Fund Category Performance: Total Returns

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Data through 7/29/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 3.45 7.06 2.15 12.44 18.07 16.17
Small Growth 0.17 6.99 1.52 13.29 17.70 16.28
Mid-Cap Growth 1.14 6.49 0.67 11.59 17.60 15.62
Large Blend 1.87 2.71 -0.04 7.00 16.48 14.70
Mid-Cap Blend -0.07 2.19 -1.59 5.42 16.99 14.43
Small Blend -1.92 1.17 -2.31 5.00 15.69 13.96
Mid-Cap Value -0.43 0.98 -2.27 3.72 17.23 14.42
Large Value 0.94 0.87 -1.23 3.97 15.52 13.72
Small Value -2.70 -1.17 -3.78 1.11 15.05 12.67
Allocation Funds
Target-Date 2051+ 0.87 3.36 -1.60 3.47 12.82 11.31
Target Date 2041-2045 0.83 3.25 -1.64 3.27 12.20 11.25
Target Date 2046-2050 0.76 3.09 -1.84 2.97 11.77 10.56
Target Date 2031-2035 0.76 2.93 -1.61 2.97 11.30 10.68
Target Date 2036-2040 0.74 2.92 -1.79 2.78 11.25 10.29
Target Date 2026-2030 0.66 2.44 -1.74 2.33 9.79 9.36
Aggressive Allocation 0.61 2.39 -1.80 2.56 11.64 10.52
Convertibles -0.30 2.38 -1.79 2.05 11.92 9.79
Target Date 2021-2025 0.63 2.21 -1.57 2.28 9.26 9.33
Moderate Allocation 0.66 1.76 -1.32 2.79 9.80 9.48
Target Date 2016-2020 0.50 1.66 -1.64 1.63 7.45 7.75
Target Date 2011-2015 0.46 1.51 -1.43 1.43 6.99 7.28
Target Date 2000-2010 0.32 1.30 -1.48 1.02 6.06 6.59
World Allocation -0.19 0.95 -3.12 -2.24 6.55 6.82
Retirement Income 0.33 0.86 -1.46 0.80 4.30 5.15
Conservative Allocation 0.18 0.70 -1.77 0.06 5.46 6.32
Tactical Allocation -0.02 -0.42 -3.36 -2.28 4.32 5.31
International Equity Funds
Japan Stock 0.86 15.55 -0.91 7.57 14.00 9.54
Foreign Small/Mid Growth 0.45 9.19 -0.76 0.20 13.64 10.88
Europe Stock 1.07 8.38 -0.36 -0.55 13.64 8.96
Foreign Small/Mid Blend -0.47 7.69 -1.99 -1.61 13.75 9.79
Foreign Large Growth 0.31 7.01 -2.14 0.62 10.85 8.05
Diversified Pacific/Asia -1.41 6.72 -5.98 0.50 11.04 7.30
Foreign Small/Mid Value -1.55 6.59 -4.03 -4.65 12.96 7.88
Foreign Large Blend 0.01 6.11 -3.23 -2.32 10.53 6.87
Foreign Large Value -0.43 5.33 -3.97 -5.54 10.42 6.37
India Equity 2.39 4.53 2.97 15.70 18.84 5.26
World Stock 0.82 4.19 -1.75 1.99 13.35 10.88
China Region -6.24 3.99 -14.19 2.40 11.06 4.99
Pacific/Asia ex-Japan Stk -2.99 0.70 -9.16 -4.09 7.53 4.89
Diversified Emerging Mkts -4.08 -3.69 -10.79 -13.35 1.60 0.61
Latin America Stock -6.69 -14.00 -13.36 -31.97 -10.89 -7.59
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Bank Loan 0.02 2.50 -0.30 1.05 4.01 4.70
Preferred Stock 0.64 2.47 -0.64 3.72 7.25 9.06
High Yield Bond -0.67 1.68 -1.69 -1.23 5.32 6.73
Nontraditional Bond -0.10 0.70 -0.63 -0.57 2.02 2.74
Short-Term Bond -0.07 0.70 -0.28 0.47 1.08 1.74
