Fund Category Performance: Total Returns

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Data through 8/23/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth -4.61 21.75 2.96 1.74 12.52 9.15
Large Growth -5.01 18.18 2.22 2.54 13.72 10.34
Small Growth -5.30 16.09 0.38 -7.42 11.44 8.73
Large Blend -4.97 13.75 1.07 0.07 9.71 7.81
Mid-Cap Blend -5.65 12.12 -0.31 -6.03 6.42 5.03
Large Value -5.85 9.63 -0.80 -3.33 7.06 5.79
Mid-Cap Value -6.72 8.95 -2.05 -8.78 4.66 4.32
Small Blend -5.93 8.44 -2.14 -13.64 5.33 4.75
Small Value -7.06 4.25 -4.12 -17.80 2.42 2.31
Allocation Funds
Convertibles -2.29 13.82 3.35 4.40 8.59 5.72
Target-Date 2060+ -4.81 11.67 0.80 -0.90 7.77 5.78
Target-Date 2055 -4.80 11.55 0.80 -0.85 7.61 5.53
Target-Date 2050 -4.65 11.53 0.87 -0.64 7.46 5.44
Target-Date 2045 -4.56 11.49 0.91 -0.49 7.51 5.43
Allocation--85%+ Equity -5.03 11.45 0.26 -3.13 6.77 4.88
Target-Date 2040 -4.12 11.33 1.14 0.09 7.29 5.33
Target-Date 2035 -3.56 11.27 1.47 0.87 7.18 5.23
Target-Date 2030 -2.78 10.98 1.88 1.90 6.68 5.00
Allocation--50% to 70% Equity -2.62 10.61 1.61 1.66 6.11 4.77
Allocation--70% to 85% Equity -3.97 10.58 0.81 -1.22 6.30 4.57
Target-Date 2025 -2.04 10.57 2.23 2.87 6.23 4.71
Target-Date 2020 -1.34 9.99 2.48 3.67 5.58 4.35
Target-Date 2015 -1.09 9.62 2.51 4.01 5.35 4.28
Allocation--30% to 50% Equity -1.21 9.39 2.14 3.15 4.44 3.48
Target Date 2010 -0.68 8.97 2.67 4.46 4.93 4.12
Target-Date Retirement -0.25 8.91 2.77 4.86 4.37 3.51
World Allocation -2.92 7.99 1.11 -0.13 4.24 2.40
Allocation--15% to 30% Equity -0.27 7.86 2.33 4.22 3.56 3.02
Tactical Allocation -2.55 7.43 1.37 -1.95 3.86 2.31
International Equity Funds
Foreign Large Growth -4.64 13.58 1.25 -1.55 6.15 3.61
World Large Stock -5.34 11.68 0.35 -1.59 7.58 5.14
China Region -5.12 11.53 2.25 -2.43 5.75 3.24
World Small/Mid Stock -5.23 11.23 -0.23 -6.09 6.91 4.67
Foreign Small/Mid Growth -4.96 11.21 -0.88 -7.98 5.54 3.90
Europe Stock -5.18 9.86 -0.37 -4.96 4.68 1.82
Latin America Stock -10.40 8.02 2.68 26.32 9.51 -1.31
Foreign Large Blend -5.62 7.50 -0.73 -4.96 4.05 1.32
Foreign Small/Mid Blend -5.38 6.96 -1.21 -9.74 3.70 2.07
Pacific/Asia ex-Japan Stk -6.52 6.24 0.15 -3.44 5.41 2.51
Diversified Pacific/Asia -5.74 5.59 -0.03 -5.24 4.39 3.08
Diversified Emerging Mkts -7.51 4.29 0.03 -3.59 4.01 -0.29
Foreign Small/Mid Value -5.67 3.75 -1.01 -10.36 2.12 0.17
Japan Stock -3.83 3.74 -0.22 -7.01 5.25 5.16
Foreign Large Value -6.52 3.36 -2.10 -7.84 2.37 -0.84
India Equity -7.79 -8.61 -10.07 -15.66 1.77 2.40
Taxable Bond Funds
Long Government 10.61 21.33 13.92 21.94 3.86 6.72
Long-Term Bond 6.46 20.26 10.98 17.93 5.61 6.27
Preferred Stock 0.38 13.15 3.25 6.13 4.27 4.50
Corporate Bond 2.61 12.08 5.66 10.85 4.10 4.08
World Bond-USD Hedged 1.88 9.30 4.75 9.55 3.37 3.44
