Fund Category Performance: Total Returns

Data through 9/22/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Value 1.55 8.93 1.68 16.56 20.11 13.96
Large Blend 1.31 8.66 2.20 16.98 19.80 14.35
Large Growth 1.05 7.47 3.27 16.79 18.74 14.84
Mid-Cap Value 0.27 7.44 0.01 15.62 20.94 15.44
Mid-Cap Blend 0.31 6.12 0.24 14.31 19.64 15.32
Mid-Cap Growth 0.62 4.53 1.24 11.95 17.60 15.26
Small Value -1.22 1.34 -2.65 10.49 19.48 14.13
Small Blend -0.95 0.52 -2.45 9.64 19.01 14.63
Small Growth -0.42 -1.80 -1.74 5.93 17.60 15.37
Allocation Funds
Convertibles 0.07 6.96 0.36 11.85 12.84 10.67
Aggressive Allocation 0.20 5.99 0.41 11.47 14.30 10.91
Target-Date 2051+ 0.06 5.78 0.20 11.62 15.72 11.03
Moderate Allocation 0.12 5.74 0.50 10.27 12.19 10.00
Target Date 2046-2050 -0.09 5.73 0.08 11.03 14.45 10.92
Target Date 2041-2045 0.00 5.72 0.14 11.26 15.37 11.36
Target Date 2036-2040 -0.13 5.55 0.06 10.65 13.92 10.68
Target Date 2031-2035 -0.05 5.53 0.12 10.66 14.13 10.93
Target Date 2026-2030 -0.20 5.24 0.05 9.67 12.35 9.89
Target Date 2021-2025 -0.18 5.17 0.08 9.30 11.93 9.84
Target Date 2016-2020 -0.32 4.70 0.00 8.09 9.82 8.58
Target Date 2011-2015 -0.34 4.48 -0.01 7.41 8.90 7.97
Conservative Allocation -0.36 4.44 -0.20 6.94 7.60 7.32
Target Date 2000-2010 -0.39 4.23 -0.05 6.89 8.07 7.43
World Allocation -0.69 4.15 -1.11 7.33 9.34 8.41
Retirement Income -0.43 3.94 -0.05 6.36 7.14 7.07
Tactical Allocation -0.69 3.88 -0.69 6.77 7.67 7.49
International Equity Funds
India Equity 4.23 38.67 10.37 49.37 11.32 7.53
Pacific/Asia ex-Japan Stk -1.33 10.21 3.60 10.50 10.19 6.44
Latin America Stock -3.69 6.47 -1.30 0.55 -0.46 2.35
Diversified Emerging Mkts -2.16 6.21 0.90 5.89 6.05 5.13
World Stock -0.12 4.86 -0.76 10.99 15.28 10.85
Diversified Pacific/Asia -2.17 3.92 0.78 5.74 10.84 7.15
China Region -2.09 3.16 5.40 8.16 9.28 5.51
Foreign Large Value -0.99 1.49 -4.06 6.39 12.84 6.25
Miscellaneous Region -1.28 1.46 -2.08 5.94 8.86 6.61
Foreign Small/Mid Blend -2.29 0.88 -4.27 6.67 13.84 10.17
Foreign Large Blend -0.90 0.83 -3.35 5.22 12.39 6.62
Japan Stock -2.04 0.79 -1.52 2.93 9.46 6.85
Foreign Small/Mid Value -2.94 0.53 -5.22 6.62 12.97 8.17
Foreign Large Growth -1.05 0.48 -2.63 4.58 11.87 7.77
Foreign Small/Mid Growth -2.95 -0.42 -4.22 5.40 13.59 11.75
Europe Stock -0.30 -1.36 -5.54 5.68 15.42 8.20
Taxable Bond Funds
Long Government -1.26 13.94 3.32 12.00 2.50 7.39
Preferred Stock -0.35 9.79 0.57 11.03 10.35 11.95
Long-Term Bond -0.68 7.04 1.47 7.65 3.60 6.17
Corporate Bond -0.65 6.12 0.53 8.11 5.66 7.13
Emerging Markets Bond -1.55 4.73 -1.05 3.15 4.15 6.67
Multisector Bond -0.41 4.54 -0.07 6.32 6.12 7.49
High Yield Bond -0.54 4.01 -0.71 6.91 9.41 9.89
Intermediate-Term Bond -0.48 3.94 0.33 4.75 3.20 4.95
World Bond -1.32 3.48 -0.89 3.99 2.77 4.25
Intermediate Government -0.36 3.08 0.26 3.04 1.12 3.15
