Data through 5/22/2013. Returns are simple averages.
| Name |
1 Month(%) |
YTD(%) |
3 Month(%) |
1 Year(%) |
3 Year(%) |
5 Year(%) |
| U.S. Equity Fund |
| Mid-Cap Value |
6.88 |
17.79 |
8.88 |
32.15 |
16.04 |
6.64 |
| Large Value |
6.21 |
17.51 |
9.69 |
30.64 |
15.85 |
4.51 |
| Mid-Cap Blend |
6.97 |
17.11 |
8.70 |
30.63 |
16.08 |
5.66 |
| Large Blend |
6.19 |
16.45 |
9.34 |
28.30 |
15.77 |
4.67 |
| Small Blend |
7.48 |
16.07 |
7.48 |
30.38 |
16.16 |
6.84 |
| Small Value |
7.41 |
15.67 |
6.83 |
30.91 |
14.44 |
7.59 |
| Small Growth |
7.54 |
15.25 |
7.26 |
25.41 |
16.45 |
7.15 |
| Mid-Cap Growth |
6.67 |
15.20 |
7.81 |
23.87 |
16.16 |
5.56 |
| Large Growth |
6.28 |
14.40 |
8.59 |
23.01 |
15.70 |
4.93 |
| Leveraged Net Long |
--- |
--- |
--- |
--- |
--- |
--- |
| Allocation Funds |
| Target-Date 2051+ |
5.30 |
12.14 |
7.15 |
25.22 |
13.67 |
2.46 |
| Convertibles |
5.62 |
11.68 |
7.39 |
20.64 |
11.05 |
4.88 |
| Target Date 2041-2045 |
5.03 |
11.50 |
6.79 |
24.07 |
13.71 |
3.42 |
| Target Date 2046-2050 |
5.00 |
11.27 |
6.74 |
23.71 |
13.40 |
3.57 |
| Aggressive Allocation |
4.91 |
11.26 |
6.70 |
22.26 |
12.40 |
3.72 |
| Target Date 2036-2040 |
4.72 |
10.71 |
6.42 |
22.73 |
13.15 |
3.37 |
| Target Date 2031-2035 |
4.58 |
10.63 |
6.32 |
22.45 |
13.23 |
3.51 |
| Moderate Allocation |
3.59 |
9.16 |
5.47 |
18.12 |
11.33 |
4.62 |
| Target Date 2026-2030 |
3.94 |
9.15 |
5.55 |
19.98 |
12.21 |
3.45 |
| Target Date 2021-2025 |
3.52 |
8.48 |
5.13 |
18.66 |
11.91 |
3.65 |
| Target Date 2016-2020 |
2.72 |
6.76 |
4.18 |
15.64 |
10.57 |
3.72 |
| Target Date 2011-2015 |
2.17 |
5.79 |
3.60 |
14.02 |
9.71 |
3.61 |
| World Allocation |
2.72 |
5.74 |
3.88 |
15.26 |
10.42 |
3.14 |
| Conservative Allocation |
1.66 |
5.19 |
3.15 |
12.08 |
8.60 |
4.87 |
| Target Date 2000-2010 |
1.87 |
4.96 |
3.10 |
12.20 |
8.86 |
3.84 |
| Retirement Income |
1.58 |
4.62 |
2.91 |
11.08 |
8.21 |
4.27 |
| International Equity Funds |
| Japan Stock |
9.29 |
32.80 |
25.85 |
50.65 |
13.38 |
-0.43 |
| Foreign Small/Mid Growth |
5.17 |
13.02 |
8.30 |
31.52 |
16.86 |
2.61 |
| Diversified Pacific/Asia |
4.31 |
12.25 |
8.46 |
31.26 |
10.98 |
1.70 |
| World Stock |
5.80 |
12.20 |
7.25 |
26.75 |
13.46 |
2.25 |
| Foreign Small/Mid Value |
4.84 |
10.81 |
5.55 |
30.09 |
12.33 |
1.41 |
| Foreign Small/Mid Blend |
5.18 |
10.51 |
5.74 |
28.64 |
14.15 |
2.28 |
| Foreign Large Value |
