Fund Category Performance: Total Returns

Print
Data through 8/28/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -4.71 1.34 -4.36 4.19 14.97 15.60
Mid-Cap Growth -4.21 1.28 -5.47 3.39 14.84 15.02
Small Growth -5.01 1.13 -5.13 5.05 14.61 15.81
Mid-Cap Blend -3.53 -2.41 -6.74 -1.34 14.37 14.14
Large Blend -4.69 -2.84 -6.30 -0.31 13.55 14.15
Mid-Cap Value -3.46 -3.45 -7.25 -2.70 14.64 14.17
Small Blend -3.91 -3.54 -7.03 -1.82 12.98 13.94
Large Value -4.79 -4.78 -7.36 -2.98 12.66 13.12
Small Value -3.40 -5.26 -7.59 -4.80 12.47 12.86
Allocation Funds
Convertibles -3.11 -1.09 -6.06 -3.05 9.94 9.18
Retirement Income -1.70 -1.09 -3.04 -1.74 3.21 4.68
Target Date 2011-2015 -2.33 -1.15 -3.91 -1.91 5.53 6.93
Target Date 2000-2010 -2.16 -1.16 -3.70 -1.95 4.79 6.27
Target Date 2016-2020 -2.73 -1.49 -4.52 -2.22 5.77 7.32
Target Date 2021-2025 -3.26 -1.55 -5.18 -2.28 7.27 8.94
Conservative Allocation -2.00 -1.61 -3.82 -2.77 4.28 5.95
Target Date 2026-2030 -3.66 -1.82 -5.80 -2.72 7.55 8.84
Moderate Allocation -3.15 -1.86 -5.04 -1.72 8.01 8.98
Target Date 2031-2035 -4.12 -1.86 -6.33 -2.70 8.77 10.19
Target-Date 2051+ -4.52 -1.96 -6.83 -2.65 10.09 10.88
Target Date 2041-2045 -4.53 -2.01 -6.85 -2.87 9.42 10.71
Target Date 2036-2040 -4.31 -2.10 -6.66 -3.06 8.61 9.68
Target Date 2046-2050 -4.53 -2.18 -6.96 -3.13 9.00 9.89
Aggressive Allocation -4.13 -2.43 -6.59 -3.18 9.20 9.99
World Allocation -3.49 -2.98 -6.54 -6.32 4.58 6.15
Tactical Allocation -3.16 -3.93 -6.22 -6.17 2.66 4.65
International Equity Funds
Japan Stock -3.67 10.81 -4.25 5.35 11.94 9.70
Foreign Small/Mid Growth -3.86 4.48 -5.90 -3.61 11.15 10.33
Europe Stock -4.77 3.00 -7.30 -3.75 10.48 8.68
Foreign Small/Mid Blend -4.20 2.75 -7.16 -5.47 10.98 9.40
Foreign Small/Mid Value -3.77 1.68 -8.84 -8.30 9.80 7.12
Foreign Large Growth -5.71 0.47 -8.74 -4.91 7.82 7.25
Foreign Large Blend -5.52 -0.20 -9.16 -7.09 7.31 6.23
Diversified Pacific/Asia -6.05 -0.47 -11.07 -5.95 8.10 6.24
Foreign Large Value -5.23 -0.50 -9.12 -9.50 7.07 5.83
World Stock -4.92 -1.58 -7.51 -4.10 10.47 10.19
India Equity -5.49 -1.94 -4.73 4.49 15.59 3.63
China Region -10.96 -8.10 -23.30 -9.72 6.47 2.48
Pacific/Asia ex-Japan Stk -8.76 -8.76 -15.86 -14.01 3.42 2.78
Diversified Emerging Mkts -7.62 -11.65 -15.61 -21.23 -1.68 -0.89
Latin America Stock -7.58 -21.59 -16.33 -39.69 -13.43 -9.17
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Bank Loan -0.81 1.61 -1.31 0.18 3.37 4.40
Preferred Stock -0.67 1.61 -1.20 2.31 6.50 8.36
Intermediate Government 0.19 0.65 -0.14 1.68 0.90 2.20
Short-Term Bond -0.16 0.55 -0.41 0.21 0.93 1.63
Short Government 0.03 0.54 -0.03 0.72 0.26 0.79
