Fund Category Performance: Total Returns

Data through 9/21/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 1.28 18.92 4.13 27.76 15.88 11.74
Large Growth 2.50 15.18 4.86 23.51 16.00 13.70
Mid-Cap Growth 1.77 13.61 3.90 22.15 13.99 11.64
Small Blend -0.64 9.27 1.62 16.92 13.47 9.98
Large Blend 2.09 9.25 6.14 17.38 14.47 11.78
Mid-Cap Blend 0.65 7.10 3.36 14.90 11.82 9.90
Small Value -1.18 6.27 0.89 13.78 13.04 8.66
Large Value 1.71 6.04 6.20 13.66 13.19 10.17
Mid-Cap Value 0.60 4.88 3.36 12.50 12.05 9.57
Allocation Funds
Convertibles 1.12 7.18 0.86 10.11 8.24 7.05
Allocation--85%+ Equity 1.20 5.77 3.42 11.72 11.47 8.87
Target-Date 2060+ 1.52 4.96 3.50 11.03 11.90 8.36
Target-Date 2055 1.47 4.83 3.39 10.72 11.58 8.62
Target-Date 2045 1.42 4.66 3.32 10.40 11.34 8.33
Target-Date 2050 1.42 4.56 3.29 10.43 11.39 8.36
Allocation--70% to 85% Equity 1.15 4.53 3.25 9.85 9.66 7.47
Target-Date 2040 1.29 4.19 3.09 9.71 10.81 7.99
Target-Date 2035 1.14 3.92 2.93 9.01 10.27 7.66
Allocation--50% to 70% Equity 0.96 3.59 3.07 7.89 8.36 6.66
Target-Date 2030 0.91 3.15 2.56 7.74 9.23 6.98
Target-Date 2025 0.69 2.60 2.26 6.53 8.19 6.31
Tactical Allocation 0.78 2.02 2.12 6.27 6.53 4.59
Target-Date 2020 0.47 1.92 1.87 5.26 7.00 5.53
Target-Date 2015 0.38 1.76 1.74 4.72 6.57 5.32
Allocation--30% to 50% Equity 0.32 1.28 1.75 3.83 5.92 4.71
Target Date 2010 0.25 1.24 1.42 3.75 5.87 4.83
Target-Date Retirement 0.13 0.82 1.31 3.03 4.91 3.97
World Allocation 0.73 0.43 1.58 4.10 6.81 4.37
Allocation--15% to 30% Equity 0.05 0.25 1.17 1.71 4.00 3.17
International Equity Funds
World Large Stock 1.66 4.34 3.29 10.09 11.67 8.20
World Small/Mid Stock 1.37 3.06 1.63 9.00 12.67 8.27
Foreign Large Growth 1.09 0.43 0.13 4.66 9.53 5.69
Foreign Small/Mid Growth 1.41 0.06 -1.32 6.70 10.98 7.77
Japan Stock 5.28 -0.09 1.46 9.55 11.74 9.10
Europe Stock 1.42 -0.84 1.64 1.42 7.30 4.44
Foreign Large Blend 1.81 -1.49 1.30 2.61 8.05 4.10
Foreign Large Value 2.01 -2.74 1.82 0.95 7.29 3.10
Foreign Small/Mid Blend 1.54 -3.01 -1.11 2.57 10.50 6.20
Diversified Pacific/Asia 1.39 -4.09 -1.45 3.17 11.56 6.11
Foreign Small/Mid Value 1.67 -4.99 -1.40 -0.16 8.64 5.10
Pacific/Asia ex-Japan Stk -0.31 -6.61 -3.56 -0.46 10.77 5.51
China Region 0.70 -8.88 -8.11 -5.04 11.08 6.88
Diversified Emerging Mkts 0.07 -9.12 -3.07 -5.07 9.34 2.31
India Equity -7.30 -10.03 -3.37 -4.06 8.17 12.64
Latin America Stock 2.19 -13.73 3.03 -16.84 14.18 -4.04
Taxable Bond Funds
Bank Loan 0.56 3.05 1.31 4.23 4.14 3.29
High Yield Bond 0.55 1.73 1.44 2.53 5.54 4.20
Ultrashort Bond 0.16 1.27 0.58 1.60 1.30 0.98
Nontraditional Bond 0.26 0.52 0.64 1.21 3.09 2.17
Short-Term Bond -0.07 0.38 0.50 0.42 1.33 1.27
Short Government -0.20 -0.03 0.13 -0.22 0.24 0.48
