Fund Category Performance: Total Returns

Data through 7/20/2018. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.12 15.60 10.44 25.01 12.16 12.21
Large Growth 0.97 11.74 7.53 21.42 12.12 14.01
Mid-Cap Growth 0.19 10.56 6.98 20.10 10.59 11.93
Small Blend -0.32 8.19 7.11 15.77 10.55 10.19
Small Value -0.57 5.72 6.24 12.76 10.39 8.76
Large Blend 1.07 4.65 4.59 13.76 10.05 11.22
Mid-Cap Blend 0.06 4.49 4.39 12.09 8.65 9.89
Mid-Cap Value -0.15 1.99 3.18 9.01 8.66 9.27
Large Value 0.67 1.11 2.56 9.83 8.56 9.25
Allocation Funds
Convertibles -0.81 6.12 3.51 9.34 6.31 7.34
Allocation--85%+ Equity 0.45 3.49 3.20 10.43 7.84 8.88
Target-Date 2060+ 0.62 2.71 2.23 10.43 8.37 8.49
Target-Date 2055 0.59 2.63 2.11 10.19 8.04 8.76
Target-Date 2045 0.60 2.52 2.07 9.89 7.86 8.45
Target-Date 2050 0.57 2.44 2.07 9.96 7.90 8.47
Allocation--70% to 85% Equity 0.45 2.31 2.44 8.53 6.53 7.45
Target-Date 2040 0.56 2.21 1.96 9.28 7.50 8.09
Target-Date 2035 0.59 2.08 1.89 8.67 7.18 7.77
Target-Date 2030 0.58 1.61 1.72 7.58 6.52 7.07
Allocation--50% to 70% Equity 0.62 1.50 2.10 6.70 5.79 6.46
Target-Date 2025 0.59 1.29 1.58 6.48 5.86 6.41
Target-Date 2020 0.55 0.89 1.37 5.33 5.09 5.59
Target-Date 2015 0.57 0.86 1.38 4.86 4.85 5.43
Target Date 2010 0.51 0.54 1.10 4.02 4.39 4.93
Tactical Allocation 0.14 0.51 1.52 5.86 4.24 4.38
Allocation--30% to 50% Equity 0.52 0.32 1.22 3.78 4.30 4.64
Target-Date Retirement 0.47 0.15 1.04 3.21 3.71 3.95
World Allocation 0.33 -0.36 -0.08 4.62 4.34 4.51
Allocation--15% to 30% Equity 0.46 -0.44 0.81 1.62 3.03 3.02
International Equity Funds
World Large Stock 0.81 2.59 1.76 10.07 8.00 8.67
World Small/Mid Stock -0.13 1.91 0.78 10.75 9.30 9.19
Foreign Large Growth 0.58 1.48 0.39 9.22 6.53 7.02
Foreign Small/Mid Growth -0.54 1.36 -1.70 12.72 9.00 9.25
Europe Stock 1.02 -0.57 -1.93 4.03 4.41 6.02
Foreign Large Blend 0.38 -1.73 -2.41 4.60 4.43 5.14
Foreign Small/Mid Blend -1.03 -2.37 -3.66 6.49 8.01 7.65
Japan Stock -1.51 -2.67 -2.86 8.73 7.11 8.98
Foreign Large Value 0.30 -3.41 -3.93 2.34 3.59 4.15
Diversified Pacific/Asia -1.50 -3.47 -2.65 6.54 7.80 7.09
Foreign Small/Mid Value -1.44 -4.30 -5.14 3.60 6.33 6.56
Pacific/Asia ex-Japan Stk -2.88 -4.78 -4.56 5.18 6.73 6.96
China Region -5.90 -5.90 -5.49 6.39 5.75 9.81
Diversified Emerging Mkts -1.32 -6.44 -7.33 2.15 5.73 3.82
Latin America Stock 7.58 -8.77 -14.27 -0.38 7.90 -1.93
India Equity -1.90 -11.19 -6.76 -1.93 5.11 11.71
Taxable Bond Funds
Bank Loan 0.30 2.05 0.53 3.53 3.45 3.18
Ultrashort Bond 0.19 0.88 0.53 1.46 1.19 0.94
High Yield Bond 0.07 0.39 0.29 1.90 4.41 4.01
Nontraditional Bond 0.24 0.16 -0.36 1.34 2.51 1.96
Short-Term Bond 0.26 0.11 0.51 0.36 1.27 1.26
Short Government 0.18 -0.04 0.47 -0.14 0.32 0.46
