Fund Category Performance: Total Returns

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Data through 2/21/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 4.75 7.87 7.68 22.55 7.87 12.30
Mid-Cap Growth 4.81 7.44 7.13 27.03 5.81 10.84
Small Growth 4.89 6.06 6.33 35.02 5.29 11.18
Large Blend 4.19 5.69 7.69 24.76 8.93 12.44
Mid-Cap Blend 4.07 5.39 7.45 30.27 7.40 12.16
Mid-Cap Value 3.97 5.02 7.67 33.84 8.51 12.66
Large Value 3.87 4.65 7.51 27.84 8.74 12.19
Small Blend 3.96 3.53 7.05 37.12 7.36 11.84
Small Value 3.44 2.75 7.45 40.55 8.06 12.00
Allocation Funds
Target-Date 2055 3.60 5.50 7.43 22.30 5.72 9.07
Target-Date 2050 3.53 5.40 7.34 22.08 5.58 8.58
Target-Date 2045 3.51 5.37 7.28 21.95 5.52 8.80
Target-Date 2040 3.35 5.12 7.00 21.06 5.34 8.24
Target-Date 2035 3.18 4.87 6.63 20.02 5.18 8.16
Allocation--70% to 85% Equity 3.05 4.67 6.45 20.05 4.94 8.10
Convertibles 2.84 4.52 5.60 21.91 3.26 7.57
Target-Date 2030 2.82 4.32 5.93 17.98 4.82 7.36
Target-Date 2025 2.49 3.81 5.21 15.93 4.47 6.96
Allocation--50% to 70% Equity 2.60 3.78 5.29 16.57 4.86 7.38
World Allocation 2.27 3.64 5.46 14.50 2.22 4.74
Tactical Allocation 2.48 3.49 5.20 13.37 2.14 3.96
Target-Date 2020 2.08 3.18 4.39 13.49 3.96 5.89
Target-Date 2015 1.93 2.96 4.12 12.76 3.88 5.95
Allocation--30% to 50% Equity 1.84 2.74 4.15 12.65 3.45 5.26
Target Date 2010 1.76 2.66 3.72 11.48 3.72 5.32
Target-Date Retirement 1.49 2.28 3.15 9.50 3.03 4.01
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 9.57 16.73 17.32 60.47 -1.29 -6.88
India Equity 8.87 12.68 16.00 31.93 16.57 6.48
China Region 5.58 10.24 6.57 23.42 3.77 4.50
Diversified Emerging Mkts 5.71 9.57 10.85 27.08 1.11 0.70
Pacific/Asia ex-Japan Stk 4.72 9.14 8.31 21.70 3.65 4.10
Diversified Pacific/Asia 3.63 7.39 7.19 22.04 4.64 6.43
Foreign Small/Mid Blend 3.78 6.46 8.49 18.51 1.56 7.29
Foreign Small/Mid Growth 3.68 6.33 7.13 12.87 1.14 7.69
Foreign Small/Mid Value 3.36 6.27 8.90 20.46 0.69 6.45
Foreign Large Growth 3.06 6.15 7.21 12.70 0.25 5.19
World Stock 3.60 6.01 7.65 20.79 3.98 8.30
Foreign Large Blend 2.53 5.29 7.90 15.66 -0.28 4.58
Japan Stock 2.62 5.01 6.25 20.98 7.68 9.18
Foreign Large Value 2.14 4.83 8.23 18.06 -1.12 4.25
Europe Stock 1.72 3.45 8.50 10.85 -2.00 5.62
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Emerging Markets Bond 1.89 3.05 4.46 14.56 3.68 3.46
Preferred Stock 1.71 2.89 3.83 12.55 6.31 7.13
High Yield Bond 1.19 2.09 4.47 19.08 3.35 5.70
Multisector Bond 1.00 1.62 2.79 10.98 3.00 4.07
Long-Term Bond 0.76 1.22 1.67 3.49 6.33 4.93
World Bond 0.82 1.22 1.51 4.10 0.36 1.15
