Fund Category Performance: Total Returns

Data through 7/22/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Value 0.49 7.92 5.31 16.73 14.98 16.64
Large Blend 0.85 7.40 5.46 18.21 14.64 16.75
Mid-Cap Value -0.26 7.38 4.48 17.91 14.99 19.25
Mid-Cap Blend -0.43 5.71 3.58 16.84 13.46 18.60
Large Growth 1.12 5.44 5.20 20.07 13.77 16.83
Small Value -1.39 2.85 1.28 13.17 13.28 18.43
Mid-Cap Growth -0.83 2.80 2.71 15.39 11.73 17.80
Small Blend -1.68 1.67 0.89 13.00 12.73 18.35
Small Growth -2.72 -2.32 -0.51 11.02 10.97 18.28
Allocation Funds
Convertibles -0.15 6.69 3.46 15.05 9.15 12.93
Target Date 2046-2050 0.26 6.06 4.27 14.56 10.19 13.84
Aggressive Allocation 0.26 5.99 3.96 14.07 10.15 13.49
Target-Date 2051+ 0.24 5.98 4.20 15.33 10.79 13.98
Target Date 2041-2045 0.21 5.92 4.10 14.80 10.60 14.15
Target Date 2036-2040 0.27 5.90 4.11 14.02 9.81 13.53
Moderate Allocation 0.40 5.76 3.63 12.02 9.30 11.98
Target Date 2031-2035 0.22 5.76 3.91 13.87 9.84 13.63
Target Date 2026-2030 0.29 5.62 3.77 12.55 8.90 12.56
Target Date 2021-2025 0.26 5.47 3.46 11.85 8.55 12.30
World Allocation 0.07 5.45 3.26 10.86 6.36 10.77
Target Date 2016-2020 0.32 5.14 3.20 10.19 7.44 10.85
Tactical Allocation 0.24 4.98 3.27 8.92 5.90 9.42
Conservative Allocation 0.20 4.95 2.58 8.11 6.16 8.98
Target Date 2011-2015 0.29 4.89 2.86 9.15 6.66 10.01
Target Date 2000-2010 0.29 4.65 2.70 8.50 6.18 9.37
Retirement Income 0.30 4.40 2.53 7.59 5.80 8.75
International Equity Funds
India Equity 4.02 30.21 18.09 32.71 0.28 8.74
Latin America Stock 3.74 11.37 9.71 11.10 -3.91 6.62
Pacific/Asia ex-Japan Stk 3.66 9.86 5.90 14.82 3.67 9.10
Diversified Emerging Mkts 2.84 8.07 7.04 13.84 0.55 8.32
World Stock 0.03 5.76 3.89 16.48 10.22 13.85
Diversified Pacific/Asia 2.62 5.18 7.07 10.59 5.09 9.50
Foreign Small/Mid Value -0.97 4.91 1.98 18.15 7.63 12.98
Foreign Small/Mid Blend -0.63 4.63 1.78 17.22 9.05 14.14
Foreign Large Value -1.05 4.47 2.80 15.44 6.76 9.87
Japan Stock 1.09 4.19 10.62 6.65 7.07 9.11
Miscellaneous Region 0.04 3.56 3.78 13.92 3.39 10.00
Foreign Small/Mid Growth -0.47 3.48 2.44 15.38 9.20 15.71
Foreign Large Blend -0.80 3.38 2.82 13.74 6.32 10.09
Foreign Large Growth -0.43 2.81 2.85 13.06 6.52 11.04
China Region 4.14 2.22 5.83 17.59 2.39 7.00
Europe Stock -2.57 1.57 -0.76 16.01 8.46 12.27
Taxable Bond Funds
Long Government 3.18 14.42 5.07 7.95 8.53 8.46
Preferred Stock 0.51 9.89 3.25 8.37 8.91 14.72
Long-Term Bond 1.57 7.25 3.21 5.83 6.08 7.19
Emerging Markets Bond 1.08 7.10 4.10 4.94 3.70 8.85
Corporate Bond 0.80 6.53 2.44 7.28 6.27 8.46
Inflation-Protected Bond 0.77 5.11 2.64 2.57 2.14 4.94
World Bond 0.56 4.96 1.94 5.61 3.10 5.55
Multisector Bond 0.21 4.93 2.02 6.47 5.55 8.97
High Yield Bond -0.52 4.28 1.31 7.35 7.66 11.86
Intermediate-Term Bond 0.49 4.16 1.75 4.47 3.82 5.73
