Fund Category Performance: Total Returns

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Data through 2/24/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 3.88 7.71 7.42 21.38 7.57 12.10
Mid-Cap Growth 3.40 6.86 5.75 24.84 5.36 10.55
Large Blend 3.68 5.68 7.28 23.90 8.71 12.36
Small Growth 2.81 5.08 4.13 32.21 4.71 10.80
Mid-Cap Blend 2.49 4.75 5.80 27.95 6.95 11.95
Large Value 3.37 4.55 6.87 26.96 8.48 12.16
Mid-Cap Value 2.31 4.36 6.01 31.48 8.08 12.50
Small Blend 1.66 2.52 4.48 34.04 6.74 11.57
Small Value 1.05 1.70 4.65 37.43 7.45 11.78
Allocation Funds
Target-Date 2055 2.72 5.26 6.85 21.72 5.45 8.90
Target-Date 2050 2.70 5.20 6.79 21.55 5.33 8.42
Target-Date 2045 2.67 5.15 6.73 21.40 5.25 8.62
Target-Date 2040 2.60 4.96 6.52 20.58 5.12 8.08
Target-Date 2035 2.49 4.74 6.22 19.59 4.96 8.01
Allocation--70% to 85% Equity 2.32 4.49 5.97 19.35 4.68 7.95
Target-Date 2030 2.30 4.30 5.67 17.68 4.66 7.23
Convertibles 1.65 3.93 4.69 20.24 2.90 7.40
Target-Date 2025 2.10 3.87 5.09 15.72 4.34 6.86
Allocation--50% to 70% Equity 2.18 3.77 5.08 16.20 4.71 7.28
World Allocation 1.76 3.57 5.28 14.36 2.07 4.61
Tactical Allocation 1.91 3.43 4.77 12.99 2.04 3.85
Target-Date 2020 1.86 3.33 4.41 13.39 3.89 5.81
Target-Date 2015 1.74 3.12 4.18 12.68 3.82 5.88
Allocation--30% to 50% Equity 1.68 2.89 4.18 12.55 3.40 5.21
Target Date 2010 1.64 2.87 3.85 11.46 3.70 5.27
Target-Date Retirement 1.47 2.52 3.33 9.53 3.05 3.97
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 4.11 13.42 14.55 54.08 -2.40 -7.47
India Equity 7.20 12.67 14.68 34.35 16.34 7.09
China Region 4.11 10.14 5.75 23.19 3.97 4.33
Pacific/Asia ex-Japan Stk 3.50 9.32 7.60 22.20 3.70 4.13
Diversified Emerging Mkts 3.43 9.01 9.58 26.78 0.89 0.47
Diversified Pacific/Asia 2.99 7.45 6.53 21.86 4.47 6.19
Foreign Small/Mid Blend 2.22 5.70 7.68 18.28 1.14 6.87
World Stock 2.65 5.70 7.27 20.50 3.65 8.10
Foreign Large Growth 1.72 5.57 7.04 13.15 -0.13 4.86
Foreign Small/Mid Growth 2.08 5.57 6.56 12.71 0.70 7.24
Foreign Small/Mid Value 1.78 5.55 8.15 19.92 0.31 6.11
Japan Stock 3.09 5.21 6.64 20.54 7.60 9.01
Foreign Large Blend 1.42 4.73 7.48 16.25 -0.63 4.29
Foreign Large Value 0.91 4.13 7.52 18.74 -1.52 3.93
Europe Stock 0.70 2.70 8.17 11.95 -2.43 5.20
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 2.07 3.52 5.15 14.73 3.72 3.44
Preferred Stock 1.71 3.26 4.07 13.06 6.43 7.13
Long-Term Bond 1.86 2.37 2.98 4.50 6.80 4.92
High Yield Bond 1.38 2.34 4.43 19.20 3.39 5.65
Long Government 1.68 2.33 1.65 -4.26 6.71 3.15
Multisector Bond 1.20 1.99 3.12 11.16 3.09 4.06
