Fund Category Performance: Total Returns

Data through 12/7/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Value 15.87 26.25 11.41 22.75 7.76 13.88
Small Blend 13.99 21.00 8.81 17.79 6.89 13.40
Mid-Cap Value 10.07 19.23 6.99 16.78 8.17 13.96
Mid-Cap Blend 9.24 15.47 5.46 13.09 7.17 13.34
Large Value 7.92 15.11 5.65 13.26 7.79 13.00
Small Growth 10.39 12.48 3.88 9.97 5.01 12.21
Large Blend 5.87 10.72 3.31 8.83 7.82 13.14
Mid-Cap Growth 6.29 7.60 1.21 5.66 5.67 11.66
Large Growth 3.02 3.91 0.05 2.23 7.02 12.70
Allocation Funds
Target-Date 2050 3.58 8.54 0.39 6.94 4.77 9.18
Target-Date 2055 3.72 8.34 0.57 6.73 4.87 9.92
Target-Date 2045 3.60 8.26 0.50 6.67 4.70 9.58
Target-Date 2040 3.33 8.24 0.27 6.70 4.59 8.83
Allocation--70% to 85% Equity 3.58 8.19 0.78 6.82 4.42 8.66
Target-Date 2035 3.05 7.86 0.22 6.36 4.50 8.94
Convertibles 3.24 7.61 0.86 6.33 3.40 8.12
Target-Date 2030 2.46 7.57 -0.18 6.18 4.27 7.94
Allocation--50% to 70% Equity 2.70 7.49 0.49 6.18 4.54 8.01
Target-Date 2025 1.90 6.94 -0.42 5.66 4.05 7.70
Allocation--30% to 50% Equity 1.02 6.53 -0.80 5.60 3.26 5.57
Target-Date 2020 1.28 6.38 -0.74 5.23 3.67 6.42
Target-Date 2015 1.04 6.25 -0.77 5.15 3.60 6.47
Tactical Allocation 2.46 6.09 -0.48 4.96 1.59 4.24
World Allocation 1.25 6.02 -1.42 4.93 1.62 5.11
Target Date 2010 0.78 6.00 -0.87 5.00 3.46 5.75
Target-Date Retirement 0.36 5.19 -1.15 4.33 2.89 4.32
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock -11.09 30.25 -9.01 23.05 -9.12 -7.66
Diversified Emerging Mkts -3.08 9.59 -5.84 7.58 -2.70 0.94
World Stock 2.70 5.86 -1.05 4.36 3.15 8.88
Pacific/Asia ex-Japan Stk -2.36 5.39 -6.13 5.29 1.33 4.72
Diversified Pacific/Asia -1.34 5.23 -3.57 5.13 2.34 6.90
Foreign Small/Mid Value 0.55 4.24 -2.77 3.42 0.43 7.22
Foreign Large Value 2.52 3.62 -0.97 2.12 -1.33 4.97
China Region -1.16 2.24 -3.98 0.62 0.50 5.33
India Equity -6.98 2.03 -10.66 4.71 12.04 7.64
Japan Stock 1.25 2.03 1.88 0.86 5.41 9.28
Foreign Small/Mid Blend 0.30 1.91 -3.39 1.46 1.17 8.00
Foreign Large Blend 0.87 0.88 -3.47 -0.67 -0.99 5.24
Foreign Large Growth -1.39 -1.97 -6.56 -3.59 -0.73 5.60
Foreign Small/Mid Growth -2.18 -2.94 -6.88 -3.74 0.52 8.17
Europe Stock 1.55 -3.33 -4.28 -5.00 -1.59 6.41
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 0.90 12.31 1.14 10.31 3.13 6.16
Emerging Markets Bond -2.66 9.90 -3.41 8.39 2.63 3.75
Bank Loan 0.98 8.59 1.94 7.51 2.69 4.43
Multisector Bond -0.60 7.07 -0.98 6.11 3.02 4.47
Corporate Bond -1.92 6.07 -2.89 5.09 3.97 4.15
Long-Term Bond -4.68 5.84 -8.19 4.67 6.65 5.06
Preferred Stock -1.30 5.08 -2.57 5.59 6.34 7.81
