Fund Category Performance: Total Returns

Data through 11/20/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 1.71 24.71 8.40 25.65 10.38 15.43
Mid-Cap Growth 1.22 20.98 9.52 21.84 8.83 14.02
Small Growth 0.45 18.32 10.71 19.54 10.01 14.56
Large Blend 0.39 16.03 6.90 18.99 8.51 14.11
Mid-Cap Blend 0.23 12.23 8.01 15.24 7.19 13.63
Large Value -0.48 11.01 6.29 14.73 7.25 13.13
Small Blend -0.24 9.65 10.33 14.09 8.52 13.88
Mid-Cap Value -0.11 8.92 6.90 12.40 6.92 13.33
Small Value -0.39 5.74 10.45 11.38 7.78 13.22
Allocation Funds
Target-Date 2060+ 0.42 17.93 6.17 20.89 8.16 11.84
Target-Date 2055 0.39 17.79 6.09 20.74 7.71 11.17
Target-Date 2050 0.42 17.46 6.04 20.45 7.51 10.75
Target-Date 2045 0.38 17.34 5.92 20.28 7.44 10.73
Target-Date 2040 0.39 16.52 5.65 19.36 7.18 10.29
Target-Date 2035 0.34 15.65 5.24 18.31 6.88 9.94
Allocation--85%+ Equity 0.17 15.63 6.15 18.65 7.06 11.68
Target-Date 2030 0.35 14.06 4.66 16.46 6.33 8.96
Allocation--70% to 85% Equity 0.16 12.98 5.14 15.50 5.61 9.61
Target-Date 2025 0.30 12.44 3.97 14.52 5.72 8.17
World Allocation 0.08 12.31 3.53 14.86 4.11 6.18
Convertibles 0.89 12.19 5.09 14.15 5.08 9.30
Allocation--50% to 70% Equity 0.05 10.74 3.96 12.90 5.05 8.13
Target-Date 2020 0.28 10.65 3.35 12.43 5.06 7.01
Tactical Allocation 0.18 10.40 4.22 12.70 3.40 5.51
Target-Date 2015 0.24 9.71 2.96 11.31 4.84 6.80
Target Date 2010 0.23 8.69 2.50 10.13 4.49 6.13
Allocation--30% to 50% Equity -0.09 8.12 2.47 9.96 3.89 5.67
Target-Date Retirement 0.18 7.42 2.11 8.65 3.66 4.59
Allocation--15% to 30% Equity 0.01 5.31 1.43 6.69 2.79 3.47
International Equity Funds
China Region 2.38 42.53 11.64 38.27 12.06 11.32
India Equity 2.39 37.54 4.96 39.28 8.72 12.12
Pacific/Asia ex-Japan Stk 2.52 35.22 8.32 34.71 9.02 8.58
Foreign Small/Mid Growth 1.06 30.76 6.44 32.04 10.63 11.57
Diversified Emerging Mkts 0.92 30.66 6.07 32.87 5.53 5.11
Foreign Large Growth 1.06 28.38 6.12 30.59 7.60 9.43
Diversified Pacific/Asia 2.00 26.93 7.06 27.73 9.70 10.51
Foreign Small/Mid Blend 0.16 26.41 5.15 29.54 10.42 11.31
Latin America Stock -5.89 26.32 2.24 30.11 1.46 -2.82
Foreign Small/Mid Value -0.46 22.48 4.28 26.34 8.14 10.13
Foreign Large Blend -0.08 21.74 4.54 25.77 5.87 8.13
Japan Stock 2.34 21.25 8.76 24.29 11.99 14.75
World Small/Mid Stock -0.01 20.54 6.25 23.59 8.93 12.41
Europe Stock -1.18 20.31 3.08 27.86 6.27 8.99
World Large Stock 0.42 20.13 5.95 22.97 7.39 11.25
Foreign Large Value -1.04 18.12 3.40 23.21 4.34 7.28
Taxable Bond Funds
Emerging-Markets Local-Currency Bond -1.58 10.40 -1.18 12.37 -0.53 -1.52
Preferred Stock -0.21 9.37 1.03 10.54 5.33 5.42
Emerging Markets Bond -0.65 8.94 0.73 10.67 4.46 3.10
Long-Term Bond 0.77 8.44 1.09 9.28 5.07 4.29
Long Government 1.83 7.53 0.16 6.65 4.13 2.73
