Fund Category Performance: Total Returns

Data through 1/30/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -2.60 -1.81 1.19 10.23 16.40 14.81
Mid-Cap Growth -2.68 -2.02 1.38 6.71 14.88 15.33
Mid-Cap Blend -3.38 -2.59 0.78 7.54 15.52 14.89
Mid-Cap Value -3.58 -2.70 0.92 8.82 16.52 14.91
Small Growth -3.41 -2.96 1.02 1.12 14.38 15.91
Large Blend -3.90 -2.99 0.28 10.91 15.92 13.96
Large Value -4.51 -3.56 -0.52 9.45 15.30 13.27
Small Blend -4.32 -3.63 -0.30 2.86 13.89 14.52
Small Value -5.05 -4.31 -1.29 2.02 13.42 13.51
Allocation Funds
Tactical Allocation 0.01 0.36 0.70 4.23 5.44 6.49
Retirement Income 0.04 0.32 0.82 5.06 6.33 6.78
Conservative Allocation -0.08 0.22 0.18 4.71 6.21 7.05
Target Date 2000-2010 -0.12 0.18 0.53 4.96 6.54 7.20
Target Date 2011-2015 -0.24 0.09 0.60 5.29 7.45 7.77
World Allocation -0.45 0.00 -0.62 3.27 6.73 7.66
Target Date 2016-2020 -0.43 -0.01 0.65 5.77 7.90 8.37
Target Date 2021-2025 -0.90 -0.37 0.40 6.13 9.33 9.65
Target Date 2026-2030 -1.11 -0.54 0.40 6.34 9.74 9.70
Moderate Allocation -1.35 -0.82 0.43 6.85 10.05 9.67
Target Date 2036-2040 -1.55 -0.88 0.26 6.70 10.86 10.47
Target Date 2031-2035 -1.57 -0.90 0.12 6.48 10.84 10.72
Target Date 2046-2050 -1.64 -0.95 0.27 6.91 11.28 10.72
Convertibles -1.43 -0.98 -0.33 4.37 10.73 10.01
Target Date 2041-2045 -1.85 -1.13 0.03 6.66 11.84 11.17
Target-Date 2051+ -1.93 -1.15 0.15 6.93 12.16 10.70
Aggressive Allocation -1.92 -1.29 0.08 6.78 11.40 10.64
International Equity Funds
India Equity 9.28 8.28 10.92 64.98 17.80 8.44
Japan Stock 1.85 2.58 1.85 0.50 8.67 7.38
Pacific/Asia ex-Japan Stk 2.40 2.32 0.43 12.66 8.77 7.06
Diversified Pacific/Asia 1.75 1.88 0.03 5.96 8.90 6.82
China Region 2.09 1.09 1.61 7.53 8.23 5.59
Foreign Large Growth 0.28 0.71 0.07 0.89 9.03 7.28
Europe Stock 0.20 0.60 0.54 -4.26 11.02 7.64
Foreign Large Blend 0.05 0.52 -0.79 -0.92 8.38 6.17
Diversified Emerging Mkts 0.38 0.36 -4.81 3.57 1.79 2.94
Foreign Small/Mid Growth -0.02 0.26 -0.64 -2.89 11.51 10.47
Foreign Large Value -0.26 0.23 -2.01 -3.15 7.63 5.34
Foreign Small/Mid Blend -0.37 -0.15 -0.87 -3.22 10.67 9.19
Foreign Small/Mid Value -0.71 -0.62 -2.02 -5.79 9.52 7.20
World Stock -1.68 -1.06 -0.33 4.61 11.72 10.23
Miscellaneous Region -2.46 -1.92 -7.97 -6.11 3.33 2.97
Latin America Stock -5.48 -5.40 -16.61 -9.58 -11.82 -3.84
Taxable Bond Funds
Long Government 8.25 8.01 13.10 26.30 6.32 10.48
Long-Term Bond 4.77 4.60 7.06 12.56 5.82 8.83
Inflation-Protected Bond 2.80 2.58 1.11 2.90 0.10 3.46
Corporate Bond 2.61 2.46 2.70 7.96 5.46 6.63
Intermediate-Term Bond 1.84 1.74 2.08 5.71 3.57 4.79
Preferred Stock 1.33 1.44 2.50 10.79 9.60 10.60
Intermediate Government 1.36 1.27 1.77 4.63 1.78 3.28
Multisector Bond 0.78 0.71 -0.10 3.80 5.05 6.42
Short Government 0.60 0.56 0.49 1.22 0.50 1.24
Short-Term Bond 0.61 0.54 0.27 1.29 1.60 2.19
