Fund Category Performance: Total Returns

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Data through 3/29/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 0.98 8.58 7.88 15.17 8.82 11.57
Mid-Cap Growth 0.51 7.04 6.57 15.97 6.43 10.31
Large Blend -0.03 5.45 5.00 16.12 8.39 11.78
Small Growth 0.18 4.70 4.28 22.22 5.69 10.53
Mid-Cap Blend -0.60 3.75 3.40 17.08 6.58 11.45
Large Value -0.78 3.55 3.24 17.53 7.56 11.52
Mid-Cap Value -1.01 3.03 2.73 18.72 7.29 11.93
Small Blend -1.05 0.74 0.32 21.21 6.19 11.01
Small Value -1.73 -0.84 -1.24 22.38 6.26 11.06
Allocation Funds
Target-Date 2055 0.98 6.10 5.90 14.65 5.81 8.86
Target-Date 2045 0.94 5.96 5.77 14.41 5.59 8.49
Target-Date 2050 0.86 5.92 5.74 14.59 5.65 8.39
Target-Date 2040 0.82 5.65 5.49 13.90 5.41 8.03
Target-Date 2035 0.83 5.45 5.30 13.21 5.26 7.95
Target-Date 2030 0.67 4.84 4.74 11.91 4.88 7.19
Allocation--70% to 85% Equity 0.53 4.83 4.65 12.93 4.81 7.86
Target-Date 2025 0.61 4.35 4.28 10.50 4.52 6.81
World Allocation 0.89 4.34 4.32 9.56 2.28 4.79
Convertibles 0.45 4.27 3.94 14.90 3.65 7.36
Allocation--50% to 70% Equity 0.20 3.81 3.67 10.81 4.63 7.08
Target-Date 2020 0.43 3.62 3.59 8.87 3.98 5.75
Target-Date 2015 0.43 3.42 3.41 8.33 3.87 5.82
Tactical Allocation 0.11 3.32 3.21 8.92 2.04 3.86
Target Date 2010 0.38 3.10 3.10 7.56 3.74 5.23
Allocation--30% to 50% Equity 0.16 2.95 2.93 8.31 3.35 5.12
Target-Date Retirement 0.24 2.62 2.67 6.31 3.04 3.96
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
India Equity 5.96 19.46 20.50 29.08 14.43 10.14
Latin America Stock 1.90 14.77 14.34 29.97 -4.19 -6.77
Pacific/Asia ex-Japan Stk 4.39 13.64 14.02 17.98 4.70 5.23
China Region 3.46 13.17 13.69 19.41 5.62 5.93
Diversified Emerging Mkts 3.95 12.53 12.68 19.26 1.33 1.53
Diversified Pacific/Asia 3.38 10.48 10.58 15.91 5.71 6.97
Foreign Large Growth 3.90 9.54 9.75 9.35 1.33 5.67
Foreign Small/Mid Growth 3.61 9.44 9.82 8.90 2.19 8.07
Foreign Small/Mid Blend 3.06 9.20 9.55 12.37 2.28 7.78
Foreign Small/Mid Value 2.89 8.49 8.84 13.51 1.20 6.89
Foreign Large Blend 3.51 8.34 8.59 11.79 0.81 5.27
Foreign Large Value 3.31 7.45 7.72 13.33 -0.23 4.91
World Stock 1.79 7.45 7.30 14.30 4.43 8.40
Europe Stock 3.80 6.98 7.49 9.11 -0.87 6.31
Japan Stock 2.22 6.90 6.94 14.12 8.96 9.16
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 0.77 4.35 4.37 11.16 3.46 3.47
Preferred Stock 0.05 3.45 3.54 9.40 5.83 6.87
World Bond 0.58 2.41 2.49 2.35 0.40 1.41
Long-Term Bond -0.16 2.14 2.59 1.52 5.79 5.17
Long Government -0.10 2.01 2.41 -4.52 5.63 3.58
High Yield Bond -0.55 1.97 2.04 13.84 3.09 5.49
