Fund Category Performance: Total Returns

Data through 1/16/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value 4.15 8.39 -8.31 -10.59 12.00 3.53
Small Blend 3.51 7.46 -8.54 -8.59 12.42 4.68
Small Growth 3.27 7.14 -9.08 -1.73 15.41 6.28
Mid-Cap Value 2.35 6.51 -6.65 -9.70 11.13 5.22
Mid-Cap Blend 2.20 6.09 -6.87 -8.44 11.11 5.20
Mid-Cap Growth 2.56 6.05 -7.09 -4.52 13.34 6.77
Large Growth 1.92 5.28 -6.49 -1.58 14.52 9.22
Large Value 0.77 4.48 -5.77 -7.46 11.48 6.37
Large Blend 0.91 4.44 -6.31 -5.67 12.39 7.62
Allocation Funds
Allocation--85%+ Equity 1.82 4.86 -5.59 -8.07 10.44 4.87
Target-Date 2060+ 1.88 4.50 -4.58 -7.53 10.90 5.16
Target-Date 2055 1.87 4.44 -4.45 -7.51 10.82 5.33
Target-Date 2050 1.85 4.38 -4.36 -7.46 10.64 5.19
Target-Date 2045 1.82 4.31 -4.27 -7.23 10.66 5.18
Allocation--70% to 85% Equity 1.45 4.10 -4.59 -6.90 9.11 4.38
Target-Date 2040 1.77 4.07 -3.93 -6.84 10.22 5.05
Target-Date 2035 1.70 3.76 -3.50 -6.23 9.82 4.90
Convertibles 1.43 3.52 -2.67 -0.91 9.23 4.34
Target-Date 2030 1.59 3.31 -2.89 -5.48 8.93 4.59
Allocation--50% to 70% Equity 1.34 3.23 -3.19 -4.89 7.84 4.32
World Allocation 1.44 3.08 -2.69 -7.64 7.09 2.38
Target-Date 2025 1.51 2.88 -2.22 -4.60 8.04 4.26
Allocation--30% to 50% Equity 1.30 2.53 -1.68 -3.86 5.90 2.99
Tactical Allocation 0.48 2.45 -4.09 -7.73 6.03 2.23
Target-Date 2020 1.40 2.44 -1.64 -3.78 7.00 3.84
Target-Date 2015 1.35 2.22 -1.29 -3.17 6.61 3.77
Target Date 2010 1.34 1.89 -0.83 -2.65 6.00 3.53
Target-Date Retirement 1.20 1.77 -0.58 -2.38 4.98 2.89
Allocation--15% to 30% Equity 1.17 1.60 -0.52 -2.32 4.29 2.43
International Equity Funds
Latin America Stock 11.89 10.03 8.90 -1.59 29.51 1.20
World Small/Mid Stock 3.00 5.76 -6.49 -12.34 11.37 3.83
Foreign Small/Mid Blend 3.32 5.14 -6.63 -18.42 8.20 2.27
Foreign Small/Mid Growth 3.24 5.10 -7.49 -17.62 7.76 2.97
Foreign Small/Mid Value 3.16 4.76 -5.83 -18.67 7.70 1.11
China Region 0.94 4.65 1.99 -21.78 9.79 4.18
Foreign Large Value 2.97 4.64 -4.42 -15.22 7.53 0.01
World Large Stock 1.84 4.50 -4.91 -9.14 10.58 4.70
Diversified Emerging Mkts 4.05 4.47 1.66 -16.00 12.53 1.83
Foreign Large Blend 2.62 4.25 -4.37 -14.62 7.37 0.97
Diversified Pacific/Asia 1.78 4.04 -2.31 -15.79 10.24 4.26
Foreign Large Growth 2.30 3.97 -4.84 -14.23 7.99 2.23
Japan Stock -0.32 3.64 -7.35 -16.18 7.17 5.59
Europe Stock 2.04 3.61 -5.54 -15.62 5.94 0.23
Pacific/Asia ex-Japan Stk 2.97 3.56 2.33 -15.10 11.70 4.38
India Equity 1.61 -2.05 5.35 -17.35 9.93 9.58
Taxable Bond Funds
Preferred Stock 2.27 3.41 -0.95 -2.31 4.66 4.31
High Yield Bond 1.16 3.04 -0.85 -0.38 7.49 3.17
Emerging-Markets Local-Currency Bond 4.40 2.81 4.37 -6.68 6.14 -0.22
Bank Loan 0.90 2.20 -1.33 1.51 4.85 2.65
