Fund Category Performance: Total Returns

Data through 9/23/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value -0.25 11.78 4.67 12.09 5.64 14.33
Small Blend -0.07 9.81 4.77 10.00 5.63 14.29
Mid-Cap Value -0.95 9.49 2.18 11.15 7.05 14.66
Small Growth 0.38 7.49 6.58 5.54 5.29 14.04
Large Value -0.96 7.44 2.09 12.02 7.22 13.94
Mid-Cap Blend -0.90 7.42 2.61 7.74 6.56 14.03
Large Blend -0.99 5.78 2.56 10.48 8.34 14.53
Mid-Cap Growth -1.21 4.53 2.74 4.67 6.32 13.24
Large Growth -0.72 3.25 3.92 7.68 9.07 14.44
Allocation Funds
Target-Date 2050 -0.30 7.16 3.01 10.47 5.54 10.65
Target-Date 2040 -0.30 7.02 2.91 10.12 5.35 10.25
Target-Date 2030 -0.28 6.92 2.72 9.38 5.06 9.26
Target-Date 2055 -0.30 6.78 2.92 10.19 5.72 11.55
Target-Date 2045 -0.29 6.77 2.90 10.10 5.47 11.18
Target-Date 2035 -0.28 6.74 2.77 9.67 5.29 10.37
Allocation--30% to 50% Equity -0.24 6.71 2.15 7.31 3.94 6.53
Target-Date 2025 -0.25 6.62 2.52 8.68 4.90 8.97
Target-Date 2020 -0.23 6.51 2.37 8.02 4.47 7.53
World Allocation -0.27 6.48 2.20 7.63 2.64 6.58
Allocation--70% to 85% Equity -0.44 6.45 2.45 8.73 5.34 10.10
Convertibles 0.20 6.41 4.77 5.13 4.56 8.88
Target-Date 2015 -0.17 6.40 2.27 7.81 4.44 7.65
Target Date 2010 -0.18 6.34 2.10 7.49 4.24 6.74
Allocation--50% to 70% Equity -0.42 6.26 2.37 8.13 5.23 9.08
Target-Date Retirement -0.15 5.97 2.04 6.58 3.58 5.03
Tactical Allocation -0.60 5.28 2.19 5.00 2.12 4.84
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock -0.91 31.39 7.61 30.22 -8.78 -4.17
Diversified Emerging Mkts 1.47 14.95 8.16 16.37 -0.73 3.71
India Equity 2.61 14.42 10.99 14.69 21.48 10.85
Pacific/Asia ex-Japan Stk 2.20 11.81 9.66 17.61 4.00 7.96
China Region 3.98 9.16 13.96 14.86 3.88 7.83
Diversified Pacific/Asia 1.72 8.94 6.80 16.04 4.11 8.90
Japan Stock 2.66 6.93 6.55 14.93 5.80 9.42
Foreign Small/Mid Value 0.95 6.26 2.32 9.70 2.25 8.92
World Stock -0.05 5.91 2.98 9.81 4.55 10.79
Foreign Small/Mid Blend 0.61 5.02 1.48 9.19 2.96 9.84
Foreign Large Growth 0.48 4.00 2.30 8.66 1.93 8.63
Foreign Small/Mid Growth 0.75 3.63 1.83 9.19 3.84 10.67
Foreign Large Blend 0.45 3.34 1.77 6.95 0.45 7.51
Foreign Large Value 0.42 3.26 1.06 5.93 -0.72 6.75
Europe Stock -0.10 -0.54 -1.65 2.32 0.45 9.00
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long-Term Bond -1.20 14.03 3.84 13.44 9.01 6.29
Emerging Markets Bond 0.27 13.48 4.49 13.20 3.44 5.24
Long Government -1.47 12.56 3.24 11.87 9.49 4.13
High Yield Bond 0.40 11.08 4.02 6.86 3.55 6.66
Corporate Bond -0.30 9.18 2.89 8.18 5.37 4.96
World Bond -0.66 8.04 1.65 7.20 2.01 2.24