Nontraditional Bond -0.06 4.75 0.29 4.28 1.78 2.76
Inflation-Protected Bond -1.31 4.65 -1.37 4.00 1.29 0.43
World Bond -2.58 3.91 -4.36 3.36 0.47 1.43
Intermediate-Term Bond -1.90 3.28 -2.65 2.72 2.74 2.79
Short-Term Bond -0.47 2.07 -0.42 1.74 1.05 1.50
Long Government -7.15 1.88 -12.05 1.11 7.49 2.94
Ultrashort Bond 0.07 1.76 0.28 1.65 0.67 0.98
Intermediate Government -1.81 1.24 -2.19 0.98 2.03 1.31
Short Government -0.64 0.63 -0.72 0.48 0.60 0.47
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni -4.11 0.70 -5.39 1.35 6.20 5.35
Muni New York Long -3.09 0.65 -4.23 1.17 4.71 3.44
Muni New Jersey -3.24 0.61 -4.18 1.31 4.13 3.18
Muni Single State Long -2.66 0.60 -3.62 1.09 4.36 3.13
Muni Pennsylvania -2.76 0.33 -3.77 0.85 4.57 3.46
Muni Ohio -2.62 0.21 -3.68 0.75 3.81 2.97
Muni National Long -3.26 -0.05 -4.62 0.60 4.66 3.84
Muni Massachusetts -2.72 -0.06 -3.77 0.42 3.84 2.87
Muni California Long -3.87 -0.10 -5.25 0.69 5.40 4.82
Muni National Short -1.17 -0.16 -1.42 -0.05 0.77 0.89
Muni Single State Short -1.84 -0.16 -2.17 0.01 1.24 1.19
Muni Minnesota -2.70 -0.20 -3.64 0.23 3.63 2.99
Muni National Interm -2.79 -0.22 -3.77 0.27 3.18 2.81
Muni Single State Interm -2.56 -0.33 -3.47 0.07 2.70 2.12
Muni New York Intermediate -2.73 -0.47 -3.79 -0.01 2.94 2.36
Muni California Intermediate -3.27 -0.66 -4.29 -0.13 3.27 2.94
Alternative Funds
Multicurrency 0.06 3.72 -0.50 3.41 0.20 -0.10
Long-Short Equity 3.36 2.33 1.38 1.21 1.63 5.27
Market Neutral 1.50 2.21 2.03 1.79 0.73 1.60
Multialternative 0.87 1.12 -0.79 0.35 0.84 2.97
Managed Futures -1.09 -3.80 -5.57 -4.08 1.85 -0.87
Bear Market -7.74 -21.73 -5.91 -20.07 -16.82 -21.81
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 -5.92 13.50 -11.69 10.97 -3.99 -9.06
Commodities Broad Basket 3.82 11.83 3.68 10.15 -11.23 -9.39
Sector Equity Funds
Equity Precious Metals -9.35 60.38 -23.24 56.95 3.63 -15.35
Equity Energy 13.16 30.90 9.61 26.66 -8.09 -2.06
Natural Resources 10.26 30.28 7.09 26.86 -2.41 0.13
Energy Limited Partnership 5.98 22.49 -0.44 34.96 -4.19 2.33
Industrials 11.04 20.81 8.75 17.60 8.18 15.13
Financial 14.96 18.67 14.84 15.37 8.53 15.58
Technology 2.18 11.56 1.31 9.15 11.46 14.12
Utilities -1.14 10.89 -4.78 13.71 6.47 8.71
Communications 3.70 10.00 -1.61 8.80 5.04 9.99
Consumer Cyclical 7.36 7.79 2.62 5.06 6.43 14.44
Real Estate 2.83 5.50 -7.20 7.57 11.22 11.27
Consumer Defensive -1.08 3.76 -4.97 3.57 7.65 12.01
Global Real Estate 0.35 1.69 -8.60 2.05 4.40 8.41
Health 1.52 -11.37 -6.62 -9.68 7.44 17.07
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---