Fund Category Performance: Total Returns

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Data through 11/25/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend 5.22 11.24 2.84 14.29 22.32 14.08
Large Growth 5.31 10.69 3.21 14.80 22.18 14.66
Large Value 4.98 10.63 2.21 13.12 21.98 13.61
Mid-Cap Value 5.43 9.37 1.32 12.53 23.28 15.74
Mid-Cap Blend 5.54 8.29 1.48 11.76 22.29 15.76
Mid-Cap Growth 5.63 7.24 2.42 11.19 20.78 15.64
Small Value 5.31 3.04 -0.01 6.53 21.68 15.13
Small Blend 5.60 3.03 1.19 6.43 21.67 15.71
Small Growth 5.99 1.31 2.53 5.12 21.08 16.48
Allocation Funds
Aggressive Allocation 3.79 7.10 0.73 9.30 16.18 10.55
Target-Date 2051+ 4.32 7.02 0.68 9.50 18.02 10.60
Convertibles 2.56 7.01 -0.56 9.17 14.59 10.27
Target Date 2046-2050 4.18 6.99 0.58 9.25 16.51 10.59
Moderate Allocation 2.99 6.94 0.77 8.62 13.69 9.60
Target Date 2041-2045 4.18 6.94 0.66 9.30 17.57 11.01
Target Date 2036-2040 3.94 6.79 0.55 8.93 15.93 10.34
Target Date 2031-2035 3.82 6.72 0.62 8.89 16.14 10.57
Target Date 2026-2030 3.37 6.40 0.47 8.20 14.10 9.56
Target Date 2021-2025 3.02 6.30 0.52 7.90 13.61 9.47
Target Date 2016-2020 2.50 5.78 0.39 6.98 11.20 8.20
Target Date 2011-2015 2.08 5.47 0.37 6.40 10.22 7.65
Target Date 2000-2010 1.86 5.07 0.20 5.91 9.13 7.07
Retirement Income 1.72 5.06 0.42 5.86 8.56 6.70
Conservative Allocation 1.54 5.05 -0.05 5.84 8.53 6.91
Tactical Allocation 2.53 4.40 -0.65 5.46 9.21 7.00
World Allocation 2.45 3.72 -1.33 5.11 10.54 7.66
International Equity Funds
India Equity 5.25 47.09 8.66 54.91 19.08 6.36
Pacific/Asia ex-Japan Stk 1.06 7.77 -3.89 8.44 12.74 6.27
World Stock 4.09 4.73 -0.71 7.41 17.59 10.16
Diversified Emerging Mkts 1.88 2.46 -5.65 2.72 7.89 3.11
Diversified Pacific/Asia 1.70 2.31 -3.69 3.04 13.27 6.59
China Region 2.42 2.20 -3.18 3.48 12.12 3.80
Foreign Large Growth 4.23 -0.40 -2.28 2.35 14.17 6.76
Foreign Large Blend 3.63 -1.37 -3.39 0.88 14.07 5.59
Japan Stock 2.82 -1.65 -3.79 -1.79 11.44 7.89
Foreign Large Value 3.07 -1.84 -4.49 0.19 13.77 5.05
Latin America Stock 2.33 -2.31 -12.42 -3.66 -0.10 -2.61
Miscellaneous Region 1.19 -2.62 -5.79 -0.47 10.09 4.38
Foreign Small/Mid Blend 1.47 -3.15 -6.39 -0.22 15.38 8.70
Foreign Small/Mid Growth 2.24 -3.18 -5.69 0.10 16.34 10.25
Europe Stock 4.30 -3.90 -3.22 -0.20 16.83 6.75
Foreign Small/Mid Value 1.41 -4.48 -7.72 -1.74 14.85 6.98
Taxable Bond Funds
Long Government 1.28 20.52 3.13 17.94 2.84 8.12
Preferred Stock 0.93 11.24 0.83 11.00 11.17 11.58
Long-Term Bond 0.56 9.07 1.31 8.58 4.04 6.61
Corporate Bond -0.03 7.14 0.01 7.27 6.16 6.71
Intermediate-Term Bond 0.15 5.11 0.54 4.67 3.73 4.66
Intermediate Government 0.26 4.58 1.07 3.76 1.68 3.02
Multisector Bond 0.19 4.43 -0.62 4.92 6.51 6.83
Emerging Markets Bond -0.29 3.75 -2.21 3.47 4.73 5.72
Inflation-Protected Bond -0.12 3.17 -1.69 1.71 0.43 3.13
