Fund Category Performance: Total Returns

Data through 7/21/2017. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth 2.31 17.91 8.33 19.29 9.95 14.64
Mid-Cap Growth 1.99 14.72 6.82 16.90 8.30 13.43
Small Growth 2.48 12.13 6.40 20.36 8.87 13.49
Large Blend 1.77 10.77 5.44 15.73 8.09 13.77
Mid-Cap Blend 2.40 7.94 3.95 15.31 6.45 13.44
Large Value 1.65 6.89 4.11 14.43 6.69 12.92
Mid-Cap Value 2.44 6.17 3.22 15.29 6.55 13.79
Small Blend 2.82 4.61 3.32 17.77 7.18 13.14
Small Value 3.17 1.61 2.08 17.71 6.39 12.87
Allocation Funds
Target-Date 2060+ 2.19 12.57 6.29 16.04 6.32 11.68
Target-Date 2055 2.19 12.48 6.27 15.91 6.19 10.97
Target-Date 2045 2.13 12.19 6.11 15.57 6.00 10.59
Target-Date 2050 2.09 12.03 6.00 15.23 5.93 10.39
Allocation--85%+ Equity 2.21 11.71 6.03 15.97 5.97 11.44
Target-Date 2040 1.97 11.47 5.69 14.43 5.68 9.93
Target-Date 2035 1.92 11.14 5.55 14.00 5.59 9.84
Target-Date 2030 1.65 9.83 4.81 11.93 5.04 8.72
Allocation--70% to 85% Equity 1.85 9.76 4.83 12.64 4.90 9.66
Convertibles 1.77 9.21 4.82 13.23 3.85 9.26
World Allocation 1.63 9.01 4.57 9.91 2.50 6.22
Target-Date 2025 1.49 8.92 4.35 10.60 4.69 8.17
Allocation--50% to 70% Equity 1.43 7.88 3.89 10.01 4.55 8.22
Target-Date 2020 1.23 7.46 3.56 8.47 4.02 6.76
Target-Date 2015 1.17 7.01 3.29 7.94 3.89 6.78
Tactical Allocation 1.32 6.80 3.50 7.83 2.00 4.81
Target Date 2010 1.07 6.43 3.00 7.05 3.71 5.99
Allocation--30% to 50% Equity 1.16 6.13 2.82 6.81 3.29 5.81
Target-Date Retirement 0.88 5.53 2.52 5.57 3.03 4.42
Allocation--15% to 30% Equity 0.80 4.41 1.93 4.61 2.45 3.67
International Equity Funds
India Equity 2.83 30.83 7.10 24.55 10.68 13.45
China Region 4.94 27.30 12.62 26.13 7.91 10.12
Pacific/Asia ex-Japan Stk 3.96 26.18 10.99 21.73 5.56 8.59
Diversified Emerging Mkts 5.19 23.53 10.09 21.73 1.54 5.12
Foreign Small/Mid Growth 3.08 22.54 10.91 19.84 5.58 11.64
Foreign Large Growth 2.53 21.46 10.48 18.26 3.93 9.39
Foreign Small/Mid Blend 3.22 21.18 10.02 23.69 5.41 12.00
Diversified Pacific/Asia 2.98 20.21 9.87 19.25 5.93 10.19
Latin America Stock 10.79 20.02 5.86 16.38 -6.57 -3.37
Foreign Small/Mid Value 3.66 18.07 8.73 20.96 3.22 10.75
Europe Stock 1.68 17.27 9.47 20.03 2.59 9.99
Foreign Large Blend 2.53 17.24 9.06 18.90 2.38 8.57
World Large Stock 2.25 15.66 7.95 17.36 5.50 11.22
Foreign Large Value 2.99 15.13 8.51 19.58 0.93 8.15
Japan Stock 1.29 13.27 8.05 19.76 8.32 12.45
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 2.70 11.62 4.07 8.06 -2.64 -0.96
Preferred Stock 1.35 8.10 3.27 8.27 5.88 6.75
Emerging Markets Bond 1.14 7.56 2.13 6.85 2.80 3.27
Long-Term Bond 0.24 7.30 3.22 1.04 5.26 4.37
Long Government -1.09 6.55 2.35 -6.46 5.27 1.83
