Fund Category Performance: Total Returns

Data through 6/24/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 4.20 23.75 6.51 6.32 16.22 9.84
Large Growth 4.69 21.24 6.11 8.01 18.00 11.58
Small Growth 2.32 19.14 3.86 -1.38 16.06 8.99
Large Blend 3.85 17.05 5.09 6.54 13.50 8.81
Mid-Cap Blend 2.79 15.90 3.49 -0.92 10.30 5.93
Large Value 3.07 14.07 3.78 4.14 11.01 6.81
Mid-Cap Value 2.38 14.05 2.79 -2.67 9.01 5.40
Small Blend 1.23 12.98 2.02 -8.14 9.93 5.42
Small Value 0.41 9.86 0.14 -12.36 7.37 3.19
Allocation Funds
Target-Date 2060+ 3.87 15.61 4.40 4.02 11.86 6.54
Target-Date 2055 3.87 15.47 4.35 3.98 11.79 6.52
Target-Date 2050 3.83 15.31 4.31 4.00 11.51 6.36
Allocation--85%+ Equity 3.43 15.26 4.12 1.74 10.94 5.77
Target-Date 2045 3.79 15.17 4.32 4.14 11.58 6.36
Target-Date 2040 3.66 14.56 4.20 4.27 11.03 6.16
Target-Date 2035 3.53 13.95 4.16 4.61 10.65 5.97
Convertibles 3.08 13.84 3.48 4.76 11.03 5.93
Allocation--70% to 85% Equity 3.08 13.23 3.55 2.71 9.54 5.25
Target-Date 2030 3.32 12.89 4.00 4.89 9.59 5.54
Allocation--50% to 70% Equity 2.83 12.02 3.58 4.68 8.43 5.10
Target-Date 2025 3.08 11.78 3.84 5.24 8.66 5.10
Target-Date 2020 2.82 10.57 3.58 5.34 7.49 4.57
World Allocation 3.05 10.20 2.74 2.05 6.93 2.78
Target-Date 2015 2.66 9.97 3.45 5.51 7.11 4.46
Allocation--30% to 50% Equity 2.41 9.75 3.11 4.55 6.02 3.63
Target Date 2010 2.52 8.96 3.23 5.50 6.39 4.21
Tactical Allocation 2.68 8.82 2.54 0.39 6.19 2.83
Target-Date Retirement 2.26 8.44 3.10 5.53 5.37 3.49
Allocation--15% to 30% Equity 1.98 7.40 2.54 4.62 4.36 2.82
International Equity Funds
Foreign Large Growth 4.36 17.92 5.72 0.24 10.71 4.15
Latin America Stock 11.57 16.95 9.53 33.06 18.33 0.48
China Region 6.80 16.60 -2.01 -7.49 12.01 6.58
Foreign Small/Mid Growth 3.17 16.54 4.48 -6.60 10.09 4.78
World Large Stock 3.97 16.21 4.39 3.20 12.09 6.03
World Small/Mid Stock 3.13 15.67 3.68 -2.72 11.39 5.23
Europe Stock 3.65 15.51 4.72 -0.82 9.74 1.82
Foreign Large Blend 3.71 13.17 3.19 -1.65 9.14 2.01
Foreign Small/Mid Blend 2.84 12.27 1.83 -8.65 8.22 2.53
Pacific/Asia ex-Japan Stk 5.25 11.81 0.71 -2.15 11.01 4.75
Diversified Emerging Mkts 6.50 11.54 1.80 -1.04 10.15 1.78
Diversified Pacific/Asia 3.76 10.34 1.10 -5.17 9.16 4.56
Foreign Large Value 3.39 10.10 1.25 -3.45 7.76 0.02
Foreign Small/Mid Value 3.32 9.07 0.12 -9.12 6.97 1.00
Japan Stock 1.78 6.78 -0.53 -8.05 9.05 5.94
India Equity -1.87 2.26 -1.33 -3.24 9.23 5.75
Taxable Bond Funds
Long-Term Bond 4.03 12.63 6.54 13.19 4.82 5.42
Preferred Stock 1.40 11.25 3.22 6.00 5.00 4.33
Long Government 3.80 10.16 6.51 12.58 1.66 5.64
Emerging Markets Bond 2.99 9.06 3.30 8.99 5.55 3.24
High Yield Bond 1.55 8.76 2.57 5.63 6.55 3.49
Corporate Bond 2.56 8.63 3.97 9.21 3.99 3.63
Emerging-Markets Local-Currency Bond 4.90 7.64 3.64 6.22 4.17 -0.53