Multisector Bond 0.12 7.75 2.81 6.31 3.77 5.11
Preferred Stock 0.31 7.38 3.88 9.09 7.94 9.25
Bank Loan 0.83 6.94 2.50 4.07 2.55 4.57
Inflation-Protected Bond 0.35 6.14 1.96 5.20 1.27 1.01
Intermediate-Term Bond -0.09 5.85 1.82 5.14 3.80 3.34
Nontraditional Bond 0.22 4.22 1.85 3.69 1.88 2.72
Intermediate Government 0.13 3.39 0.86 3.03 2.80 1.78
Short-Term Bond 0.10 2.46 0.70 1.97 1.40 1.64
Short Government 0.05 1.30 0.24 0.81 0.90 0.61
Ultrashort Bond 0.13 1.07 0.40 0.99 0.64 0.89
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni -0.15 6.19 1.13 8.93 8.24 6.54
Muni California Long -0.50 4.84 0.50 7.39 7.15 5.75
Muni New Jersey -0.25 4.68 0.75 7.07 5.66 4.24
Muni New York Long -0.43 4.53 0.59 6.56 6.13 4.34
Muni National Long -0.51 4.18 0.45 6.42 6.13 4.78
Muni Single State Long -0.41 3.89 0.45 5.63 5.42 3.85
Muni Pennsylvania -0.51 3.85 0.39 5.60 5.73 4.20
Muni Ohio -0.51 3.68 0.26 5.48 5.12 3.77
Muni California Intermediate -0.50 3.40 0.32 5.29 5.07 4.10
Muni Massachusetts -0.53 3.34 0.23 5.16 5.06 3.60
Muni National Interm -0.47 3.31 0.38 5.10 4.53 3.65
Muni New York Intermediate -0.55 3.28 0.21 5.10 4.66 3.42
Muni Minnesota -0.49 3.19 0.29 4.76 5.00 3.86
Muni Single State Interm -0.55 2.94 0.22 4.41 4.16 3.08
Muni Single State Short -0.27 2.02 0.40 2.80 2.10 1.75
Muni National Short -0.30 1.17 0.15 1.67 1.31 1.22
Alternative Funds
Multicurrency 0.17 3.31 0.21 5.43 -0.16 -0.07
Multialternative -0.19 1.23 1.11 0.65 1.28 3.26
Market Neutral 0.18 0.22 0.10 0.41 0.58 1.72
Long-Short Equity -0.18 0.14 1.38 0.70 1.89 5.63
Managed Futures -1.50 -0.05 1.98 -1.03 3.68 -0.94
Bear Market -0.63 -16.04 -9.07 -22.83 -17.05 -23.35
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 -0.23 26.04 5.95 17.65 -1.14 ---
Commodities Broad Basket -2.21 8.00 -3.92 -1.31 -13.00 -9.94
Sector Equity Funds
Equity Precious Metals -4.54 97.20 9.61 99.64 5.40 -10.53
Energy Limited Partnership 1.23 21.22 3.77 3.07 -3.74 4.69
Utilities 1.78 17.74 1.14 19.40 8.81 11.30
Natural Resources -2.91 16.89 -0.10 13.17 -5.70 0.87
Equity Energy -3.73 14.00 -2.26 5.83 -11.58 -0.97
Real Estate 0.10 11.49 3.99 18.51 12.87 14.65
Communications 0.52 10.68 1.98 14.56 7.08 11.41
Technology 1.53 9.67 9.11 18.20 12.71 15.23
Global Real Estate -0.74 9.05 2.39 13.38 6.20 11.44
Industrials -1.16 8.48 2.48 13.50 7.38 16.22
Consumer Defensive -1.55 7.66 0.77 13.67 9.22 14.20
Consumer Cyclical -1.54 2.42 2.01 4.22 7.06 15.45
Financial 1.06 1.89 3.39 4.87 5.21 14.41
Health 0.46 -3.14 7.24 -2.88 13.06 20.50
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---