6.35 |
10.37 |
7.45 |
30.40 |
10.98 |
-1.80 |
| Foreign Large Blend |
6.15 |
9.94 |
6.87 |
28.81 |
11.53 |
-1.40 |
| Europe Stock |
6.86 |
9.23 |
5.99 |
30.76 |
13.40 |
-1.32 |
| Foreign Large Growth |
6.07 |
8.98 |
5.86 |
25.24 |
12.66 |
-0.11 |
| Pacific/Asia ex-Japan Stk |
3.43 |
5.85 |
3.57 |
24.35 |
10.57 |
1.99 |
| Miscellaneous Region |
5.28 |
3.58 |
0.99 |
18.55 |
6.50 |
-5.77 |
| Diversified Emerging Mkts |
3.76 |
2.28 |
1.57 |
18.67 |
7.95 |
-1.38 |
| China Region |
4.54 |
2.10 |
1.84 |
20.44 |
7.63 |
-0.23 |
| Latin America Stock |
0.93 |
-0.88 |
-1.65 |
14.50 |
4.52 |
-7.76 |
| India Equity |
1.09 |
-2.97 |
-0.11 |
22.28 |
0.80 |
-0.42 |
| Taxable Bond Funds |
| High Yield Bond |
1.58 |
5.17 |
3.60 |
14.98 |
11.49 |
8.94 |
| Bank Loan |
0.77 |
3.50 |
2.20 |
8.86 |
6.92 |
5.02 |
| Multisector Bond |
0.62 |
2.94 |
2.19 |
10.71 |
8.77 |
7.79 |
| Nontraditional Bond |
0.61 |
2.03 |
1.26 |
6.74 |
4.30 |
5.46 |
| Long-Term Bond |
-0.90 |
1.57 |
1.60 |
9.66 |
10.33 |
8.93 |
| Emerging Markets Bond |
-0.34 |
0.68 |
0.79 |
13.59 |
10.73 |
8.71 |
| Intermediate-Term Bond |
-0.56 |
0.55 |
0.71 |
4.88 |
5.73 |
6.04 |
| Short-Term Bond |
0.00 |
0.54 |
0.36 |
2.70 |
2.64 |
3.29 |
| Ultrashort Bond |
0.08 |
0.34 |
0.20 |
1.40 |
1.27 |
1.39 |
| Short Government |
-0.31 |
-0.19 |
-0.07 |
0.39 |
1.40 |
2.49 |
| Intermediate Government |
-0.95 |
-0.55 |
-0.12 |
0.89 |
3.49 |
4.62 |
| World Bond |
-1.18 |
-1.48 |
-0.38 |
4.53 |
5.35 |
4.65 |
| Inflation-Protected Bond |
-2.31 |
-2.33 |
-1.45 |
0.41 |
5.76 |
4.67 |
| Long Government |
-5.30 |
-3.72 |
-0.17 |
-2.60 |
9.65 |
9.29 |
| Municipal Bond Funds |
| High Yield Muni |
0.37 |
2.32 |
1.23 |
8.42 |
8.22 |
5.49 |
| Muni California Long |
0.01 |
1.51 |
0.74 |
6.02 |
7.07 |
5.79 |
| Muni New Jersey |
0.05 |
1.15 |
0.48 |
4.52 |
5.86 |
5.39 |
| Muni Single State Long |
0.02 |
1.12 |
0.43 |
4.16 |
5.56 |
4.99 |
| Muni National Long |
-0.13 |
1.05 |
0.42 |
4.98 |
6.22 |
5.43 |
| Muni Pennsylvania |
-0.01 |
1.04 |
0.48 |
4.25 |
5.50 |
5.08 |
| Muni New York Long |
-0.13 |
1.03 |
0.37 |
4.76 |
5.63 |
5.29 |
| Muni Minnesota |
-0.11 |
0.99 |
0.60 |
4.02 |
5.57 |
5.23 |
| Muni California Intermediate |
-0.26 |
0.86 |
0.46 |
3.38 |
4.88 |
4.72 |
| Muni Massachusetts |
-0.19 |
0.80 |
0.41 |
3.57 |
5.34 |
4.99 |
| Muni New York Intermediate |
-0.34 |
0.74 |
0.34 |
2.81 |
4.45 |
4.47 |
