Fund Category Performance: Total Returns

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Data through 8/29/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Value 1.58 8.70 4.07 21.68 19.43 14.78
Mid-Cap Value 2.27 8.66 4.11 22.52 20.70 16.92
Large Blend 1.76 8.45 4.22 22.71 19.40 15.23
Large Growth 2.47 7.42 5.07 23.84 18.97 15.90
Mid-Cap Blend 2.45 7.11 3.88 20.98 19.45 16.74
Mid-Cap Growth 3.01 5.22 4.86 18.94 17.85 16.70
Small Value 2.43 3.60 2.63 17.39 18.97 15.95
Small Blend 2.43 2.43 2.66 16.57 18.65 16.47
Small Growth 2.55 -0.58 3.63 12.92 17.59 17.16
Allocation Funds
Convertibles 1.92 8.03 3.04 17.68 13.19 11.80
Target Date 2046-2050 1.09 6.75 2.87 18.07 14.14 12.18
Aggressive Allocation 1.25 6.70 2.88 17.50 14.03 11.99
Target-Date 2051+ 1.12 6.60 2.86 18.89 15.20 12.35
Target Date 2041-2045 1.11 6.57 2.81 18.31 14.91 12.56
Target Date 2036-2040 1.05 6.56 2.75 17.41 13.63 11.91
Moderate Allocation 1.06 6.40 2.48 15.10 12.16 10.85
Target Date 2031-2035 1.05 6.39 2.64 17.24 13.78 12.09
Target Date 2026-2030 0.96 6.24 2.45 15.66 12.19 11.05
Target Date 2021-2025 0.93 6.06 2.24 14.87 11.75 10.90
Target Date 2016-2020 0.81 5.69 1.96 12.89 9.85 9.56
Tactical Allocation 0.70 5.40 1.97 11.86 8.00 8.33
Target Date 2011-2015 0.75 5.39 1.70 11.72 8.93 8.86
World Allocation 0.28 5.38 1.46 13.08 9.01 9.45
Conservative Allocation 0.63 5.37 1.48 10.55 7.78 8.06
Target Date 2000-2010 0.66 5.12 1.54 10.80 8.18 8.32
Retirement Income 0.64 4.85 1.46 9.75 7.33 7.79
International Equity Funds
India Equity 3.68 34.79 10.62 71.86 9.30 8.17
Latin America Stock 3.91 14.24 9.38 21.88 0.15 5.60
Pacific/Asia ex-Japan Stk 1.08 11.58 5.67 22.46 8.34 8.20
Diversified Emerging Mkts 1.04 8.97 4.84 19.69 5.06 7.19
World Stock 0.65 5.76 2.02 18.83 14.49 12.15
Diversified Pacific/Asia -0.34 5.67 4.87 16.51 9.72 8.35
China Region 0.45 4.34 8.64 16.71 7.63 7.45
Foreign Small/Mid Value -1.08 3.41 -0.73 17.90 12.00 10.04
Foreign Small/Mid Blend -0.76 3.34 -0.42 16.80 12.99 12.02
Miscellaneous Region 0.00 3.04 0.90 14.99 7.33 8.36
Foreign Large Value -1.36 2.83 -1.02 15.45 11.07 7.48
Foreign Small/Mid Growth -0.71 2.38 -0.02 16.14 13.13 13.74
Foreign Large Blend -1.08 1.94 -0.66 14.46 10.67 7.93
Japan Stock -2.50 1.91 3.96 11.08 9.65 7.14
Foreign Large Growth -0.64 1.62 -0.01 13.64 10.47 9.24
Europe Stock -1.64 -0.74 -4.19 13.30 13.40 9.59
Taxable Bond Funds
Long Government 2.60 17.95 4.37 14.66 5.82 8.12
Preferred Stock 0.41 10.47 1.65 12.24 10.29 13.05
Long-Term Bond 1.35 8.68 2.22 9.45 5.13 6.77
Corporate Bond 0.85 7.58 1.50 10.15 6.66 7.77
Emerging Markets Bond -0.09 6.65 0.79 10.03 3.68 7.96
Multisector Bond 0.40 5.30 0.98 8.70 6.40 8.18
Inflation-Protected Bond -0.20 5.07 0.34 4.42 1.59 4.60
World Bond 0.16 5.04 0.76 7.55 2.82 4.99
High Yield Bond 0.56 4.81 0.87 9.35 9.88 10.92
