Fund Category Performance: Total Returns

Data through 1/13/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 1.51 3.22 4.80 16.47 7.34 13.00
Mid-Cap Growth 1.13 2.94 6.19 20.44 5.44 11.67
Small Growth 0.91 2.39 8.79 27.97 4.74 12.23
Mid-Cap Blend 0.20 1.77 9.26 27.25 6.84 13.04
Large Blend 0.25 1.68 7.33 21.55 7.90 12.93
Mid-Cap Value -0.21 1.40 10.33 31.06 7.73 13.42
Large Value -0.30 1.12 9.10 25.59 7.69 12.58
Small Blend -0.11 0.87 13.03 35.20 6.74 13.00
Small Value -0.52 0.43 15.08 40.33 7.40 13.25
Allocation Funds
Target-Date 2050 1.42 2.13 5.11 18.70 4.96 9.34
Target-Date 2055 0.88 2.13 5.26 18.72 5.04 9.85
Target-Date 2045 0.89 2.09 5.12 18.46 4.88 9.58
Target-Date 2040 1.36 2.03 4.80 17.87 4.77 8.98
Target-Date 2035 0.87 1.92 4.45 16.94 4.64 8.90
Convertibles 1.56 1.90 4.28 16.23 3.45 8.10
Allocation--70% to 85% Equity 0.85 1.84 4.76 17.03 4.46 8.76
Target-Date 2030 1.28 1.75 3.73 15.45 4.38 8.04
World Allocation 1.01 1.59 2.46 12.81 1.74 5.36
Target-Date 2025 0.85 1.56 3.03 13.74 4.13 7.60
Allocation--50% to 70% Equity 0.70 1.41 3.70 14.20 4.58 7.98
Tactical Allocation 0.70 1.38 3.25 11.34 1.74 4.23
Target-Date 2020 1.10 1.34 2.24 11.83 3.70 6.44
Target-Date 2015 0.79 1.23 1.97 11.25 3.64 6.49
Allocation--30% to 50% Equity 0.87 1.10 1.85 11.10 3.34 5.66
Target Date 2010 0.75 1.10 1.57 10.28 3.47 5.74
Target-Date Retirement 1.06 1.01 1.01 8.46 2.90 4.30
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 6.57 4.80 -3.46 51.86 -6.33 -6.73
China Region 1.21 4.19 -2.38 16.30 1.67 5.45
Pacific/Asia ex-Japan Stk 1.61 4.17 -1.98 16.26 2.34 5.24
Diversified Pacific/Asia 1.63 4.02 1.13 16.14 3.12 7.51
Diversified Emerging Mkts 2.03 3.67 -0.47 22.39 -1.24 1.65
India Equity 1.29 3.39 -6.35 10.66 12.55 8.77
Japan Stock 1.25 3.09 5.59 12.00 5.57 10.20
Foreign Large Growth 2.20 3.07 -0.03 8.56 -0.52 6.51
Foreign Large Value 1.78 3.06 5.79 14.27 -1.27 5.89
Foreign Large Blend 1.93 3.03 3.32 11.51 -0.78 6.18
Foreign Small/Mid Value 2.41 2.95 3.32 15.07 0.04 8.11
Foreign Small/Mid Blend 2.28 2.79 2.29 11.88 0.70 8.80
Foreign Small/Mid Growth 2.55 2.74 -1.25 6.64 0.18 9.11
World Stock 1.34 2.56 4.40 17.02 3.32 9.36
Europe Stock 2.64 1.98 4.34 6.79 -1.86 7.57
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long Government 2.67 1.52 -7.96 -0.58 6.98 2.54
Preferred Stock 2.08 1.36 0.66 8.24 6.51 7.59
Long-Term Bond 2.67 1.29 -4.74 5.48 6.48 4.91
Emerging Markets Bond 1.56 1.24 -1.12 13.47 3.00 4.05
High Yield Bond 1.28 0.98 2.47 15.77 3.37 6.12
Multisector Bond 1.04 0.76 0.40 9.08 2.98 4.40