| Muni Single State Short |
-0.12 |
0.72 |
0.33 |
2.02 |
2.96 |
3.46 |
| Muni National Interm |
-0.35 |
0.70 |
0.36 |
3.25 |
4.95 |
4.90 |
| Muni Ohio |
-0.15 |
0.69 |
0.42 |
3.73 |
4.98 |
4.65 |
| Muni Single State Interm |
-0.30 |
0.56 |
0.31 |
2.80 |
4.49 |
4.55 |
| Muni National Short |
-0.11 |
0.45 |
0.17 |
1.25 |
2.08 |
2.42 |
| Alternative Funds |
| Long/Short Equity |
2.86 |
7.64 |
4.09 |
11.45 |
6.39 |
2.37 |
| Trading-Inverse Commodities |
-2.72 |
7.33 |
4.40 |
-0.16 |
-9.53 |
-12.86 |
| Multialternative |
1.82 |
3.19 |
2.17 |
6.85 |
4.37 |
0.97 |
| Managed Futures |
1.15 |
1.76 |
1.50 |
-2.62 |
-3.67 |
-4.64 |
| Market Neutral |
0.39 |
0.74 |
0.55 |
0.84 |
0.71 |
0.27 |
| Multicurrency |
-0.28 |
-0.48 |
-0.53 |
2.29 |
1.51 |
0.23 |
| Trading-Inverse Debt |
2.66 |
-1.59 |
-2.86 |
-8.01 |
-14.54 |
-13.91 |
| Trading-Miscellaneous |
-2.81 |
-14.30 |
-9.31 |
-23.56 |
-22.57 |
-27.25 |
| Bear Market |
-9.05 |
-19.76 |
-12.73 |
-32.27 |
-26.54 |
-22.36 |
| Single Currency |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Inverse Equity |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Commodities |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Debt |
--- |
--- |
--- |
--- |
--- |
--- |
| Trading-Leveraged Equity |
--- |
--- |
--- |
--- |
--- |
--- |
| Volatility |
-2.85 |
--- |
--- |
--- |
--- |
--- |
| Commodities |
| Commodities Broad Basket |
0.99 |
-5.92 |
-5.21 |
-2.72 |
3.09 |
-11.87 |
| Sector Equity Funds |
| Health |
3.02 |
24.06 |
14.18 |
37.74 |
22.80 |
12.80 |
| Miscellaneous Sector |
7.21 |
20.42 |
7.93 |
38.56 |
7.41 |
-9.67 |
| Consumer Cyclical |
7.59 |
20.34 |
13.50 |
33.32 |
21.29 |
10.87 |
| Consumer Defensive |
3.50 |
18.57 |
9.64 |
28.29 |
19.66 |
10.34 |
| Industrials |
9.50 |
18.14 |
9.85 |
33.16 |
17.12 |
6.21 |
| Financial |
7.87 |
17.89 |
8.98 |
37.05 |
11.17 |
1.64 |
| Equity Energy |
6.71 |
14.51 |
5.89 |
23.34 |
10.73 |
-5.95 |
| Utilities |
0.48 |
14.41 |
8.30 |
21.73 |
16.79 |
3.04 |
| Real Estate |
3.03 |
14.18 |
9.24 |
23.66 |
19.33 |
6.60 |
| Communications |
2.71 |
11.41 |
8.40 |
29.44 |
14.72 |
1.76 |
| Technology |
8.04 |
10.95 |
6.00 |
16.18 |
12.84 |
5.86 |
| Global Real Estate |
0.90 |
10.25 |
7.85 |
34.58 |
17.48 |
2.74 |
| Natural Resources |
6.31 |
2.08 |
0.11 |
13.60 |
7.97 |
-4.45 |
| Equity Precious Metals |
-4.56 |
-38.20 |
-25.60 |
-31.73 |
-14.64 |
-9.73 |