Fund Category Performance: Total Returns

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Data through 9/17/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 1.96 25.66 2.56 3.74 14.61 9.77
Large Growth 2.55 22.84 3.19 5.47 15.90 11.11
Small Growth 2.69 21.08 1.75 -4.00 13.50 9.63
Large Blend 4.07 20.07 4.22 4.58 12.58 8.81
Mid-Cap Blend 4.78 19.34 3.84 -0.32 9.68 6.23
Mid-Cap Value 6.30 17.56 4.10 -1.45 8.31 5.83
Large Value 5.47 17.15 4.22 2.53 10.26 7.01
Small Blend 5.63 16.84 3.66 -6.16 8.78 6.45
Small Value 7.58 14.41 4.31 -8.35 6.53 4.40
Allocation Funds
Target-Date 2060+ 3.97 17.26 3.51 3.81 10.25 6.81
Allocation--85%+ Equity 4.01 17.15 3.32 1.65 9.44 5.97
Target-Date 2055 3.94 17.04 3.49 3.78 10.09 6.58
Target-Date 2050 3.82 16.86 3.44 3.89 9.91 6.50
Target-Date 2045 3.74 16.72 3.41 3.93 9.91 6.45
Target-Date 2040 3.43 16.11 3.33 4.22 9.53 6.29
Convertibles 1.34 15.91 2.88 5.87 9.65 6.18
Target-Date 2035 3.05 15.49 3.27 4.60 9.19 6.09
Allocation--70% to 85% Equity 3.40 15.22 3.19 2.73 8.43 5.42
Target-Date 2030 2.48 14.42 3.10 5.08 8.41 5.72
Allocation--50% to 70% Equity 2.36 13.89 2.97 4.45 7.73 5.41
Target-Date 2025 1.99 13.31 2.96 5.49 7.66 5.30
Target-Date 2020 1.50 12.05 2.74 5.72 6.74 4.82
Target-Date 2015 1.35 11.44 2.67 5.92 6.36 4.70
Allocation--30% to 50% Equity 1.49 11.35 2.54 5.11 5.56 3.96
World Allocation 2.52 11.13 2.37 2.91 5.94 3.15
Tactical Allocation 1.73 10.39 2.41 0.68 5.67 3.08
Target Date 2010 0.99 10.38 2.50 6.08 5.81 4.48
Target-Date Retirement 0.78 9.98 2.39 6.17 5.08 3.81
Allocation--15% to 30% Equity 0.74 8.67 1.98 5.15 4.17 3.33
International Equity Funds
Foreign Large Growth 3.62 17.96 3.07 2.86 8.31 4.63
World Large Stock 4.19 17.39 3.26 3.29 10.19 6.30
World Small/Mid Stock 4.96 16.95 3.06 -1.61 9.12 5.86
China Region 5.78 16.21 4.64 6.75 6.98 4.66
Foreign Small/Mid Growth 4.42 15.48 1.35 -4.12 7.47 5.33
Europe Stock 4.98 14.92 2.18 -0.17 7.27 2.88
Latin America Stock 2.55 14.54 2.26 34.86 12.81 0.11
Foreign Large Blend 5.12 13.16 2.71 0.33 6.72 2.61
Foreign Small/Mid Blend 5.47 11.81 2.12 -5.55 5.91 3.67
Diversified Pacific/Asia 5.26 11.60 4.22 1.24 6.91 4.72
Pacific/Asia ex-Japan Stk 4.04 10.78 2.77 3.66 7.08 3.87
Japan Stock 6.47 10.29 4.81 -2.67 7.65 6.80
Foreign Large Value 6.39 9.92 2.49 -1.87 5.39 0.62
Diversified Emerging Mkts 4.32 9.52 1.97 4.06 6.25 1.06
Foreign Small/Mid Value 6.01 9.21 2.55 -5.53 4.42 1.73
India Equity -1.21 -7.57 -8.65 -10.24 1.92 2.47
Taxable Bond Funds
Long-Term Bond -2.49 16.77 5.49 15.98 5.52 6.15
Long Government -4.43 15.97 5.72 19.69 3.47 6.52
Preferred Stock 1.11 14.02 3.09 6.89 4.85 4.79
Corporate Bond -0.72 10.73 3.00 9.99 4.01 4.03
High Yield Bond 1.58 10.22 2.20 5.72 5.56 3.93
Emerging Markets Bond 0.21 9.38 1.53 10.01 4.16 3.39
World Bond-USD Hedged -0.85 8.45 2.54 9.13 3.43 3.34
