Fund Category Performance: Total Returns

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Data through 10/17/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth -6.92 10.59 -3.99 15.08 13.87 9.66
Large Growth -3.41 9.88 -1.90 14.91 13.69 12.29
Mid-Cap Growth -5.99 6.28 -3.81 11.25 11.73 9.74
Large Blend -3.16 4.37 -0.43 9.57 11.70 10.43
Small Blend -6.24 1.93 -5.28 5.05 10.49 7.80
Large Value -3.02 1.36 0.00 6.44 10.18 8.82
Mid-Cap Blend -5.09 0.68 -3.50 5.14 9.11 8.00
Small Value -5.59 -0.51 -5.36 2.54 9.71 6.57
Mid-Cap Value -4.67 -1.17 -3.03 3.74 9.07 7.74
Allocation Funds
Convertibles -2.56 4.14 -2.09 5.40 7.16 5.77
Allocation--85%+ Equity -3.70 0.54 -2.80 4.05 8.80 7.13
Allocation--50% to 70% Equity -2.34 0.27 -1.34 2.95 6.48 5.69
Allocation--70% to 85% Equity -2.98 0.25 -2.10 3.26 7.36 6.22
Target-Date 2060+ -3.40 -0.10 -2.75 3.55 9.08 6.86
Target-Date 2045 -3.25 -0.16 -2.65 3.27 8.63 6.92
Target-Date 2055 -3.35 -0.16 -2.76 3.36 8.80 7.16
Target-Date 2035 -2.87 -0.28 -2.36 2.78 7.87 6.40
Target-Date 2040 -3.07 -0.33 -2.53 2.98 8.24 6.67
Target-Date 2050 -3.30 -0.34 -2.74 3.18 8.65 6.94
Target-Date 2030 -2.61 -0.57 -2.20 2.20 7.09 5.87
Target-Date 2025 -2.31 -0.64 -1.97 1.74 6.33 5.32
Target-Date 2015 -1.81 -0.69 -1.59 1.12 5.14 4.53
Target-Date 2020 -1.99 -0.79 -1.72 1.23 5.43 4.69
Target Date 2010 -1.54 -0.82 -1.41 0.75 4.64 4.15
Allocation--30% to 50% Equity -1.73 -1.00 -1.33 0.50 4.54 3.95
Target-Date Retirement -1.44 -1.04 -1.23 0.31 3.79 3.36
Allocation--15% to 30% Equity -1.14 -1.20 -0.84 -0.38 3.13 2.68
Tactical Allocation -2.66 -1.51 -2.12 1.01 4.95 3.57
World Allocation -2.29 -2.95 -2.57 -0.85 4.87 3.34
International Equity Funds
World Large Stock -3.67 -1.21 -3.56 2.34 8.54 6.66
World Small/Mid Stock -5.18 -3.43 -5.09 0.23 9.70 6.21
Latin America Stock 17.74 -4.16 7.68 -7.45 17.53 -3.01
Japan Stock -0.68 -4.26 -1.25 1.01 8.38 7.85
Foreign Large Growth -5.33 -6.69 -7.83 -4.19 5.85 3.88
Foreign Small/Mid Growth -6.32 -7.56 -8.56 -3.24 7.59 5.51
Foreign Large Blend -3.95 -7.57 -5.60 -5.24 4.57 2.41
Europe Stock -5.36 -7.84 -6.95 -6.57 3.79 2.48
Foreign Large Value -3.00 -7.95 -4.28 -5.63 3.93 1.32
Diversified Pacific/Asia -3.10 -9.61 -6.01 -5.73 7.41 4.26
Foreign Small/Mid Blend -5.43 -9.71 -7.51 -6.35 6.93 4.27
Foreign Small/Mid Value -4.16 -10.63 -6.29 -7.63 5.33 3.01
Pacific/Asia ex-Japan Stk -5.19 -13.63 -9.27 -9.90 5.92 3.39
Diversified Emerging Mkts -2.81 -14.14 -8.44 -11.35 5.49 0.56
China Region -5.62 -19.10 -14.66 -17.49 3.81 3.92
India Equity -12.30 -22.54 -13.79 -16.84 2.47 9.28
Taxable Bond Funds
Bank Loan 0.42 3.36 1.35 3.99 4.50 3.33
Ultrashort Bond 0.14 1.39 0.54 1.61 1.37 1.00
High Yield Bond -0.44 1.17 0.86 1.41 5.56 3.91
Nontraditional Bond -0.01 0.37 0.23 0.73 3.15 2.05
Short-Term Bond -0.02 0.37 0.30 0.31 1.27 1.20