World Bond 1.11 5.57 2.51 2.67 0.64 1.66
High Yield Bond 1.16 4.98 2.21 9.00 3.50 5.64
Multisector Bond 0.81 4.62 1.94 5.47 2.84 4.02
Corporate Bond 0.52 4.60 2.14 2.80 3.46 3.66
Nontraditional Bond 0.61 3.22 1.48 5.04 2.10 2.54
Intermediate-Term Bond 0.24 3.20 1.26 1.16 2.44 2.32
Bank Loan 0.61 2.10 0.88 5.84 2.77 3.80
Intermediate Government 0.02 1.60 0.44 -0.65 1.49 0.95
Short-Term Bond 0.26 1.49 0.53 1.39 1.21 1.25
Inflation-Protected Bond 0.26 1.10 -0.26 0.32 0.03 -0.40
Ultrashort Bond 0.15 0.87 0.38 1.44 0.83 0.86
Short Government 0.09 0.66 0.14 -0.03 0.59 0.35
Municipal Bond Funds
High Yield Muni 0.46 5.47 1.87 0.62 5.08 4.30
Muni California Long 0.29 4.61 1.84 -0.19 4.15 3.77
Muni National Long 0.38 4.15 1.72 -0.16 3.57 3.05
Muni California Intermediate 0.28 4.09 1.59 -0.16 2.90 2.70
Muni New York Long 0.24 4.08 1.48 0.21 3.82 2.85
Muni National Interm 0.30 3.79 1.44 0.12 2.74 2.44
Muni New York Intermediate 0.25 3.68 1.43 -0.02 2.91 2.39
Muni Pennsylvania 0.19 3.67 1.35 0.14 3.47 2.71
Muni New Jersey 0.25 3.47 1.34 -0.32 3.14 2.41
Muni Massachusetts 0.14 3.43 1.27 -0.34 2.94 2.20
Muni Minnesota 0.18 3.39 1.38 -0.03 2.85 2.49
Muni Ohio 0.10 3.17 1.14 -0.31 2.95 2.35
Muni Single State Interm 0.13 3.09 1.15 -0.25 2.41 1.98
Muni Single State Long 0.10 2.97 1.03 -0.26 3.10 2.19
Muni Single State Short 0.09 2.07 0.58 -0.08 1.37 1.10
Muni National Short 0.19 1.87 0.60 0.41 0.92 0.92
Alternative Funds
Long-Short Equity 1.31 5.83 2.98 8.29 2.65 6.56
Option Writing 0.90 4.75 2.53 7.17 2.94 5.97
Multicurrency 0.23 3.47 0.77 3.61 1.07 0.29
Multialternative 0.32 3.05 1.49 3.13 0.80 2.88
Long-Short Credit 0.73 2.72 1.34 4.53 1.25 2.07
Market Neutral 0.56 0.96 0.29 2.63 0.05 0.83
Managed Futures -2.47 -2.02 -1.12 -6.38 1.75 0.34
Bear Market -3.75 -17.34 -9.25 -26.11 -17.94 -22.57
Commodities
Commodities Precious Metals -0.12 7.21 -4.01 -7.62 -5.21 -6.03
Commodities Broad Basket 4.21 -5.60 -1.97 -2.74 -14.18 -10.37
Sector Equity Funds
Technology 3.07 25.38 11.43 33.84 15.43 18.67
Health 1.75 21.34 11.01 14.04 10.65 17.83
Infrastructure 2.73 14.69 6.35 10.02 3.07 10.18
Utilities 1.16 11.94 4.80 6.72 6.41 9.95
Consumer Cyclical 1.09 10.48 3.00 12.06 7.66 13.61
Industrials 2.32 9.97 5.01 19.75 7.86 15.90
Consumer Defensive 0.18 9.12 2.31 4.15 8.89 12.34
Global Real Estate 0.89 8.20 2.59 1.07 3.04 7.30
Equity Precious Metals 1.93 6.93 -3.56 -18.79 -4.84 -8.65
Financial 2.96 6.93 6.09 29.62 9.38 15.22
Communications 1.23 6.30 2.27 7.52 5.28 10.00
Real Estate -0.01 3.45 -0.09 -2.47 6.88 8.44
Natural Resources 5.80 0.02 1.08 7.79 -6.87 0.74
Energy Limited Partnership 8.86 -4.10 -4.14 3.26 -10.08 0.68
Equity Energy 4.78 -16.13 -6.80 -4.45 -17.82 -4.73