Fund Category Performance: Total Returns

Data through 5/23/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value -1.89 2.83 10.80 -6.74 6.60 8.41
Small Value -2.75 1.84 10.16 -7.71 4.89 7.30
Large Value -2.35 1.47 7.90 -5.42 6.42 8.92
Mid-Cap Blend -2.56 0.56 8.22 -8.63 6.18 8.01
Small Blend -2.88 -0.02 9.36 -8.98 5.05 7.29
Large Blend -2.20 -0.06 6.73 -4.88 7.73 9.72
Mid-Cap Growth -2.10 -2.01 9.03 -9.53 6.90 7.83
Large Growth -1.99 -3.11 6.52 -5.48 9.22 9.98
Small Growth -3.07 -4.29 9.57 -12.02 5.33 6.96
Allocation Funds
Allocation--30% to 50% Equity -0.62 2.24 5.04 -2.91 2.48 4.30
Target-Date Retirement -0.60 2.01 3.78 -1.55 2.13 3.45
Target Date 2010 -0.83 1.96 4.38 -2.09 3.04 4.38
Target-Date 2015 -0.89 1.80 4.65 -2.50 3.05 4.66
Target-Date 2020 -1.09 1.57 4.99 -3.24 3.22 4.78
World Allocation -1.35 1.20 5.59 -7.09 1.24 3.13
Target-Date 2025 -1.42 1.17 5.66 -4.28 3.77 5.57
Allocation--50% to 70% Equity -1.31 1.16 5.58 -4.13 4.23 5.90
Target-Date 2030 -1.63 0.94 6.19 -5.15 3.84 5.50
Tactical Allocation -1.33 0.92 4.00 -7.40 0.11 2.35
Allocation--70% to 85% Equity -1.74 0.48 6.42 -6.48 4.22 5.88
Target-Date 2035 -1.95 0.42 6.67 -6.14 4.20 6.13
Target-Date 2040 -2.05 0.38 6.92 -6.56 4.13 5.87
Target-Date 2050 -2.16 0.27 7.19 -6.89 4.29 6.08
Target-Date 2045 -2.23 0.06 7.12 -7.01 4.40 6.38
Target-Date 2055 -2.28 0.00 7.21 -7.12 4.73 6.72
Convertibles -0.95 -1.02 6.54 -9.17 3.24 4.33
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock -3.50 13.98 15.97 -16.63 -15.50 -11.31
Foreign Small/Mid Blend -0.31 0.57 10.07 -6.78 4.31 4.89
Foreign Small/Mid Value -1.09 0.57 9.82 -8.94 3.27 3.08
Diversified Emerging Mkts -4.94 0.25 6.94 -18.96 -5.97 -3.75
World Stock -2.39 -0.80 7.13 -8.47 4.03 5.51
Foreign Small/Mid Growth -0.07 -1.39 7.98 -5.99 4.57 5.62
Japan Stock -3.09 -1.76 8.27 -6.67 4.11 6.98
Diversified Pacific/Asia -3.71 -1.89 7.58 -11.99 0.87 3.48
Foreign Large Value -3.69 -2.06 7.17 -14.37 -0.49 1.21
Foreign Large Blend -3.20 -2.56 6.58 -13.51 0.08 1.79
Foreign Large Growth -2.36 -2.62 6.27 -11.20 1.47 2.97
Pacific/Asia ex-Japan Stk -4.41 -2.74 5.69 -18.05 -2.10 0.30
Europe Stock -1.82 -2.83 6.13 -11.37 1.93 3.29
India Equity -1.60 -3.05 12.38 -9.80 9.12 4.00
China Region -6.10 -9.14 2.99 -28.10 -1.14 -1.23
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long-Term Bond 0.90 7.48 4.06 7.09 4.41 6.75
Long Government 1.24 7.06 -0.05 7.98 4.53 7.35
Emerging Markets Bond -0.52 5.74 5.87 -0.83 -1.17 2.68
High Yield Bond 0.41 4.97 7.70 -2.91 1.32 4.07
Corporate Bond 0.17 4.76 4.60 2.71 2.67 4.44