Preferred Stock -0.11 -0.12 1.30 0.67 5.23 5.43
Multisector Bond 0.06 -0.23 0.72 0.56 3.75 3.10
Inflation-Protected Bond -0.79 -0.74 -0.16 0.27 1.88 1.00
Intermediate-Term Bond -0.69 -1.52 0.26 -1.21 1.64 2.21
Intermediate Government -0.81 -1.58 -0.20 -1.77 0.30 1.30
World Bond -0.15 -1.60 -0.04 -1.37 2.41 1.14
Corporate Bond -0.62 -2.13 1.03 -1.06 3.14 3.56
Long-Term Bond -1.54 -3.72 0.25 -1.72 4.17 5.33
Emerging Markets Bond 0.30 -4.93 0.37 -4.28 4.68 2.73
Long Government -3.21 -5.95 -2.06 -4.64 1.33 4.62
Emerging-Markets Local-Currency Bond -0.33 -9.28 -3.18 -9.40 2.96 -1.85
Municipal Bond Funds
High Yield Muni -0.59 1.77 0.38 2.75 4.25 5.75
Muni Single State Short -0.40 0.75 0.15 -0.22 0.89 1.18
Muni New Jersey -0.69 0.63 0.19 0.93 2.72 3.53
Muni National Short -0.27 0.44 0.05 0.00 0.81 0.96
Muni Pennsylvania -0.71 0.02 -0.15 0.22 2.15 3.49
Muni New York Long -0.81 0.00 -0.21 0.16 2.39 3.86
Muni California Intermediate -0.69 -0.33 -0.16 -0.31 1.70 2.84
Muni California Long -0.86 -0.41 -0.30 0.40 2.67 4.40
Muni National Interm -0.68 -0.52 -0.17 -0.36 1.93 2.91
Muni Single State Long -0.72 -0.57 -0.24 -0.21 1.73 3.22
Muni New York Intermediate -0.70 -0.77 -0.31 -0.73 1.52 2.65
Muni Minnesota -0.69 -0.80 -0.32 -0.35 1.69 3.01
Muni National Long -0.80 -0.85 -0.34 -0.05 2.43 3.88
Muni Single State Interm -0.65 -0.87 -0.26 -0.76 1.35 2.47
Muni Ohio -0.74 -1.05 -0.38 -0.61 1.64 2.94
Muni Massachusetts -0.79 -1.35 -0.49 -0.89 1.49 2.93
Alternative Funds
Options-based 0.84 3.59 3.31 6.09 6.31 4.78
Long-Short Equity 0.62 2.66 2.11 6.77 5.62 4.34
Long-Short Credit 0.13 0.77 0.60 1.35 2.84 1.90
Multialternative 0.13 -0.19 0.59 1.66 2.13 1.89
Market Neutral -0.40 -0.50 -0.25 0.42 0.96 0.72
Multicurrency -0.73 -2.03 -0.85 -2.42 0.21 -0.37
Managed Futures -0.09 -3.30 1.36 0.82 -1.24 2.30
Bear Market -2.56 -13.09 -5.39 -20.42 -24.27 -20.49
Commodities
Commodities Broad Basket 1.47 -1.56 -1.30 3.83 1.07 -7.10
Commodities Precious Metals 1.25 -9.45 -5.90 -8.21 1.47 -4.36
Sector Equity Funds
Health 2.46 18.23 6.64 20.05 9.48 14.38
Technology 1.98 16.77 1.76 24.86 23.03 17.76
Consumer Cyclical 0.77 10.10 2.10 21.18 10.61 9.91
Industrials 2.34 6.17 7.14 14.74 16.08 12.00
Equity Energy 1.79 5.07 2.50 15.26 4.44 -5.78
Utilities -0.29 4.95 5.99 4.40 11.31 9.62
Financial 0.38 4.45 2.15 12.88 14.22 11.27
Communications 1.16 4.10 5.82 5.60 9.25 7.26
Energy Limited Partnership -3.00 3.00 4.47 3.64 -0.31 -1.98
Real Estate -0.70 2.30 2.95 4.66 7.18 8.38
Global Real Estate -0.07 0.32 0.70 4.55 6.51 5.20
Natural Resources 2.78 -0.17 1.73 7.65 11.32 1.42
Consumer Defensive 0.80 -0.31 3.96 6.41 7.77 8.54
Infrastructure -0.29 -1.41 2.84 -0.08 7.59 6.52
Equity Precious Metals -0.36 -20.13 -12.95 -20.03 9.73 -4.85