Fund Category Performance: Total Returns

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Data through 2/21/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 7.08 17.40 8.65 8.63 19.66 8.39
Small Value 5.58 16.58 4.54 0.61 13.67 5.33
Small Blend 6.23 16.35 5.63 2.33 14.81 6.61
Mid-Cap Growth 6.49 15.70 8.97 5.41 16.80 8.40
Mid-Cap Blend 5.46 14.31 5.65 1.79 13.13 6.72
Mid-Cap Value 4.92 14.18 4.45 0.55 12.88 6.78
Large Growth 4.35 12.11 7.84 5.41 16.87 10.35
Large Blend 4.25 11.12 4.86 3.10 13.96 9.02
Large Value 3.90 10.80 3.44 2.01 12.71 7.78
Allocation Funds
Allocation--85%+ Equity 3.97 10.97 5.12 0.15 12.07 6.04
Target-Date 2060+ 3.80 10.25 5.36 0.25 12.33 6.26
Target-Date 2055 3.77 10.12 5.35 0.16 12.25 6.41
Target-Date 2050 3.76 10.01 5.34 0.23 12.05 6.26
Target-Date 2045 3.68 9.84 5.26 0.30 12.04 6.22
Target-Date 2040 3.55 9.32 5.14 0.49 11.53 6.05
Allocation--70% to 85% Equity 3.34 9.12 4.24 0.34 10.43 5.41
Convertibles 3.74 8.75 6.47 5.13 11.79 5.35
Target-Date 2035 3.32 8.63 4.92 0.70 11.03 5.81
Target-Date 2030 3.06 7.70 4.66 1.01 9.99 5.40
Allocation--50% to 70% Equity 2.89 7.45 4.09 1.57 8.93 5.13
World Allocation 2.91 6.97 3.98 -1.23 7.98 3.12
Target-Date 2025 2.72 6.70 4.32 1.27 8.96 4.93
Tactical Allocation 2.77 6.17 2.88 -1.70 6.83 2.91
Target-Date 2020 2.42 5.75 3.96 1.50 7.77 4.41
Allocation--30% to 50% Equity 2.30 5.64 3.65 1.40 6.68 3.61
Target-Date 2015 2.23 5.26 3.77 1.76 7.28 4.29
Target Date 2010 1.95 4.44 3.52 1.71 6.53 3.98
Target-Date Retirement 1.89 4.21 3.38 1.92 5.56 3.28
Allocation--15% to 30% Equity 1.67 3.70 3.02 1.63 4.82 2.70
International Equity Funds
China Region 7.22 13.50 8.68 -13.58 12.48 6.18
World Small/Mid Stock 4.50 12.28 5.66 -4.50 13.15 5.02
Latin America Stock 0.82 12.10 12.43 -3.31 27.24 2.69
Foreign Small/Mid Growth 3.95 10.78 5.50 -11.62 9.49 3.96
World Large Stock 3.88 10.41 5.28 -1.43 11.95 5.80
Foreign Small/Mid Blend 3.35 9.95 4.38 -12.08 9.60 3.05
Foreign Large Growth 4.14 9.89 5.96 -7.02 9.42 3.38
Foreign Small/Mid Value 2.97 9.25 3.88 -12.41 8.94 1.99
Pacific/Asia ex-Japan Stk 4.17 9.03 8.72 -8.75 12.75 5.47
Foreign Large Blend 3.20 9.02 4.60 -7.32 8.60 1.96
Europe Stock 3.62 9.02 4.13 -7.76 7.50 1.01
Foreign Large Value 2.64 8.74 3.64 -8.02 8.46 0.72
Diversified Emerging Mkts 3.04 8.68 7.46 -12.09 12.41 2.98
Diversified Pacific/Asia 3.20 8.55 5.05 -9.18 11.82 5.50
Japan Stock 2.36 7.24 0.99 -8.84 10.03 7.21
India Equity -3.49 -5.78 -1.50 -15.14 10.36 9.22
Taxable Bond Funds
Preferred Stock 2.35 6.40 3.60 2.26 6.01 4.55
High Yield Bond 1.56 5.03 3.11 2.60 8.31 3.37
Emerging Markets Bond 1.67 4.19 5.34 -0.28 6.73 3.56
Emerging-Markets Local-Currency Bond 1.29 3.82 5.17 -6.47 5.35 0.10
