Fund Category Performance: Total Returns

Data through 4/17/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Value 0.07 1.91 1.97 25.83 13.08 20.58
Large Value 1.32 1.82 2.35 21.81 12.96 17.53
Mid-Cap Blend -0.90 1.05 1.06 24.93 11.92 19.73
Large Blend 0.22 1.04 1.53 22.08 12.95 17.76
Small Value -0.73 0.38 0.86 28.01 12.31 20.90
Small Blend -2.10 -0.52 -0.34 27.58 12.42 20.64
Large Growth -3.01 -1.08 -1.16 23.64 12.63 17.93
Mid-Cap Growth -3.76 -1.20 -1.44 24.32 10.95 19.29
Small Growth -5.71 -3.41 -4.25 27.48 11.35 21.02
Allocation Funds
Conservative Allocation 0.64 2.08 1.72 6.19 5.68 10.21
Convertibles -1.75 1.88 0.39 17.62 7.40 14.40
World Allocation 1.08 1.76 1.64 9.28 5.65 12.41
Target Date 2011-2015 0.42 1.58 1.32 7.97 6.18 11.43
Target Date 2000-2010 0.41 1.52 1.27 7.03 5.59 10.60
Retirement Income 0.23 1.51 1.09 6.07 5.43 9.96
Target Date 2016-2020 0.40 1.44 1.21 9.39 6.81 12.36
Tactical Allocation 0.62 1.39 1.25 6.32 4.61 10.07
Target Date 2021-2025 0.36 1.38 1.30 12.13 7.84 13.91
Moderate Allocation 0.28 1.35 1.28 12.46 8.23 13.03
Target Date 2026-2030 0.40 1.19 1.13 13.08 7.98 14.21
Aggressive Allocation 0.27 1.12 1.24 16.09 8.85 14.80
Target Date 2031-2035 0.33 1.07 1.16 15.41 8.88 15.31
Target Date 2036-2040 0.38 1.02 1.08 15.43 8.70 15.26
Target Date 2046-2050 0.41 0.99 1.07 16.17 8.97 15.53
Target Date 2041-2045 0.32 0.98 1.15 16.85 9.31 15.86
Target-Date 2051+ 0.26 0.90 1.12 17.71 9.47 15.55
International Equity Funds
India Equity 6.52 10.02 11.64 4.42 -6.06 12.36
Pacific/Asia ex-Japan Stk 3.16 2.96 3.96 5.51 0.57 13.55
Foreign Small/Mid Value 1.25 2.35 1.13 22.69 7.03 18.01
Foreign Small/Mid Blend 0.59 2.26 1.54 22.08 8.30 18.56
Latin America Stock 13.88 2.04 6.60 -8.99 -8.05 10.11
Europe Stock 0.69 1.16 0.71 25.97 8.19 16.44
World Stock 0.45 0.90 1.15 19.49 8.86 16.27
Diversified Emerging Mkts 5.76 0.89 3.28 3.47 -2.33 11.99
Foreign Large Value 1.95 0.84 0.72 18.58 5.61 12.96
Foreign Small/Mid Growth -0.60 0.26 -0.17 19.34 8.79 20.32
Foreign Large Blend 1.53 -0.23 -0.03 16.09 5.25 13.37
Miscellaneous Region 1.61 -0.73 0.04 12.88 1.45 12.41
Foreign Large Growth 0.97 -0.97 -0.24 14.70 5.39 14.20
Diversified Pacific/Asia 1.64 -1.78 -1.15 3.21 3.79 12.35
China Region 2.09 -3.58 -2.45 12.33 -0.90 11.53
Japan Stock 0.37 -5.46 -6.65 3.09 6.74 10.39
Taxable Bond Funds
Long Government 2.04 8.64 4.75 -7.44 8.52 6.46
Preferred Stock 1.27 6.15 4.36 3.01 8.29 19.68
Long-Term Bond 1.50 4.37 2.70 -2.57 6.99 7.97
Corporate Bond 1.13 3.85 2.53 1.12 6.23 10.41
Emerging Markets Bond 2.91 3.00 3.00 -5.09 3.58 10.31
World Bond 1.00 3.00 2.64 0.64 3.14 7.03
High Yield Bond 0.74 2.87 1.91 6.45 7.52 14.61
Multisector Bond 0.86 2.71 1.85 2.65 5.55 11.05
Inflation-Protected Bond 0.39 2.36 1.24 -5.72 2.34 4.83
