Data through 5/18/2012. Returns are simple averages.
| Name |
1 Month(%) |
YTD(%) |
3 Month(%) |
1 Year(%) |
3 Year(%) |
5 Year(%) |
|
Domestic Stock Funds
|
| Large Growth |
-8.30 |
4.93 |
-5.57 |
-3.84 |
14.23 |
0.21 |
| Mid-Cap Growth |
-8.64 |
3.23 |
-8.01 |
-8.77 |
16.41 |
0.49 |
| Large Blend |
-7.11 |
2.60 |
-6.13 |
-5.22 |
12.84 |
-2.04 |
| Mid-Cap Value |
-7.19 |
1.92 |
-8.01 |
-9.37 |
15.53 |
-1.84 |
| Small Growth |
-8.41 |
1.88 |
-9.63 |
-10.28 |
17.22 |
0.19 |
| Mid-Cap Blend |
-7.68 |
1.83 |
-8.52 |
-9.93 |
15.29 |
-1.25 |
| Large Value |
-6.48 |
1.66 |
-6.21 |
-6.03 |
12.12 |
-3.40 |
| Small Value |
-6.87 |
1.32 |
-9.34 |
-8.41 |
16.46 |
-0.78 |
| Small Blend |
-7.41 |
1.13 |
-9.62 |
-9.37 |
16.02 |
-1.07 |
|
Balanced Funds
|
| Moderate Allocation |
-4.33 |
2.43 |
-3.78 |
-2.88 |
10.91 |
0.63 |
| Conservative Allocation |
-2.26 |
2.35 |
-1.76 |
-0.12 |
9.79 |
2.52 |
| Target Date 2016-2020 |
-4.02 |
2.31 |
-3.70 |
-2.50 |
11.16 |
-0.24 |
| Retirement Income |
-2.35 |
2.28 |
-1.85 |
0.20 |
9.57 |
2.62 |
| Target Date 2021-2025 |
-4.96 |
2.27 |
-4.69 |
-4.92 |
11.46 |
-0.99 |
| Target Date 2011-2015 |
-3.47 |
2.24 |
-3.13 |
-2.60 |
10.53 |
-0.04 |
| Target Date 2026-2030 |
-5.43 |
2.16 |
-5.23 |
-5.04 |
11.64 |
-1.58 |
| Target Date 2031-2035 |
-6.18 |
2.13 |
-6.00 |
-6.70 |
11.75 |
-1.88 |
| Target Date 2041-2045 |
-6.73 |
2.06 |
-6.71 |
-7.48 |
11.82 |
-2.20 |
| Target Date 2000-2010 |
-3.01 |
2.05 |
-2.66 |
-1.33 |
10.15 |
1.01 |
| Target Date 2046-2050 |
-6.60 |
2.01 |
-6.47 |
-6.91 |
11.89 |
-1.97 |
| Target Date 2036-2040 |
-6.36 |
1.99 |
-6.26 |
-6.61 |
11.78 |
-2.09 |
| Target-Date 2051+ |
-7.13 |
1.94 |
-6.97 |
-7.86 |
10.87 |
-0.63 |
| Aggressive Allocation |
-5.99 |
1.78 |
-5.96 |
-7.03 |
11.33 |
-1.20 |
| Convertibles |
-4.65 |
1.66 |
-6.15 |
-9.01 |
11.66 |
0.93 |
| World Allocation |
-4.46 |
0.68 |
-5.29 |
-6.41 |
9.38 |
0.87 |
| International Stock Funds |
| India Equity |
-12.60 |
6.09 |
-17.81 |
-24.16 |
2.03 |
-5.12 |
| Foreign Small/Mid Growth |
-9.12 |
3.22 |
-7.47 |
-14.93 |
13.38 |
-4.09 |
| Pacific/Asia ex-Japan Stk |
-9.86 |
2.36 |
-9.79 |
-17.64 |
9.61 |
-0.47 |
| Foreign Small/Mid Value |
-10.08 |
1.86 |
-10.24 |
-19.35 |
10.72 |
-5.92 |
| Diversified Pacific/Asia |
-9.61 |
1.34 |
-10.23 |
-16.32 |
6.56 |
-3.81 |
| Foreign Small/Mid Blend |
-9.15 |