Short Government -0.03 0.48 -0.16 0.79 0.28 0.82
Multisector Bond -0.20 0.47 -1.55 -0.73 3.53 5.16
Intermediate Government 0.22 0.35 -0.69 1.80 0.82 2.26
Ultrashort Bond -0.01 0.31 0.00 0.25 0.63 0.93
Intermediate-Term Bond 0.16 0.19 -1.18 1.14 1.97 3.56
Inflation-Protected Bond -0.34 -0.22 -1.88 -3.53 -1.64 2.44
Corporate Bond 0.01 -0.46 -2.18 0.09 2.71 4.96
Emerging Markets Bond -1.04 -1.61 -3.80 -8.41 -1.44 2.49
Long Government 1.66 -1.74 -2.63 5.16 0.38 6.06
Long-Term Bond 0.81 -2.26 -3.24 2.20 2.62 6.71
World Bond -0.20 -2.53 -2.83 -5.31 0.21 2.25
Municipal Bond Funds
Muni Minnesota 0.42 0.64 0.04 3.01 2.37 4.02
Muni Pennsylvania 0.45 0.62 -0.08 3.54 2.32 4.02
High Yield Muni 0.25 0.58 -0.74 4.85 3.41 5.55
Muni California Long 0.52 0.48 -0.25 4.03 3.54 5.41
Muni New York Long 0.44 0.47 -0.27 3.57 2.25 3.95
Muni California Intermediate 0.44 0.42 -0.10 2.59 2.39 3.97
Muni New York Intermediate 0.49 0.41 0.02 2.44 1.73 3.30
Muni Single State Interm 0.44 0.35 -0.12 2.27 1.66 3.15
Muni National Long 0.45 0.33 -0.28 3.41 2.68 4.55
Muni Ohio 0.45 0.32 -0.26 3.00 1.98 3.60
Muni Massachusetts 0.47 0.27 -0.22 2.87 1.68 3.61
Muni National Interm 0.41 0.24 -0.24 2.00 1.96 3.57
Muni National Short 0.15 0.10 -0.12 0.02 0.56 1.39
Muni Single State Long 0.28 0.08 -0.50 3.15 1.63 3.73
Muni Single State Short -0.09 -0.32 -0.74 0.80 0.73 1.73
Muni New Jersey 0.27 -0.51 -0.75 2.30 1.67 3.82
Alternative Funds
Long/Short Equity 0.86 1.23 -0.42 1.10 7.19 6.76
Multialternative 0.35 0.70 -1.35 0.61 3.70 3.56
Managed Futures 1.14 0.50 -2.80 9.29 1.28 0.58
Market Neutral 0.06 0.33 -0.19 0.13 1.44 1.36
Multicurrency -1.14 -0.98 -3.15 -2.25 -1.49 -0.93
Bear Market -1.47 -8.11 0.89 -14.16 -23.36 -23.46
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 -7.19 -8.49 -10.02 -17.67 --- ---
Commodities Broad Basket -7.46 -11.17 -10.40 -28.85 -13.33 -6.13
Sector Equity Funds
Health 4.07 18.84 7.75 35.53 31.69 26.85
Consumer Cyclical 3.01 6.87 2.58 15.45 19.66 19.17
Consumer Defensive 3.04 4.92 1.80 12.16 14.45 15.10
Technology 1.59 4.85 -0.39 10.36 18.38 14.88
Financial 1.16 4.45 1.79 8.10 17.94 11.56
Communications -0.34 3.96 -2.66 1.06 11.19 10.70
Global Real Estate 2.21 0.84 -3.92 0.42 8.65 9.42
Real Estate 5.02 -0.71 -1.18 7.44 9.41 12.74
Industrials 0.38 -1.63 -3.12 3.24 18.77 14.37
Utilities 1.08 -5.46 -5.06 -1.93 9.33 10.98
Energy Limited Partnership -3.25 -6.44 -9.49 -13.11 7.94 7.57
Natural Resources -6.99 -9.24 -14.23 -26.51 -2.58 0.95
Equity Energy -7.53 -9.97 -17.12 -32.53 -1.33 0.78
Equity Precious Metals -19.16 -21.88 -27.47 -45.30 -27.20 -18.89
Miscellaneous Sector --- --- --- --- --- ---
Content Partners