Fund Category Performance: Total Returns

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Data through 7/25/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value 6.33 9.06 4.87 3.38 4.92 8.44
Mid-Cap Value 5.87 8.48 4.06 3.27 7.07 9.55
Small Blend 6.69 7.43 5.28 1.20 5.45 8.43
Large Value 6.20 7.31 3.64 3.77 7.21 10.02
Mid-Cap Blend 6.18 6.54 3.78 0.52 6.88 9.04
Large Blend 6.38 5.59 3.57 2.97 8.73 10.63
Mid-Cap Growth 6.65 4.11 4.48 -2.46 7.52 8.70
Small Growth 7.24 3.96 6.03 -4.69 5.64 8.17
Large Growth 6.89 2.17 3.57 -0.18 10.00 10.45
Allocation Funds
Allocation--30% to 50% Equity 3.08 5.88 3.06 2.78 3.98 4.86
Target-Date 2030 4.74 5.46 3.04 1.77 5.18 6.01
Allocation--50% to 70% Equity 4.20 5.42 3.08 2.22 5.37 6.47
Target-Date 2050 5.83 5.40 3.14 1.01 5.67 6.70
Target-Date 2020 3.57 5.36 2.81 2.48 4.53 5.18
Target-Date 2040 5.55 5.35 3.08 1.10 5.49 6.46
Target Date 2010 2.91 5.32 2.60 2.99 4.25 4.78
Target-Date 2015 3.13 5.32 2.71 2.79 4.30 5.07
Allocation--70% to 85% Equity 5.03 5.30 3.21 1.11 5.47 6.56
Target-Date 2025 4.21 5.30 2.85 2.00 5.01 5.89
Target-Date 2035 5.27 5.14 2.91 1.11 5.43 6.53
Target-Date Retirement 2.56 5.12 2.57 2.91 3.54 3.85
Target-Date 2045 5.78 5.03 2.93 0.68 5.62 6.99
Target-Date 2055 5.88 5.00 2.93 0.62 5.92 7.24
World Allocation 3.97 4.97 2.51 0.08 2.68 3.49
Tactical Allocation 3.55 4.74 2.95 -0.40 2.05 2.87
Convertibles 4.85 4.17 4.48 -1.39 4.62 5.54
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 10.76 31.10 11.66 8.58 -7.53 -9.02
Diversified Emerging Mkts 7.54 9.77 4.72 -2.34 -1.16 -2.63
India Equity 8.21 8.90 10.16 0.46 16.77 4.84
Pacific/Asia ex-Japan Stk 7.55 6.02 4.75 -3.06 2.36 1.30
Diversified Pacific/Asia 5.95 4.42 3.22 -0.94 3.76 3.57
World Stock 6.25 3.60 2.27 -1.25 4.83 5.87
Foreign Small/Mid Value 4.37 1.25 -0.41 -2.99 2.33 2.59
Foreign Large Growth 5.94 0.26 0.64 -5.31 2.18 2.99
Japan Stock 4.06 0.25 -0.47 -3.61 4.27 5.73
Foreign Small/Mid Blend 3.87 -0.01 -0.98 -4.01 3.04 4.02
China Region 8.13 -0.04 3.94 -9.98 3.25 0.77
Foreign Large Blend 5.82 -0.65 -0.92 -7.65 0.52 1.62
Foreign Small/Mid Growth 4.46 -0.77 0.54 -3.09 3.97 4.97
Foreign Large Value 5.46 -0.82 -2.07 -8.71 -0.70 0.81
Europe Stock 5.04 -3.55 -2.41 -9.35 0.77 2.70
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long-Term Bond 2.75 13.69 6.85 13.27 8.65 7.71
Long Government 1.74 13.24 7.17 13.35 9.09 8.57
Emerging Markets Bond 3.11 11.06 4.85 7.06 2.63 3.52
High Yield Bond 3.24 9.14 4.50 2.91 3.13 4.90
Corporate Bond 1.95 8.50 3.86 7.32 5.08 5.12
World Bond 1.20 6.79 2.22 5.06 1.77 1.72
