Fund Category Performance: Total Returns

Data through 3/18/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.83 18.18 16.89 5.12 16.87 7.90
Mid-Cap Growth 1.71 17.98 16.79 4.08 14.53 8.44
Large Growth 2.46 15.21 13.81 5.09 15.60 10.61
Small Blend -0.61 14.94 13.04 -1.80 10.99 5.62
Mid-Cap Blend 0.37 14.47 12.62 -0.24 10.08 6.30
Small Value -1.34 14.22 11.96 -3.66 9.14 4.19
Mid-Cap Value 0.25 13.98 11.94 -1.15 9.06 6.24
Large Blend 1.81 13.10 11.54 3.05 12.02 8.97
Large Value 1.36 12.07 10.57 2.02 10.27 7.60
Allocation Funds
Allocation--85%+ Equity 1.57 12.54 11.23 0.08 9.92 6.05
Target-Date 2060+ 1.99 12.20 11.11 0.56 10.45 6.42
Target-Date 2055 1.96 12.04 10.98 0.43 10.33 6.53
Target-Date 2050 1.94 11.89 10.83 0.51 10.18 6.44
Target-Date 2045 1.93 11.72 10.69 0.58 10.15 6.40
Target-Date 2040 1.84 11.11 10.17 0.77 9.74 6.21
Allocation--70% to 85% Equity 1.44 10.56 9.40 0.54 8.61 5.39
Target-Date 2035 1.75 10.35 9.52 0.98 9.30 5.96
Convertibles 0.96 10.17 9.31 3.10 10.33 5.44
Target-Date 2030 1.61 9.27 8.58 1.30 8.46 5.53
Allocation--50% to 70% Equity 1.39 8.85 8.09 1.86 7.58 5.16
Target-Date 2025 1.47 8.16 7.62 1.59 7.58 5.04
World Allocation 1.52 7.98 7.35 -1.11 6.28 3.18
Target-Date 2020 1.33 7.06 6.66 1.81 6.61 4.50
Tactical Allocation 1.05 6.99 6.08 -1.85 5.85 2.98
Allocation--30% to 50% Equity 1.19 6.79 6.29 1.79 5.57 3.66
Target-Date 2015 1.29 6.52 6.19 2.06 6.20 4.36
Target Date 2010 1.22 5.67 5.52 2.10 5.57 4.06
Target-Date Retirement 1.06 5.23 5.01 2.27 4.75 3.33
Allocation--15% to 30% Equity 0.90 4.57 4.47 2.08 4.02 2.74
International Equity Funds
China Region 8.94 20.64 18.35 -10.59 11.91 7.58
Latin America Stock 0.38 13.91 16.80 -0.41 18.81 3.21
World Small/Mid Stock 1.80 13.53 12.52 -4.65 10.48 5.02
Foreign Large Growth 3.72 13.25 12.90 -4.78 8.37 4.08
Foreign Small/Mid Growth 3.04 13.22 12.88 -10.86 8.08 4.26
World Large Stock 2.52 12.78 11.75 -0.46 10.28 6.10
Europe Stock 4.04 12.47 12.28 -4.55 6.44 1.69
Foreign Small/Mid Blend 2.64 11.86 11.53 -10.64 7.34 3.28
Pacific/Asia ex-Japan Stk 3.99 11.76 11.97 -7.82 10.72 6.00
Foreign Large Blend 2.92 11.30 10.69 -5.49 7.00 2.61
Diversified Emerging Mkts 3.57 11.28 11.65 -10.47 9.67 3.43
Foreign Small/Mid Value 2.44 10.63 10.22 -10.91 6.33 2.06
Foreign Large Value 2.54 10.58 10.02 -6.07 6.33 1.24
Diversified Pacific/Asia 2.31 10.10 8.77 -8.38 9.38 5.92
Japan Stock 0.62 6.71 3.95 -8.93 7.96 7.73
India Equity 12.24 4.40 5.74 -5.08 11.17 10.13
Taxable Bond Funds
Preferred Stock 1.68 7.97 7.66 2.85 5.35 4.52
High Yield Bond 1.01 5.88 4.58 3.61 6.79 3.43
Emerging Markets Bond 1.17 5.30 5.40 0.78 5.48 3.66
Emerging-Markets Local-Currency Bond 0.68 4.33 5.54 -5.56 3.49 -0.01
Bank Loan 0.94 3.94 3.11 2.57 4.95 2.92
Multisector Bond 0.82 3.62 3.41 2.64 4.53 2.86
Corporate Bond 0.82 3.52 3.51 3.51 3.55 3.34
Long-Term Bond 0.69 3.28 3.55 3.50 3.81 4.84
Nontraditional Bond 0.66 2.83 2.46 1.43 3.71 2.07
Inflation-Protected Bond 0.99 2.42 2.47 2.08 1.66 1.14
World Bond 0.83 2.41 2.98 0.30 2.25 1.09
Intermediate-Term Bond 0.66 2.09 2.45 3.36 2.23 2.31
Short-Term Bond 0.46 1.31 1.48 2.67 1.85 1.36
Intermediate Government 0.52 1.12 1.73 3.28 0.81 1.62
Ultrashort Bond 0.29 0.87 0.95 2.31 1.74 1.17
Long Government 0.07 0.85 2.21 4.29 0.50 4.77
Short Government 0.31 0.65 0.97 2.21 0.73 0.76
Municipal Bond Funds
High Yield Muni 1.17 2.25 2.62 5.08 3.67 5.04
Muni National Long 0.89 2.09 2.58 4.13 2.36 3.69
Muni New York Long 1.00 2.03 2.52 4.41 2.37 3.65
Muni New Jersey 0.81 1.90 2.33 4.93 2.62 3.35
Muni National Interm 0.65 1.83 2.23 3.87 1.96 2.80
Muni Pennsylvania 0.74 1.80 2.25 4.36 2.30 3.35
Muni California Long 0.85 1.74 2.19 3.88 2.33 3.90
Muni Massachusetts 0.78 1.72 2.22 3.57 1.63 2.86
Muni New York Intermediate 0.65 1.71 2.11 3.54 1.64 2.59
Muni Ohio 0.63 1.68 2.14 3.81 1.95 3.10
Muni Minnesota 0.70 1.60 2.04 3.38 1.82 2.85
Muni Single State Long 0.68 1.57 1.98 3.66 1.76 3.01
Muni California Intermediate 0.55 1.57 1.92 3.56 1.71 2.68
Muni Single State Interm 0.48 1.44 1.85 3.43 1.52 2.48
Muni Single State Short 0.29 1.16 1.39 3.25 1.17 1.30
Muni National Short 0.24 0.86 1.02 2.14 1.04 1.01
Alternative Funds
Options-based 1.14 6.79 5.33 0.82 5.10 3.63
Long-Short Equity 0.58 6.17 5.60 -2.18 4.57 2.82
Multialternative 0.70 4.02 3.74 -0.12 2.84 1.33
Long-Short Credit 0.72 3.16 2.71 0.90 3.76 1.93
Multicurrency 0.18 1.40 1.42 2.31 1.46 0.60
Market Neutral -0.45 0.29 0.27 -0.23 0.84 0.31
Managed Futures 1.28 -0.48 -0.08 -4.18 -2.48 1.23
Bear Market -2.81 -18.72 -17.21 -7.30 -21.27 -18.00
Commodities
Commodities Broad Basket 1.04 7.64 5.10 -4.28 2.56 -8.23
Commodities Precious Metals 0.01 3.27 6.11 0.54 2.14 -2.57
Sector Equity Funds
Technology 3.14 19.35 17.46 2.84 22.19 14.49
Energy Limited Partnership 1.51 18.49 15.41 7.55 6.83 -4.31
Equity Energy 0.41 17.65 13.86 -9.08 -0.58 -10.51
Industrials -0.81 15.23 12.78 -2.64 11.78 7.42
Financial 1.46 14.63 14.33 -5.66 12.67 7.66
Health 1.21 14.03 12.91 6.68 14.38 9.26
Infrastructure 3.71 13.97 12.54 7.78 8.61 5.53
Real Estate 0.24 13.63 9.57 13.99 5.92 7.83
Consumer Cyclical 1.27 13.27 11.52 1.02 8.83 6.89
Global Real Estate 2.22 13.04 10.30 7.75 6.13 5.97
Communications 1.80 12.87 10.07 2.51 6.60 5.66
Natural Resources 1.21 12.44 11.48 -6.79 7.69 -1.17
Utilities 4.03 10.72 8.32 17.56 9.93 9.10
Consumer Defensive 1.13 9.26 6.37 0.96 4.03 7.07
Equity Precious Metals -0.19 8.21 10.29 -2.96 2.56 -3.97