Fund Category Performance: Total Returns

Data through 3/27/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Small Growth 0.72 4.84 3.91 9.10 14.46 14.97
Mid-Cap Growth 0.05 4.69 3.57 12.25 14.48 14.44
Large Growth -1.09 3.31 2.00 14.48 14.83 13.94
Small Blend 0.54 2.65 1.92 7.10 14.18 13.55
Mid-Cap Blend -0.63 2.54 1.58 9.90 15.10 13.66
Mid-Cap Value -0.84 1.74 0.80 10.05 15.77 13.63
Small Value 0.17 1.23 0.68 4.98 13.57 12.35
Large Blend -1.74 0.73 -0.55 11.46 14.58 12.97
Large Value -1.86 -0.31 -1.54 8.91 14.15 12.24
Allocation Funds
Target Date 2046-2050 -0.97 2.64 1.55 8.09 10.48 9.89
Target-Date 2051+ -1.02 2.60 1.45 8.12 11.24 10.25
Target Date 2041-2045 -1.01 2.55 1.43 7.91 10.76 10.30
Target Date 2036-2040 -0.93 2.51 1.47 7.72 10.05 9.64
Convertibles -0.37 2.50 1.77 6.58 10.58 9.36
Target Date 2031-2035 -0.94 2.40 1.39 7.50 10.09 9.87
Target Date 2026-2030 -0.81 2.28 1.43 7.02 8.98 8.91
Aggressive Allocation -1.00 2.10 1.14 7.46 10.43 9.74
Target Date 2021-2025 -0.76 2.10 1.36 6.59 8.62 8.84
Target Date 2016-2020 -0.63 1.90 1.35 5.90 7.24 7.67
World Allocation -1.03 1.85 1.13 2.79 6.01 6.95
Target Date 2011-2015 -0.57 1.69 1.23 5.30 6.87 7.19
Tactical Allocation -0.69 1.63 1.11 3.79 4.95 5.71
Moderate Allocation -0.88 1.61 0.91 6.93 9.26 9.01
Target Date 2000-2010 -0.55 1.55 1.15 4.77 5.99 6.59
Retirement Income -0.37 1.54 1.31 4.51 4.77 5.60
Conservative Allocation -0.56 1.36 1.00 4.09 5.76 6.57
International Equity Funds
Japan Stock 2.96 12.10 9.72 15.01 10.30 8.28
Diversified Pacific/Asia 1.26 7.47 6.79 11.95 9.35 6.57
Europe Stock -1.10 5.55 4.15 -3.14 9.66 7.71
Foreign Large Blend -0.50 5.50 4.07 1.34 7.86 6.06
Foreign Large Growth -0.49 5.47 4.27 3.06 8.11 6.97
Foreign Small/Mid Growth -0.41 5.23 4.57 -0.72 10.39 10.09
Foreign Large Value -0.81 5.05 3.53 -1.14 7.38 5.35
India Equity -3.86 5.02 7.47 40.63 15.57 5.96
Foreign Small/Mid Blend -0.33 4.97 4.43 -1.95 10.04 9.19
Foreign Small/Mid Value -0.67 4.93 4.57 -3.18 8.97 7.02
Pacific/Asia ex-Japan Stk -0.77 3.59 3.81 9.22 6.79 5.77
China Region 0.34 3.28 5.13 12.61 7.64 4.54
World Stock -1.00 2.87 1.71 5.63 10.74 9.64
Miscellaneous Region -1.42 2.20 1.12 -5.35 2.65 2.16
Diversified Emerging Mkts -2.91 -0.14 -0.06 -0.62 -0.10 1.48
Latin America Stock -8.13 -9.93 -9.57 -19.66 -12.59 -6.40
Taxable Bond Funds
Long Government 1.11 3.57 4.62 17.34 5.97 9.78
Preferred Stock 0.52 2.78 3.00 8.79 8.84 9.77
Long-Term Bond 0.50 2.69 3.51 12.38 5.57 8.56
High Yield Bond -0.54 2.05 2.13 0.75 6.26 7.45
Corporate Bond 0.07 2.01 2.50 5.78 5.10 6.40
Bank Loan 0.21 1.82 1.93 1.50 4.35 4.72
Intermediate-Term Bond 0.18 1.41 1.73 4.52 3.36 4.63
Multisector Bond -0.30 1.34 1.47 2.59 4.71 6.11
Inflation-Protected Bond -0.55 1.14 1.38 1.07 -0.22 3.39
Intermediate Government 0.30 0.96 1.22 4.02 1.75 3.21
Nontraditional Bond -0.36 0.77 0.78 0.96 2.50 3.17
Short-Term Bond 0.12 0.70 0.85 1.21 1.49 2.18
Short Government 0.16 0.50 0.65 1.17 0.48 1.20
Ultrashort Bond 0.03 0.20 0.21 0.34 0.79 1.10
World Bond -0.59 -0.37 -0.14 -0.81 1.70 3.38
Emerging Markets Bond -1.04 -0.47 -0.53 -2.71 -0.20 4.06
Municipal Bond Funds
High Yield Muni 0.30 1.44 1.80 9.89 5.53 6.41
Muni California Long 0.30 1.18 1.58 8.49 5.27 6.18
Muni Pennsylvania 0.27 1.12 1.46 7.21 3.69 4.73
Muni New York Long 0.25 1.06 1.44 7.63 3.74 4.71
Muni National Long 0.29 1.03 1.39 7.51 4.31 5.28
Muni Massachusetts 0.25 0.94 1.34 6.47 3.11 4.36
Muni Ohio 0.26 0.94 1.38 6.25 3.33 4.23
Muni Single State Long 0.24 0.93 1.29 6.94 3.20 4.45
Muni Minnesota 0.23 0.87 1.21 6.12 3.60 4.66
Muni California Intermediate 0.16 0.77 1.04 5.07 3.30 4.28
Muni Single State Interm 0.21 0.77 1.10 5.11 2.77 3.78
Muni New York Intermediate 0.19 0.74 1.05 4.81 2.59 3.68
Muni National Interm 0.11 0.72 1.01 4.97 3.09 4.19
Muni New Jersey 0.16 0.69 1.08 6.34 3.44 4.64
Muni Single State Short 0.03 0.54 0.69 2.57 1.54 2.30
Muni National Short -0.11 0.23 0.29 1.16 1.04 1.74
Alternative Funds
Trading-Leveraged Debt 1.71 5.67 7.36 27.87 9.47 13.59
Managed Futures 0.87 4.69 5.38 17.64 2.26 1.82
Trading-Leveraged Equity -3.30 2.93 0.33 14.90 17.69 15.65
Multialternative 0.00 1.67 1.47 3.67 3.77 3.59
Long/Short Equity -0.43 0.97 0.40 3.75 6.26 6.48
Multicurrency -0.18 0.74 0.77 -0.84 -1.45 -0.48
Trading-Inverse Equity 7.66 0.66 2.59 -16.07 -14.46 -28.47
Market Neutral -0.24 0.46 0.35 0.92 1.44 1.08
Trading-Miscellaneous -0.43 -0.80 -0.51 -0.71 -4.65 -6.04
Trading-Inverse Commodities 8.03 -1.29 -0.97 11.49 3.26 -6.11
Bear Market 1.69 -4.08 -2.26 -20.08 -21.17 -22.64
Trading-Inverse Debt -1.18 -4.51 -5.25 -16.28 -10.65 -13.80
Trading-Leveraged Commodities -7.05 -5.74 -7.68 -31.04 -8.80 -3.27
Volatility -0.72 -14.14 -11.10 -29.75 --- ---
Commodities
Commodities Precious Metals -1.26 1.07 0.04 -9.37 --- ---
Commodities Broad Basket -3.96 -4.64 -6.28 -24.80 -12.24 -5.13
Sector Equity Funds
Health 2.51 11.01 10.11 33.81 30.65 22.47
Miscellaneous Sector -0.89 5.66 2.93 --- --- ---
Global Real Estate 0.03 4.67 3.77 15.21 11.16 10.42
Real Estate 0.92 3.87 2.73 23.65 13.13 14.74
Consumer Cyclical -0.52 3.27 3.07 14.09 17.06 16.89
Technology -1.78 2.88 1.02 14.45 13.43 13.54
Consumer Defensive -1.81 2.50 1.01 13.66 14.24 13.95
Communications -3.01 2.47 0.88 5.43 11.31 10.99
Industrials -1.56 1.31 0.32 9.62 17.40 14.85
Financial -0.35 -0.51 -1.19 4.16 13.45 8.55
Equity Precious Metals -9.87 -0.99 0.74 -20.91 -25.06 -13.72
Natural Resources -4.02 -1.61 -2.56 -14.62 -3.19 1.12
Energy Limited Partnership -2.39 -1.99 -1.40 2.95 9.47 ---
Equity Energy -2.64 -2.09 -3.12 -19.53 -1.66 1.53
Utilities -1.84 -3.23 -4.93 7.04 12.07 11.94