Fund Category Performance: Total Returns

Data through 4/18/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.17 6.02 2.62 24.39 9.97 13.92
Large Growth -1.75 5.53 -0.27 25.08 11.63 15.13
Mid-Cap Growth -1.09 4.70 0.07 22.71 9.10 13.39
Small Blend -0.12 2.17 -0.63 15.03 8.37 12.17
Large Blend -1.28 1.43 -2.97 16.66 9.57 12.72
Mid-Cap Blend -0.75 1.23 -2.09 14.01 7.27 11.78
Small Value 0.13 0.36 -2.07 11.25 7.75 10.95
Mid-Cap Value -0.52 0.00 -2.89 11.01 7.41 11.37
Large Value -0.85 -0.31 -4.10 12.91 8.08 11.21
Allocation Funds
Convertibles -0.52 3.75 0.94 12.50 5.23 8.45
Target-Date 2055 -0.45 1.66 -2.20 16.65 7.90 10.12
Target-Date 2060+ -0.46 1.61 -2.24 16.81 8.27 10.45
Target-Date 2045 -0.43 1.56 -2.17 16.10 7.65 9.73
Target-Date 2050 -0.42 1.50 -2.22 16.20 7.69 9.78
Allocation--85%+ Equity -0.55 1.45 -2.40 15.06 7.11 10.44
Target-Date 2040 -0.37 1.32 -2.12 15.10 7.28 9.29
Target-Date 2035 -0.34 1.21 -2.00 14.12 6.93 8.91
Allocation--70% to 85% Equity -0.37 0.90 -2.22 12.55 5.98 8.56
Target-Date 2030 -0.21 0.85 -1.86 12.32 6.21 8.02
Target-Date 2025 -0.15 0.60 -1.68 10.58 5.50 7.21
World Allocation 0.10 0.53 -2.16 10.65 4.20 5.48
Target-Date 2020 -0.06 0.31 -1.48 8.68 4.69 6.18
Allocation--50% to 70% Equity -0.35 0.26 -2.18 9.67 5.14 7.20
Target-Date 2015 -0.04 0.22 -1.36 7.71 4.43 5.94
Target Date 2010 -0.01 0.10 -1.22 6.57 4.07 5.39
Tactical Allocation -0.49 0.01 -2.74 9.30 3.53 4.80
Allocation--30% to 50% Equity 0.07 -0.15 -1.60 6.32 3.76 5.01
Target-Date Retirement 0.08 -0.24 -1.21 5.34 3.19 4.07
Allocation--15% to 30% Equity 0.15 -0.65 -1.27 3.08 2.43 2.97
International Equity Funds
Latin America Stock -0.75 7.82 0.76 22.31 10.43 -1.37
Foreign Small/Mid Growth 0.49 4.34 -0.04 29.51 11.13 11.12
Foreign Large Growth 0.11 2.23 -2.31 22.15 7.05 8.47
Foreign Small/Mid Blend 0.96 1.98 -1.82 22.81 9.87 10.19
World Small/Mid Stock 0.10 1.95 -1.47 20.04 9.26 11.07
Europe Stock 2.03 1.94 -2.32 18.50 6.24 8.43
World Large Stock -0.40 1.90 -2.48 18.34 7.86 10.15
Diversified Emerging Mkts -2.32 1.83 -3.27 22.69 6.23 4.94
Foreign Small/Mid Value 1.19 1.55 -2.11 20.04 7.90 9.02
Foreign Large Blend 0.92 1.54 -2.78 18.58 5.57 7.00
Foreign Large Value 1.45 1.11 -3.23 16.95 4.61 6.28
Japan Stock 0.79 0.63 -3.41 22.63 9.18 10.83
Pacific/Asia ex-Japan Stk -2.74 0.47 -3.51 23.29 6.57 7.69
China Region -5.52 0.10 -6.11 27.81 4.32 10.79
Diversified Pacific/Asia -1.32 0.10 -3.95 21.05 7.82 7.80
India Equity 2.11 -5.12 -5.77 14.03 7.28 12.09
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 1.13 4.22 1.22 10.91 3.96 -0.68
Bank Loan 0.41 1.50 1.00 3.83 3.34 3.17
World Bond 0.53 1.29 0.48 5.02 2.60 1.31
Nontraditional Bond 0.31 0.57 -0.03 3.24 2.61 1.78
Ultrashort Bond 0.16 0.34 0.29 1.27 1.02 0.80