Multisector Bond 2.14 6.56 3.34 3.93 3.52 4.12
Preferred Stock 2.98 5.66 4.88 6.65 6.62 7.71
Bank Loan 1.54 5.50 2.42 1.60 2.23 3.48
Intermediate-Term Bond 0.95 5.34 2.52 4.79 3.69 3.60
Inflation-Protected Bond 0.56 5.07 1.98 2.83 1.04 1.19
Nontraditional Bond 1.53 3.26 1.89 1.46 1.49 2.00
Intermediate Government 0.05 3.01 1.24 3.13 2.78 2.33
Short-Term Bond 0.26 2.13 0.93 1.62 1.36 1.50
Short Government -0.10 1.17 0.43 0.87 0.85 0.71
Ultrashort Bond 0.15 0.79 0.44 0.66 0.59 0.76
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 0.20 5.82 3.05 9.49 7.96 7.05
Muni California Long -0.14 4.92 2.35 8.31 7.53 6.60
Muni New York Long -0.06 4.49 2.30 7.21 6.21 5.06
Muni New Jersey -0.15 4.42 2.17 7.23 5.63 4.89
Muni National Long -0.14 4.24 2.06 7.09 6.39 5.43
Muni Pennsylvania -0.12 3.93 1.95 6.43 5.79 4.90
Muni Single State Long -0.14 3.89 1.93 6.22 5.37 4.55
Muni Ohio -0.24 3.84 1.69 6.18 5.39 4.38
Muni Massachusetts -0.18 3.58 1.68 5.99 5.29 4.42
Muni California Intermediate -0.22 3.51 1.51 6.05 5.52 4.76
Muni New York Intermediate -0.29 3.43 1.49 5.80 4.99 4.09
Muni National Interm -0.16 3.38 1.48 5.67 4.87 4.28
Muni Minnesota -0.19 3.32 1.58 5.44 5.33 4.54
Muni Single State Interm -0.25 3.12 1.30 5.14 4.49 3.70
Muni Single State Short 0.01 2.05 0.95 3.17 2.12 2.01
Muni National Short 0.03 1.28 0.52 1.87 1.43 1.44
Alternative Funds
Multicurrency 0.48 2.81 -0.07 3.25 -0.52 -1.14
Multialternative 1.69 1.07 1.34 -1.97 1.21 1.87
Managed Futures 0.41 0.75 2.10 -1.27 3.49 -0.95
Market Neutral 0.48 0.27 -0.07 0.71 0.63 1.00
Long-Short Equity 3.08 -0.54 0.80 -3.75 1.86 3.38
Bear Market -10.53 -12.32 -7.38 -11.64 -17.26 -19.50
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
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 -0.59 24.36 6.04 19.06 -1.75 ---
Commodities Broad Basket -2.88 7.36 1.52 -8.06 -12.84 -12.41
Sector Equity Funds
Equity Precious Metals 4.22 96.02 23.36 92.96 4.07 -12.68
Utilities 4.68 20.08 9.91 16.19 9.25 10.03
Energy Limited Partnership 2.74 16.31 9.81 -15.11 -5.23 2.97
Natural Resources 3.04 14.94 2.32 -0.50 -5.07 -5.33
Real Estate 7.39 13.83 10.22 18.29 12.01 11.04
Communications 6.70 11.18 5.55 8.17 7.79 8.37
Equity Energy -0.42 10.43 0.29 -7.63 -10.56 -8.15
Global Real Estate 7.31 9.57 5.03 8.23 6.28 6.71
Consumer Defensive 5.70 9.43 5.32 9.83 10.20 12.21
Industrials 6.34 7.50 2.93 6.45 8.69 10.28
Technology 8.40 3.80 6.66 3.84 12.73 10.51
Consumer Cyclical 6.52 3.37 2.15 -1.26 8.37 12.30
Financial 5.81 -1.73 -0.26 -6.42 3.75 8.29
Health 9.26 -4.79 3.00 -12.47 13.78 16.77
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners