Fund Category Performance: Total Returns

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Data through 5/20/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth -1.51 18.96 2.40 4.95 14.53 10.10
Small Growth -1.16 16.94 -0.71 0.87 15.93 10.18
Large Growth -1.71 16.33 3.34 6.76 15.75 11.65
Mid-Cap Blend -3.09 13.56 -1.07 -0.90 9.47 6.58
Large Blend -2.14 13.27 1.62 4.57 11.99 9.01
Small Blend -2.95 12.64 -3.52 -5.45 10.15 6.55
Mid-Cap Value -3.41 12.41 -1.91 -2.68 8.34 6.05
Large Value -2.36 11.39 0.13 2.26 9.99 7.18
Small Value -4.27 11.12 -5.26 -8.83 7.92 4.50
Allocation Funds
Allocation--85%+ Equity -2.34 11.85 0.53 -0.41 9.47 5.93
Target-Date 2060+ -2.54 11.48 0.80 0.53 10.12 6.27
Target-Date 2055 -2.55 11.31 0.78 0.47 9.97 6.41
Target-Date 2050 -2.49 11.19 0.78 0.46 9.78 6.30
Target-Date 2045 -2.42 11.09 0.84 0.70 9.82 6.28
Target-Date 2040 -2.22 10.62 0.89 0.90 9.40 6.09
Convertibles -1.08 10.46 1.04 3.34 9.93 6.07
Allocation--70% to 85% Equity -2.10 10.14 0.59 0.50 8.35 5.37
Target-Date 2035 -1.95 10.10 1.06 1.43 9.05 5.89
Target-Date 2030 -1.60 9.26 1.17 1.86 8.22 5.47
Allocation--50% to 70% Equity -1.33 9.11 1.24 2.62 7.43 5.13
Target-Date 2025 -1.23 8.39 1.33 2.47 7.44 5.01
Target-Date 2020 -0.92 7.48 1.40 2.77 6.49 4.48
Allocation--30% to 50% Equity -0.74 7.15 1.32 2.65 5.36 3.55
Target-Date 2015 -0.73 7.01 1.48 3.16 6.12 4.30
World Allocation -1.96 7.01 0.18 -1.37 5.79 2.72
Target Date 2010 -0.56 6.22 1.50 3.23 5.52 4.05
Tactical Allocation -1.87 6.19 0.12 -1.53 5.53 2.84
Target-Date Retirement -0.33 5.96 1.55 3.48 4.74 3.33
Allocation--15% to 30% Equity -0.34 5.18 1.17 2.86 3.91 2.67
International Equity Funds
Foreign Large Growth -2.61 12.78 2.56 -5.00 7.93 3.77
Foreign Small/Mid Growth -2.76 12.63 1.67 -10.18 7.70 4.80
World Small/Mid Stock -3.06 12.38 -0.11 -5.55 10.14 5.65
World Large Stock -2.73 11.99 1.07 -0.61 10.02 5.86
Europe Stock -3.18 11.27 1.82 -6.96 6.19 1.26
China Region -11.76 10.57 -2.48 -15.79 10.32 6.31
Foreign Large Blend -3.52 9.14 -0.16 -7.79 6.42 1.78
Foreign Small/Mid Blend -4.06 9.04 -1.23 -13.24 5.72 2.66
Pacific/Asia ex-Japan Stk -6.92 6.87 -2.01 -8.80 9.99 4.17
Foreign Large Value -4.53 6.82 -2.00 -9.90 5.34 -0.05
Diversified Pacific/Asia -5.43 6.35 -2.05 -10.80 7.82 5.30
Foreign Small/Mid Value -5.65 5.87 -3.10 -15.11 4.70 1.09
Japan Stock -2.83 4.87 -2.31 -12.17 6.86 7.46
Diversified Emerging Mkts -7.58 4.81 -3.61 -10.20 8.66 1.00
Latin America Stock -5.83 1.57 -9.81 2.24 14.26 -1.87
India Equity -3.30 0.65 8.59 -7.32 9.42 6.46
Taxable Bond Funds
Preferred Stock 0.28 9.54 2.82 5.08 4.83 4.22
Long-Term Bond 1.03 7.50 4.11 8.82 4.19 4.57
High Yield Bond -0.26 7.16 2.03 4.73 6.30 3.42
Corporate Bond 0.54 5.67 2.86 6.50 3.60 3.15
Emerging Markets Bond -0.30 5.64 1.30 4.55 4.95 2.74
Bank Loan 0.21 5.14 1.89 3.21 4.48 3.04
Multisector Bond 0.28 4.87 1.92 4.37 4.30 2.56