Multisector Bond 0.18 8.13 1.88 6.55 4.25 3.28
Intermediate Core-Plus Bond -0.69 7.76 2.09 8.39 3.18 3.17
Target Maturity -0.41 7.72 1.81 8.09 2.70 3.50
Emerging-Markets Local-Currency Bond 0.35 7.11 1.91 11.27 2.83 -0.15
Intermediate Core Bond -0.91 7.09 1.98 8.47 2.50 2.86
Inflation-Protected Bond -0.77 6.87 2.18 5.75 2.29 1.81
Bank Loan 0.75 5.95 0.91 2.69 3.82 3.10
Intermediate Government -0.66 5.35 1.46 7.30 1.66 2.20
World Bond -0.70 5.17 1.22 5.06 1.90 0.95
Nontraditional Bond 0.62 5.04 1.04 3.39 3.27 2.23
Short-Term Bond -0.18 3.72 0.81 4.27 2.03 1.72
Short Government -0.31 2.69 0.61 3.83 1.21 1.14
Ultrashort Bond 0.13 2.39 0.67 2.78 1.90 1.41
Municipal Bond Funds
High Yield Muni -0.91 7.50 1.69 7.57 3.84 4.90
Muni National Long -1.56 6.89 1.31 7.85 2.81 3.69
Muni California Long -1.45 6.69 1.41 7.48 2.81 3.84
Muni New York Long -1.46 6.60 1.32 7.52 2.78 3.60
Muni New Jersey -1.37 6.21 1.21 7.36 2.93 3.44
Muni Pennsylvania -1.35 5.90 1.16 7.03 2.69 3.37
Muni Massachusetts -1.50 5.58 1.04 6.89 2.13 2.87
Muni National Interm -1.38 5.57 1.00 6.72 2.42 2.93
Muni Ohio -1.42 5.35 1.04 6.85 2.34 3.10
Muni Single State Long -1.33 5.28 1.05 6.44 2.16 2.93
Muni Minnesota -1.26 5.21 1.05 6.34 2.31 2.91
Muni New York Intermediate -1.49 5.16 0.82 6.35 2.06 2.68
Muni California Intermediate -1.37 4.82 0.85 5.88 2.10 2.71
Muni Single State Interm -1.35 4.59 0.84 6.01 1.94 2.52
Muni Target Maturity -1.14 3.45 0.42 4.47 1.11 2.10
Muni Single State Short -1.03 3.21 0.43 4.15 1.48 1.54
Muni National Short -0.61 2.33 0.41 3.05 1.33 1.17
Alternative Funds
Options-based 2.39 10.44 2.28 1.25 5.10 3.51
Long-Short Equity 1.66 8.37 1.75 -0.72 4.92 2.85
Long-Short Credit 0.74 5.92 0.72 3.12 3.26 2.05
Managed Futures -3.21 5.87 1.70 2.04 0.02 1.73
Multialternative 0.61 5.45 1.01 1.66 2.48 1.16
Multicurrency -0.07 1.78 0.01 3.48 1.27 0.21
Market Neutral -0.31 -0.66 -0.12 -0.56 1.03 -0.04
Bear Market -7.41 -22.20 -5.56 -7.28 -18.27 -16.04
Commodities
Commodities Precious Metals 1.99 18.30 14.51 27.07 3.88 1.79
Commodities Broad Basket 3.94 5.33 2.83 -3.48 0.63 -7.25
Sector Equity Funds
Equity Precious Metals -0.33 27.96 17.08 35.58 -1.89 1.21
Real Estate 2.50 25.59 3.81 14.39 7.65 8.68
Technology 3.78 25.56 4.91 5.17 19.06 15.01
Industrials 6.76 24.36 6.26 1.01 13.45 8.54
Consumer Cyclical 6.17 20.87 3.53 2.51 11.57 8.16
Infrastructure 3.12 20.78 3.31 11.66 8.52 5.26
Financial 5.93 19.93 4.46 0.51 12.34 8.18
Utilities 3.66 19.62 4.91 15.68 11.39 9.56
Communications 4.61 18.82 3.88 4.65 6.26 5.62
Global Real Estate 2.36 18.02 1.81 9.41 6.66 5.68
Consumer Defensive 2.50 17.31 2.86 5.58 5.83 7.30
Energy Limited Partnership 6.23 15.81 0.47 -5.59 -0.57 -7.25
Health 0.21 10.68 -0.16 -4.89 8.61 7.50
Natural Resources 7.34 8.74 1.36 -9.27 4.58 -2.26
Equity Energy 11.06 5.19 0.52 -25.55 -6.72 -14.16
Content Partners