Fund Category Performance: Total Returns

Data through 2/27/2015. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 4.93 4.59 4.01 7.92 15.18 15.69
Large Growth 5.13 4.45 3.52 11.80 16.72 15.45
Small Growth 4.87 4.09 4.88 3.62 14.90 16.48
Mid-Cap Blend 3.98 3.16 2.68 9.22 15.99 15.09
Mid-Cap Value 3.61 2.59 2.43 10.41 16.74 15.09
Large Blend 3.78 2.50 1.87 13.03 16.36 14.57
Small Blend 3.57 2.06 2.58 5.00 14.37 14.80
Large Value 3.11 1.60 0.99 11.83 15.80 13.82
Small Value 3.29 0.96 1.39 4.08 13.93 13.84
Allocation Funds
Target-Date 2051+ 3.28 3.67 1.88 8.08 12.28 11.49
Target Date 2046-2050 3.19 3.65 1.85 7.92 11.34 11.13
Target Date 2041-2045 3.21 3.60 1.80 7.82 11.97 11.66
Target Date 2036-2040 3.03 3.49 1.76 7.61 10.91 10.86
Target Date 2031-2035 2.93 3.37 1.69 7.43 10.96 11.17
Aggressive Allocation 3.08 3.14 1.62 7.68 11.48 10.98
Target Date 2026-2030 2.56 3.11 1.57 6.89 9.68 9.98
World Allocation 1.87 2.89 0.42 3.31 6.57 8.08
Convertibles 2.78 2.88 1.65 4.36 11.04 10.37
Target Date 2021-2025 2.30 2.88 1.47 6.52 9.27 9.91
Target Date 2016-2020 1.87 2.53 1.32 5.82 7.68 8.45
Moderate Allocation 2.36 2.50 1.44 7.47 10.12 10.00
Tactical Allocation 1.25 2.35 0.60 3.73 5.36 6.62
Target Date 2011-2015 1.62 2.27 1.17 5.33 7.33 7.93
Target Date 2000-2010 1.46 2.10 0.99 4.84 6.33 7.22
Retirement Income 1.35 1.99 1.15 4.86 6.23 6.93
Conservative Allocation 1.32 1.95 0.70 4.41 6.07 7.10
International Equity Funds
India Equity -0.42 9.25 8.22 58.73 16.29 8.55
Japan Stock 5.86 8.86 6.57 6.77 9.46 8.32
Europe Stock 4.82 6.65 2.63 -3.48 10.56 9.20
Diversified Pacific/Asia 2.87 6.12 3.49 8.33 8.95 7.54
Foreign Large Blend 3.93 6.02 1.74 0.43 8.34 7.28
Foreign Large Growth 3.67 5.99 2.17 1.71 8.84 8.30
Foreign Large Value 4.08 5.92 1.01 -1.55 7.81 6.61
Foreign Small/Mid Growth 4.59 5.66 3.00 -1.69 11.09 11.48
Foreign Small/Mid Value 5.66 5.65 2.81 -3.08 9.59 8.49
Foreign Small/Mid Blend 4.72 5.28 3.18 -1.87 10.46 10.42
Pacific/Asia ex-Japan Stk 0.56 4.32 1.51 9.80 7.80 7.26
World Stock 3.34 3.91 1.59 5.49 11.80 11.03
Miscellaneous Region 3.88 3.65 -3.10 -4.32 3.54 3.87
China Region 0.04 2.94 1.43 6.78 6.89 5.56
Diversified Emerging Mkts 0.05 2.86 -2.96 3.00 0.88 3.36
Latin America Stock -1.42 -1.95 -12.69 -7.72 -10.68 -4.03
Taxable Bond Funds
High Yield Bond 2.39 2.57 0.66 1.42 6.59 8.16
Long Government -2.70 2.41 5.34 17.37 4.36 9.04
Preferred Stock 0.88 2.23 2.28 9.57 9.20 11.69
Long-Term Bond -1.25 2.18 3.84 13.83 5.96 8.67
Corporate Bond 0.22 1.95 1.93 6.01 4.87 6.45
Inflation-Protected Bond -0.11 1.71 0.28 1.53 -0.37 3.43
Multisector Bond 1.06 1.65 0.54 3.11 4.89 6.59
Bank Loan 1.54 1.58 0.33 1.50 4.52 5.02
Intermediate-Term Bond -0.01 1.21 1.21 4.33 3.21 4.60
Nontraditional Bond 0.88 1.08 0.36 1.50 2.62 3.29
