Fund Category Performance: Total Returns

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Data through 1/20/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 1.38 2.98 3.92 17.82 6.70 12.46
Mid-Cap Growth 0.82 2.49 5.43 21.79 4.76 11.01
Large Blend 0.08 1.44 6.61 23.38 7.48 12.41
Mid-Cap Blend -0.21 1.27 8.19 28.97 6.27 12.40
Small Growth -0.69 1.11 7.56 27.41 3.64 11.33
Mid-Cap Value -0.40 1.01 9.09 33.80 7.24 12.83
Large Value -0.55 0.74 8.17 28.05 7.29 12.05
Small Blend -2.02 -0.39 11.29 35.19 5.80 12.13
Small Value -2.30 -0.67 13.24 40.98 6.57 12.39
Allocation Funds
Target-Date 2055 1.20 1.83 4.17 21.12 4.61 9.24
Target-Date 2050 1.25 1.80 4.00 21.02 4.50 8.77
Target-Date 2045 1.20 1.79 4.05 20.83 4.45 8.98
Target-Date 2040 1.22 1.71 3.73 20.08 4.34 8.43
Convertibles 1.12 1.63 3.42 18.25 2.93 7.74
Target-Date 2035 1.17 1.63 3.46 19.06 4.24 8.36
Allocation--70% to 85% Equity 0.99 1.57 3.82 19.20 4.08 8.27
Target-Date 2030 1.18 1.46 2.79 17.26 4.00 7.57
World Allocation 1.40 1.34 1.55 14.94 1.44 4.93
Target-Date 2025 1.13 1.29 2.20 15.33 3.80 7.17
Allocation--50% to 70% Equity 0.75 1.14 2.96 15.72 4.26 7.61
Target-Date 2020 1.09 1.08 1.50 13.09 3.41 6.10
Target-Date 2015 1.09 1.01 1.29 12.47 3.39 6.16
Tactical Allocation 0.71 0.98 2.30 12.35 1.38 3.95
Target Date 2010 1.02 0.89 0.97 11.33 3.25 5.47
Allocation--30% to 50% Equity 1.01 0.88 1.21 12.51 3.10 5.40
Target-Date Retirement 1.01 0.78 0.45 9.24 2.70 4.12
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 12.18 6.52 -5.84 61.36 -5.65 -7.35
China Region 4.96 4.40 -3.03 19.56 1.25 4.63
Pacific/Asia ex-Japan Stk 4.53 4.21 -3.10 19.72 2.13 4.40
Diversified Emerging Mkts 4.79 3.65 -2.50 26.93 -1.26 0.81
Diversified Pacific/Asia 3.34 3.62 -0.62 19.68 2.80 6.66
India Equity 4.56 3.49 -7.51 17.82 12.78 7.66
Foreign Large Growth 3.61 3.01 -1.06 12.60 -0.70 5.71
Foreign Small/Mid Value 4.02 2.81 1.90 21.14 -0.13 7.20
Foreign Large Blend 3.10 2.69 1.69 15.85 -1.11 5.27
Foreign Large Value 2.97 2.64 3.76 19.12 -1.66 4.99
Foreign Small/Mid Blend 3.82 2.58 1.09 17.47 0.62 7.90
Foreign Small/Mid Growth 3.89 2.55 -2.40 11.65 0.05 8.31
Japan Stock 1.20 2.33 2.97 17.19 5.13 9.51
World Stock 1.88 2.32 3.32 20.06 2.93 8.66
Europe Stock 3.08 1.70 2.86 11.87 -2.16 6.63
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Preferred Stock 1.57 1.15 -0.25 10.10 6.29 7.40
Emerging Markets Bond 1.70 1.13 -1.58 15.11 2.94 3.79
High Yield Bond 1.37 0.88 1.66 18.60 3.23 5.94
Multisector Bond 1.13 0.60 -0.10 10.32 2.85 4.27
Inflation-Protected Bond 1.71 0.52 -1.11 5.38 1.11 0.45
Nontraditional Bond 0.76 0.47 0.70 7.44 1.71 2.73