High Yield Bond 0.95 0.24 -0.38 4.22 3.94 3.95
Multisector Bond 0.39 -0.22 -0.44 3.22 2.96 2.83
Emerging Markets Bond 0.31 -0.26 -1.16 4.63 4.94 2.51
Short-Term Bond 0.11 -0.34 -0.20 0.39 0.99 0.99
Short Government 0.00 -0.43 -0.18 -0.46 0.08 0.21
Inflation-Protected Bond 0.81 -0.52 -0.09 0.42 0.58 -0.18
Preferred Stock -0.11 -1.41 -0.98 2.94 4.30 4.30
Intermediate Government 0.05 -1.55 -0.83 -1.42 0.05 0.66
Intermediate-Term Bond 0.15 -1.57 -0.98 0.01 1.03 1.55
Corporate Bond 0.21 -2.26 -1.63 0.99 1.94 2.60
Long-Term Bond 0.48 -2.86 -1.86 2.26 2.28 3.44
Long Government 0.64 -4.46 -2.07 -1.37 -0.56 1.96
Municipal Bond Funds
High Yield Muni 0.86 0.21 0.41 3.93 3.58 3.60
Muni Single State Short 0.18 -0.13 -0.04 -0.22 0.51 0.65
Muni National Short -0.02 -0.14 -0.17 0.33 0.63 0.64
Muni New Jersey 0.61 -0.43 -0.09 1.95 2.06 2.04
Muni New York Long 0.59 -0.54 -0.20 1.26 2.12 2.21
Muni Pennsylvania 0.51 -0.63 -0.21 1.39 1.93 2.12
Muni California Intermediate 0.26 -0.90 -0.67 1.14 1.57 2.00
Muni California Long 0.49 -0.91 -0.52 2.10 2.51 3.09
Muni Minnesota 0.36 -0.95 -0.61 1.29 1.67 1.96
Muni National Interm 0.27 -0.98 -0.70 1.15 1.69 1.92
Muni New York Intermediate 0.18 -1.05 -0.79 0.61 1.50 1.77
Muni Single State Interm 0.22 -1.08 -0.75 0.45 1.28 1.59
Muni Single State Long 0.30 -1.08 -0.76 0.52 1.41 1.66
Muni National Long 0.40 -1.24 -0.81 1.86 2.20 2.47
Muni Ohio 0.19 -1.39 -1.03 0.10 1.36 1.71
Muni Massachusetts 0.31 -1.52 -1.05 0.27 1.31 1.58
Alternative Funds
Long-Short Equity -0.61 0.75 -2.19 8.94 3.69 5.07
Long-Short Credit 0.37 0.43 -0.14 2.62 1.96 1.65
Multicurrency 0.14 0.19 -0.01 -0.55 0.31 -0.39
Market Neutral 0.20 0.12 -0.77 1.94 1.00 0.80
Multialternative 0.11 -0.25 -1.73 3.93 0.81 2.25
Options-based -0.66 -1.14 -2.37 5.04 3.83 4.78
Managed Futures 1.12 -1.82 -5.31 2.40 -2.72 2.24
Bear Market 0.57 -5.75 0.68 -25.34 -19.51 -22.37
Commodities
Commodities Broad Basket 4.06 3.68 2.50 9.10 -2.15 -6.30
Commodities Precious Metals 2.90 2.19 -0.02 1.83 2.06 -2.92
Sector Equity Funds
Technology -2.78 8.74 1.97 33.63 18.60 21.10
Health -1.98 4.26 -0.92 19.27 3.47 14.89
Equity Energy 9.70 2.58 -2.43 6.28 -6.44 -3.74
Consumer Cyclical -0.68 2.16 -2.88 17.80 7.60 12.02
Natural Resources 3.40 1.31 -2.35 17.07 4.59 4.04
Industrials -0.05 1.16 -3.17 20.51 11.11 14.90
Financial -3.80 0.24 -3.68 17.73 11.41 13.48
Communications -0.99 -0.37 -1.36 3.04 6.06 8.15
Global Real Estate 1.10 -1.47 -1.31 6.06 3.10 4.12
Equity Precious Metals 7.66 -1.69 -3.01 -2.98 8.12 -1.88
Utilities 1.69 -1.71 1.58 2.40 6.92 8.04
Infrastructure 1.32 -2.08 -2.93 5.65 3.63 6.89
Consumer Defensive 0.22 -3.25 -4.08 4.86 6.02 9.44
Energy Limited Partnership 2.68 -5.06 -9.15 -11.76 -10.39 -3.40
Real Estate 0.09 -6.33 -1.67 -4.62 2.28 5.21