Bank Loan 0.90 3.32 0.62 2.24 5.65 2.83
Multisector Bond 1.29 2.84 2.61 2.01 5.20 2.78
Corporate Bond 1.81 2.50 3.56 2.62 4.13 3.25
Nontraditional Bond 0.82 2.15 1.46 0.58 4.28 2.00
Long-Term Bond 1.89 2.14 4.59 3.39 4.16 4.83
World Bond 0.95 1.65 2.81 -0.07 2.91 1.14
Inflation-Protected Bond 1.11 1.56 1.86 1.77 2.09 1.10
Intermediate-Term Bond 1.11 1.35 2.82 2.95 2.31 2.24
Short-Term Bond 0.65 0.88 1.36 2.34 1.98 1.34
Ultrashort Bond 0.39 0.62 0.71 2.13 1.72 1.10
Intermediate Government 0.72 0.57 2.57 3.17 0.59 1.57
Short Government 0.39 0.35 1.13 2.04 0.60 0.71
Long Government 1.28 -0.04 5.61 6.15 -0.21 4.91
Municipal Bond Funds
Muni National Long 0.80 1.24 2.79 3.37 2.04 3.70
Muni National Interm 0.71 1.21 2.66 3.33 1.63 2.81
High Yield Muni 0.89 1.16 2.36 4.23 3.41 5.08
Muni New Jersey 0.71 1.11 2.57 4.28 2.28 3.39
Muni New York Intermediate 0.64 1.09 2.50 2.94 1.28 2.57
Muni Pennsylvania 0.69 1.08 2.51 3.74 1.96 3.39
Muni Ohio 0.62 1.07 2.69 3.30 1.62 3.12
Muni New York Long 0.73 1.06 2.53 3.58 1.99 3.66
Muni California Intermediate 0.57 1.03 2.42 3.07 1.40 2.72
Muni Single State Interm 0.59 0.97 2.44 3.04 1.22 2.49
Muni Massachusetts 0.65 0.96 2.52 2.93 1.23 2.84
Muni Single State Long 0.59 0.90 2.26 3.07 1.46 3.05
Muni Minnesota 0.60 0.90 2.35 2.82 1.47 2.84
Muni California Long 0.66 0.90 2.36 3.16 2.04 3.94
Muni Single State Short 0.52 0.88 1.85 2.98 0.90 1.31
Muni National Short 0.37 0.63 1.28 1.91 0.87 1.00
Alternative Funds
Options-based 2.17 5.69 1.46 0.89 6.00 3.67
Long-Short Equity 2.33 5.60 2.42 -1.77 5.51 2.90
Multialternative 1.49 3.30 1.98 -0.55 3.17 1.29
Long-Short Credit 0.92 2.52 1.34 0.34 4.36 1.95
Multicurrency 0.27 1.07 1.36 1.18 1.13 0.42
Market Neutral 0.23 0.75 0.54 0.01 1.18 0.50
Managed Futures 1.16 -1.98 -0.60 -6.46 -4.00 0.90
Bear Market -6.16 -16.58 -10.15 -7.45 -23.90 -17.96
Commodities
Commodities Broad Basket 1.78 7.54 0.79 -4.96 5.09 -8.19
Commodities Precious Metals 4.21 4.85 9.30 0.27 4.11 -2.16
Sector Equity Funds
Industrials 7.31 16.59 7.20 -0.73 15.94 8.20
Energy Limited Partnership 2.91 16.53 5.20 1.08 12.10 -4.38
Equity Energy 1.12 16.18 -2.77 -8.43 4.62 -10.39
Technology 7.10 15.80 12.31 5.19 24.33 14.17
Financial 3.78 13.78 3.69 -5.08 15.68 8.20
Real Estate 6.14 12.89 6.29 18.57 8.98 8.05
Natural Resources 3.97 12.52 3.29 -6.68 12.72 -0.92
Consumer Cyclical 3.68 12.28 7.04 0.92 11.99 7.37
Equity Precious Metals 13.36 11.89 16.92 -1.05 8.64 -3.49
Infrastructure 5.17 11.53 7.47 5.60 10.38 5.35
Global Real Estate 4.53 10.94 6.93 8.43 8.38 5.47
Communications 3.25 10.80 4.88 3.08 8.50 5.23
Health 2.10 10.76 4.23 6.49 13.45 8.88
Consumer Defensive 3.46 8.65 0.69 0.85 5.71 7.65
Utilities 5.54 7.97 5.38 18.72 11.43 8.89
Content Partners