Fund Category Performance: Total Returns

Data through 5/29/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 0.60 6.35 1.63 13.33 17.64 15.57
Small Growth 0.57 5.98 1.82 13.41 17.91 15.84
Large Growth 0.41 5.20 0.71 13.26 18.16 15.88
Mid-Cap Blend 0.25 4.15 0.92 9.02 18.30 14.91
Mid-Cap Value 0.25 3.57 0.96 8.52 18.99 14.94
Small Blend -0.42 3.11 0.99 7.24 17.21 14.21
Large Blend 0.31 3.05 0.52 9.93 17.97 15.01
Large Value 0.11 2.18 0.58 7.76 17.58 14.29
Small Value -0.84 1.86 0.79 4.37 16.74 12.98
Allocation Funds
Convertibles 0.87 5.15 2.16 6.01 13.62 10.75
Target-Date 2051+ -0.34 4.72 1.01 6.63 14.73 12.40
Target Date 2041-2045 -0.34 4.63 0.99 6.40 13.98 12.21
Target Date 2046-2050 -0.42 4.60 0.92 6.30 13.60 11.62
Target Date 2036-2040 -0.41 4.37 0.84 5.97 13.02 11.32
Target Date 2031-2035 -0.35 4.27 0.86 5.90 12.99 11.63
Aggressive Allocation -0.28 3.87 0.71 6.01 13.48 11.39
Target Date 2026-2030 -0.42 3.81 0.65 5.19 11.44 10.32
Target Date 2021-2025 -0.39 3.46 0.55 4.80 10.81 10.25
World Allocation -0.76 3.38 0.44 1.23 8.49 8.10
Moderate Allocation -0.16 2.98 0.47 5.36 11.31 10.18
Target Date 2016-2020 -0.43 2.90 0.35 3.98 8.89 8.63
Target Date 2011-2015 -0.34 2.64 0.33 3.44 8.33 8.04
Target Date 2000-2010 -0.38 2.43 0.32 2.99 7.37 7.38
Tactical Allocation -0.86 2.27 -0.09 1.40 6.29 6.30
Conservative Allocation -0.36 2.13 0.19 2.36 6.91 7.13
Retirement Income -0.42 1.94 0.02 2.61 5.43 5.88
International Equity Funds
China Region -1.51 19.42 15.87 27.33 15.91 9.26
Japan Stock -1.11 15.32 5.93 14.42 15.20 10.12
Diversified Pacific/Asia -1.67 11.71 5.15 10.93 14.31 9.55
Foreign Small/Mid Value -0.06 10.87 4.95 -0.54 15.35 10.35
Foreign Small/Mid Growth 0.44 10.52 4.62 2.13 15.37 13.06
Foreign Small/Mid Blend 0.20 10.14 4.55 0.69 15.74 12.27
Europe Stock 0.90 9.59 2.62 -1.98 15.62 11.37
Foreign Large Growth -0.13 9.19 3.01 3.33 13.12 10.27
Foreign Large Blend -0.66 8.94 2.73 0.61 13.29 9.25
Pacific/Asia ex-Japan Stk -2.17 8.50 3.97 8.02 11.10 8.49
Foreign Large Value -1.11 8.38 2.32 -2.31 13.34 8.73
World Stock -0.27 5.72 1.72 4.88 15.10 12.11
India Equity 2.79 4.35 -4.46 23.58 20.47 7.05
Diversified Emerging Mkts -3.52 4.22 1.33 -2.72 5.27 3.88
Latin America Stock -6.90 -7.57 -5.68 -22.92 -7.10 -4.35
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
High Yield Bond 0.32 3.75 1.11 1.05 7.07 8.10
Bank Loan 0.14 2.95 1.31 2.07 4.67 5.08
Preferred Stock -0.40 2.72 0.46 5.25 8.75 10.50
Multisector Bond -0.15 1.92 0.25 1.12 4.92 6.19
Nontraditional Bond 0.08 1.43 0.29 0.60 2.81 3.29
Corporate Bond -0.65 1.10 -0.84 2.30 4.40 6.02
