Fund Category Performance: Total Returns

Data through 9/3/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth -7.29 -0.41 -7.45 2.69 14.05 14.52
Mid-Cap Growth -6.50 -0.43 -7.27 1.09 14.18 13.71
Large Growth -7.01 -0.65 -6.24 1.79 14.26 14.25
Mid-Cap Blend -5.69 -3.85 -8.33 -3.19 13.83 12.91
Large Blend -6.75 -4.51 -7.78 -2.28 12.96 12.93
Small Blend -5.86 -4.64 -8.90 -3.41 12.64 12.75
Mid-Cap Value -5.60 -4.91 -8.66 -4.54 13.98 12.86
Small Value -4.93 -6.16 -9.16 -6.21 12.14 11.77
Large Value -6.71 -6.34 -8.66 -4.94 12.01 11.91
Allocation Funds
Retirement Income -2.70 -1.68 -3.05 -2.25 3.06 4.38
Convertibles -4.05 -1.76 -6.65 -3.77 9.69 8.49
Target Date 2000-2010 -3.24 -1.88 -3.94 -2.75 4.51 5.70
Target Date 2011-2015 -3.57 -1.98 -4.25 -2.80 5.26 6.33
Conservative Allocation -2.98 -2.20 -3.94 -3.37 4.07 5.55
Target Date 2016-2020 -4.10 -2.40 -4.93 -3.19 5.53 6.64
Target Date 2021-2025 -4.87 -2.72 -5.89 -3.61 6.91 8.05
Moderate Allocation -4.64 -2.96 -5.74 -3.06 7.56 8.26
Target Date 2026-2030 -5.44 -3.12 -6.69 -4.22 7.19 7.92
Target Date 2031-2035 -6.11 -3.40 -7.52 -4.53 8.33 9.10
Target Date 2036-2040 -6.37 -3.67 -7.90 -4.91 8.17 8.62
Target Date 2041-2045 -6.68 -3.72 -8.27 -4.95 8.92 9.54
Target-Date 2051+ -6.69 -3.73 -8.29 -4.83 9.48 9.57
Target Date 2046-2050 -6.67 -3.83 -8.28 -5.10 8.53 8.80
Aggressive Allocation -5.99 -3.85 -7.74 -4.88 8.75 9.01
World Allocation -4.88 -3.97 -7.12 -7.48 4.14 5.32
Tactical Allocation -4.47 -4.85 -6.51 -7.17 2.35 4.18
International Equity Funds
Japan Stock -8.32 6.90 -7.96 1.06 10.99 8.33
Foreign Small/Mid Growth -6.39 2.78 -7.90 -5.33 10.39 9.17
Europe Stock -7.07 1.67 -8.43 -5.63 10.03 7.41
Foreign Small/Mid Blend -6.52 1.03 -9.38 -7.26 10.31 8.29
Foreign Small/Mid Value -6.33 0.37 -10.69 -9.66 9.51 6.54
Foreign Large Growth -8.27 -1.32 -10.28 -7.38 7.29 6.06
Foreign Large Blend -8.36 -2.26 -11.00 -9.79 6.72 4.96
Foreign Large Value -8.00 -2.59 -11.07 -12.03 6.45 4.58
World Stock -7.29 -3.27 -9.06 -6.29 9.88 8.93
India Equity -8.99 -3.45 -3.91 0.14 15.14 2.82
Diversified Pacific/Asia -9.31 -3.49 -13.58 -9.65 7.25 4.98
China Region -12.72 -10.94 -25.80 -14.52 5.56 1.27
Pacific/Asia ex-Japan Stk -10.39 -11.04 -16.96 -16.72 2.73 1.68
Diversified Emerging Mkts -9.38 -13.46 -16.51 -23.81 -2.27 -1.96
Latin America Stock -9.84 -23.53 -18.14 -42.26 -13.89 -10.25
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Bank Loan -0.81 1.68 -1.21 0.19 3.33 4.35
Preferred Stock -1.04 1.65 -0.92 2.58 6.34 8.21
Intermediate Government -0.13 0.72 0.67 1.82 0.85 2.22
Short Government -0.01 0.63 0.23 0.81 0.25 0.79
Short-Term Bond -0.20 0.61 -0.15 0.30 0.89 1.61