Long Government 2.01 0.46 -8.74 -2.77 6.48 2.93
Long-Term Bond 1.91 0.45 -5.57 4.63 6.12 5.04
Bank Loan 0.63 0.42 1.89 10.74 2.75 4.28
World Bond 1.05 0.40 -2.78 4.90 0.33 1.24
Corporate Bond 1.10 0.24 -2.16 7.12 3.64 4.13
Intermediate-Term Bond 0.92 0.16 -2.12 3.01 2.49 2.62
Short-Term Bond 0.40 0.14 -0.35 2.27 1.01 1.40
Ultrashort Bond 0.15 0.07 0.26 1.54 0.67 0.92
Short Government 0.26 0.03 -0.65 0.11 0.56 0.39
Intermediate Government 0.67 -0.08 -2.23 -0.11 1.72 1.17
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.17 0.56 -3.41 0.64 5.73 4.77
Muni California Intermediate 1.08 0.48 -2.61 -1.08 3.14 2.71
Muni California Long 1.12 0.43 -3.12 -0.46 4.73 4.04
Muni Single State Short 0.68 0.40 -1.31 -0.33 1.20 1.04
Muni New York Long 1.03 0.38 -2.49 0.08 4.25 2.92
Muni National Interm 0.94 0.37 -2.35 -0.76 2.86 2.41
Muni National Long 1.00 0.36 -2.77 -0.57 4.11 3.25
Muni National Short 0.53 0.35 -0.77 -0.18 0.72 0.80
Muni Ohio 0.91 0.32 -2.10 -0.38 3.38 2.49
Muni Pennsylvania 0.88 0.32 -2.31 -0.17 3.96 2.81
Muni New York Intermediate 0.90 0.30 -2.34 -0.88 2.95 2.25
Muni Massachusetts 0.82 0.28 -2.36 -0.86 3.26 2.21
Muni Single State Long 0.84 0.26 -2.15 0.03 3.84 2.48
Muni Minnesota 0.84 0.22 -2.29 -0.73 3.25 2.58
Muni Single State Interm 0.76 0.21 -2.22 -1.03 2.59 1.97
Muni New Jersey 0.86 0.19 -2.89 -0.21 3.66 2.65
Alternative Funds
Long-Short Equity 0.14 0.82 3.20 8.17 1.57 5.34
Multicurrency 0.73 0.56 0.05 5.40 0.66 -0.14
Multialternative 0.28 0.46 0.81 4.13 0.61 2.89
Market Neutral -0.10 -0.01 1.60 2.34 0.83 1.40
Managed Futures -0.99 -0.16 -2.27 -7.44 2.06 0.13
Bear Market -1.61 -3.35 -9.42 -33.80 -16.56 -20.81
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
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 6.66 4.92 -2.25 14.48 -4.14 -7.98
Commodities Broad Basket 2.67 1.45 3.21 23.97 -10.66 -8.87
Sector Equity Funds
Equity Precious Metals 21.71 11.57 -5.74 90.27 1.68 -12.66
Technology 2.22 3.99 5.05 29.92 10.57 14.08
Natural Resources 2.72 3.30 9.05 54.13 -2.98 -0.32
Communications 2.18 2.72 6.27 26.18 5.44 10.40
Health 1.38 2.40 0.03 3.37 5.73 16.17
Industrials 0.38 1.90 11.04 34.39 6.48 13.58
Consumer Cyclical -0.60 1.72 4.63 18.07 5.70 13.26
Consumer Defensive 0.92 1.17 1.09 13.32 9.24 12.23
Energy Limited Partnership 3.30 1.13 4.68 75.34 -3.41 2.86
Utilities 0.77 0.87 1.62 20.09 7.05 9.38
Equity Energy -0.13 0.71 6.72 58.84 -8.14 -2.18
Real Estate 1.05 0.64 1.09 16.60 11.16 10.20
Global Real Estate 1.58 0.51 -1.64 12.83 4.16 7.48
Financial -1.09 -0.12 15.94 35.31 7.68 14.17
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners