Fund Category Performance: Total Returns

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Data through 12/17/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend -1.22 8.41 -0.02 12.50 19.29 13.75
Large Growth -1.00 7.68 0.72 11.82 19.60 14.21
Large Value -1.52 7.60 -0.89 11.69 18.78 13.24
Mid-Cap Value -1.11 6.75 -0.99 10.51 20.25 15.00
Mid-Cap Blend -1.07 5.07 -1.07 8.89 19.19 14.73
Mid-Cap Growth -0.75 4.51 -0.10 8.47 18.13 14.75
Small Blend -0.44 0.84 -0.15 4.50 17.88 14.64
Small Value -0.76 0.70 -1.25 4.51 17.72 13.98
Small Growth 0.45 -0.19 1.41 3.99 17.72 15.58
Allocation Funds
Moderate Allocation -1.30 4.70 -1.00 7.24 11.85 9.30
Convertibles -1.29 4.61 -2.34 7.09 13.19 9.80
Aggressive Allocation -1.69 3.73 -1.76 6.96 13.71 10.08
Target Date 2021-2025 -1.45 3.60 -1.30 6.02 11.42 9.10
Target-Date 2051+ -1.87 3.48 -1.96 7.04 15.11 10.12
Target Date 2041-2045 -1.83 3.47 -1.90 6.92 14.72 10.54
Target Date 2016-2020 -1.24 3.45 -1.03 5.46 9.56 7.89
Target Date 2031-2035 -1.77 3.44 -1.77 6.60 13.48 10.14
Retirement Income -0.88 3.37 -0.49 4.64 7.27 6.43
Target Date 2011-2015 -1.15 3.37 -0.89 4.93 8.54 7.36
Target Date 2046-2050 -1.85 3.36 -1.94 6.88 14.37 10.30
Target Date 2026-2030 -1.62 3.35 -1.58 6.19 12.03 9.17
Target Date 2036-2040 -1.81 3.31 -1.85 6.65 13.70 9.97
Target Date 2000-2010 -1.09 3.11 -0.90 4.55 7.66 6.80
Conservative Allocation -1.41 2.94 -1.38 4.24 7.14 6.73
Tactical Allocation -1.54 0.98 -2.45 2.92 6.46 6.09
World Allocation -2.35 0.07 -3.68 2.39 8.37 7.11
International Equity Funds
India Equity -5.53 36.26 -0.28 41.24 18.19 5.65
Pacific/Asia ex-Japan Stk -4.33 2.73 -6.73 4.72 10.18 5.63
World Stock -2.26 0.77 -3.54 4.68 14.47 9.63
Diversified Pacific/Asia -3.31 -1.62 -4.98 1.51 10.94 5.95
China Region -3.42 -1.77 -4.96 0.49 9.99 3.60
Japan Stock -1.65 -4.12 -3.65 -1.39 9.73 6.80
Foreign Large Growth -2.98 -5.13 -5.15 -0.97 11.20 6.38
Miscellaneous Region -4.97 -5.73 -9.44 -2.48 8.74 4.95
Diversified Emerging Mkts -6.42 -5.85 -11.53 -4.28 4.04 1.79
Foreign Large Blend -2.96 -6.14 -6.55 -2.02 10.97 5.27
Foreign Small/Mid Blend -1.83 -6.66 -7.10 -3.10 13.00 8.29
Foreign Small/Mid Growth -2.20 -7.05 -6.21 -3.29 13.94 9.77
Foreign Large Value -3.56 -7.43 -8.42 -3.22 10.03 4.42
Europe Stock -1.96 -8.31 -6.29 -3.56 13.79 6.76
Foreign Small/Mid Value -2.80 -8.52 -9.01 -5.05 12.75 6.96
Latin America Stock -10.19 -15.74 -23.33 -14.12 -7.12 -5.46
Taxable Bond Funds
Long Government 4.55 21.88 9.66 20.08 3.29 8.47
Long-Term Bond 2.18 10.95 4.98 10.43 5.10 8.24
Preferred Stock -0.37 10.53 0.83 10.88 10.62 10.85
Corporate Bond -0.04 6.22 0.69 6.08 5.15 6.14
Intermediate-Term Bond 0.13 4.88 1.02 4.55 3.35 4.55
Intermediate Government 0.40 4.69 1.66 4.19 1.49 3.09
Multisector Bond -1.67 2.49 -1.81 2.71 5.13 5.96
Inflation-Protected Bond -0.69 2.15 -0.72 1.37 -0.08 3.08
World Bond -0.91 1.48 -1.98 1.24 2.62 3.43