Inflation-Protected Bond -2.17 2.68 -1.35 1.48 0.53 3.90
Nontraditional Bond 0.27 2.59 0.11 3.38 3.57 4.44
Bank Loan 0.10 1.83 0.00 3.47 6.17 6.20
Short-Term Bond -0.23 1.10 0.01 1.63 1.70 2.59
Short Government -0.21 0.60 -0.01 0.69 0.32 1.31
Ultrashort Bond 0.04 0.52 0.10 0.79 1.07 1.35
Municipal Bond Funds
High Yield Muni 0.89 11.26 2.09 11.96 6.91 6.62
Muni California Long 0.46 9.64 2.11 10.80 6.25 5.64
Muni New York Long 0.39 8.49 1.79 9.00 4.39 4.47
Muni National Long 0.38 8.42 1.77 9.12 5.01 4.82
Muni New Jersey 0.43 8.34 1.61 8.70 4.62 4.51
Muni Single State Long 0.46 8.33 1.67 8.45 4.07 4.24
Muni Pennsylvania 0.44 7.96 1.72 8.46 4.27 4.38
Muni Massachusetts 0.20 7.39 1.60 7.77 3.74 4.06
Muni Ohio 0.17 6.88 1.36 7.41 3.83 3.89
Muni Minnesota 0.17 6.84 1.49 7.72 4.22 4.53
Muni National Interm 0.00 5.34 1.09 5.97 3.58 4.03
Muni Single State Interm -0.01 5.31 1.15 5.81 3.04 3.52
Muni California Intermediate 0.00 5.23 1.22 6.03 3.71 3.94
Muni New York Intermediate 0.00 4.85 1.12 5.31 3.00 3.41
Muni Single State Short 0.23 2.95 0.58 3.07 1.92 2.37
Muni National Short 0.01 1.47 0.35 1.89 1.32 1.78
Alternative Funds
Trading-Leveraged Debt -1.76 17.59 4.67 15.35 2.90 7.90
Trading-Leveraged Commodities -7.63 14.51 -7.98 22.09 5.11 8.94
Trading-Leveraged Equity 0.25 10.75 3.13 21.55 25.83 17.82
Long/Short Equity -0.01 3.00 0.01 6.86 8.75 7.47
Managed Futures 2.47 2.69 3.24 4.55 -2.77 -2.51
Multialternative 0.07 1.79 -0.09 3.67 3.75 4.04
Multicurrency -0.04 1.22 0.08 -0.51 0.00 0.53
Market Neutral 0.08 1.00 0.29 2.32 1.18 1.37
Trading-Inverse Commodities 5.81 -0.49 10.62 1.53 3.24 -10.17
Trading-Miscellaneous 0.79 -3.80 -0.02 -4.09 -5.53 -6.37
Trading-Inverse Debt 0.98 -10.64 -2.61 -11.95 -8.88 -12.25
Bear Market -0.97 -13.75 -4.99 -23.11 -27.16 -24.42
Trading-Inverse Equity -0.87 -19.90 -10.29 -24.96 -26.51 -30.68
Volatility -8.83 --- -11.87 --- --- ---
Commodities
Commodities Precious Metals -6.41 -0.09 -8.04 -12.43 --- ---
Commodities Broad Basket -4.00 -4.53 -11.04 -7.11 -6.82 -0.72
Sector Equity Funds
Energy Limited Partnership 1.32 19.70 4.31 25.76 16.81 ---
Health 2.78 18.01 7.37 27.04 30.02 20.81
Real Estate -4.19 14.67 -1.27 10.51 13.18 14.48
Utilities 0.26 13.04 -1.77 16.78 14.61 12.59
Technology 1.17 10.05 3.66 19.92 17.67 14.78
Equity Precious Metals -14.47 8.69 -13.38 -13.22 -25.91 -9.88
Equity Energy -2.68 8.18 -6.02 10.30 9.32 7.47
Global Real Estate -4.13 8.10 -1.54 5.57 13.03 9.40
Consumer Defensive 0.43 5.49 -0.11 9.86 16.53 14.94
Industrials 0.23 5.03 -1.54 14.87 22.40 16.80
Natural Resources -3.29 4.83 -5.31 6.95 5.04 6.45
Financial 1.82 4.34 1.06 13.00 21.52 10.04
Communications 2.04 2.48 0.14 11.13 14.21 11.49
Consumer Cyclical 0.16 1.85 1.29 9.74 20.73 18.70
Miscellaneous Sector -1.92 -3.52 -4.61 4.98 13.92 7.94