Fund Category Performance: Total Returns

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Data through 11/18/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Allocation Funds
International Equity Funds
Taxable Bond Funds
Long-Term Bond 0.17 18.29 -1.24 21.01 7.93 5.93
Preferred Stock 0.25 15.87 2.84 12.18 6.32 4.84
Long Government -0.83 15.65 -4.65 22.60 6.84 5.22
Corporate Bond 0.32 12.14 0.48 12.92 5.15 4.15
High Yield Bond 0.15 10.39 1.70 8.10 5.47 4.12
Emerging Markets Bond -0.10 10.16 0.77 10.77 5.48 3.95
Target Maturity 0.22 8.81 0.59 9.87 3.80 3.46
Multisector Bond 0.17 8.58 0.69 8.02 4.82 3.44
World Bond-USD Hedged -0.15 8.56 -0.73 9.68 4.13 3.22
Intermediate Core-Plus Bond 0.12 8.50 0.00 9.81 4.09 3.14
Emerging-Markets Local-Currency Bond -0.28 8.03 1.34 9.32 5.20 0.66
Intermediate Core Bond 0.09 7.85 -0.24 9.71 3.52 2.77
Inflation-Protected Bond 0.14 7.16 -0.48 7.29 2.72 1.83
Intermediate Government 0.07 5.90 -0.16 7.98 2.54 2.02
Bank Loan 0.33 5.70 0.50 2.55 3.43 3.05
World Bond -0.38 5.54 -0.52 6.56 3.52 1.31
Nontraditional Bond 0.31 5.42 1.06 4.45 3.21 2.43
Short-Term Bond 0.14 4.39 0.42 4.82 2.42 1.89
Short Government 0.07 3.13 0.12 3.97 1.57 1.13
Ultrashort Bond 0.19 2.83 0.56 2.93 2.02 1.50
Municipal Bond Funds
High Yield Muni -0.02 8.19 -0.27 9.62 5.57 4.79
Muni National Long -0.20 7.54 -0.97 9.34 4.36 3.59
Muni California Long -0.25 7.29 -0.89 9.05 4.46 3.74
Muni New York Long -0.26 7.03 -1.07 8.80 4.08 3.50
Muni New Jersey -0.20 6.71 -0.91 8.43 4.22 3.42
Muni Pennsylvania -0.23 6.39 -0.89 8.09 3.90 3.29
Muni National Interm -0.13 6.20 -0.81 7.91 3.69 2.93
Muni Massachusetts -0.26 6.10 -1.02 7.95 3.43 2.83
Muni Ohio -0.21 5.94 -0.88 7.83 3.61 3.06
Muni Single State Long -0.22 5.80 -0.84 7.44 3.33 2.85
Muni Minnesota -0.17 5.74 -0.76 7.46 3.47 2.87
Muni New York Intermediate -0.19 5.63 -1.05 7.36 3.25 2.67
Muni California Intermediate -0.11 5.40 -0.83 7.04 3.38 2.70
Muni Single State Interm -0.18 5.11 -0.86 6.80 3.02 2.51
Muni Target Maturity -0.02 4.20 -0.42 5.75 2.04 2.08
Muni Single State Short 0.00 3.72 -0.51 4.80 2.18 1.62
Muni National Short 0.08 2.79 -0.13 3.51 1.80 1.25
Alternative Funds
Options-based 1.99 12.89 4.45 6.87 5.28 4.11
Long-Short Equity 2.24 9.95 3.17 4.72 4.82 2.80
Multialternative 0.70 6.27 1.35 4.40 2.81 1.32
Long-Short Credit 0.15 6.09 0.89 4.67 3.38 2.30
Managed Futures 0.74 4.86 -4.21 6.78 0.86 0.70
Multicurrency 0.16 1.95 0.26 2.04 0.85 0.34
Market Neutral 0.21 0.51 0.47 0.19 1.24 0.64
Bear Market -6.09 -25.95 -11.99 -17.32 -18.18 -16.51
Commodities
Sector Equity Funds
Content Partners