Fund Category Performance: Total Returns

Data through 5/5/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value 2.05 2.66 12.38 -5.00 7.44 8.12
Small Value 2.05 2.12 13.18 -5.75 5.97 6.88
Large Value 1.23 1.40 9.58 -3.99 7.31 8.64
Mid-Cap Blend 0.89 0.60 10.77 -6.59 7.10 7.71
Small Blend 1.33 -0.01 12.39 -6.77 6.09 6.89
Large Blend 0.42 -0.08 8.96 -3.02 8.58 9.42
Mid-Cap Growth 0.34 -2.58 11.77 -7.57 7.65 7.42
Large Growth -0.57 -3.53 9.20 -3.40 9.83 9.59
Small Growth 0.51 -5.02 11.42 -9.82 6.19 6.41
Allocation Funds
Allocation--30% to 50% Equity 1.32 2.39 5.78 -2.13 2.56 4.21
Target Date 2010 0.91 2.24 5.42 -1.11 3.16 4.25
Target-Date Retirement 0.89 2.23 4.61 -0.89 2.09 3.40
Target-Date 2015 1.01 2.09 5.70 -1.43 3.18 4.52
Target-Date 2020 1.02 1.74 6.06 -2.19 3.34 4.61
World Allocation 1.57 1.51 6.55 -5.82 1.33 2.87
Target-Date 2025 1.04 1.34 6.87 -2.96 4.00 5.32
Allocation--50% to 70% Equity 1.04 1.30 6.83 -2.91 4.60 5.71
Tactical Allocation 1.02 1.27 5.10 -6.25 0.13 2.24
Target-Date 2030 1.17 1.01 7.47 -3.78 4.06 5.23
Allocation--70% to 85% Equity 1.13 0.58 7.73 -4.95 4.67 5.62
Target-Date 2035 1.12 0.53 8.09 -4.48 4.55 5.81
Target-Date 2040 1.24 0.41 8.39 -4.96 4.42 5.54
Target-Date 2050 1.27 0.26 8.69 -5.25 4.59 5.73
Target-Date 2045 1.16 0.14 8.68 -5.21 4.78 6.03
Target-Date 2055 1.16 0.08 8.78 -5.30 5.12 6.34
Convertibles 0.57 -2.01 6.37 -8.58 3.63 3.94
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 5.21 16.77 21.93 -17.56 -15.41 -11.19
Diversified Emerging Mkts 0.45 2.01 9.38 -17.51 -5.68 -4.13
Foreign Small/Mid Value 2.83 0.08 9.07 -7.09 2.70 2.32
Foreign Small/Mid Blend 2.45 -0.06 9.18 -4.89 3.83 4.10
World Stock 1.14 -0.83 8.41 -6.48 4.43 5.00
Pacific/Asia ex-Japan Stk 0.01 -1.41 7.48 -16.16 -1.82 0.02
Diversified Pacific/Asia 2.08 -1.52 7.59 -10.48 0.18 2.82
Foreign Large Value 3.11 -1.76 6.97 -12.25 -0.56 0.45
Foreign Small/Mid Growth 1.40 -2.44 6.78 -4.08 3.95 4.77
Foreign Large Blend 2.33 -2.49 6.54 -11.24 0.00 1.08
Foreign Large Growth 1.35 -2.78 6.54 -8.93 1.36 2.22
India Equity 2.70 -2.79 5.95 -8.02 8.26 3.75
Japan Stock 5.03 -3.17 5.70 -4.88 2.93 5.55
Europe Stock 1.51 -3.20 5.69 -8.73 2.04 2.51
China Region -0.50 -7.04 8.54 -24.58 -0.54 -1.18
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long-Term Bond 0.93 8.17 5.74 6.43 3.96 6.94
Long Government -0.32 7.67 1.97 7.22 3.69 7.58
Emerging Markets Bond 1.67 6.04 6.90 -0.24 -1.59 2.85
Corporate Bond 1.34 5.40 5.39 2.94 2.54 4.62
World Bond 0.81 5.16 4.43 1.44 -0.18 1.60
High Yield Bond 2.49 4.60 7.22 -3.09 1.10 4.02
Inflation-Protected Bond 0.37 3.98 3.34 0.57 -1.46 1.45