Multisector Bond -0.03 1.96 2.08 7.71 2.86 4.02
Nontraditional Bond 0.20 1.45 1.51 6.60 1.90 2.53
Corporate Bond -0.13 1.42 1.63 4.68 3.40 3.88
Inflation-Protected Bond 0.00 1.19 1.50 2.42 1.14 0.36
Intermediate-Term Bond -0.02 1.06 1.26 2.01 2.44 2.52
Bank Loan -0.13 0.86 0.92 9.01 2.75 3.92
Short-Term Bond 0.03 0.58 0.64 1.82 1.07 1.28
Intermediate Government -0.08 0.43 0.63 -0.49 1.66 1.20
Ultrashort Bond 0.07 0.36 0.40 1.62 0.75 0.85
Short Government 0.00 0.24 0.29 0.02 0.58 0.39
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 0.50 2.32 2.45 1.43 5.22 4.64
Muni California Long 0.42 1.66 1.77 0.20 4.27 4.05
Muni California Intermediate 0.29 1.50 1.59 -0.38 2.89 2.83
Muni National Long 0.30 1.42 1.54 0.11 3.69 3.28
Muni New York Long 0.30 1.42 1.54 0.70 3.83 3.00
Muni National Interm 0.27 1.36 1.44 -0.02 2.71 2.57
Muni New York Intermediate 0.28 1.25 1.33 -0.10 2.81 2.41
Muni Pennsylvania 0.17 1.23 1.31 0.43 3.51 2.87
Muni Massachusetts 0.20 1.18 1.29 -0.15 3.04 2.41
Muni New Jersey 0.18 1.16 1.29 0.41 3.16 2.69
Muni Minnesota 0.25 1.13 1.24 -0.05 2.94 2.68
Muni Ohio 0.16 1.11 1.21 0.08 3.04 2.58
Muni Single State Long 0.14 1.08 1.17 0.46 3.30 2.53
Muni Single State Interm 0.21 1.06 1.13 -0.37 2.44 2.12
Muni National Short 0.04 0.88 0.92 0.23 0.86 0.91
Muni Single State Short -0.13 0.87 0.92 0.07 1.15 1.09
Alternative Funds
Multicurrency 0.99 3.01 2.91 4.80 0.93 -0.12
Long-Short Equity -0.06 2.81 2.58 6.38 2.21 4.51
Multialternative -0.08 1.58 1.50 3.63 0.98 2.72
Market Neutral 0.10 0.37 0.27 1.83 0.65 0.91
Managed Futures -0.85 0.02 -0.31 -4.55 3.10 0.71
Bear Market -1.22 -9.52 -8.90 -26.68 -18.03 -20.14
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 -0.86 9.04 9.28 7.17 -2.32 -7.45
Commodities Broad Basket -3.06 -2.12 -2.23 8.52 -13.39 -9.69
Sector Equity Funds
Technology 2.59 12.30 11.35 27.86 13.40 13.28
Health 0.29 11.28 10.92 15.86 9.27 16.51
Equity Precious Metals -0.28 10.21 7.26 19.66 0.15 -11.46
Utilities 0.71 6.43 5.97 8.74 6.73 9.87
Consumer Cyclical 1.82 6.27 5.61 9.77 7.02 12.02
Consumer Defensive 1.35 6.24 5.95 7.40 10.05 12.06
Industrials -0.93 3.98 3.55 18.99 7.23 12.99
Communications 0.60 3.15 2.55 9.42 5.80 9.51
Global Real Estate -0.96 2.70 3.65 1.38 4.34 6.68
Energy Limited Partnership -0.96 1.44 1.69 38.34 -4.13 2.99
Financial -2.85 1.09 1.26 27.32 7.96 12.50
Natural Resources -0.63 1.08 0.59 21.15 -4.50 -0.75
Real Estate -2.89 0.20 1.20 2.79 8.99 8.84
Equity Energy -1.56 -6.06 -6.30 20.32 -11.69 -3.68
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners