Fund Category Performance: Total Returns

Data through 10/20/2014. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Large Blend -5.67 2.49 -4.30 8.59 17.20 12.50
Large Value -6.12 2.24 -4.99 7.87 16.96 12.01
Large Growth -5.46 1.60 -3.15 8.00 16.91 13.02
Mid-Cap Value -6.22 0.73 -5.97 5.83 18.38 13.47
Mid-Cap Blend -6.17 -0.43 -5.60 4.85 17.40 13.45
Mid-Cap Growth -5.93 -1.76 -3.94 3.26 15.89 13.28
Small Value -5.39 -4.19 -6.66 0.76 17.18 12.63
Small Blend -5.14 -4.67 -5.85 0.19 17.03 13.24
Small Growth -5.10 -6.84 -3.99 -2.52 16.24 13.84
Allocation Funds
Retirement Income -1.45 2.42 -1.75 3.61 6.82 6.36
Conservative Allocation -1.90 2.40 -2.26 3.67 7.01 6.46
Target Date 2011-2015 -2.13 2.26 -2.34 3.75 8.16 7.02
Target Date 2000-2010 -1.92 2.23 -2.20 3.52 7.38 6.52
Moderate Allocation -3.48 2.08 -3.29 4.96 10.89 8.77
Convertibles -4.61 2.01 -3.96 5.21 11.71 9.15
Target Date 2016-2020 -2.63 1.94 -2.84 3.75 8.97 7.52
Target Date 2021-2025 -3.43 1.59 -3.49 3.95 10.67 8.57
Target Date 2026-2030 -3.89 1.16 -4.00 3.77 11.03 8.55
Aggressive Allocation -4.65 1.05 -4.42 4.44 12.40 9.32
Target Date 2031-2035 -4.56 0.73 -4.52 3.85 12.41 9.40
Target Date 2036-2040 -4.67 0.63 -4.71 3.70 12.27 9.14
Tactical Allocation -3.17 0.61 -3.92 2.25 7.21 6.48
Target Date 2046-2050 -4.97 0.49 -4.99 3.67 12.66 9.29
Target Date 2041-2045 -5.08 0.36 -4.99 3.73 13.34 9.71
Target-Date 2051+ -5.27 0.19 -5.15 3.74 13.60 9.07
World Allocation -4.03 -0.18 -5.01 1.24 7.94 6.92
International Equity Funds
India Equity -2.47 35.23 4.77 41.08 11.66 4.95
Pacific/Asia ex-Japan Stk -4.58 5.13 -3.74 2.99 10.22 4.52
Diversified Emerging Mkts -5.84 -0.03 -6.66 -2.46 5.54 2.73
Diversified Pacific/Asia -4.49 -0.88 -5.53 -1.57 10.16 5.72
China Region -4.20 -1.18 -1.98 0.70 10.45 3.67
World Stock -6.16 -1.60 -6.64 2.02 12.90 8.82
Latin America Stock -8.66 -2.76 -11.59 -8.16 -2.29 -1.64
Japan Stock -5.53 -4.26 -7.86 -4.07 8.06 6.30
Miscellaneous Region -6.45 -5.07 -8.34 -2.93 7.31 3.80
Foreign Small/Mid Blend -6.82 -6.04 -9.94 -3.46 11.57 7.82
Foreign Large Growth -6.82 -6.31 -8.60 -3.87 9.41 5.61
Foreign Large Value -7.75 -6.40 -10.22 -4.55 8.92 3.98
Foreign Large Blend -7.32 -6.56 -9.38 -4.41 9.24 4.44
Foreign Small/Mid Growth -6.48 -6.89 -9.74 -4.19 12.16 9.42
Foreign Small/Mid Value -7.58 -7.08 -11.43 -4.38 10.54 5.77
Europe Stock -8.42 -9.65 -11.08 -5.55 11.21 5.53
Taxable Bond Funds
Long Government 5.79 20.64 5.98 15.39 4.63 8.25
Preferred Stock -0.07 9.72 -0.31 10.05 11.04 12.77
Long-Term Bond 2.59 9.31 2.60 8.50 4.86 6.43
Corporate Bond 1.25 7.42 1.02 7.59 6.43 7.01
Intermediate-Term Bond 1.17 5.16 1.03 4.80 3.92 4.89
Intermediate Government 1.40 4.52 1.31 3.54 1.84 3.21
Emerging Markets Bond -0.75 3.96 -2.61 1.25 4.31 5.90
Multisector Bond -0.61 3.84 -0.88 4.57 6.15 6.89
Inflation-Protected Bond 1.17 3.83 -1.05 1.84 1.13 3.68