Intermediate-Term Bond 0.46 2.32 1.40 -0.10 3.90 6.51
Intermediate Government 0.10 1.73 0.86 -1.39 2.48 3.42
Nontraditional Bond 0.61 1.32 0.84 0.16 2.36 6.50
Bank Loan 0.02 0.84 0.38 3.67 4.62 9.69
Short-Term Bond 0.13 0.71 0.44 0.61 1.87 3.70
Short Government -0.03 0.37 0.24 -0.58 0.77 1.60
Ultrashort Bond 0.09 0.25 0.16 0.47 0.85 1.97
Municipal Bond Funds
High Yield Muni 1.13 6.13 4.07 -1.78 8.02 9.37
Muni California Long 1.22 5.66 3.67 0.23 7.99 6.99
Muni New Jersey 1.10 5.26 3.41 -1.24 6.22 5.92
Muni National Long 1.12 5.06 3.27 -0.92 6.42 6.10
Muni New York Long 1.15 4.97 3.19 -1.71 5.74 5.79
Muni Single State Long 0.92 4.89 3.07 -2.07 5.42 5.44
Muni Pennsylvania 0.97 4.70 3.02 -1.14 5.60 5.44
Muni Massachusetts 0.99 4.52 2.79 -1.75 5.29 5.18
Muni Ohio 0.91 4.25 2.71 -0.74 5.07 4.70
Muni Minnesota 0.95 4.11 2.66 -0.11 5.66 5.42
Muni National Interm 0.71 3.34 2.11 -0.02 4.78 4.88
Muni Single State Interm 0.72 3.32 2.10 -0.46 4.33 4.12
Muni California Intermediate 0.64 3.31 2.08 0.73 5.03 4.66
Muni New York Intermediate 0.67 3.01 1.88 -0.40 4.37 4.12
Muni Single State Short 0.08 1.86 1.12 -0.38 2.67 3.13
Muni National Short 0.06 0.92 0.53 0.31 1.91 2.19
Alternative Funds
Trading-Leveraged Commodities 8.62 12.64 13.10 50.94 -7.01 21.54
Trading-Leveraged Debt 2.81 10.59 6.08 -9.81 10.83 4.91
Multicurrency 0.89 0.41 0.87 -2.59 -1.44 2.73
Long/Short Equity -0.14 0.27 0.13 10.93 5.09 10.05
Market Neutral -0.20 0.25 0.12 2.09 0.83 1.84
Multialternative 0.09 -0.18 -0.34 2.46 1.28 6.03
Trading-Leveraged Equity 0.79 -1.06 0.34 30.08 12.92 24.49
Bear Market -0.06 -1.73 -2.34 -29.01 -21.64 -27.92
Managed Futures -0.30 -2.28 -2.00 -4.31 -5.50 -2.51
Trading-Miscellaneous -0.60 -2.57 -1.96 -3.35 -5.44 -7.80
Trading-Inverse Equity -10.23 -3.16 -7.49 -23.33 -17.54 -34.92
Trading-Inverse Debt -1.29 -5.97 -3.86 0.29 -12.41 -12.22
Trading-Inverse Commodities -1.67 -8.08 -7.95 -12.03 2.26 -15.90
Volatility -4.80 --- --- --- --- ---
Commodities
Commodities Precious Metals -6.00 7.15 2.93 --- --- ---
Commodities Broad Basket 2.55 6.79 7.77 5.04 -6.60 5.09
Sector Equity Funds
Equity Precious Metals -10.89 12.21 1.95 -5.99 -25.18 -1.61
Real Estate 2.31 10.83 8.27 2.62 10.01 21.71
Utilities 2.56 8.51 8.24 14.43 12.78 16.32
Equity Energy 4.67 6.84 8.31 24.69 4.22 13.53
Natural Resources 3.95 5.03 6.16 20.83 -0.45 12.91
Global Real Estate 3.10 4.59 4.02 -0.67 6.90 16.34
Industrials 0.68 2.19 1.71 34.91 14.12 22.50
Consumer Defensive 1.77 1.30 4.04 14.44 13.76 18.93
Health -8.60 0.62 -5.35 26.76 20.08 21.96
Technology -4.27 -0.15 -1.68 31.45 10.16 18.68
Financial -0.85 -0.27 -0.03 22.57 11.38 15.18
Miscellaneous Sector -2.04 -0.69 -1.97 20.26 5.20 17.64
Communications -0.02 -2.28 -1.94 15.42 8.39 15.39
Consumer Cyclical -3.05 -2.95 -0.25 20.54 16.37 22.76