Intermediate-Term Bond -0.28 1.10 -0.13 2.32 2.90 4.23
Short-Term Bond 0.02 1.00 0.41 0.79 1.49 2.06
Emerging Markets Bond -1.16 0.97 0.41 -5.37 1.45 4.75
Inflation-Protected Bond -0.74 0.94 -0.75 -1.93 -0.86 2.79
Intermediate Government -0.20 0.84 0.18 2.38 1.31 2.76
Short Government -0.02 0.61 0.26 0.78 0.42 1.02
Ultrashort Bond 0.06 0.38 0.22 0.32 0.80 1.07
Long-Term Bond -1.30 -0.36 -2.54 5.65 4.34 7.49
Long Government -1.61 -0.78 -3.10 8.02 1.97 7.23
World Bond -1.53 -1.29 -1.55 -3.58 1.49 3.37
Municipal Bond Funds
High Yield Muni -0.36 0.97 -0.17 5.42 4.46 5.91
Muni Pennsylvania -0.26 0.49 -0.35 3.80 2.87 4.20
Muni New York Long -0.27 0.41 -0.39 3.85 2.97 4.15
Muni California Long -0.42 0.30 -0.57 4.27 4.15 5.50
Muni Single State Long -0.27 0.30 -0.39 3.34 2.36 3.95
Muni Minnesota -0.33 0.27 -0.36 3.09 2.80 4.19
Muni Ohio -0.37 0.20 -0.48 2.85 2.50 3.75
Muni Massachusetts -0.34 0.16 -0.52 2.92 2.22 3.80
Muni Single State Short -0.29 0.13 -0.38 0.91 1.11 1.98
Muni National Long -0.52 0.10 -0.64 3.49 3.29 4.70
Muni Single State Interm -0.41 0.06 -0.49 2.20 2.02 3.33
Muni New York Intermediate -0.41 0.05 -0.50 1.98 1.84 3.20
Muni California Intermediate -0.48 -0.01 -0.61 2.09 2.48 3.75
Muni National Interm -0.53 -0.06 -0.65 1.85 2.26 3.70
Muni National Short -0.30 -0.09 -0.42 0.10 0.71 1.52
Muni New Jersey -0.57 -0.33 -0.85 2.45 2.40 4.05
Alternative Funds
Managed Futures -0.70 2.67 -1.06 12.90 1.86 0.82
Multialternative 0.07 2.10 0.38 2.86 4.66 4.13
Long/Short Equity 0.20 1.93 0.57 3.16 8.15 7.19
Multicurrency -1.23 1.15 -0.04 -2.06 -0.59 0.08
Market Neutral 0.41 0.27 -0.07 0.23 1.38 1.26
Bear Market 0.19 -8.64 -3.34 -19.07 -25.12 -24.28
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 -1.94 -0.17 -2.47 -7.68 --- ---
Commodities Broad Basket -2.42 -3.17 -2.51 -25.01 -8.79 -3.70
Sector Equity Funds
Health 4.46 15.17 6.41 38.26 32.85 25.65
Technology 1.90 7.26 2.38 17.02 19.50 15.60
Communications -0.60 6.15 0.51 5.11 14.84 12.70
Consumer Cyclical 0.06 4.25 0.36 13.44 19.28 17.78
Consumer Defensive 0.29 3.37 -0.98 9.91 15.61 15.73
Equity Precious Metals -4.04 3.37 -5.90 -13.67 -20.07 -14.53
Financial 0.45 3.12 2.94 7.98 18.57 11.24
Global Real Estate -2.21 2.66 -1.87 5.73 12.20 11.41
Natural Resources -3.78 2.05 -0.58 -15.69 2.05 3.71
Equity Energy -5.93 1.82 1.26 -21.84 4.01 4.23
Energy Limited Partnership -2.11 0.97 0.48 -1.16 11.68 10.48
Industrials -1.01 0.53 -2.34 3.76 19.34 15.58
Real Estate -1.64 -1.18 -4.00 10.22 11.06 13.38
Utilities -1.04 -1.44 0.00 4.71 13.27 13.47
Miscellaneous Sector --- --- --- --- --- ---