1.18 |
-8.94 |
-16.57 |
10.73 |
-4.42 |
| World Stock |
-8.08 |
0.83 |
-8.52 |
-11.97 |
10.25 |
-3.51 |
| Foreign Large Growth |
-9.67 |
0.81 |
-9.43 |
-14.75 |
9.20 |
-3.88 |
| Europe Stock |
-9.85 |
0.06 |
-11.11 |
-19.84 |
7.13 |
-7.48 |
| Diversified Emerging Mkts |
-10.63 |
0.01 |
-12.62 |
-19.00 |
9.17 |
-1.98 |
| Foreign Large Blend |
-9.32 |
-0.74 |
-10.46 |
-17.76 |
5.81 |
-6.37 |
| China Region |
-10.22 |
-0.81 |
-13.55 |
-25.28 |
3.14 |
-2.25 |
| Japan Stock |
-9.87 |
-2.38 |
-10.01 |
-10.94 |
2.21 |
-9.26 |
| Foreign Large Value |
-9.27 |
-3.02 |
-11.80 |
-19.51 |
4.44 |
-7.75 |
| Latin America Stock |
-14.46 |
-5.61 |
-20.61 |
-23.89 |
9.13 |
-2.39 |
| Fixed-Income Funds |
| Long-Term Bond |
0.97 |
4.99 |
2.41 |
11.17 |
14.92 |
6.89 |
| High Yield Bond |
-0.36 |
4.94 |
0.60 |
2.20 |
15.83 |
5.19 |
| Emerging Markets Bond |
-2.17 |
4.33 |
-1.78 |
1.57 |
12.95 |
6.78 |
| Bank Loan |
0.02 |
4.05 |
1.32 |
2.72 |
11.29 |
2.15 |
| Long Government |
6.25 |
3.86 |
7.26 |
33.51 |
13.83 |
11.99 |
| Multisector Bond |
-0.36 |
3.82 |
0.50 |
2.98 |
12.50 |
5.82 |
| Inflation-Protected Bond |
1.09 |
3.56 |
1.84 |
10.21 |
9.33 |
7.10 |
| Nontraditional Bond |
-0.10 |
2.90 |
0.59 |
0.52 |
6.42 |
2.84 |
| Intermediate-Term Bond |
0.49 |
2.79 |
1.34 |
5.75 |
8.87 |
5.91 |
| World Bond |
-0.36 |
2.06 |
-0.12 |
2.11 |
7.87 |
6.08 |
| Short-Term Bond |
0.00 |
1.54 |
0.50 |
1.82 |
4.47 |
3.49 |
| Intermediate Government |
0.61 |
1.50 |
1.25 |
6.01 |
5.58 |
5.81 |
| Ultrashort Bond |
0.03 |
0.92 |
0.37 |
0.62 |
2.35 |
1.39 |
| Short Government |
0.09 |
0.50 |
0.31 |
1.77 |
2.42 |
3.54 |
| Municipal Bond Funds |
| High Yield Muni |
1.74 |
7.48 |
3.27 |
15.32 |
11.66 |
2.71 |
| Muni California Long |
1.57 |
5.98 |
2.14 |
14.43 |
8.78 |
4.66 |
| Muni National Long |
1.33 |
5.05 |
1.72 |
12.09 |
7.83 |
4.67 |
| Muni New Jersey |
1.28 |
5.00 |
1.60 |
12.41 |
7.84 |
4.71 |
| Muni New York Long |
1.28 |
4.66 |
1.56 |
11.26 |
7.89 |
4.66 |
| Muni Single State Long |
1.25 |
4.61 |
1.41 |
11.19 |
7.51 |
4.41 |
| Muni Massachusetts |
1.26 |
4.30 |
1.18 |
11.00 |
7.24 |
4.70 |
| Muni Pennsylvania |
1.10 |
4.28 |
1.36 |
10.64 |
7.22 |
4.56 |
| Muni Ohio |
1.11 |
3.84 |
1.24 |
9.58 |
6.18 |
4.37 |
| Muni Minnesota |
1.12 |
3.78 |
1.21 |
10.18 |
7.12 |
4.85 |
| Muni California Intermediate |
0.92 |
3.12 |
0.86 |