Inflation-Protected Bond 0.92 0.61 -0.64 5.03 1.07 0.39
Corporate Bond 1.17 0.57 -1.61 6.52 3.78 4.13
World Bond 0.56 0.49 -2.61 4.24 0.29 1.39
Nontraditional Bond 0.72 0.46 0.96 6.28 1.77 2.79
Intermediate-Term Bond 0.81 0.43 -1.74 3.03 2.59 2.62
Bank Loan 0.79 0.39 2.12 9.75 2.78 4.33
Short-Term Bond 0.24 0.15 -0.24 2.08 1.02 1.41
Intermediate Government 0.26 0.14 -1.97 0.30 1.77 1.12
Short Government 0.14 0.07 -0.56 0.28 0.56 0.39
Ultrashort Bond 0.14 0.06 0.29 1.46 0.67 0.93
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.62 1.11 -3.03 1.36 6.14 4.87
Muni California Long 1.65 1.10 -2.60 0.45 5.15 4.13
Muni California Intermediate 1.43 1.04 -2.13 -0.27 3.46 2.76
Muni National Long 1.48 1.02 -2.22 0.30 4.48 3.33
Muni National Interm 1.28 0.96 -1.82 0.05 3.15 2.47
Muni New York Long 1.47 0.96 -2.00 0.87 4.61 2.97
Muni Ohio 1.33 0.92 -1.54 0.47 3.70 2.57
Muni New Jersey 1.36 0.90 -2.26 0.74 4.05 2.75
Muni New York Intermediate 1.30 0.88 -1.84 -0.08 3.25 2.30
Muni Massachusetts 1.17 0.86 -1.83 -0.04 3.60 2.27
Muni Pennsylvania 1.23 0.86 -1.81 0.58 4.29 2.87
Muni Minnesota 1.27 0.85 -1.67 0.13 3.58 2.66
Muni Single State Long 1.25 0.82 -1.64 0.82 4.18 2.55
Muni Single State Interm 1.10 0.78 -1.67 -0.19 2.86 2.02
Muni Single State Short 0.76 0.66 -1.08 0.09 1.34 1.08
Muni National Short 0.53 0.50 -0.60 0.08 0.80 0.82
Alternative Funds
Long-Short Equity 0.29 1.11 3.78 7.52 1.87 5.65
Multialternative 0.46 0.71 1.46 3.62 0.87 3.09
Multicurrency 0.28 0.65 0.81 4.73 0.56 0.05
Managed Futures 0.01 0.34 -1.23 -4.88 2.68 0.04
Market Neutral 0.00 0.12 1.78 2.46 0.82 1.44
Bear Market -1.80 -3.77 -10.93 -32.66 -17.24 -21.53
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 2.02 4.11 -2.49 14.40 -4.38 -7.62
Commodities Broad Basket 0.97 1.58 3.26 21.00 -10.48 -8.74
Sector Equity Funds
Equity Precious Metals 8.62 10.22 -2.47 74.93 2.43 -13.03
Health 4.11 4.66 2.03 6.61 7.40 16.91
Technology 2.43 4.04 5.97 27.58 11.49 15.03
Natural Resources 0.33 3.07 10.57 48.07 -2.47 0.16
Communications 2.93 2.58 6.70 22.32 5.88 10.74
Industrials 0.21 2.03 11.55 31.46 6.98 14.20
Consumer Cyclical -0.87 1.98 5.03 15.68 5.78 13.84
Financial 0.99 1.20 19.31 32.40 8.40 15.11
Global Real Estate 0.70 0.87 -0.36 8.83 4.54 8.50
Energy Limited Partnership 3.90 0.79 5.93 57.89 -3.26 2.94
Utilities 0.55 0.60 2.21 18.16 7.24 9.30
Equity Energy -2.64 0.34 7.07 50.37 -7.84 -1.70
Consumer Defensive -0.29 0.14 -0.46 9.75 8.68 12.26
Real Estate 0.46 0.08 1.01 12.17 11.33 10.65
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---