Nontraditional Bond 0.68 1.17 2.19 8.47 1.94 2.58
Corporate Bond 0.69 0.94 1.71 7.57 3.52 3.91
Inflation-Protected Bond 0.33 0.86 0.96 5.06 1.13 0.25
Long Government 0.33 0.80 -0.24 -5.55 6.10 3.17
Bank Loan 0.31 0.74 2.23 12.17 2.82 4.09
Intermediate-Term Bond 0.52 0.68 0.88 2.96 2.44 2.53
Short-Term Bond 0.30 0.44 0.57 2.47 1.03 1.34
Intermediate Government 0.34 0.27 0.04 -0.49 1.64 1.19
Ultrashort Bond 0.16 0.24 0.39 1.79 0.71 0.90
Short Government 0.15 0.18 0.13 0.00 0.52 0.40
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 0.80 1.37 0.86 1.19 5.45 4.64
Muni California Intermediate 0.32 0.80 0.59 -1.16 2.91 2.56
Muni California Long 0.35 0.79 0.59 -0.41 4.42 3.84
Muni Single State Short 0.35 0.75 0.39 -0.42 1.14 1.01
Muni New York Long 0.34 0.73 0.53 0.04 4.00 2.78
Muni National Interm 0.32 0.70 0.54 -0.85 2.68 2.31
Muni National Long 0.32 0.69 0.52 -0.51 3.82 3.08
Muni Pennsylvania 0.35 0.67 0.47 -0.16 3.70 2.69
Muni National Short 0.29 0.64 0.44 -0.18 0.73 0.77
Muni Massachusetts 0.33 0.61 0.41 -0.90 3.06 2.10
Muni New York Intermediate 0.26 0.57 0.45 -0.98 2.78 2.13
Muni New Jersey 0.36 0.56 0.25 -0.18 3.40 2.50
Muni Ohio 0.24 0.56 0.53 -0.52 3.11 2.37
Muni Single State Long 0.25 0.49 0.40 -0.17 3.47 2.34
Muni Minnesota 0.26 0.48 0.33 -0.79 3.02 2.44
Muni Single State Interm 0.24 0.48 0.37 -1.22 2.41 1.86
Alternative Funds
Long-Short Equity 2.33 3.20 4.14 10.04 2.43 5.26
Multicurrency 1.44 2.02 1.74 5.70 1.26 -0.21
Multialternative 1.42 1.90 2.85 5.51 0.99 2.86
Managed Futures 1.68 1.48 2.49 -5.72 3.11 0.54
Market Neutral 0.40 0.40 1.12 2.78 0.83 0.97
Bear Market -6.56 -9.59 -12.01 -35.04 -18.30 -20.76
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 3.17 8.15 3.48 6.95 -3.71 -8.70
Commodities Broad Basket -0.14 1.32 3.94 19.28 -12.08 -9.78
Sector Equity Funds
Equity Precious Metals 7.05 19.44 16.29 46.12 -0.28 -12.42
Technology 6.26 10.50 9.56 37.38 12.01 13.97
Health 7.02 9.59 5.86 16.21 6.46 17.19
Industrials 3.89 5.85 7.36 32.42 7.96 13.45
Consumer Cyclical 3.55 5.36 5.40 18.77 6.62 12.85
Consumer Defensive 3.86 5.09 7.81 12.13 10.78 12.56
Natural Resources 1.53 4.92 7.50 41.43 -2.98 -1.07
Financial 4.96 4.82 10.23 42.08 10.06 14.09
Energy Limited Partnership 3.55 4.72 8.47 61.88 -3.35 2.97
Utilities 2.98 3.88 7.91 15.25 6.52 9.46
Communications 1.12 3.87 8.84 19.76 6.03 9.86
Global Real Estate 2.95 3.49 7.83 11.48 4.51 7.04
Real Estate 1.94 2.60 8.77 17.04 10.25 10.09
Equity Energy -2.28 -1.61 2.87 43.33 -9.17 -4.12
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---
Content Partners