Intermediate-Term Bond 0.56 4.78 0.82 6.18 3.78 5.33
Intermediate Government 0.43 3.64 0.50 4.12 1.63 3.36
Nontraditional Bond -0.02 2.39 0.31 3.73 3.50 4.83
Bank Loan -0.01 2.00 0.58 4.23 6.83 6.66
Short-Term Bond 0.13 1.32 0.15 2.21 1.83 2.74
Short Government 0.13 0.77 -0.01 1.06 0.46 1.40
Ultrashort Bond 0.03 0.50 0.12 0.90 1.09 1.42
Municipal Bond Funds
High Yield Muni 1.50 10.99 1.75 13.84 7.23 7.78
Muni California Long 1.30 9.68 1.77 13.06 6.65 6.62
Muni New York Long 1.34 8.68 1.59 11.18 4.81 5.24
Muni National Long 1.24 8.55 1.48 11.31 5.39 5.56
Muni New Jersey 1.30 8.46 1.26 10.73 5.01 5.22
Muni Single State Long 1.36 8.39 1.33 10.51 4.44 4.94
Muni Pennsylvania 1.15 7.99 1.37 10.27 4.59 5.06
Muni Massachusetts 1.17 7.66 1.32 9.95 4.22 4.77
Muni Ohio 1.12 7.13 1.11 9.55 4.16 4.49
Muni Minnesota 0.90 7.01 1.36 9.63 4.60 5.15
Muni National Interm 0.75 5.67 1.07 7.89 3.90 4.60
Muni Single State Interm 0.81 5.61 1.05 7.65 3.37 3.98
Muni California Intermediate 0.77 5.53 1.07 7.92 4.02 4.56
Muni New York Intermediate 0.77 5.16 1.05 7.15 3.34 3.91
Muni Single State Short 0.70 2.97 0.35 3.77 2.02 2.75
Muni National Short 0.23 1.57 0.32 2.43 1.41 1.96
Alternative Funds
Trading-Leveraged Commodities -0.80 28.31 10.61 49.85 7.31 14.97
Trading-Leveraged Debt 3.70 23.23 6.11 18.99 7.51 8.79
Trading-Leveraged Equity 2.99 12.62 9.21 36.50 25.14 19.96
Long/Short Equity 0.59 3.52 1.75 10.47 8.72 8.23
Multialternative 0.32 2.18 1.00 5.58 3.70 4.38
Multicurrency 0.65 1.93 0.50 2.16 -0.48 1.18
Managed Futures 0.97 1.26 2.41 3.38 -3.40 -2.11
Market Neutral 0.22 1.07 0.58 2.79 1.29 1.30
Trading-Miscellaneous -0.49 -4.65 -1.34 -6.16 -5.69 -6.84
Trading-Inverse Commodities 1.09 -6.86 0.08 -5.06 1.75 -13.29
Trading-Inverse Debt -2.58 -12.77 -3.95 -14.72 -11.11 -13.14
Bear Market -3.97 -14.13 -8.92 -29.77 -27.11 -25.58
Trading-Inverse Equity -6.74 -21.58 -15.44 -37.84 -26.66 -31.22
Volatility -6.05 --- -12.80 --- --- ---
Commodities
Commodities Precious Metals -1.12 5.93 1.78 -9.99 --- ---
Commodities Broad Basket -1.89 0.53 -4.85 -3.27 -6.43 0.36
Sector Equity Funds
Equity Precious Metals -1.35 26.70 17.71 -1.53 -21.85 -4.62
Energy Limited Partnership 3.51 20.50 9.50 28.19 17.49 ---
Real Estate 1.17 19.64 4.29 22.40 14.27 17.57
Health 4.94 17.23 10.51 33.40 29.60 21.43
Utilities 1.45 14.90 3.56 22.82 15.27 13.58
Equity Energy 0.27 13.79 3.67 22.15 9.92 10.58
Global Real Estate 0.37 12.57 3.75 18.78 12.64 11.83
Technology 2.88 10.04 6.69 27.62 18.42 15.99
Natural Resources -0.51 9.53 2.54 17.99 5.32 9.00
Consumer Defensive 2.23 5.47 1.70 16.24 16.13 15.75
Industrials 1.65 4.90 0.01 23.58 21.89 18.36
Financial 1.62 4.00 3.26 17.88 19.46 10.77
Consumer Cyclical 2.74 2.38 3.32 16.97 21.50 19.91
Communications -1.43 1.98 0.23 16.22 13.20 12.68
Miscellaneous Sector -0.90 -0.50 -0.98 14.99 12.58 9.30
Content Partners