035 0.11 5.54 4.59 14.04 10.70 13.05
Moderate Allocation 0.15 5.49 3.92 12.08 9.94 11.55
Target Date 2026-2030 0.15 5.45 4.34 12.83 9.63 12.04
Target Date 2021-2025 0.09 5.29 3.94 12.05 9.26 11.81
World Allocation -0.02 5.26 3.59 11.06 6.87 10.34
Target Date 2016-2020 0.11 4.99 3.54 10.48 7.98 10.44
Tactical Allocation 0.05 4.89 3.67 9.41 6.44 9.09
Conservative Allocation -0.01 4.83 2.64 8.38 6.45 8.70
Target Date 2011-2015 0.06 4.74 3.10 9.39 7.13 9.65
Target Date 2000-2010 0.06 4.55 2.91 8.78 6.66 9.09
Retirement Income 0.04 4.28 2.68 7.88 6.14 8.49
International Equity Funds
India Equity 2.12 29.74 17.30 34.66 0.57 7.98
Latin America Stock 3.95 11.39 9.75 11.13 -3.62 5.87
Pacific/Asia ex-Japan Stk 3.18 10.45 8.17 14.14 3.80 8.19
Diversified Emerging Mkts 2.56 8.17 8.77 13.50 0.82 7.62
Diversified Pacific/Asia 2.94 5.65 8.87 12.50 5.57 8.95
World Stock -0.18 5.33 4.56 16.14 11.02 13.23
Foreign Small/Mid Value -0.92 4.68 2.23 18.19 8.24 12.48
Japan Stock 2.30 4.66 10.95 10.72 7.69 9.07
Foreign Small/Mid Blend -0.58 4.35 2.14 17.09 9.61 13.90
Foreign Large Value -0.48 4.30 3.10 15.47 7.50 9.46
China Region 5.17 4.14 11.23 16.60 3.00 6.20
Foreign Small/Mid Growth -0.33 3.29 3.27 15.76 9.79 15.27
Miscellaneous Region -0.46 3.21 4.49 13.69 4.06 9.25
Foreign Large Blend -0.35 3.18 3.33 13.87 6.97 9.64
Foreign Large Growth -0.35 2.47 3.59 12.99 7.05 10.57
Europe Stock -2.10 0.94 -0.83 15.09 9.11 11.91
Taxable Bond Funds
Long Government 1.96 14.46 4.65 9.14 8.54 8.75
Preferred Stock 0.34 9.96 3.00 8.81 9.17 14.24
Long-Term Bond 0.78 7.25 2.82 6.46 6.03 7.31
Emerging Markets Bond 0.37 7.00 4.20 5.99 3.53 8.65
Corporate Bond 0.29 6.52 2.17 7.77 6.21 8.39
Inflation-Protected Bond 0.27 5.13 2.49 3.50 1.95 5.06
World Bond 0.06 4.94 1.87 5.86 2.96 5.50
Multisector Bond 0.01 4.93 1.98 6.95 5.53 8.79
High Yield Bond -0.46 4.34 1.31 8.02 7.73 11.47
Intermediate-Term Bond 0.07 4.10 1.47 4.71 3.78 5.70
Intermediate Government -0.07 3.09 1.06 3.06 2.07 3.51
Nontraditional Bond 0.02 2.44 0.97 3.10 2.87 5.45
Bank Loan 0.13 2.06 1.27 4.15 5.00 7.24
Short-Term Bond -0.05 1.17 0.44 1.84 1.71 2.99
Short Government -0.10 0.60 0.18 0.58 0.55 1.47
Ultrashort Bond 0.03 0.46 0.20 0.86 0.94 1.53
Municipal Bond Funds
High Yield Muni 0.10 9.23 2.42 8.80 6.82 8.33
Muni California Long 0.38 8.19 2.12 9.58 6.74 7.01
Muni National Long 0.26 7.15 1.76 7.76 5.39 5.85
Muni New York Long 0.24 7.14 1.79 7.19 4.76 5.56
Muni New Jersey 0.16 7.00 1.44 6.73 4.95 5.54
Muni Single State Long 0.09 6.85 1.60 6.09 4.40 5.16
Muni Pennsylvania 0.28 6.69 1.60 6.59 4.65 5.26
Muni Massachusetts 0.27 6.33 1.54 6.38 4.31 4.96
Muni Minnesota 0.35 5.99 1.63 7.10 4.73 5.33
Muni Ohio 0.13 5.89 1.36 6.45 4.20 4.70
Muni National Interm 0.28 4.82 1.31 5.88 4.05 4.75
Muni Single State Interm 0.30 4.71 1.27 5.46 3.58 4.05
Muni California Intermediate 0.31 4.65 1.21 6.10 4.18 4.72
Muni New York Intermediate 0.29 4.32 1.19 5.11 3.58 4.04
Muni Single State Short -0.11 2.22 0.33 2.10 1.99 2.82
Muni National Short 0.06 1.32 0.40 1.80 1.52 2.02
Alternative Funds
Trading-Leveraged Commodities 1.32 30.23 14.62 49.50 0.08 17.60
Trading-Leveraged Debt 2.68 18.25 6.16 11.56 11.14 9.39
Trading-Leveraged Equity 1.88 9.70 12.39 27.29 17.93 21.05
Long/Short Equity 0.15 3.10 2.98 8.63 7.08 8.58
Multialternative 0.03 1.79 1.93 3.95 2.33 4.73
Multicurrency -0.03 1.49 1.20 -0.07 -1.05 1.40
Market Neutral 0.47 1.19 1.14 2.04 0.82 1.63
Managed Futures 0.56 -0.36 2.38 0.50 -3.88 -2.12
Trading-Miscellaneous -0.48 -4.37 -1.69 -4.72 -5.51 -7.37
Trading-Inverse Commodities 1.99 -8.37 0.36 -9.98 1.52 -14.27
Trading-Inverse Debt -0.95 -10.40 -4.44 -10.85 -12.21 -13.44
Bear Market -1.45 -11.01 -9.91 -25.76 -24.57 -26.07
Trading-Inverse Equity -7.72 -17.07 -15.57 -29.50 -22.51 -32.38
Volatility 1.95 --- -17.10 --- --- ---
Commodities
Commodities Precious Metals -1.43 7.55 -0.04 -2.58 --- ---
Commodities Broad Basket -3.93 2.90 -3.65 2.72 -6.60 1.66
Sector Equity Funds
Equity Precious Metals 3.24 29.31 13.13 6.99 -20.51 -3.29
Real Estate 1.82 18.88 6.26 11.65 11.18 21.31
Energy Limited Partnership -0.08 16.62 9.70 22.00 15.21 ---
Equity Energy -1.61 13.93 6.07 22.58 4.63 11.44
Utilities -1.59 13.88 3.55 17.07 13.76 14.09
Global Real Estate 1.32 11.97 6.79 11.37 9.08 13.94
Health -0.45 11.02 9.45 24.94 24.11 20.71
Natural Resources -0.24 10.60 5.50 18.94 1.76 10.13
Technology 0.42 7.14 9.91 24.94 13.77 16.10
Industrials -1.57 4.37 3.01 21.08 17.22 20.10
Consumer Defensive -0.81 3.62 1.81 10.39 14.17 16.11
Communications 0.12 2.67 6.41 14.20 11.44 13.38
Financial -0.34 2.64 4.02 12.18 14.82 12.68
Miscellaneous Sector -1.22 1.08 1.69 13.91 8.16 12.29
Consumer Cyclical -1.16 -0.14 3.35 11.73 17.29 20.77
Content Partners