Fund Category Performance: Total Returns

Data through 11/16/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -1.50 5.63 -4.85 9.29 12.31 10.67
Small Growth -2.33 5.05 -8.16 10.56 12.41 8.15
Mid-Cap Growth -1.60 2.00 -6.64 6.49 10.82 8.23
Large Blend -0.41 1.96 -2.99 6.85 11.05 9.12
Large Value 0.13 -0.08 -2.08 5.40 10.13 7.79
Small Blend -1.91 -1.74 -8.31 3.21 9.77 6.55
Mid-Cap Blend -1.12 -1.96 -5.74 2.97 8.88 6.71
Mid-Cap Value -0.73 -3.09 -4.74 2.31 9.03 6.64
Small Value -2.02 -3.90 -8.06 1.18 9.11 5.39
Allocation Funds
Convertibles -0.87 1.91 -2.83 2.92 6.81 4.99
Allocation--50% to 70% Equity -0.64 -1.45 -2.75 1.46 6.34 4.97
Target-Date 2015 -0.45 -1.71 -2.19 0.26 5.15 4.09
Target Date 2010 -0.48 -1.77 -1.99 -0.07 4.63 3.76
Target-Date Retirement -0.40 -1.87 -1.86 -0.36 3.86 3.03
Target-Date 2020 -0.58 -2.03 -2.50 0.14 5.41 4.19
Allocation--70% to 85% Equity -0.93 -2.06 -3.68 1.43 7.24 5.38
Target-Date 2025 -0.55 -2.10 -2.78 0.46 6.29 4.76
Allocation--15% to 30% Equity -0.58 -2.13 -1.68 -0.98 3.15 2.45
Target-Date 2035 -0.64 -2.18 -3.33 1.09 7.72 5.67
Allocation--85%+ Equity -1.15 -2.24 -4.65 1.86 8.37 6.07
Target-Date 2030 -0.70 -2.30 -3.16 0.61 6.96 5.18
Target-Date 2045 -0.69 -2.33 -3.71 1.32 8.44 6.09
Allocation--30% to 50% Equity -0.66 -2.34 -2.30 -0.30 4.50 3.34
Target-Date 2060+ -0.75 -2.37 -3.87 1.41 8.80 5.96
Target-Date 2055 -0.71 -2.40 -3.82 1.34 8.58 6.27
Target-Date 2040 -0.80 -2.50 -3.67 0.97 8.02 5.83
Target-Date 2050 -0.82 -2.63 -3.89 1.04 8.40 6.09
Tactical Allocation -0.92 -3.63 -3.46 -0.70 4.99 2.95
World Allocation -0.82 -4.63 -3.00 -1.88 5.09 2.84
International Equity Funds
World Large Stock -0.77 -3.37 -4.19 0.44 8.27 5.70
Latin America Stock 0.82 -6.34 8.31 0.98 16.98 -2.33
World Small/Mid Stock -2.82 -7.36 -7.19 -2.49 8.75 5.02
Japan Stock -2.95 -8.69 -4.08 -4.16 5.77 6.62
Foreign Large Growth -1.58 -9.43 -6.64 -6.29 5.34 3.07
Foreign Large Blend -1.72 -9.98 -5.04 -6.62 4.54 1.67
Europe Stock -1.90 -10.39 -5.81 -7.43 3.61 1.73
Foreign Large Value -2.01 -10.55 -4.13 -6.90 4.36 0.67
Diversified Pacific/Asia -0.44 -11.08 -5.08 -7.63 7.41 4.05
Foreign Small/Mid Growth -3.63 -12.31 -9.68 -7.11 6.02 4.41
Pacific/Asia ex-Japan Stk 1.50 -13.45 -5.71 -10.50 7.27 3.79
Foreign Small/Mid Blend -3.20 -13.56 -8.02 -8.84 6.19 3.31
Foreign Small/Mid Value -2.94 -14.03 -6.58 -9.37 5.17 2.26
Diversified Emerging Mkts 1.05 -14.30 -3.96 -10.22 6.88 0.97
China Region 3.51 -16.55 -4.28 -15.22 4.35 4.62
India Equity 4.24 -18.82 -11.43 -12.03 6.60 10.61
Taxable Bond Funds
Bank Loan -0.40 2.88 0.46 3.60 4.51 3.07
Ultrashort Bond 0.11 1.51 0.43 1.65 1.41 0.99
Short-Term Bond 0.04 0.46 0.07 0.51 1.40 1.16
Short Government 0.21 0.22 0.08 0.12 0.39 0.45
Nontraditional Bond -0.54 -0.24 -0.32 0.41 2.97 1.91