High Yield Bond -0.43 2.99 -1.66 3.74 9.20 8.85
World Bond -0.49 2.79 -1.85 2.85 3.49 3.32
Nontraditional Bond 0.12 1.94 -0.51 2.46 3.69 3.82
Bank Loan 0.63 1.82 -0.10 2.40 5.67 5.88
Short-Term Bond -0.04 1.39 0.08 1.25 1.97 2.33
Short Government -0.02 1.07 0.39 0.79 0.55 1.18
Ultrashort Bond -0.03 0.48 -0.03 0.53 1.13 1.27
Municipal Bond Funds
High Yield Muni 0.20 12.70 2.07 12.33 7.01 6.90
Muni California Long -0.16 10.95 1.62 10.92 6.36 6.22
Muni New York Long -0.16 9.52 1.25 9.14 4.47 4.79
Muni National Long -0.19 9.51 1.34 9.30 5.11 5.22
Muni Single State Long -0.13 9.29 1.28 8.74 4.12 4.53
Muni Pennsylvania -0.17 9.19 1.39 8.89 4.52 4.78
Muni New Jersey -0.32 9.08 1.08 8.74 4.54 4.81
Muni Massachusetts -0.24 8.28 1.02 7.95 3.86 4.34
Muni Ohio -0.21 7.78 1.00 7.47 3.98 4.17
Muni Minnesota -0.24 7.69 0.96 7.65 4.29 4.67
Muni Single State Interm -0.22 6.15 0.76 5.96 3.22 3.72
Muni California Intermediate -0.31 5.92 0.67 5.83 3.88 4.23
Muni National Interm -0.29 5.88 0.53 5.78 3.61 4.10
Muni New York Intermediate -0.32 5.45 0.57 5.29 3.09 3.61
Muni Single State Short -0.12 3.25 0.49 2.95 1.94 2.40
Muni National Short -0.11 1.57 0.12 1.57 1.38 1.71
Alternative Funds
Trading-Leveraged Debt 1.67 26.86 4.35 23.67 3.24 9.20
Trading-Leveraged Equity 8.11 12.87 1.22 17.88 31.62 17.84
Managed Futures 2.99 5.01 4.79 5.82 -0.75 -1.88
Long/Short Equity 2.24 3.21 -0.09 4.47 10.21 7.42
Multialternative 1.64 1.95 0.03 2.90 4.54 3.78
Market Neutral 0.52 0.64 -0.62 0.67 1.49 1.17
Trading-Inverse Commodities -0.30 -0.24 16.46 -1.58 -1.26 -6.28
Multicurrency -1.12 -0.42 -1.69 -1.40 0.28 -0.44
Trading-Miscellaneous -0.76 -4.70 -0.77 -5.37 -5.98 -6.51
Trading-Leveraged Commodities 1.56 -6.42 -25.18 -3.82 6.83 2.70
Trading-Inverse Debt -1.36 -15.38 -3.76 -14.65 -9.28 -12.51
Bear Market -7.94 -18.15 -5.19 -22.01 -28.91 -24.36
Trading-Inverse Equity -8.89 -21.06 -0.44 -24.10 -27.27 -29.66
Volatility -17.46 --- -14.66 --- --- ---
Commodities
Commodities Precious Metals -3.14 -2.05 -6.87 -5.30 --- ---
Commodities Broad Basket -0.22 -8.34 -8.07 -7.60 -5.91 -3.00
Sector Equity Funds
Health 4.78 25.32 8.10 28.50 34.73 21.77
Real Estate 3.44 24.53 4.67 24.81 18.33 17.13
Utilities 2.83 16.68 2.84 17.94 16.66 12.95
Energy Limited Partnership 0.76 14.78 -3.27 17.07 14.39 ---
Technology 6.55 12.58 2.77 19.98 21.52 14.69
Global Real Estate 3.04 11.64 -0.96 12.02 17.04 10.44
Consumer Defensive 5.79 10.65 5.11 12.20 19.53 14.76
Industrials 6.96 9.04 3.38 12.69 25.68 17.69
Consumer Cyclical 6.53 6.07 3.49 9.29 24.18 19.17
Financial 4.75 5.47 2.06 8.37 24.44 10.87
Communications 5.12 2.78 1.96 7.10 16.79 11.25
Equity Precious Metals -1.04 -1.17 -19.10 -3.82 -24.00 -14.08
Natural Resources 0.98 -4.33 -11.87 -2.34 4.89 3.80
Equity Energy -0.13 -4.63 -14.82 -4.22 7.74 4.40
Miscellaneous Sector 3.83 -5.90 -4.07 -2.25 17.30 7.30
Content Partners