Intermediate Government 0.32 3.21 1.45 2.91 2.12 3.47
Nontraditional Bond -0.10 2.37 0.85 2.79 2.86 5.59
Bank Loan 0.16 2.03 1.21 4.09 4.97 7.44
Short-Term Bond 0.11 1.21 0.53 1.83 1.73 3.00
Short Government 0.04 0.64 0.30 0.57 0.56 1.44
Ultrashort Bond 0.04 0.46 0.20 0.85 0.93 1.56
Municipal Bond Funds
High Yield Muni -0.08 8.91 2.53 7.83 6.73 8.28
Muni California Long 0.49 7.92 2.15 8.88 6.65 6.92
Muni National Long 0.33 6.90 1.77 7.12 5.30 5.78
Muni New York Long 0.25 6.85 1.77 6.46 4.66 5.47
Muni New Jersey 0.10 6.73 1.41 6.00 4.87 5.49
Muni Single State Long 0.08 6.62 1.64 5.43 4.31 5.10
Muni Pennsylvania 0.34 6.49 1.65 6.00 4.58 5.20
Muni Massachusetts 0.39 6.13 1.58 5.71 4.25 4.91
Muni Minnesota 0.53 5.82 1.68 6.67 4.67 5.28
Muni Ohio 0.28 5.75 1.45 5.90 4.17 4.65
Muni National Interm 0.42 4.64 1.26 5.48 4.01 4.71
Muni Single State Interm 0.44 4.53 1.25 5.08 3.54 4.00
Muni California Intermediate 0.50 4.49 1.19 5.78 4.14 4.69
Muni New York Intermediate 0.43 4.13 1.15 4.77 3.52 4.00
Muni Single State Short -0.27 2.08 0.24 1.94 1.96 2.81
Muni National Short 0.10 1.25 0.35 1.74 1.52 2.02
Alternative Funds
Trading-Leveraged Commodities 4.37 31.08 14.33 49.28 -2.48 18.86
Trading-Leveraged Debt 4.34 18.19 6.67 9.87 11.10 8.90
Trading-Leveraged Equity 1.99 9.86 9.53 26.98 15.76 22.35
Long/Short Equity 0.28 3.33 2.62 8.65 6.40 8.92
Multialternative 0.12 1.92 1.67 3.68 2.08 4.96
Multicurrency 0.52 1.65 1.38 -0.02 -1.03 1.53
Market Neutral 0.56 1.30 0.99 2.19 0.94 1.68
Managed Futures 0.90 -0.18 2.13 0.42 -3.82 -1.86
Trading-Miscellaneous -0.61 -4.35 -1.78 -4.35 -5.32 -7.55
Trading-Inverse Commodities 2.45 -8.08 0.24 -8.15 2.29 -14.15
Trading-Inverse Debt -1.99 -10.50 -4.69 -10.12 -12.16 -13.35
Bear Market -1.92 -11.19 -8.19 -25.82 -23.45 -26.74
Trading-Inverse Equity -7.08 -16.78 -13.87 -30.04 -21.03 -33.24
Volatility 2.35 --- -16.98 --- --- ---
Commodities
Commodities Precious Metals -0.91 7.85 1.65 -3.40 --- ---
Commodities Broad Basket -4.50 2.60 -3.81 0.51 -6.90 1.87
Sector Equity Funds
Equity Precious Metals 2.51 27.91 13.48 6.10 -21.69 -4.00
Real Estate 2.08 18.90 6.66 9.68 9.93 22.65
Energy Limited Partnership 2.34 17.17 9.91 22.59 14.70 ---
Equity Energy -1.18 14.84 6.24 22.31 3.83 12.12
Utilities -0.92 13.62 4.23 16.66 13.10 14.60
Global Real Estate 1.98 12.18 6.83 10.65 8.51 14.86
Natural Resources -0.40 10.82 4.90 18.20 0.72 10.71
Health -0.82 10.33 6.06 24.41 22.09 21.79
Technology 1.91 8.16 6.48 26.47 12.78 16.63
Industrials -0.93 6.06 2.80 22.49 15.77 21.18
Consumer Defensive -0.90 4.50 2.79 10.96 13.58 16.73
Communications 0.85 2.95 4.28 14.34 10.47 13.92
Financial -0.71 2.68 2.34 11.86 13.72 13.56
Miscellaneous Sector -1.15 1.34 0.48 14.21 7.32 13.27
Consumer Cyclical -0.06 0.24 2.19 12.14 16.13 21.44