Fund Category Performance: Total Returns

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Data through 4/25/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 1.59 2.92 -2.11 16.61 8.36 12.40
Large Growth 0.92 1.93 -5.40 17.69 9.58 13.63
Mid-Cap Growth 0.68 1.54 -4.45 15.59 7.48 11.88
Small Blend 2.86 0.28 -3.70 9.12 7.27 10.87
Mid-Cap Blend 2.34 -0.66 -5.20 9.08 6.21 10.56
Small Value 3.74 -0.83 -4.04 6.34 6.99 9.79
Large Blend 2.14 -0.86 -6.49 11.65 8.16 11.53
Mid-Cap Value 3.21 -1.21 -5.42 7.30 6.62 10.32
Large Value 3.23 -1.68 -6.63 9.30 7.19 10.24
Allocation Funds
Convertibles -0.04 1.45 -1.81 8.30 4.14 7.42
Target-Date 2055 1.83 -0.54 -5.69 11.62 6.56 8.99
Target-Date 2060+ 1.91 -0.58 -5.74 11.75 6.92 9.32
Target-Date 2045 1.76 -0.59 -5.58 11.23 6.35 8.64
Target-Date 2050 1.82 -0.67 -5.66 11.29 6.39 8.67
Allocation--85%+ Equity 2.07 -0.67 -5.75 10.08 5.85 9.29
Target-Date 2040 1.66 -0.74 -5.38 10.53 6.05 8.25
Target-Date 2035 1.48 -0.76 -5.11 9.86 5.75 7.91
Target-Date 2030 1.28 -0.98 -4.71 8.59 5.16 7.11
Allocation--70% to 85% Equity 1.67 -1.01 -5.22 8.38 4.88 7.58
Target-Date 2025 0.99 -1.08 -4.26 7.38 4.57 6.40
World Allocation 1.20 -1.09 -4.68 7.32 3.28 4.66
Target Date 2010 0.46 -1.14 -3.08 4.56 3.40 4.81
Target-Date 2015 0.62 -1.17 -3.45 5.34 3.69 5.29
Target-Date 2020 0.77 -1.19 -3.75 6.03 3.89 5.48
Allocation--50% to 70% Equity 1.24 -1.35 -4.65 6.59 4.27 6.39
Target-Date Retirement 0.41 -1.40 -2.91 3.65 2.64 3.59
Allocation--30% to 50% Equity 0.75 -1.46 -3.54 4.20 3.09 4.42
Allocation--15% to 30% Equity 0.17 -1.68 -2.71 1.87 1.96 2.59
Tactical Allocation 0.98 -1.78 -5.53 6.05 2.59 4.02
International Equity Funds
Latin America Stock -2.59 4.23 -6.74 18.46 7.55 -2.62
Foreign Small/Mid Growth 0.73 1.54 -4.58 22.73 9.59 9.84
Europe Stock 3.15 0.22 -5.27 11.22 5.00 7.15
Japan Stock 4.37 0.15 -5.42 19.64 8.27 9.83
Foreign Small/Mid Blend 1.81 0.00 -5.34 17.45 8.65 9.03
Foreign Small/Mid Value 2.18 -0.04 -5.38 15.37 6.84 7.84
World Small/Mid Stock 1.41 -0.15 -5.02 14.58 8.11 9.83
Foreign Large Value 3.28 -0.18 -5.87 11.79 3.50 5.15
Foreign Large Blend 2.51 -0.24 -5.89 12.91 4.24 5.84
Foreign Large Growth 1.22 -0.36 -6.13 15.40 5.46 7.18
World Large Stock 1.92 -0.37 -6.09 12.75 6.43 8.93
China Region -1.07 -0.56 -9.18 24.78 3.17 9.70
Diversified Emerging Mkts -1.64 -0.94 -8.22 16.53 4.65 3.77
Pacific/Asia ex-Japan Stk -0.52 -1.48 -7.22 18.03 5.38 6.65
Diversified Pacific/Asia 1.01 -1.53 -7.33 16.99 6.48 6.76
India Equity 3.58 -6.55 -8.46 8.68 8.98 11.32
Taxable Bond Funds
Bank Loan 0.40 1.46 0.72 3.73 3.27 3.14
Emerging-Markets Local-Currency Bond -1.96 1.45 -2.89 7.70 3.04 -1.31
Ultrashort Bond 0.17 0.37 0.29 1.32 1.02 0.80
Nontraditional Bond 0.19 0.24 -0.51 2.60 2.44 1.63
World Bond -0.96 0.00 -1.34 3.75 2.12 0.99