World Bond -0.30 4.22 3.26 0.98 0.15 1.57
Bank Loan 0.79 3.73 5.61 -0.49 1.67 3.11
Multisector Bond 0.16 3.27 4.69 -0.68 1.46 3.55
Inflation-Protected Bond 0.14 3.26 2.50 0.23 -1.01 1.43
Intermediate-Term Bond 0.23 3.04 2.02 2.05 2.03 3.24
Intermediate Government 0.19 1.98 0.30 1.98 1.68 2.26
Preferred Stock 1.06 1.87 5.34 2.36 4.29 6.84
Nontraditional Bond 0.18 1.46 3.38 -1.13 0.06 1.50
Short-Term Bond 0.07 1.26 1.13 0.57 0.78 1.40
Short Government 0.00 0.86 0.11 0.52 0.44 0.68
Ultrashort Bond 0.13 0.47 0.58 0.31 0.41 0.70
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.07 3.79 2.71 7.57 4.39 7.23
Muni California Long 0.81 3.36 2.13 7.42 4.58 6.72
Muni New Jersey 0.74 2.96 1.77 6.08 2.86 4.99
Muni National Long 0.72 2.86 1.76 6.39 3.59 5.51
Muni New York Long 0.69 2.85 1.67 6.01 3.25 5.03
Muni Ohio 0.54 2.67 1.39 5.63 3.03 4.44
Muni Pennsylvania 0.63 2.59 1.51 5.71 3.18 4.95
Muni California Intermediate 0.49 2.48 1.18 5.76 3.35 4.83
Muni Single State Long 0.56 2.47 1.37 5.11 2.58 4.60
Muni New York Intermediate 0.53 2.44 1.25 5.66 2.92 4.09
Muni Massachusetts 0.51 2.37 1.19 5.46 2.74 4.44
Muni National Interm 0.44 2.32 1.11 5.28 2.91 4.26
Muni Minnesota 0.50 2.23 1.17 5.13 3.12 4.61
Muni Single State Interm 0.36 2.16 0.89 4.91 2.61 3.70
Muni Single State Short 0.11 1.18 0.23 2.17 1.10 2.02
Muni National Short 0.07 0.82 0.21 1.72 0.84 1.49
Alternative Funds
Multicurrency -1.25 1.81 1.70 -0.14 -1.26 -1.32
Market Neutral -0.28 -0.14 0.09 -0.64 0.60 1.22
Multialternative -0.50 -0.82 1.19 -5.35 0.22 1.53
Managed Futures -0.40 -1.65 -5.41 -4.76 1.24 -1.29
Bear Market 4.44 -2.23 -11.43 2.22 -15.38 -18.46
Long-Short Equity -1.39 -2.43 1.94 -6.94 1.79 3.02
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 1.20 18.29 2.01 2.96 --- ---
Commodities Broad Basket 1.67 7.62 12.68 -16.38 -13.63 -11.90
Sector Equity Funds
Equity Precious Metals 4.99 68.41 30.51 22.81 -1.64 -13.74
Energy Limited Partnership 3.84 11.63 34.82 -28.91 -6.52 2.49
Natural Resources -2.90 10.51 17.88 -17.80 -6.51 -4.95
Utilities 1.12 10.44 7.29 0.43 6.65 8.61
Equity Energy -2.34 9.42 23.08 -24.28 -10.95 -6.78
Communications -2.14 3.31 5.83 -2.13 5.99 6.50
Consumer Defensive -0.43 2.93 4.70 2.51 8.61 10.88
Real Estate 0.05 2.50 8.50 5.07 6.76 9.71
Industrials -2.53 2.44 7.32 -4.47 8.53 9.07
Global Real Estate -1.16 2.34 8.26 -2.72 2.56 5.85
Consumer Cyclical -3.18 -2.18 4.13 -5.79 7.63 11.60
Financial -1.78 -2.79 10.93 -6.91 5.36 7.99
Technology -1.49 -3.73 7.98 -5.85 11.87 8.89
Health -4.12 -10.97 5.87 -16.02 13.59 15.31
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---