Target Maturity 1.97 6.77 3.01 8.09 2.67 3.26
Multisector Bond 1.63 6.77 2.69 5.90 4.58 2.81
World Bond-USD Hedged 2.03 6.52 3.09 7.37 3.26 3.16
Intermediate Core-Plus Bond 1.86 6.25 3.07 7.38 3.10 2.88
Inflation-Protected Bond 1.86 5.82 2.58 4.48 2.19 1.28
Intermediate Core Bond 1.81 5.60 2.94 7.35 2.18 2.56
World Bond 2.51 5.33 2.57 4.77 2.50 0.67
Bank Loan 0.01 5.10 1.26 3.03 4.40 2.93
Nontraditional Bond 0.97 4.51 1.68 3.50 3.82 2.23
Intermediate Government 1.44 4.23 2.34 6.22 1.37 2.00
Short-Term Bond 0.87 3.17 1.55 4.21 2.01 1.62
Short Government 0.79 2.33 1.39 3.60 1.05 1.05
Ultrashort Bond 0.31 1.81 0.86 2.75 1.84 1.30
Municipal Bond Funds
High Yield Muni 0.71 5.91 2.85 6.63 3.44 4.92
Muni National Long 0.73 5.74 2.71 6.61 2.31 3.81
Muni New York Long 0.65 5.42 2.53 6.40 2.35 3.71
Muni California Long 0.76 5.41 2.76 6.20 2.29 3.98
Muni New Jersey 0.70 5.14 2.55 6.72 2.56 3.52
Muni Pennsylvania 0.66 4.88 2.40 6.11 2.27 3.48
Muni National Interm 0.66 4.73 2.27 5.97 2.02 3.05
Muni Massachusetts 0.67 4.72 2.27 5.81 1.65 2.98
Muni New York Intermediate 0.54 4.49 2.20 5.58 1.69 2.83
Muni Ohio 0.66 4.48 2.16 5.83 1.83 3.18
Muni Single State Long 0.60 4.37 2.14 5.52 1.73 3.04
Muni Minnesota 0.63 4.32 2.09 5.33 1.85 2.98
Muni California Intermediate 0.66 4.22 2.11 5.32 1.78 2.88
Muni Single State Interm 0.59 3.90 1.90 5.26 1.55 2.61
Muni Target Maturity 0.50 2.77 1.30 3.76 0.85 1.89
Muni Single State Short 0.45 2.76 1.36 3.95 1.29 1.59
Muni National Short 0.37 2.05 1.00 2.93 1.21 1.19
Alternative Funds
Options-based 2.26 8.84 2.80 1.90 5.42 3.33
Long-Short Equity 2.07 7.53 2.30 -0.16 5.61 2.72
Multialternative 1.29 5.58 1.69 1.66 3.38 1.30
Long-Short Credit 0.68 5.33 1.84 3.05 3.88 1.82
Managed Futures 2.11 4.48 3.85 2.29 -0.77 1.89
Multicurrency 0.39 1.84 0.41 2.69 1.34 0.29
Market Neutral 0.28 -0.11 -0.01 -0.35 0.80 0.11
Bear Market -5.30 -19.81 -5.05 -6.73 -20.85 -16.40
Commodities
Commodities Precious Metals 9.40 8.85 4.76 9.11 1.75 -1.48
Commodities Broad Basket 0.79 4.67 -2.46 -7.94 -0.68 -9.00
Sector Equity Funds
Technology 4.80 22.49 3.27 4.44 23.32 15.23
Infrastructure 4.38 19.70 5.68 12.14 9.62 5.11
Equity Precious Metals 22.16 19.70 8.54 5.83 -3.20 -1.91
Real Estate 1.31 19.69 4.41 12.36 6.58 7.60
Industrials 4.10 19.19 6.10 2.79 13.73 7.73
Consumer Cyclical 3.64 17.05 4.39 0.02 12.20 7.91
Energy Limited Partnership -0.77 16.76 -1.48 -1.69 1.03 -6.49
Global Real Estate 1.30 16.46 2.65 7.84 7.49 5.11
Communications 2.42 16.44 3.23 7.26 7.06 5.73
Utilities 2.51 15.62 3.94 19.25 9.77 8.83
Financial 0.83 14.99 6.59 -2.94 13.85 7.62
Consumer Defensive 1.35 14.00 3.83 5.50 4.91 6.97
Health 3.46 12.04 0.58 1.01 12.57 8.99
Natural Resources 5.92 10.35 0.14 -9.87 6.16 -2.43
Equity Energy 1.48 8.29 -6.14 -25.70 -5.30 -14.32