Short Government -0.07 -0.04 0.03 -0.19 0.16 0.43
Multisector Bond -0.31 -0.66 -0.01 -0.27 3.44 2.80
Preferred Stock -1.91 -1.67 -0.88 -1.30 4.53 4.98
Inflation-Protected Bond -1.08 -1.72 -1.64 -0.70 1.32 0.69
Intermediate-Term Bond -0.70 -2.02 -0.75 -1.93 1.27 1.92
Intermediate Government -0.72 -2.04 -0.99 -2.29 -0.09 1.04
World Bond -0.33 -2.06 -0.94 -1.64 1.82 0.76
Corporate Bond -0.89 -2.83 -0.61 -2.39 2.62 3.11
Emerging Markets Bond 1.06 -4.63 -0.82 -4.25 4.31 2.55
Long-Term Bond -1.95 -5.10 -2.47 -3.81 3.08 4.66
Long Government -3.36 -8.05 -5.53 -7.00 -0.45 3.71
Emerging-Markets Local-Currency Bond 2.41 -8.06 -3.02 -7.01 2.03 -1.95
Municipal Bond Funds
High Yield Muni -1.10 0.93 -1.03 1.75 3.64 5.63
Muni Single State Short -0.36 0.50 -0.42 -0.15 0.62 1.14
Muni National Short -0.18 0.33 -0.32 -0.10 0.64 0.91
Muni New Jersey -0.80 0.03 -0.96 0.23 2.26 3.49
Muni Pennsylvania -0.76 -0.53 -1.13 -0.46 1.76 3.42
Muni New York Long -0.97 -0.72 -1.39 -0.71 1.90 3.77
Muni California Intermediate -0.77 -0.87 -1.13 -1.05 1.28 2.71
Muni National Interm -0.71 -1.01 -1.12 -1.07 1.52 2.83
Muni Single State Long -0.72 -1.08 -1.20 -0.93 1.32 3.18
Muni California Long -1.03 -1.16 -1.51 -0.77 2.14 4.25
Muni Single State Interm -0.63 -1.31 -1.10 -1.40 0.98 2.38
Muni New York Intermediate -0.77 -1.31 -1.31 -1.52 1.10 2.55
Muni Minnesota -0.79 -1.37 -1.28 -1.22 1.25 2.86
Muni Ohio -0.72 -1.57 -1.32 -1.57 1.26 2.83
Muni National Long -1.00 -1.69 -1.56 -1.34 1.94 3.78
Muni Massachusetts -0.83 -1.92 -1.48 -1.80 1.05 2.86
Alternative Funds
Options-based -1.99 0.82 -0.62 2.44 4.96 4.17
Long-Short Credit -0.38 0.39 0.21 0.67 2.89 1.77
Long-Short Equity -2.27 -0.29 -1.61 2.40 4.35 3.68
Market Neutral -0.23 -0.61 -0.13 -0.22 0.92 0.56
Multicurrency 0.99 -0.91 -0.04 -1.42 0.63 -0.14
Multialternative -1.27 -1.70 -1.41 -0.64 1.67 1.50
Managed Futures -3.32 -5.81 -2.94 -3.21 -1.50 1.89
Bear Market 4.45 -7.54 3.63 -12.38 -21.20 -18.85
Commodities
Commodities Broad Basket 3.97 0.44 3.87 4.96 1.25 -6.75
Commodities Precious Metals 3.19 -7.23 -0.65 -6.45 0.38 -3.45
Sector Equity Funds
Health -1.72 14.12 1.22 14.13 9.95 13.13
Technology -5.36 9.45 -5.89 13.03 19.27 16.17
Utilities -0.88 5.23 3.02 3.69 9.56 9.10
Consumer Cyclical -5.21 3.05 -5.12 11.54 7.99 8.07
Equity Energy -0.79 1.62 -3.12 9.84 0.84 -7.31
Energy Limited Partnership -1.56 1.19 2.63 1.75 -1.14 -2.46
Communications -1.83 1.10 0.84 2.41 7.56 5.69
Industrials -6.31 -1.20 -0.98 3.87 12.94 10.01
Real Estate -5.35 -2.43 -2.76 -1.94 4.05 6.67
Financial -5.01 -2.57 -4.22 2.17 10.85 8.91
Consumer Defensive -2.98 -3.77 -1.41 1.15 5.22 7.57
Infrastructure -2.82 -4.35 -2.81 -3.27 5.16 5.31
Global Real Estate -4.86 -4.71 -4.37 -1.99 3.07 3.62
Natural Resources -3.52 -6.05 -5.07 -0.64 7.50 -0.04
Equity Precious Metals 6.05 -17.62 -9.46 -17.51 6.62 -3.51
Content Partners