Fund Category Performance: Total Returns

Data through 2/23/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Growth -1.93 5.81 7.38 25.65 11.43 15.32
Mid-Cap Growth -2.79 3.56 5.41 20.72 9.04 13.07
Small Growth -2.56 2.82 4.44 19.50 9.67 12.95
Large Blend -3.33 2.49 5.82 16.89 9.62 13.34
Mid-Cap Blend -4.02 0.88 3.72 11.89 7.18 11.80
Large Value -4.21 0.87 5.03 12.08 8.30 11.95
Small Blend -4.20 0.21 1.82 10.16 8.22 11.42
Mid-Cap Value -4.47 0.06 3.66 8.89 7.26 11.48
Small Value -5.05 -1.21 0.71 5.66 7.59 10.20
Allocation Funds
Target-Date 2055 -3.25 2.02 4.14 17.14 8.23 10.37
Target-Date 2060+ -3.30 1.99 4.16 17.33 8.59 11.01
Convertibles -1.95 1.94 1.39 10.32 5.05 8.17
Target-Date 2045 -3.20 1.91 3.97 16.61 7.98 9.94
Target-Date 2050 -3.29 1.84 3.90 16.66 8.03 9.97
Allocation--85%+ Equity -3.57 1.77 4.03 14.74 7.29 10.72
Target-Date 2040 -3.13 1.62 3.56 15.59 7.61 9.49
Target-Date 2035 -2.96 1.47 3.31 14.63 7.25 9.11
Allocation--70% to 85% Equity -3.15 1.22 3.19 12.63 6.19 8.77
Target-Date 2030 -2.81 0.98 2.61 12.78 6.54 8.21
World Allocation -2.99 0.68 2.05 11.18 4.51 5.57
Target-Date 2025 -2.54 0.66 2.10 11.04 5.80 7.40
Allocation--50% to 70% Equity -2.76 0.61 2.45 9.98 5.37 7.45
Tactical Allocation -3.32 0.51 2.03 9.57 3.90 4.99
Target-Date 2020 -2.29 0.28 1.47 9.08 4.99 6.35
Target-Date 2015 -2.11 0.16 1.25 8.09 4.74 6.12
Target Date 2010 -1.87 0.04 0.96 7.04 4.35 5.56
Allocation--30% to 50% Equity -2.29 -0.21 0.95 6.64 3.98 5.20
Target-Date Retirement -1.86 -0.37 0.44 5.80 3.46 4.20
Allocation--15% to 30% Equity -1.79 -0.82 -0.19 3.45 2.63 3.10
International Equity Funds
Latin America Stock 5.75 12.00 12.54 22.61 11.82 -1.63
China Region -4.07 5.15 3.54 35.42 12.22 10.58
Diversified Emerging Mkts -2.08 4.86 6.11 28.10 8.82 4.89
Foreign Small/Mid Growth -2.53 3.67 6.51 32.79 12.13 11.27
Pacific/Asia ex-Japan Stk -3.19 2.80 3.58 28.87 9.50 7.69
Foreign Large Growth -3.55 2.62 3.49 26.29 8.04 8.41
World Large Stock -3.41 2.49 4.56 19.70 8.41 10.37
Diversified Pacific/Asia -3.89 1.97 3.09 23.88 9.97 9.17
Foreign Small/Mid Blend -3.35 1.88 4.61 25.93 11.10 10.24
Foreign Small/Mid Value -3.45 1.65 4.33 21.74 9.35 8.62
Foreign Large Blend -4.17 1.56 3.27 20.51 6.39 7.00
World Small/Mid Stock -3.43 1.44 4.17 20.89 9.96 10.94
Foreign Large Value -4.49 1.08 3.42 17.71 5.29 6.18
Europe Stock -4.75 0.78 2.64 20.80 6.12 7.81
Japan Stock -5.17 0.72 2.79 20.32 11.04 13.63
India Equity -7.07 -4.46 1.28 23.79 7.60 11.52
Taxable Bond Funds
Emerging-Markets Local-Currency Bond 0.80 3.89 6.12 12.75 3.84 -0.48
Bank Loan 0.19 0.81 1.29 3.56 3.52 3.31
World Bond -0.39 0.59 0.89 5.94 2.44 1.33
Nontraditional Bond -0.39 0.22 0.54 3.19 2.61 2.06
Ultrashort Bond 0.06 0.13 0.25 1.30 1.02 0.79
Emerging Markets Bond -1.27 -0.41 0.45 6.10 5.69 2.64
Short-Term Bond -0.30 -0.42 -0.40 0.76 1.19 1.03
Short Government -0.24 -0.48 -0.57 -0.19 0.23 0.25
Multisector Bond -0.92 -0.62 -0.30 3.64 3.17 3.03
High Yield Bond -1.42 -0.65 -0.14 3.50 4.03 4.12
Inflation-Protected Bond -1.10 -1.55 -1.12 -0.09 0.89 -0.32
Preferred Stock -1.39 -1.66 -1.53 3.91 4.35 4.57
Intermediate Government -1.00 -1.76 -1.95 -0.65 0.37 0.79
Intermediate-Term Bond -1.17 -1.76 -1.70 1.00 1.36 1.75
Corporate Bond -1.56 -2.21 -1.83 2.36 2.40 2.97
Long-Term Bond -2.64 -3.66 -3.04 3.89 2.67 3.95
Long Government -4.09 -6.49 -6.31 0.11 -0.27 2.60
Municipal Bond Funds
Muni National Short -0.17 -0.11 -0.09 0.88 0.66 0.72
Muni Single State Short -0.25 -0.30 -0.27 0.30 0.51 0.70
High Yield Muni -0.67 -0.80 0.10 4.85 3.45 3.51
Muni New Jersey -0.75 -1.10 -0.42 2.78 1.97 2.01
Muni Pennsylvania -0.74 -1.17 -0.57 2.32 1.95 2.11
Muni California Intermediate -0.91 -1.17 -0.70 2.39 1.64 2.10
Muni New York Intermediate -0.92 -1.20 -0.72 1.88 1.59 1.86
Muni New York Long -0.87 -1.21 -0.50 2.35 2.08 2.17
Muni National Interm -0.96 -1.27 -0.77 2.40 1.76 2.02
Muni Single State Interm -0.92 -1.30 -0.81 1.61 1.37 1.66
Muni Minnesota -0.94 -1.34 -0.72 2.29 1.70 1.99
Muni Single State Long -1.08 -1.44 -0.83 1.08 1.36 1.57
Muni California Long -1.03 -1.47 -0.65 3.39 2.52 3.09
Muni Ohio -1.17 -1.60 -1.04 1.32 1.47 1.79
Muni National Long -1.15 -1.65 -0.84 3.13 2.26 2.50
Muni Massachusetts -1.34 -1.86 -1.27 1.39 1.37 1.64
Alternative Funds
Long-Short Equity -2.90 0.96 3.01 8.67 3.70 5.54
Market Neutral -0.75 0.27 0.69 2.50 0.89 1.05
Long-Short Credit -0.56 0.22 0.70 1.53 1.48 1.35
Multicurrency -0.04 0.10 0.04 -0.28 0.49 -0.48
Multialternative -2.15 -0.14 0.58 3.10 1.06 2.34
Options-based -3.27 -1.74 -0.61 4.31 2.62 3.59
Managed Futures -6.55 -1.75 -0.75 -0.22 -1.80 2.68
Bear Market 3.20 -5.38 -7.76 -24.27 -19.84 -22.48
Commodities
Commodities Broad Basket -0.58 1.04 2.71 4.08 -3.12 -7.85
Commodities Precious Metals -1.53 0.66 1.33 2.50 1.57 -5.90
Sector Equity Funds
Technology -0.93 7.50 4.98 33.34 17.89 20.03
Health -3.44 4.98 7.17 19.78 5.07 16.43
Consumer Cyclical -3.76 3.73 8.69 20.82 8.06 13.13
Financial -2.49 3.27 7.83 14.67 12.88 14.05
Industrials -3.65 1.32 6.46 18.83 10.59 14.81
Natural Resources -4.70 -0.07 4.90 11.98 3.97 2.35
Communications -3.00 -0.47 1.81 3.43 5.76 9.04
Infrastructure -4.57 -2.76 -1.96 8.52 3.88 7.45
Consumer Defensive -5.51 -2.92 1.17 6.72 6.06 10.52
Global Real Estate -5.17 -3.36 -1.33 6.72 2.17 4.98
Energy Limited Partnership -10.11 -3.38 2.39 -11.74 -9.49 -2.27
Utilities -1.82 -4.01 -6.97 2.78 5.31 9.02
Equity Energy -11.76 -5.03 1.89 -6.38 -7.41 -6.22
Equity Precious Metals -8.91 -6.49 -3.16 -12.00 5.12 -8.11
Real Estate -6.21 -8.30 -8.59 -5.30 0.53 5.75