World Bond 0.29 0.31 -1.13 2.08 1.88 3.53
High Yield Bond 0.32 0.30 -1.91 0.84 6.48 7.69
Nontraditional Bond 0.15 0.09 -0.60 1.14 2.67 3.16
Bank Loan 0.15 0.06 -0.73 0.21 4.32 4.74
Emerging Markets Bond -0.08 0.01 -5.07 1.38 0.93 4.79
Ultrashort Bond 0.01 -0.01 -0.17 0.24 0.88 1.10
Municipal Bond Funds
Muni California Long 2.00 1.89 2.72 11.42 5.53 6.57
High Yield Muni 1.97 1.84 3.13 13.06 6.11 6.82
Muni New York Long 1.88 1.78 2.60 10.33 3.90 5.09
Muni National Long 1.87 1.77 2.50 10.11 4.52 5.64
Muni Massachusetts 1.85 1.73 2.35 8.87 3.09 4.66
Muni Ohio 1.86 1.72 2.44 8.58 3.48 4.49
Muni Pennsylvania 1.81 1.72 2.43 9.75 3.81 5.05
Muni Single State Long 1.73 1.63 2.39 9.62 3.34 4.80
Muni New Jersey 1.72 1.61 2.23 9.49 3.73 5.04
Muni New York Intermediate 1.62 1.55 1.87 6.43 2.60 3.95
Muni California Intermediate 1.60 1.54 1.80 6.77 3.35 4.61
Muni Single State Interm 1.63 1.53 1.97 6.87 2.80 4.03
Muni National Interm 1.61 1.51 1.71 6.68 3.14 4.48
Muni Minnesota 1.54 1.45 2.04 8.17 3.68 4.95
Muni Single State Short 1.02 0.98 1.06 3.58 1.66 2.48
Muni National Short 0.62 0.59 0.37 1.53 1.07 1.75
Alternative Funds
Trading-Leveraged Debt 13.08 12.73 20.79 40.72 9.59 14.11
Trading-Inverse Equity 8.64 6.76 -2.43 -23.26 -26.67 -29.73
Volatility 6.50 4.95 0.32 --- --- ---
Managed Futures 4.25 3.89 11.24 14.69 1.64 1.50
Bear Market 4.01 2.78 -1.48 -18.05 -22.56 -23.91
Multicurrency 0.72 0.93 -1.26 0.70 -1.01 -0.27
Multialternative 0.17 0.31 1.48 3.02 3.81 3.93
Market Neutral -0.04 0.07 0.13 0.86 1.43 1.21
Trading-Miscellaneous -0.65 -1.00 -1.11 -3.30 -5.10 -6.61
Long/Short Equity -1.83 -1.39 -0.07 2.81 7.16 7.23
Trading-Leveraged Equity -4.15 -2.80 -0.53 11.79 20.98 17.89
Trading-Inverse Commodities -3.99 -4.71 -1.24 2.47 3.45 -8.53
Trading-Inverse Debt -6.89 -6.69 -10.46 -19.90 -10.77 -14.11
Trading-Leveraged Commodities -8.95 -7.63 -21.54 -26.63 -10.29 -0.06
Commodities
Commodities Precious Metals 6.72 8.27 6.00 0.93 --- ---
Commodities Broad Basket -4.34 -3.10 -13.52 -18.18 -11.16 -4.12
Sector Equity Funds
Equity Precious Metals 13.70 13.74 14.47 -6.89 -24.73 -9.66
Real Estate 3.98 5.43 10.30 30.81 15.08 18.70
Global Real Estate 2.77 3.72 5.44 17.07 13.03 11.97
Health 2.57 3.00 6.93 23.64 29.80 22.13
Utilities -1.27 0.04 1.20 15.99 14.86 13.17
Consumer Defensive -0.92 -0.13 3.88 16.09 16.37 14.64
Miscellaneous Sector -1.13 -0.87 2.22 1.06 19.42 13.43
Communications -1.69 -0.91 -0.77 2.85 12.45 11.71
Industrials -3.38 -2.62 1.21 6.58 16.84 16.42
Technology -3.40 -2.62 2.07 9.66 15.54 14.72
Consumer Cyclical -3.18 -2.77 2.64 8.98 17.72 18.57
Energy Limited Partnership -3.44 -3.01 -8.05 4.59 9.86 ---
Natural Resources -3.85 -3.22 -9.68 -11.84 -3.76 2.20
Equity Energy -4.97 -4.54 -16.23 -17.46 -2.31 1.48
Financial -6.82 -6.14 -3.93 0.66 14.98 9.19