Short-Term Bond -0.03 -0.45 -0.34 0.43 0.94 0.93
Short Government -0.21 -0.54 -0.30 -0.36 0.05 0.18
High Yield Bond 0.41 -0.71 -1.55 2.65 3.52 3.60
Multisector Bond -0.10 -0.96 -1.36 2.40 2.68 2.57
Inflation-Protected Bond -0.23 -1.34 -0.98 0.06 0.41 -0.53
Emerging Markets Bond -0.66 -1.60 -2.72 2.90 4.24 2.13
Preferred Stock -0.21 -2.08 -1.74 1.87 3.93 4.07
Intermediate Government -0.69 -2.18 -1.46 -1.39 -0.12 0.54
Intermediate-Term Bond -0.61 -2.33 -1.83 -0.21 0.82 1.37
Corporate Bond -0.61 -3.28 -2.81 0.56 1.69 2.36
Long-Term Bond -1.28 -4.74 -4.02 1.49 1.94 3.08
Long Government -2.20 -6.88 -4.75 -1.49 -0.87 1.55
Municipal Bond Funds
High Yield Muni 0.13 -0.28 -0.06 3.77 3.43 3.49
Muni National Short -0.15 -0.30 -0.34 0.24 0.60 0.60
Muni Single State Short -0.14 -0.38 -0.32 -0.32 0.47 0.60
Muni New Jersey -0.16 -1.02 -0.52 1.75 1.94 1.92
Muni New York Long -0.27 -1.21 -0.75 1.00 1.95 2.07
Muni Pennsylvania -0.26 -1.21 -0.67 1.10 1.79 2.00
Muni California Intermediate -0.36 -1.47 -1.07 0.91 1.45 1.88
Muni National Interm -0.33 -1.52 -1.08 0.93 1.57 1.80
Muni Minnesota -0.40 -1.58 -1.03 1.02 1.50 1.83
Muni New York Intermediate -0.39 -1.60 -1.17 0.37 1.37 1.65
Muni California Long -0.37 -1.62 -1.04 1.83 2.32 2.93
Muni Single State Interm -0.38 -1.64 -1.10 0.24 1.15 1.47
Muni Single State Long -0.35 -1.65 -1.12 0.34 1.28 1.54
Muni National Long -0.35 -1.91 -1.25 1.64 2.04 2.33
Muni Ohio -0.40 -1.96 -1.38 -0.10 1.23 1.60
Muni Massachusetts -0.47 -2.20 -1.47 -0.03 1.15 1.44
Alternative Funds
Long-Short Credit 0.20 -0.02 -0.82 2.14 2.02 1.53
Multicurrency -0.23 -0.26 -0.28 -1.03 0.17 -0.49
Market Neutral 0.02 -0.34 -1.26 1.19 0.84 0.69
Long-Short Equity 1.08 -0.67 -4.49 5.80 2.87 4.38
Multialternative 0.53 -1.13 -3.10 2.39 0.39 1.85
Bear Market -3.08 -2.06 7.26 -19.42 -17.43 -20.86
Options-based 1.75 -2.33 -3.86 2.93 3.07 4.24
Managed Futures -0.02 -2.88 -7.59 0.55 -3.23 1.74
Commodities
Commodities Broad Basket 2.34 2.56 -0.29 9.88 -2.62 -6.77
Commodities Precious Metals -1.60 -0.38 -4.60 0.98 1.88 -4.01
Sector Equity Funds
Technology -1.24 3.46 -3.65 23.06 15.64 19.01
Equity Energy 10.26 2.31 -3.54 6.53 -6.40 -4.50
Health 0.79 1.38 -7.24 12.97 2.07 13.68
Financial 3.10 1.08 -4.50 14.61 11.44 12.80
Consumer Cyclical 1.91 -0.10 -7.09 12.30 5.99 10.49
Natural Resources 4.63 -1.03 -5.81 12.34 3.23 2.61
Communications 3.32 -1.39 -4.34 0.37 4.65 7.29
Utilities 4.06 -1.92 -0.47 2.21 6.08 7.50
Industrials 1.43 -1.94 -6.56 12.87 9.56 13.38
Global Real Estate 1.87 -3.18 -4.95 4.57 2.23 3.32
Infrastructure 2.69 -3.65 -5.51 2.99 2.50 6.08
Equity Precious Metals 1.22 -4.73 -7.69 1.14 7.17 -4.14
Energy Limited Partnership 6.78 -6.10 -11.91 -13.18 -11.03 -3.91
Consumer Defensive 0.81 -6.38 -8.84 0.51 4.64 8.23
Real Estate 2.07 -8.25 -5.57 -5.74 1.25 4.39
Content Partners