Short Government -0.05 0.97 0.34 0.78 0.45 1.16
Short-Term Bond -0.39 0.91 -0.23 0.78 1.67 2.17
Nontraditional Bond -1.37 0.63 -2.15 1.09 3.19 3.43
Ultrashort Bond -0.21 0.29 -0.25 0.30 1.05 1.22
Bank Loan -2.27 -0.58 -2.31 -0.30 4.70 5.07
High Yield Bond -3.67 -0.81 -4.42 -0.42 7.21 7.65
Emerging Markets Bond -5.14 -2.63 -6.87 -3.15 1.81 4.53
Municipal Bond Funds
High Yield Muni 1.17 13.70 2.32 13.67 6.82 6.65
Muni California Long 1.05 11.93 2.20 11.84 6.19 6.22
Muni New York Long 1.06 10.66 1.96 10.53 4.48 4.80
Muni National Long 1.05 10.52 2.02 10.41 5.10 5.26
Muni Single State Long 0.94 10.16 1.75 10.00 3.98 4.51
Muni Pennsylvania 0.96 10.08 1.89 9.98 4.39 4.77
Muni New Jersey 0.89 10.01 1.60 9.95 4.41 4.80
Muni Massachusetts 1.01 9.18 1.72 9.01 3.71 4.34
Muni Ohio 0.96 8.65 1.73 8.49 3.88 4.20
Muni Minnesota 0.86 8.52 1.63 8.45 4.17 4.70
Muni Single State Interm 0.83 6.87 1.45 6.71 3.07 3.75
Muni National Interm 0.65 6.80 1.14 6.64 3.51 4.23
Muni California Intermediate 0.71 6.51 1.25 6.33 3.57 4.26
Muni New York Intermediate 0.81 6.32 1.28 6.25 2.89 3.70
Muni Single State Short 0.35 3.53 0.58 3.36 1.79 2.40
Muni National Short 0.02 1.56 0.06 1.50 1.22 1.70
Alternative Funds
Trading-Leveraged Debt 7.67 33.85 15.88 31.69 4.50 11.20
Trading-Inverse Commodities 15.76 18.74 33.39 14.47 5.49 -4.06
Trading-Leveraged Equity -2.67 8.90 -1.73 16.09 29.00 18.50
Managed Futures 2.62 7.15 6.13 9.32 -0.63 -1.36
Long/Short Equity -0.67 1.94 -1.32 3.71 8.67 6.81
Multialternative -0.71 1.03 -0.83 2.37 4.03 3.61
Market Neutral -0.02 0.44 -0.86 0.34 1.28 1.29
Trading-Miscellaneous -0.16 0.00 -0.02 -0.10 -2.54 -3.08
Multicurrency -2.02 -3.77 -3.82 -4.15 -0.79 -0.47
Bear Market 1.32 -16.41 -1.92 -20.87 -26.37 -24.02
Trading-Inverse Debt -3.64 -16.91 -8.21 -16.60 -9.20 -12.93
Trading-Inverse Equity 2.45 -17.47 -5.13 -24.50 -30.26 -29.34
Trading-Leveraged Commodities -29.46 -34.93 -45.23 -29.69 -7.17 -4.34
Volatility 2.68 --- 3.09 --- --- ---
Commodities
Commodities Precious Metals 0.54 -2.64 -4.07 -4.86 --- ---
Commodities Broad Basket -8.16 -15.86 -13.26 -15.64 -7.92 -4.18
Sector Equity Funds
Real Estate 2.75 26.36 9.37 27.86 16.26 16.52
Health 3.29 26.01 7.20 31.69 32.24 21.76
Utilities -1.02 13.43 1.79 16.39 12.40 9.77
Global Real Estate -0.84 10.06 1.47 13.37 15.07 10.18
Technology -0.32 9.95 0.43 14.30 19.31 13.96
Consumer Defensive -0.64 8.32 2.77 11.87 17.03 14.53
Energy Limited Partnership -8.90 6.04 -12.26 11.17 --- ---
Industrials -1.33 4.98 -0.20 8.81 22.04 16.20
Consumer Cyclical 0.02 3.00 1.62 7.07 21.39 18.09
Financial -1.30 2.86 -0.98 6.50 20.44 10.39
Communications -3.61 -1.43 -3.16 3.36 13.70 10.40
Miscellaneous Sector -0.71 -2.10 -2.92 1.15 22.65 13.48
Equity Precious Metals -8.39 -13.13 -23.40 -11.86 -26.66 -14.28
Natural Resources -9.06 -13.85 -18.17 -10.18 0.98 2.77
Equity Energy -12.27 -16.47 -23.05 -13.97 2.90 2.11
Content Partners