World Bond 0.05 6.03 -0.03 6.46 1.56 1.05
High Yield Bond -0.60 5.71 1.12 8.35 4.16 4.95
Multisector Bond -0.12 5.50 0.89 6.75 3.41 3.44
Corporate Bond -0.03 4.93 0.47 5.64 3.62 3.26
Nontraditional Bond -0.23 3.61 0.77 4.74 2.41 2.17
Intermediate-Term Bond 0.03 3.37 0.00 3.57 2.29 2.08
Bank Loan -0.07 2.91 0.92 4.42 3.16 3.41
Inflation-Protected Bond 0.51 2.00 0.47 2.19 1.11 -0.30
Short-Term Bond -0.13 1.62 -0.04 1.77 1.36 1.14
Intermediate Government 0.04 1.57 -0.37 1.30 1.25 1.04
Ultrashort Bond 0.07 1.31 0.32 1.46 0.95 0.81
Short Government -0.07 0.56 -0.29 0.50 0.46 0.32
Municipal Bond Funds
High Yield Muni 0.26 6.66 0.78 5.89 4.26 3.62
Muni California Long 0.05 5.33 0.47 4.96 3.43 3.27
Muni National Long 0.02 5.15 0.57 4.89 3.19 2.62
Muni California Intermediate -0.18 4.43 0.04 4.00 2.37 2.20
Muni National Interm -0.18 4.34 0.10 3.97 2.46 2.12
Muni New Jersey -0.02 4.26 0.31 3.74 2.65 2.05
Muni New York Long -0.18 4.04 -0.16 3.70 2.92 2.22
Muni Pennsylvania -0.08 4.01 0.09 3.66 2.73 2.17
Muni Minnesota -0.08 3.96 0.25 3.62 2.46 2.12
Muni Massachusetts -0.13 3.73 -0.04 3.36 2.40 1.77
Muni New York Intermediate -0.25 3.72 -0.08 3.38 2.34 1.93
Muni Ohio -0.16 3.40 -0.06 3.22 2.36 1.91
Muni Single State Interm -0.17 3.34 -0.05 3.06 2.12 1.73
Muni Single State Long -0.13 2.91 -0.21 2.61 2.25 1.67
Muni National Short -0.23 1.83 -0.25 1.56 0.82 0.75
Muni Single State Short -0.40 1.63 -0.84 1.22 0.87 0.79
Alternative Funds
Long-Short Equity 0.04 8.79 3.85 10.19 3.24 6.33
Options-based 0.16 7.56 2.83 8.42 3.92 5.54
Multialternative -0.10 4.21 1.94 5.45 1.39 2.91
Long-Short Credit -0.39 2.23 0.39 3.28 1.13 1.56
Market Neutral -0.24 1.67 1.00 2.39 0.62 0.80
Managed Futures 0.84 1.18 3.58 1.86 1.00 3.25
Multicurrency -0.28 0.73 -0.37 1.10 0.40 -0.35
Bear Market -1.08 -24.22 -10.61 -27.19 -18.94 -23.52
Commodities
Commodities Precious Metals 0.23 10.98 -0.56 6.45 1.13 -7.63
Commodities Broad Basket 1.79 0.83 5.16 5.58 -8.90 -8.89
Sector Equity Funds
Technology 3.91 37.08 13.59 37.29 17.85 21.31
Health -3.53 20.30 4.43 16.21 6.07 16.91
Industrials -2.03 15.60 8.30 18.18 9.59 16.18
Consumer Cyclical 2.12 15.25 7.99 15.97 7.69 13.47
Infrastructure -0.89 14.90 0.84 19.37 4.10 9.72
Utilities 0.78 14.86 2.00 21.01 8.14 12.47
Financial -0.87 11.73 7.07 17.74 10.68 15.60
Global Real Estate 0.48 11.56 2.84 16.24 4.67 6.88
Consumer Defensive 1.39 10.16 2.17 13.27 7.23 12.46
Natural Resources -0.60 9.98 8.59 14.99 0.69 2.57
Real Estate 1.04 6.19 3.82 12.31 6.41 9.63
Equity Precious Metals -3.96 5.15 -2.44 4.63 4.69 -11.53
Communications -2.18 4.17 -1.33 9.97 5.62 9.90
Energy Limited Partnership -3.30 -11.17 -0.67 -6.88 -12.54 -1.31
Equity Energy 0.90 -12.05 11.84 -5.22 -12.03 -4.29