High Yield Bond -1.47 -0.41 -1.21 0.95 5.42 3.40
Multisector Bond -0.55 -1.11 -0.72 -0.31 3.58 2.65
Intermediate Government 0.25 -1.69 -0.85 -1.86 0.33 1.11
Intermediate-Term Bond -0.14 -2.06 -1.08 -1.79 1.54 1.88
Inflation-Protected Bond -0.64 -2.19 -2.09 -1.65 1.54 0.65
Preferred Stock -0.78 -2.62 -2.45 -1.74 3.99 4.65
World Bond -0.72 -2.81 -0.90 -1.99 2.22 0.68
Corporate Bond -0.75 -3.43 -1.71 -2.62 2.71 2.98
Emerging Markets Bond -0.76 -5.67 -0.05 -4.11 4.18 2.61
Long-Term Bond -0.93 -5.81 -3.32 -4.53 3.37 4.61
Long Government -0.08 -7.82 -4.74 -7.27 0.69 4.14
Emerging-Markets Local-Currency Bond 0.23 -8.52 1.02 -5.25 2.83 -1.52
Municipal Bond Funds
High Yield Muni -0.23 0.71 -1.51 1.38 3.51 5.33
Muni Single State Short 0.18 0.64 -0.48 0.35 0.76 1.06
Muni National Short 0.11 0.43 -0.27 0.22 0.72 0.85
Muni New Jersey 0.24 0.20 -1.01 0.50 2.35 3.32
Muni Pennsylvania 0.19 -0.39 -1.02 -0.19 1.88 3.28
Muni New York Long 0.14 -0.65 -1.32 -0.37 1.98 3.56
Muni California Intermediate 0.16 -0.75 -1.03 -0.67 1.40 2.59
Muni National Interm 0.21 -0.87 -0.97 -0.72 1.62 2.70
Muni Single State Long 0.24 -0.90 -0.99 -0.56 1.45 3.02
Muni Single State Interm 0.31 -1.05 -0.78 -0.90 1.17 2.30
Muni California Long 0.13 -1.09 -1.41 -0.64 2.20 4.06
Muni New York Intermediate 0.24 -1.12 -1.01 -1.01 1.24 2.45
Muni Minnesota 0.21 -1.20 -1.02 -0.88 1.40 2.75
Muni Ohio 0.31 -1.33 -0.96 -1.09 1.43 2.74
Muni National Long 0.26 -1.50 -1.31 -1.06 2.03 3.66
Muni Massachusetts 0.30 -1.67 -1.06 -1.36 1.22 2.73
Alternative Funds
Market Neutral 0.43 0.02 0.25 0.73 1.33 0.63
Options-based -0.02 -0.19 -2.04 1.98 4.91 3.63
Multicurrency 0.39 -0.41 0.03 -0.65 0.58 -0.22
Long-Short Credit -0.83 -0.46 -0.87 0.48 2.66 1.47
Long-Short Equity -0.60 -2.04 -2.97 0.88 3.76 2.83
Multialternative -0.45 -2.49 -1.97 -1.05 1.50 1.25
Bear Market 0.59 -4.35 4.83 -9.79 -20.26 -17.57
Managed Futures -0.55 -6.84 -4.63 -4.25 -2.39 1.17
Commodities
Commodities Broad Basket -6.21 -5.30 -0.82 -2.39 1.73 -7.23
Commodities Precious Metals -1.74 -9.12 3.22 -7.87 3.35 -3.64
Sector Equity Funds
Health -2.03 7.71 -4.36 12.44 7.75 11.39
Utilities 1.14 5.23 1.14 1.74 11.52 8.75
Technology -1.84 4.42 -7.56 5.69 17.40 14.48
Consumer Cyclical -0.91 0.25 -5.60 8.10 8.04 6.90
Real Estate 3.26 -0.94 -2.84 -0.54 6.04 7.78
Communications -1.00 -2.00 -2.78 3.93 6.61 5.14
Consumer Defensive 3.19 -2.31 0.22 3.99 7.05 7.33
Global Real Estate 4.06 -2.73 -1.57 0.46 5.28 4.22
Industrials -1.74 -4.15 -5.07 3.08 11.58 8.22
Financial -0.19 -4.37 -6.14 0.55 9.62 8.17
Infrastructure -0.19 -5.62 -3.90 -3.85 6.81 4.80
Energy Limited Partnership -6.81 -6.51 -10.18 -0.59 0.63 -4.36
Natural Resources -3.64 -10.20 -5.05 -3.42 8.14 -0.84
Equity Energy -13.08 -11.62 -11.61 -3.70 -1.73 -9.99
Equity Precious Metals -7.46 -23.46 -2.24 -18.72 10.08 -4.45