High Yield Bond -1.48 0.34 -3.15 -3.07 4.25 6.26
Ultrashort Bond -0.06 0.28 -0.08 0.16 0.53 0.86
Intermediate-Term Bond -0.48 0.21 0.10 0.78 1.74 3.35
Nontraditional Bond -0.88 -0.12 -1.50 -1.52 1.46 2.35
Multisector Bond -1.16 -0.49 -1.82 -1.96 2.79 4.69
Corporate Bond -0.95 -0.73 -0.52 -0.64 2.29 4.58
Long Government -1.00 -0.77 3.02 4.71 0.70 5.30
Inflation-Protected Bond -1.37 -1.33 -0.88 -4.23 -2.18 1.91
Long-Term Bond -1.39 -2.35 1.07 1.24 2.63 6.24
World Bond -0.97 -3.29 -1.54 -5.97 -0.43 1.78
Emerging Markets Bond -3.27 -4.91 -5.52 -11.43 -3.06 1.28
Municipal Bond Funds
High Yield Muni 0.33 1.13 0.48 3.86 3.39 5.12
Muni Pennsylvania 0.24 1.11 1.07 3.12 2.39 3.72
Muni Minnesota 0.14 0.98 1.09 2.57 2.43 3.66
Muni California Long 0.27 0.97 1.13 3.36 3.62 4.99
Muni New York Long 0.32 0.96 0.91 2.88 2.35 3.61
Muni California Intermediate 0.18 0.79 1.06 2.17 2.48 3.57
Muni New York Intermediate 0.13 0.70 1.05 1.98 1.80 2.94
Muni Massachusetts 0.18 0.65 0.95 2.28 1.76 3.22
Muni National Long 0.07 0.61 0.98 2.63 2.69 4.12
Muni Ohio 0.10 0.61 0.85 2.32 2.03 3.27
Muni Single State Interm 0.10 0.60 0.95 1.84 1.72 2.82
Muni Single State Long 0.27 0.52 0.63 2.33 1.73 3.38
Muni National Interm 0.06 0.44 0.87 1.54 2.01 3.22
Muni National Short -0.04 0.07 0.30 -0.15 0.54 1.27
Muni Single State Short 0.18 -0.14 -0.04 0.33 0.76 1.55
Muni New Jersey -0.08 -0.40 0.38 1.23 1.64 3.39
Alternative Funds
Bear Market 9.58 1.01 12.04 -0.51 -20.00 -21.68
Market Neutral -0.48 -0.77 -1.24 -1.25 1.24 1.67
Managed Futures -2.64 -0.85 -2.47 7.11 0.88 0.88
Multialternative -2.48 -1.51 -3.48 -1.90 2.53 2.99
Multicurrency -0.63 -1.76 -2.44 -3.72 -2.21 -1.33
Long/Short Equity -3.95 -2.25 -4.53 -2.71 5.71 6.30
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 3.35 -6.29 -5.50 -13.51 --- ---
Commodities Broad Basket -1.33 -14.70 -11.82 -29.83 -15.41 -7.26
Sector Equity Funds
Health -9.30 8.43 -5.89 17.60 27.79 23.91
Consumer Cyclical -6.78 -0.01 -5.18 5.26 16.10 16.95
Communications -5.45 -0.47 -6.74 -1.82 9.02 9.27
Consumer Defensive -5.97 -1.14 -4.23 3.35 12.05 13.22
Financial -6.76 -2.66 -6.68 -1.51 14.11 10.31
Technology -6.62 -2.76 -9.84 -0.45 13.93 12.99
Global Real Estate -6.85 -5.66 -7.59 -7.04 5.91 7.12
Real Estate -6.89 -6.82 -4.74 -0.59 7.00 10.25
Industrials -6.13 -7.98 -9.70 -5.33 15.41 12.90
Utilities -6.48 -10.57 -7.79 -8.40 7.99 9.19
Energy Limited Partnership -6.42 -15.48 -15.82 -24.36 4.66 6.19
Natural Resources -5.61 -15.99 -18.08 -31.46 -5.67 -1.11
Equity Energy -4.48 -18.03 -19.66 -38.84 -5.88 -1.11
Equity Precious Metals 1.27 -23.12 -25.37 -43.67 -29.79 -21.25
Miscellaneous Sector --- --- --- --- --- ---