Emerging Markets Bond 2.37 2.15 1.84 -3.71 6.63 3.08
Multisector Bond 1.09 1.35 0.27 -0.56 4.60 2.62
Nontraditional Bond 0.58 1.10 -0.44 -0.66 3.63 1.83
World Bond 1.63 0.81 1.29 -1.45 3.13 1.13
Inflation-Protected Bond 0.89 0.60 0.38 -0.81 1.99 0.99
Corporate Bond 0.87 0.56 0.83 -1.73 3.40 3.07
Intermediate-Term Bond 0.98 0.31 1.70 0.10 2.10 2.19
Short-Term Bond 0.55 0.24 0.79 1.28 1.74 1.28
Long-Term Bond 1.07 0.22 1.88 -2.55 3.92 4.76
Ultrashort Bond 0.28 0.18 0.40 1.76 1.53 1.02
Intermediate Government 1.02 0.05 2.47 0.97 0.74 1.61
Short Government 0.50 0.04 1.17 1.35 0.62 0.69
Long Government 1.59 -0.86 5.38 -1.24 0.89 5.11
Municipal Bond Funds
Muni National Interm 1.02 0.45 2.35 1.45 1.58 2.88
Muni New York Intermediate 1.00 0.42 2.36 1.20 1.24 2.61
Muni National Long 1.05 0.41 2.47 1.08 1.89 3.78
Muni California Intermediate 0.93 0.41 2.18 1.42 1.38 2.77
Muni Ohio 1.03 0.40 2.67 1.31 1.57 3.22
Muni New Jersey 0.99 0.38 2.34 2.59 2.20 3.50
Muni Single State Interm 0.96 0.37 2.42 1.31 1.22 2.55
Muni Pennsylvania 0.96 0.36 2.25 2.06 1.88 3.49
Muni New York Long 0.99 0.32 2.24 1.73 1.91 3.77
Muni Single State Short 0.66 0.31 1.61 2.12 0.90 1.29
Muni Massachusetts 1.00 0.31 2.46 0.81 1.19 2.93
Muni Single State Long 0.86 0.30 2.17 1.29 1.43 3.21
Muni Minnesota 0.90 0.29 2.25 0.95 1.42 2.94
Muni National Short 0.48 0.24 1.10 1.36 0.87 0.98
Muni California Long 0.83 0.23 2.11 1.22 1.96 4.12
High Yield Muni 0.72 0.23 1.40 2.53 3.24 5.29
Alternative Funds
Options-based -0.01 2.60 -3.95 -4.16 5.53 2.86
Long-Short Equity 0.60 2.15 -4.06 -6.71 4.54 2.07
Multialternative 0.59 1.42 -1.49 -3.96 2.46 0.91
Long-Short Credit 0.57 1.36 -1.12 -1.13 3.68 1.95
Multicurrency 0.77 0.76 1.23 0.74 1.01 0.31
Market Neutral 0.36 0.41 0.23 -0.48 1.23 0.51
Managed Futures -1.35 -2.12 -2.02 -10.83 -4.01 0.47
Bear Market -4.30 -8.57 6.59 3.79 -22.34 -16.34
Commodities
Commodities Broad Basket -0.09 4.48 -8.46 -8.35 4.88 -7.75
Commodities Precious Metals 4.87 1.08 5.06 -4.70 6.44 -1.63
Sector Equity Funds
Equity Energy 3.77 11.80 -20.85 -23.10 4.21 -10.89
Energy Limited Partnership 2.74 11.52 -8.51 -11.54 10.74 -4.47
Financial 5.35 7.56 -4.91 -11.07 12.79 6.48
Health 2.01 6.68 -6.61 1.90 10.30 8.98
Consumer Cyclical 2.89 6.36 -5.18 -6.26 10.56 6.24
Communications 1.57 6.24 -4.35 -4.20 8.71 4.20
Natural Resources 3.02 5.91 -9.21 -17.63 12.92 -2.00
Technology 1.92 5.81 -6.93 -2.89 20.43 12.46
Real Estate -1.03 5.57 1.47 3.76 6.42 7.48
Industrials 1.81 5.38 -9.08 -13.28 13.53 5.79
Global Real Estate 1.15 5.31 2.80 -2.17 7.26 4.86
Infrastructure 0.88 4.75 -1.08 -5.45 10.15 4.70
Consumer Defensive -2.42 3.30 -4.06 -8.21 5.36 6.32
Utilities -4.23 1.52 -1.16 7.68 11.41 8.55
Equity Precious Metals 5.58 0.15 -1.01 -20.89 15.57 -2.55