Intermediate-Term Bond 0.68 3.46 2.59 2.27 1.90 3.37
Multisector Bond 1.54 3.35 4.66 -0.49 1.31 3.68
Bank Loan 1.83 3.31 4.40 -0.77 1.60 3.03
Intermediate Government 0.19 2.35 0.83 2.16 1.49 2.42
Short-Term Bond 0.43 1.49 1.32 0.83 0.80 1.48
Nontraditional Bond 1.20 1.34 2.80 -1.16 -0.03 1.47
Preferred Stock 1.44 1.20 3.84 1.85 4.19 6.83
Short Government 0.08 1.14 0.43 0.78 0.43 0.76
Ultrashort Bond 0.23 0.45 0.51 0.31 0.39 0.70
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 0.83 3.23 2.08 6.54 4.13 7.38
Muni California Long 0.75 3.04 1.70 6.61 4.26 6.92
Muni New Jersey 0.60 2.63 1.34 5.21 2.56 5.16
Muni National Long 0.65 2.58 1.32 5.56 3.25 5.68
Muni New York Long 0.62 2.54 1.25 5.42 2.91 5.19
Muni Ohio 0.52 2.53 1.16 5.08 2.77 4.61
Muni California Intermediate 0.51 2.39 0.99 5.21 3.08 5.02
Muni New York Intermediate 0.57 2.30 0.94 5.06 2.62 4.24
Muni Pennsylvania 0.51 2.30 1.12 5.06 2.90 5.12
Muni Massachusetts 0.49 2.27 0.96 4.95 2.43 4.64
Muni National Interm 0.51 2.25 0.91 4.66 2.63 4.43
Muni Single State Long 0.45 2.25 1.09 4.58 2.30 4.78
Muni Single State Interm 0.42 2.16 0.77 4.47 2.35 3.85
Muni Minnesota 0.47 2.10 0.91 4.63 2.85 4.78
Muni Single State Short 0.18 1.22 0.28 1.96 1.00 2.14
Muni National Short 0.19 0.87 0.22 1.52 0.77 1.57
Alternative Funds
Multicurrency 1.31 3.30 3.26 0.76 -1.57 -1.40
Market Neutral -0.41 -0.10 0.22 -0.29 0.65 1.20
Multialternative 0.15 -0.74 1.74 -4.78 0.25 1.47
Managed Futures -2.69 -0.97 -3.84 -3.45 1.47 -1.35
Bear Market -0.69 -1.83 -14.57 -0.82 -16.22 -18.03
Long-Short Equity 0.00 -2.39 2.62 -5.44 2.25 2.67
Long-Short Credit --- --- --- --- --- ---
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
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 3.99 21.17 9.01 6.32 --- ---
Commodities Broad Basket 7.59 5.72 10.16 -19.87 -14.43 -12.34
Sector Equity Funds
Equity Precious Metals 18.84 67.77 44.44 21.54 -3.94 -14.07
Utilities 2.75 12.11 8.58 3.79 6.41 8.95
Natural Resources 7.38 10.27 18.00 -18.51 -6.25 -5.44
Equity Energy 9.76 8.19 19.08 -26.65 -10.51 -7.26
Energy Limited Partnership 17.81 7.42 26.41 -31.46 -6.80 2.47
Real Estate 1.73 5.48 12.62 10.37 7.57 10.05
Global Real Estate 2.34 4.75 11.77 0.72 2.03 6.07
Consumer Defensive 0.33 4.34 9.14 5.78 9.42 11.32
Communications -0.18 3.61 7.85 -0.45 6.03 6.36
Industrials 1.16 2.41 11.57 -2.61 10.03 8.54
Consumer Cyclical -0.29 -0.23 11.12 -2.22 9.26 11.73
Financial 2.91 -3.83 9.23 -6.20 5.83 7.16
Technology -2.76 -5.83 9.04 -4.34 11.90 7.90
Health -0.19 -12.44 5.51 -12.65 13.97 15.22
Infrastructure --- --- --- --- --- ---
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---