World Bond 1.08 1.83 2.46 4.67 0.52 1.19
Corporate Bond 1.30 1.63 2.45 8.10 3.76 3.93
Inflation-Protected Bond 0.80 1.42 1.65 4.93 1.31 0.27
Intermediate-Term Bond 1.01 1.23 1.56 3.44 2.63 2.57
Nontraditional Bond 0.68 1.21 2.25 8.65 1.94 2.55
Bank Loan 0.43 0.87 2.22 12.25 2.87 4.06
Intermediate Government 0.80 0.76 0.73 -0.02 1.82 1.27
Short-Term Bond 0.47 0.65 0.84 2.62 1.10 1.36
Short Government 0.33 0.37 0.40 0.17 0.59 0.43
Ultrashort Bond 0.18 0.27 0.42 1.82 0.72 0.90
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.10 1.78 1.67 1.61 5.58 4.69
Muni California Long 0.70 1.20 1.41 0.05 4.54 3.90
Muni California Intermediate 0.65 1.17 1.38 -0.68 3.02 2.63
Muni New York Long 0.65 1.11 1.27 0.52 4.11 2.85
Muni National Long 0.66 1.10 1.27 -0.01 3.95 3.15
Muni National Interm 0.65 1.08 1.26 -0.34 2.80 2.38
Muni Pennsylvania 0.64 1.05 1.15 0.37 3.81 2.76
Muni Massachusetts 0.65 0.99 1.11 -0.40 3.18 2.18
Muni Single State Short 0.56 0.99 0.90 -0.05 1.21 1.05
Muni New Jersey 0.70 0.97 1.03 0.37 3.53 2.58
Muni New York Intermediate 0.57 0.95 1.19 -0.47 2.90 2.21
Muni Ohio 0.55 0.94 1.22 -0.02 3.24 2.44
Muni Single State Long 0.57 0.93 1.05 0.42 3.62 2.41
Muni Minnesota 0.60 0.87 1.06 -0.29 3.14 2.52
Muni Single State Interm 0.56 0.85 1.05 -0.70 2.52 1.93
Muni National Short 0.44 0.80 0.78 0.03 0.77 0.80
Alternative Funds
Long-Short Equity 1.66 2.97 3.60 9.42 2.21 5.12
Multicurrency 1.14 2.10 2.09 5.60 1.19 -0.25
Multialternative 1.06 1.77 2.51 5.16 0.93 2.78
Managed Futures 1.09 0.88 1.11 -6.92 2.96 0.35
Market Neutral 0.19 0.32 0.86 2.43 0.76 0.90
Bear Market -4.56 -8.89 -10.53 -33.85 -17.84 -20.49
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 4.04 10.26 7.07 9.07 -3.45 -8.77
Commodities Broad Basket -1.14 0.81 3.00 17.77 -12.47 -10.10
Sector Equity Funds
Equity Precious Metals 1.62 16.73 18.12 39.61 -1.27 -13.02
Technology 4.66 10.06 9.03 35.41 11.62 13.73
Health 7.85 9.63 6.89 16.33 6.22 16.92
Utilities 4.71 5.54 9.94 15.38 7.15 9.72
Consumer Defensive 3.37 5.30 8.13 11.71 10.71 12.49
Industrials 2.00 4.93 5.27 30.12 7.41 13.25
Consumer Cyclical 2.24 4.90 3.70 16.25 6.28 12.70
Financial 3.50 4.34 8.82 42.14 9.60 14.10
Global Real Estate 2.69 4.05 7.57 12.39 4.74 7.00
Communications 1.19 3.61 7.58 17.62 5.93 9.76
Real Estate 1.70 3.19 8.16 16.98 10.38 10.10
Energy Limited Partnership -0.49 2.18 6.11 53.39 -4.07 2.41
Natural Resources -2.76 2.00 3.47 37.11 -4.01 -1.72
Equity Energy -5.71 -4.80 -0.84 38.43 -10.62 -5.06
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners