Fund Category Performance: Total Returns

Data through 6/29/2016. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value -2.31 3.15 1.05 -3.61 7.24 8.60
Small Value -2.13 2.76 0.74 -5.89 5.27 7.48
Large Value -1.51 2.47 1.42 -1.42 7.44 9.24
Small Blend -1.99 1.14 0.97 -7.10 5.73 7.44
Mid-Cap Blend -2.24 1.04 0.16 -5.72 6.98 8.12
Large Blend -1.67 0.77 0.64 -1.14 8.90 10.00
Mid-Cap Growth -2.07 -1.32 1.14 -7.16 7.74 7.86
Small Growth -1.38 -2.25 2.80 -10.48 5.89 7.13
Large Growth -2.45 -2.96 -0.13 -2.82 10.24 9.98
Allocation Funds
Allocation--30% to 50% Equity 0.37 3.67 2.36 0.46 4.08 4.66
Target-Date Retirement 0.46 3.38 1.87 1.31 3.63 3.76
Target Date 2010 0.24 3.28 1.73 1.00 4.46 4.64
Target-Date 2015 0.18 3.11 1.74 0.72 4.55 4.90
Target-Date 2020 -0.04 2.86 1.70 0.16 4.83 5.03
Tactical Allocation 0.56 2.64 1.86 -2.62 2.37 2.68
World Allocation -0.24 2.35 1.59 -3.02 3.05 3.29
Allocation--50% to 70% Equity -0.42 2.30 1.63 -0.82 5.59 6.13
Target-Date 2025 -0.44 2.29 1.43 -0.78 5.32 5.76
Target-Date 2030 -0.64 2.11 1.49 -1.34 5.53 5.72
Allocation--70% to 85% Equity -0.91 1.52 1.27 -2.67 5.62 6.05
Target-Date 2040 -1.13 1.42 1.21 -2.59 5.84 6.06
Target-Date 2035 -1.11 1.34 1.06 -2.42 5.75 6.28
Target-Date 2050 -1.29 1.27 1.18 -2.85 6.05 6.27
Target-Date 2045 -1.44 0.86 0.84 -3.20 5.93 6.50
Target-Date 2055 -1.51 0.76 0.79 -3.33 6.22 6.73
Convertibles -0.45 -0.02 2.43 -6.10 4.54 4.79
Allocation--15% to 30% Equity --- --- --- --- --- ---
Allocation--85%+ Equity --- --- --- --- --- ---
Target-Date 2060+ --- --- --- --- --- ---
International Equity Funds
Latin America Stock 8.46 24.12 7.78 -5.42 -8.75 -10.34
Diversified Emerging Mkts 2.24 4.86 2.53 -9.82 -1.72 -3.24
India Equity 1.39 3.15 8.90 -2.25 15.16 4.22
Diversified Pacific/Asia 1.64 1.18 2.26 -4.90 4.16 3.66
Pacific/Asia ex-Japan Stk 1.44 0.89 2.15 -9.63 1.66 0.82
Japan Stock 0.06 -0.78 1.04 -3.85 5.68 6.54
World Stock -2.37 -0.85 -0.08 -5.26 5.21 5.32
Foreign Small/Mid Value -4.19 -2.29 -1.71 -7.82 3.26 2.33
Foreign Small/Mid Blend -5.08 -3.29 -2.55 -7.64 4.06 3.82
Foreign Large Growth -3.36 -3.57 -1.33 -8.74 2.75 2.52
Foreign Small/Mid Growth -3.82 -4.00 -1.61 -5.60 4.81 4.77
Foreign Large Value -4.51 -4.19 -2.45 -12.67 0.41 0.43
Foreign Large Blend -3.89 -4.26 -2.04 -11.24 1.25 1.12
China Region 0.95 -5.47 0.76 -18.19 2.43 -0.13
Europe Stock -6.56 -6.85 -3.93 -11.62 1.88 2.15
Miscellaneous Region --- --- --- --- --- ---
Taxable Bond Funds
Long Government 5.49 13.02 5.26 15.65 8.34 8.80
Long-Term Bond 4.35 12.42 6.01 13.77 8.06 7.73
Emerging Markets Bond 2.87 9.09 5.09 4.73 2.58 3.34
Corporate Bond 2.00 7.12 3.92 6.16 4.88 5.06
World Bond 1.95 6.43 2.50 4.58 2.03 1.92
High Yield Bond 0.47 6.09 4.55 -0.73 2.82 4.60
Inflation-Protected Bond 1.42 4.93 1.66 2.49 1.11 1.50
Intermediate-Term Bond 1.58 4.81 2.49 4.50 3.58 3.63
Multisector Bond 1.00 4.66 3.18 1.95 3.19 3.91
Bank Loan -0.13 3.89 2.76 0.15 2.05 3.24
Intermediate Government 1.18 3.20 1.35 3.59 2.75 2.46
Preferred Stock 0.59 3.08 3.42 4.74 5.93 7.25
Short-Term Bond 0.58 1.95 1.12 1.38 1.40 1.54
Nontraditional Bond 0.13 1.83 1.75 0.23 1.13 1.78
Short Government 0.48 1.32 0.52 0.99 0.91 0.77
Ultrashort Bond 0.11 0.64 0.49 0.52 0.56 0.74
Emerging-Markets Local-Currency Bond --- --- --- --- --- ---
Municipal Bond Funds
High Yield Muni 1.97 5.79 3.99 9.86 7.10 7.30
Muni California Long 1.91 5.25 3.65 9.28 6.90 6.88
Muni New York Long 1.95 4.79 3.46 8.06 5.55 5.26
Muni New Jersey 1.80 4.70 3.32 7.93 4.97 5.14
Muni National Long 1.70 4.51 3.19 7.90 5.77 5.67
Muni Ohio 1.61 4.21 2.82 7.11 4.92 4.60
Muni Pennsylvania 1.63 4.21 3.00 7.24 5.21 5.11
Muni Single State Long 1.68 4.13 2.88 6.88 4.71 4.76
Muni Massachusetts 1.61 3.90 2.73 6.90 4.73 4.64
Muni California Intermediate 1.42 3.81 2.51 6.88 5.16 4.98
Muni New York Intermediate 1.45 3.78 2.64 6.73 4.65 4.27
Muni Minnesota 1.47 3.62 2.53 6.23 4.93 4.75
Muni National Interm 1.41 3.62 2.43 6.40 4.57 4.45
Muni Single State Interm 1.41 3.45 2.27 5.98 4.21 3.88
Muni Single State Short 0.96 2.07 1.35 3.21 2.03 2.10
Muni National Short 0.47 1.23 0.74 2.03 1.40 1.52
Alternative Funds
Multicurrency 1.01 2.95 1.26 2.42 -0.38 -1.11
Managed Futures 3.23 1.60 0.52 1.33 3.62 -0.72
Multialternative 0.00 -0.05 0.43 -2.71 1.43 1.95
Market Neutral -0.56 -0.33 -0.85 -0.06 0.68 0.98
Long-Short Equity -1.62 -2.99 -1.03 -5.43 1.92 3.21
Bear Market 1.53 -4.72 -2.30 -4.20 -17.35 -18.74
Long-Short Credit --- --- --- --- --- ---
Option Writing --- --- --- --- --- ---
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 9.22 24.98 6.28 11.34 --- ---
Commodities Broad Basket 3.86 13.21 11.88 -10.12 -10.56 -10.92
Sector Equity Funds
Equity Precious Metals 22.34 92.72 35.24 52.96 7.88 -11.22
Utilities 4.41 17.49 5.69 13.30 10.00 9.84
Energy Limited Partnership 4.07 15.53 24.80 -21.45 -5.01 2.94
Equity Energy 1.35 13.14 11.93 -15.78 -8.86 -6.45
Natural Resources 0.78 13.12 7.63 -10.40 -3.98 -4.84
Real Estate 4.87 9.42 4.98 18.62 11.77 11.03
Communications 1.35 7.05 1.61 3.45 7.94 7.39
Consumer Defensive 0.74 5.43 1.33 7.84 10.70 11.76
Global Real Estate 1.36 5.06 1.71 5.75 5.98 6.25
Industrials -2.39 1.97 -0.73 -0.98 9.17 9.03
Consumer Cyclical -1.90 -1.65 -2.59 -3.97 8.29 11.69
Technology -2.91 -3.31 -0.39 -1.77 12.32 9.39
Financial -6.47 -6.53 -1.03 -10.05 4.31 7.24
Health -2.11 -10.16 4.35 -14.81 14.70 15.47
Infrastructure --- --- --- --- --- ---
Miscellaneous Sector --- --- --- --- --- ---