Intermediate Government -0.18 0.65 0.76 3.46 1.55 3.10
Short-Term Bond 0.19 0.57 0.24 0.98 1.47 2.13
Emerging Markets Bond -0.06 0.53 -3.92 -0.49 0.21 4.78
Short Government -0.03 0.34 0.17 0.83 0.42 1.14
World Bond -0.29 0.22 -0.91 0.49 1.73 3.47
Ultrashort Bond 0.16 0.16 0.01 0.31 0.84 1.10
Municipal Bond Funds
High Yield Muni -0.43 1.11 2.13 10.35 5.56 6.44
Muni California Long -0.73 0.85 1.73 8.76 5.01 6.13
Muni Pennsylvania -0.57 0.82 1.58 7.42 3.43 4.68
Muni New York Long -0.70 0.79 1.66 7.86 3.50 4.70
Muni National Long -0.77 0.71 1.52 7.58 4.04 5.22
Muni Single State Long -0.68 0.68 1.45 7.09 2.96 4.42
Muni Massachusetts -0.76 0.66 1.43 6.41 2.76 4.28
Muni Ohio -0.76 0.66 1.47 6.18 3.06 4.10
Muni Minnesota -0.59 0.62 1.34 6.21 3.32 4.57
Muni National Interm -0.66 0.60 0.97 4.67 2.76 4.08
Muni California Intermediate -0.71 0.59 1.02 4.77 2.95 4.19
Muni New York Intermediate -0.74 0.54 1.06 4.42 2.26 3.55
Muni Single State Interm -0.73 0.54 1.08 4.86 2.45 3.65
Muni New Jersey -0.82 0.50 1.33 6.84 3.24 4.63
Muni Single State Short -0.35 0.50 0.61 2.29 1.41 2.24
Muni National Short -0.20 0.32 0.18 0.92 0.89 1.60
Alternative Funds
Trading-Leveraged Equity 5.65 6.23 1.59 15.49 20.29 18.58
Trading-Leveraged Debt -4.43 3.87 8.83 27.93 6.86 12.43
Managed Futures 0.47 3.76 7.22 14.73 1.67 1.84
Multialternative 0.98 1.71 1.36 3.10 3.76 3.99
Long/Short Equity 1.88 1.41 1.08 3.73 7.16 7.33
Trading-Leveraged Commodities 4.13 1.41 -14.57 -24.27 -9.92 -0.78
Multicurrency -0.29 0.89 0.03 -0.04 -1.43 -0.31
Market Neutral 0.31 0.66 0.48 1.06 1.48 1.12
Trading-Miscellaneous 0.75 -0.70 -0.52 -1.61 -4.85 -6.35
Trading-Inverse Debt 1.72 -3.38 -5.52 -15.89 -9.63 -13.49
Bear Market -5.72 -5.57 -3.89 -19.83 -22.87 -24.28
Trading-Inverse Equity -3.73 -6.47 2.38 -23.69 -17.01 -30.49
Trading-Inverse Commodities -1.19 -8.26 -1.08 5.04 2.98 -7.92
Volatility -12.76 -13.75 -7.55 --- --- ---
Commodities
Commodities Precious Metals -6.43 2.36 0.67 -11.02 --- ---
Commodities Broad Basket 2.84 -0.76 -11.62 -22.01 -12.03 -4.90
Sector Equity Funds
Equity Precious Metals -6.66 9.88 1.41 -19.39 -25.47 -11.55
Health 3.15 8.28 9.05 21.27 30.89 23.04
Communications 4.52 5.66 2.36 7.82 13.07 12.76
Miscellaneous Sector 6.32 5.62 0.60 -4.37 --- ---
Technology 6.49 4.76 3.99 11.75 15.91 15.51
Global Real Estate -0.71 4.65 4.08 14.21 11.73 11.56
Consumer Defensive 2.74 4.39 3.81 17.06 16.26 15.39
Consumer Cyclical 4.71 3.71 4.39 10.16 18.31 18.96
Real Estate -4.80 2.91 4.78 22.41 13.85 16.84
Industrials 3.78 2.90 2.48 9.73 18.36 16.95
Natural Resources 3.80 2.48 -5.70 -11.37 -3.30 2.64
Equity Energy 2.58 0.54 -10.87 -16.35 -2.74 2.08
Energy Limited Partnership 2.25 0.43 -6.80 5.73 9.74 ---
Financial 4.06 -0.19 -0.69 5.00 15.19 10.09
Utilities -3.58 -1.42 -1.26 11.12 13.09 12.85