Ultrashort Bond -0.05 0.25 -0.11 0.15 0.53 0.84
Intermediate-Term Bond -0.08 0.16 -0.84 0.54 1.82 3.31
High Yield Bond -1.20 0.10 -3.50 -3.33 4.22 6.33
Nontraditional Bond -0.71 -0.12 -1.52 -1.38 1.48 2.42
Multisector Bond -0.76 -0.44 -2.15 -2.00 2.87 4.76
Long Government 0.85 -0.65 0.21 4.07 1.16 5.16
Inflation-Protected Bond -0.60 -0.84 -1.40 -4.08 -2.00 2.03
Corporate Bond -0.48 -0.88 -1.87 -1.13 2.38 4.53
Long-Term Bond 0.00 -2.09 -1.50 0.45 2.47 5.76
World Bond -0.70 -3.08 -1.85 -5.99 -0.28 1.87
Emerging Markets Bond -2.51 -4.20 -5.35 -10.77 -2.72 1.54
Municipal Bond Funds
Muni Pennsylvania 0.41 1.07 0.73 3.00 2.41 3.71
Muni Minnesota 0.28 0.99 0.85 2.48 2.47 3.65
Muni California Long 0.39 0.94 0.81 3.24 3.68 4.99
High Yield Muni 0.28 0.89 0.09 3.65 3.34 5.06
Muni New York Long 0.37 0.89 0.57 2.71 2.35 3.58
Muni California Intermediate 0.32 0.81 0.85 2.06 2.52 3.56
Muni New York Intermediate 0.29 0.75 0.88 1.92 1.85 2.95
Muni Single State Interm 0.24 0.65 0.72 1.78 1.77 2.82
Muni National Long 0.24 0.62 0.69 2.56 2.73 4.12
Muni Massachusetts 0.26 0.60 0.60 2.10 1.77 3.19
Muni Ohio 0.20 0.59 0.54 2.18 2.06 3.24
Muni National Interm 0.18 0.47 0.68 1.45 2.04 3.18
Muni Single State Long 0.23 0.37 0.23 2.10 1.70 3.34
Muni National Short 0.00 0.11 0.27 -0.16 0.54 1.23
Muni Single State Short 0.08 -0.22 -0.23 0.22 0.75 1.52
Muni New Jersey -0.06 -0.50 -0.01 1.07 1.64 3.35
Alternative Funds
Market Neutral -0.34 -0.24 -1.17 -0.72 1.19 0.97
Managed Futures -1.57 -0.87 -4.02 7.41 1.38 0.93
Multialternative -1.62 -1.18 -3.47 -1.60 2.69 3.37
Bear Market 6.27 -1.41 9.13 -4.21 -20.51 -22.96
Multicurrency -0.60 -1.55 -2.36 -3.73 -2.03 -1.13
Long/Short Equity -2.57 -1.67 -3.88 -2.25 5.78 6.89
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 3.34 -5.53 -5.17 -14.24 --- ---
Commodities Broad Basket -3.72 -14.46 -10.77 -29.09 -14.84 -6.77
Sector Equity Funds
Health -6.40 11.47 -3.26 21.35 28.83 25.02
Consumer Cyclical -4.56 1.12 -3.65 6.36 16.60 18.35
Communications -2.63 0.54 -5.62 -0.24 9.31 10.15
Consumer Defensive -4.21 -0.06 -3.93 4.61 12.33 14.17
Financial -4.48 -0.83 -4.37 1.92 15.19 11.92
Technology -5.12 -0.85 -8.03 2.10 14.50 14.28
Global Real Estate -3.98 -3.35 -6.62 -4.01 6.70 8.57
Real Estate -3.00 -4.20 -4.09 2.92 8.02 12.06
Industrials -4.07 -7.08 -8.27 -4.06 15.66 14.27
Utilities -1.79 -7.72 -6.36 -4.74 8.56 9.93
Energy Limited Partnership -5.96 -13.60 -14.90 -21.90 5.35 6.56
Natural Resources -4.56 -14.24 -16.32 -29.26 -4.79 0.73
Equity Energy -5.20 -16.13 -18.08 -36.79 -4.48 0.24
Equity Precious Metals 4.93 -19.30 -21.72 -42.14 -28.39 -20.07
Miscellaneous Sector --- --- --- --- --- ---
Content Partners