Long Government 2.40 4.51 3.68 10.11 1.30 4.51
Target Maturity 0.60 4.48 2.35 6.36 2.69 2.98
World Bond-USD Hedged 0.59 4.08 2.16 5.47 2.94 2.85
Intermediate Core-Plus Bond 0.72 3.97 2.20 5.76 2.76 2.48
Inflation-Protected Bond 0.53 3.57 1.92 3.26 1.85 0.98
Nontraditional Bond -0.06 3.47 1.24 2.29 3.45 2.11
Intermediate Core Bond 0.78 3.33 2.09 5.76 1.89 2.12
Intermediate Government 0.79 2.40 1.68 5.20 1.10 1.64
World Bond -0.24 2.24 0.48 1.48 1.89 0.16
Short-Term Bond 0.40 2.17 1.26 3.48 1.89 1.43
Emerging-Markets Local-Currency Bond -2.40 1.94 -2.17 -1.59 2.84 -1.50
Ultrashort Bond 0.27 1.45 0.84 2.57 1.78 1.24
Short Government 0.42 1.40 1.00 3.03 0.94 0.84
Municipal Bond Funds
High Yield Muni 1.62 5.11 3.85 6.98 3.82 4.92
Muni National Long 1.71 4.94 3.53 6.66 2.60 3.62
Muni New York Long 1.67 4.74 3.57 6.69 2.67 3.57
Muni California Long 1.74 4.60 3.59 6.32 2.59 3.85
Muni New Jersey 1.53 4.36 3.13 6.91 2.82 3.33
Muni Pennsylvania 1.47 4.16 2.99 6.33 2.55 3.34
Muni Massachusetts 1.44 4.00 2.94 5.83 1.87 2.80
Muni National Interm 1.35 3.96 2.69 5.87 2.22 2.85
Muni New York Intermediate 1.37 3.87 2.71 5.69 1.88 2.64
Muni Ohio 1.30 3.75 2.60 5.91 2.11 3.04
Muni Single State Long 1.33 3.72 2.71 5.65 1.99 2.90
Muni Minnesota 1.27 3.64 2.64 5.39 2.07 2.84
Muni California Intermediate 1.22 3.47 2.36 5.30 1.91 2.68
Muni Single State Interm 1.13 3.22 2.17 5.23 1.69 2.44
Muni Single State Short 0.73 2.25 1.33 4.15 1.34 1.45
Muni Target Maturity 0.62 2.15 1.10 3.87 1.00 1.78
Muni National Short 0.45 1.61 0.94 2.89 1.19 1.10
Alternative Funds
Options-based -1.13 6.73 0.96 1.11 4.86 3.45
Long-Short Equity -1.33 5.60 -0.21 -1.75 4.58 2.81
Long-Short Credit 0.25 4.48 1.91 2.31 3.82 1.90
Multialternative -0.77 4.00 0.52 -0.07 2.82 1.30
Managed Futures 0.17 2.14 3.86 -2.89 -0.85 1.80
Multicurrency -0.48 1.35 0.20 2.16 1.35 0.39
Market Neutral -0.31 -0.38 -0.96 -0.53 0.73 0.09
Bear Market 6.13 -15.82 0.97 -3.47 -19.41 -16.74
Commodities
Commodities Broad Basket -2.26 5.96 -1.52 -10.35 0.25 -8.78
Commodities Precious Metals -1.76 -0.80 -6.10 -2.51 0.20 -2.57
Sector Equity Funds
Energy Limited Partnership 0.98 19.06 0.95 0.69 1.91 -5.48
Technology -5.03 18.02 1.59 3.76 21.92 15.84
Real Estate 1.54 16.53 3.31 16.98 6.72 7.41
Industrials -3.98 16.30 -0.77 -0.63 12.45 8.25
Consumer Cyclical -4.15 14.78 1.91 3.61 11.18 8.76
Financial -0.93 14.58 0.37 -4.35 12.41 8.61
Communications -3.02 14.32 2.74 9.35 7.01 5.70
Global Real Estate 1.16 14.12 2.98 8.36 6.57 5.12
Infrastructure -0.01 14.10 2.69 7.73 7.98 4.93
Consumer Defensive 0.69 13.29 4.15 10.01 5.54 7.65
Equity Energy -7.13 12.44 -5.15 -25.92 -3.06 -11.93
Utilities 1.86 11.87 4.09 19.13 10.13 8.87
Health 1.27 6.89 -4.54 0.31 10.12 9.54
Natural Resources -7.72 6.01 -6.46 -16.17 4.90 -2.24
Equity Precious Metals -3.92 -0.96 -12.21 -14.02 -6.05 -3.56
Content Partners