8.61 |
5.99 |
4.63 |
| Muni National Interm |
0.94 |
2.97 |
0.84 |
8.20 |
6.34 |
4.96 |
| Muni New York Intermediate |
0.87 |
2.71 |
0.75 |
7.89 |
5.70 |
4.53 |
| Muni Single State Interm |
0.94 |
2.68 |
0.80 |
7.97 |
5.63 |
4.70 |
| Muni Single State Short |
0.40 |
1.38 |
0.35 |
4.02 |
3.59 |
3.73 |
| Muni National Short |
0.29 |
1.05 |
0.29 |
2.86 |
2.85 |
3.00 |
| Alternative Funds |
| Currency |
-1.80 |
0.28 |
-2.32 |
-5.06 |
1.41 |
0.61 |
| Long/Short Equity |
-3.49 |
0.21 |
-3.42 |
-4.93 |
5.73 |
-1.49 |
| Multialternative |
-1.94 |
0.06 |
-2.36 |
-3.85 |
3.98 |
-1.41 |
| Market Neutral |
-1.22 |
-0.26 |
-1.25 |
-1.44 |
0.54 |
-0.18 |
| Managed Futures |
-1.98 |
-3.24 |
-2.58 |
-8.82 |
-4.48 |
-1.50 |
| Bear Market |
8.89 |
-4.86 |
8.14 |
-7.26 |
-24.50 |
-13.75 |
| Trading-Inverse Commodities |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Inverse Debt |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Inverse Equity |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Commodities |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Debt |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Equity |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Miscellaneous |
--- |
--- |
--- |
--- |
--- |
--- |
| Volatility |
--- |
--- |
--- |
--- |
--- |
--- |
| Commodities |
| Commodities Broad Basket |
-3.94 |
-3.14 |
-8.14 |
-14.28 |
6.72 |
-4.39 |
| Sector Stock |
| Consumer Cyclical |
-6.87 |
8.98 |
-1.69 |
2.92 |
20.55 |
0.32 |
| Health |
-2.18 |
7.79 |
-1.14 |
-0.70 |
16.61 |
3.85 |
| Global Real Estate |
-6.20 |
6.56 |
-5.93 |
-8.94 |
15.76 |
-6.61 |
| Real Estate |
-3.36 |
6.23 |
-1.13 |
2.99 |
27.88 |
-0.42 |
| Financial |
-7.75 |
5.65 |
-6.92 |
-11.61 |
5.73 |
-9.49 |
| Technology |
-10.52 |
5.48 |
-8.41 |
-8.56 |
16.68 |
2.46 |
| Miscellaneous Sector |
-9.00 |
4.93 |
-8.37 |
-8.17 |
17.39 |
1.73 |
| Consumer Defensive |
-4.63 |
4.69 |
-1.13 |
1.03 |
17.26 |
5.00 |
| Industrials |
-8.37 |
2.76 |
-9.60 |
-12.07 |
16.90 |
-1.03 |
| Communications |
-6.04 |
-0.46 |
-7.22 |
-13.54 |
10.18 |
-6.09 |
| Utilities |
-1.12 |
-0.61 |
-1.14 |
1.00 |
14.51 |
-0.75 |
| Natural Resources |
-11.24 |
-8.10 |
-17.41 |
-21.90 |
6.62 |
-3.11 |
| Equity Energy |
-9.10 |
-8.25 |
-15.69 |
-18.12 |
4.45 |
-3.89 |
| Equity Precious Metals |
-12.68 |
-18.74 |
-24.86 |
-28.91 |
6.09 |
3.04 |