World Bond -0.06 3.41 -1.40 2.70 3.12 3.89
High Yield Bond -1.38 2.57 -1.62 4.22 8.93 9.04
Short-Term Bond 0.35 1.44 0.28 1.60 2.01 2.51
Nontraditional Bond -1.16 1.41 -0.98 1.96 3.44 3.77
Short Government 0.50 1.11 0.45 0.97 0.60 1.29
Bank Loan -1.01 0.79 -1.22 2.16 5.61 5.68
Ultrashort Bond -0.06 0.50 0.01 0.67 1.14 1.34
Municipal Bond Funds
High Yield Muni 1.30 12.66 3.58 13.35 7.25 6.66
Muni California Long 1.68 11.45 3.41 12.29 6.81 6.13
Muni National Long 1.54 10.08 3.10 10.64 5.55 5.25
Muni New York Long 1.46 10.07 3.16 10.52 4.88 4.86
Muni New Jersey 1.37 9.81 2.93 10.31 5.02 4.86
Muni Single State Long 1.32 9.75 3.03 10.17 4.48 4.56
Muni Pennsylvania 1.50 9.73 3.06 10.22 4.91 4.82
Muni Massachusetts 1.43 8.93 2.74 9.44 4.30 4.48
Muni Ohio 1.40 8.37 2.56 8.85 4.44 4.34
Muni Minnesota 1.36 8.27 2.39 8.86 4.77 4.89
Muni Single State Interm 1.30 6.71 2.10 7.04 3.68 3.98
Muni California Intermediate 1.31 6.61 2.08 7.00 4.43 4.49
Muni National Interm 1.13 6.49 1.84 6.90 4.15 4.44
Muni New York Intermediate 1.23 6.14 2.00 6.46 3.65 3.92
Muni Single State Short 0.60 3.56 1.43 3.73 2.27 2.62
Muni National Short 0.31 1.77 0.56 2.08 1.61 1.90
Alternative Funds
Trading-Leveraged Debt 8.15 27.18 8.48 20.60 5.78 9.20
Trading-Inverse Commodities 5.15 4.40 14.17 5.45 2.71 -7.44
Managed Futures -0.16 2.37 2.80 4.34 -2.33 -2.81
Multicurrency -0.71 0.64 -1.06 -1.31 0.08 0.07
Trading-Leveraged Equity -9.63 0.09 -8.15 6.80 22.51 15.12
Market Neutral -1.63 -0.30 -1.73 0.05 1.12 1.09
Multialternative -2.19 -0.37 -2.23 1.04 3.35 3.23
Long/Short Equity -3.47 -0.67 -3.66 2.06 7.53 6.43
Trading-Miscellaneous -0.76 -4.42 -0.16 -4.04 -5.76 -6.55
Bear Market 7.45 -6.85 3.79 -14.02 -24.98 -22.85
Trading-Inverse Equity 10.70 -11.38 4.42 -15.93 -24.24 -28.61
Trading-Leveraged Commodities -23.20 -12.06 -32.07 -7.94 1.60 2.08
Trading-Inverse Debt -4.87 -14.75 -5.29 -13.53 -10.20 -12.62
Volatility 14.93 --- 5.53 --- --- ---
Commodities
Commodities Precious Metals 2.35 2.26 -5.40 -6.59 --- ---
Commodities Broad Basket -3.73 -8.17 -10.56 -10.37 -5.88 -2.77
Sector Equity Funds
Real Estate 3.15 18.39 -0.36 12.35 15.59 16.51
Health -3.59 13.75 3.91 21.95 28.95 20.25
Energy Limited Partnership -6.08 12.51 -3.74 17.67 14.19 ---
Utilities -1.75 11.06 -2.27 12.17 13.41 11.95
Global Real Estate -1.38 6.66 -4.98 2.46 13.15 8.92
Equity Precious Metals -4.78 3.54 -19.60 -7.97 -22.76 -11.39
Consumer Defensive -2.04 3.38 -1.41 7.44 15.48 13.52
Technology -7.31 1.92 -4.93 8.52 15.14 12.60
Financial -5.11 -0.97 -3.42 4.05 18.97 8.78
Industrials -6.64 -1.92 -7.20 6.27 19.30 15.16
Consumer Cyclical -4.52 -2.75 -3.06 3.58 18.68 17.23
Communications -6.17 -3.82 -6.58 -0.21 11.97 10.25
Equity Energy -13.15 -6.23 -17.34 -8.30 5.14 3.10
Natural Resources -11.08 -6.79 -15.39 -6.58 2.58 3.06
Miscellaneous Sector -6.52 -11.36 -10.26 -8.37 12.29 5.24