Inflation-Protected Bond 0.45 -0.24 0.72 1.43 1.65 0.90
Preferred Stock 0.75 -0.36 1.12 0.83 4.76 4.95
Multisector Bond 0.29 -0.66 -0.10 0.88 3.22 3.00
World Bond 0.54 -1.08 -1.70 0.16 2.57 1.35
Intermediate Government 0.38 -1.11 0.77 -1.03 0.68 1.36
Intermediate-Term Bond 0.51 -1.34 0.64 -0.62 1.79 2.18
Corporate Bond 0.78 -2.35 0.47 -0.86 3.11 3.35
Long-Term Bond 0.90 -3.23 0.58 -0.50 4.49 5.02
Long Government 0.84 -3.60 2.43 -1.35 2.83 4.47
Emerging Markets Bond 1.81 -3.69 -2.84 -1.09 4.13 2.90
Emerging-Markets Local-Currency Bond 0.39 -5.55 -8.47 -3.14 1.71 -1.16
Municipal Bond Funds
High Yield Muni 0.66 2.00 1.91 3.93 4.66 5.41
Muni New Jersey 0.64 1.03 1.60 2.24 3.06 3.48
Muni Single State Short 0.35 0.93 1.10 0.23 1.08 1.21
Muni New York Long 0.52 0.71 1.51 1.29 2.95 3.81
Muni National Short 0.28 0.67 0.80 0.59 0.94 1.03
Muni Pennsylvania 0.49 0.63 1.40 1.37 2.68 3.47
Muni California Long 0.52 0.38 1.53 1.82 3.30 4.55
Muni California Intermediate 0.49 0.32 1.34 0.96 2.17 3.07
Muni National Interm 0.52 0.15 1.27 0.94 2.37 3.08
Muni Single State Long 0.48 0.14 1.26 0.94 2.25 3.19
Muni New York Intermediate 0.49 0.03 1.24 0.45 2.02 2.84
Muni Minnesota 0.43 -0.07 1.07 0.98 2.18 3.16
Muni National Long 0.54 -0.08 1.40 1.49 3.07 4.08
Muni Single State Interm 0.44 -0.14 1.06 0.35 1.83 2.64
Muni Ohio 0.44 -0.23 1.12 0.63 2.19 3.11
Muni Massachusetts 0.43 -0.42 1.10 0.53 2.09 3.07
Alternative Funds
Options-based 0.82 1.42 2.96 4.85 4.43 4.97
Long-Short Equity 0.15 1.32 1.17 5.98 3.65 4.13
Long-Short Credit 0.02 0.20 -0.13 1.06 2.20 1.84
Multicurrency 0.04 -0.49 -0.52 -1.24 0.58 -0.20
Market Neutral -0.24 -0.53 -0.29 0.97 1.00 0.65
Multialternative 0.06 -0.63 0.17 1.76 1.03 1.81
Managed Futures 0.44 -3.68 -1.71 0.89 -1.92 1.97
Bear Market -0.89 -9.92 -6.13 -20.47 -19.98 -20.62
Commodities
Commodities Broad Basket -2.84 -2.59 -5.54 5.52 -1.96 -7.43
Commodities Precious Metals -4.11 -7.26 -8.75 -2.41 2.15 -3.28
Sector Equity Funds
Technology -0.30 15.57 8.26 25.90 19.81 19.27
Health 1.32 13.13 10.21 16.16 4.09 14.10
Consumer Cyclical -0.76 7.78 7.34 19.12 8.33 10.18
Equity Energy 0.27 4.76 2.43 17.36 0.21 -5.59
Financial -0.47 2.23 0.80 11.51 10.13 10.71
Utilities 2.98 1.87 4.61 3.15 8.86 8.38
Energy Limited Partnership 1.23 0.73 7.36 -2.14 -4.94 -2.97
Industrials 0.31 0.38 0.23 11.79 11.61 11.61
Real Estate 1.24 0.14 9.21 2.40 5.47 6.61
Global Real Estate 0.19 -0.24 2.72 5.22 4.46 5.14
Infrastructure 2.08 -1.24 2.06 1.13 5.31 6.65
Natural Resources -0.99 -1.67 -2.16 10.30 7.06 2.34
Communications -0.06 -1.70 0.32 0.31 5.07 6.45
Consumer Defensive 1.42 -2.68 4.22 3.19 5.48 8.15
Equity Precious Metals -0.66 -9.09 -6.55 -5.45 15.30 -1.71