Emerging Markets Bond -1.06 9.17 3.13 9.25 3.76 3.15
High Yield Bond 0.07 9.07 1.92 5.01 5.04 3.54
Intermediate Core-Plus Bond 2.06 8.67 4.11 8.72 3.27 3.22
Target Maturity 1.55 8.46 3.59 8.37 2.50 2.99
Intermediate Core Bond 2.29 8.23 4.24 8.93 2.68 2.95
Multisector Bond 0.76 8.11 2.90 6.45 4.05 3.15
Inflation-Protected Bond 1.58 7.80 3.83 5.67 2.36 1.59
Intermediate Government 1.67 6.14 3.23 7.41 1.85 2.25
Emerging-Markets Local-Currency Bond -3.15 6.06 3.88 8.86 1.99 -0.69
World Bond 0.63 5.97 3.50 5.84 1.58 0.78
Bank Loan -0.23 5.28 0.24 2.44 3.76 2.94
Nontraditional Bond -0.34 4.60 1.13 3.17 3.06 2.15
Short-Term Bond 0.62 4.00 1.61 4.50 2.15 1.78
Short Government 0.68 3.05 1.46 3.98 1.30 1.18
Ultrashort Bond 0.27 2.29 0.81 2.80 1.90 1.40
Municipal Bond Funds
High Yield Muni 1.78 8.44 3.14 8.12 4.05 5.23
Muni National Long 1.86 8.41 3.34 8.75 3.03 4.01
Muni California Long 1.90 8.10 3.37 8.26 3.06 4.19
Muni New York Long 1.87 8.02 3.17 8.36 3.04 3.93
Muni New Jersey 1.64 7.55 3.05 8.19 3.21 3.76
Muni Pennsylvania 1.60 7.22 2.93 7.82 2.91 3.68
Muni Massachusetts 1.61 7.04 2.94 7.78 2.36 3.16
Muni National Interm 1.45 6.91 2.80 7.55 2.64 3.19
Muni Ohio 1.48 6.71 2.86 7.64 2.50 3.37
Muni New York Intermediate 1.37 6.58 2.63 7.28 2.30 2.95
Muni Single State Long 1.54 6.56 2.74 7.16 2.36 3.21
Muni Minnesota 1.47 6.46 2.72 7.09 2.51 3.17
Muni California Intermediate 1.27 6.16 2.60 6.71 2.33 2.98
Muni Single State Interm 1.35 5.89 2.56 6.83 2.15 2.77
Muni Single State Short 0.78 4.18 1.76 4.82 1.67 1.75
Muni Target Maturity 0.61 4.17 1.74 4.56 0.99 1.90
Muni National Short 0.46 2.89 1.23 3.45 1.42 1.29
Alternative Funds
Managed Futures 3.13 8.85 6.00 4.32 -0.03 2.51
Options-based -2.80 7.19 0.86 -1.61 3.61 2.93
Long-Short Equity -2.80 5.93 0.61 -2.89 3.63 2.31
Long-Short Credit -0.03 5.18 0.59 2.60 3.02 2.06
Multialternative -1.00 4.68 0.91 0.73 1.99 1.03
Multicurrency -0.73 1.65 0.43 2.52 1.28 0.33
Market Neutral 0.01 -0.08 0.41 -0.27 1.12 0.14
Bear Market 10.60 -13.86 1.09 1.98 -14.79 -14.30
Commodities
Commodities Precious Metals 4.71 16.77 17.54 26.46 2.19 0.54
Commodities Broad Basket -4.11 0.66 -2.45 -8.21 -2.09 -8.62
Sector Equity Funds
Equity Precious Metals 2.92 32.77 36.32 40.29 -3.77 0.08
Real Estate 1.76 21.81 3.32 11.68 5.26 7.36
Technology -6.70 19.60 2.42 0.46 17.31 13.96
Infrastructure -2.16 16.62 2.08 7.88 6.56 4.44
Global Real Estate -0.76 15.48 1.03 7.42 4.54 4.40
Industrials -6.39 15.27 0.46 -4.13 9.37 6.96
Utilities 0.69 15.08 1.96 13.41 9.53 8.85
Consumer Cyclical -5.25 13.86 1.02 -3.58 8.14 6.90
Consumer Defensive -1.70 13.86 0.83 3.61 3.41 6.87
Communications -4.93 12.27 -0.84 0.28 4.17 4.91
Financial -6.89 11.12 -1.95 -7.56 9.46 6.83
Health -4.28 7.81 0.26 -6.75 7.30 7.55
Energy Limited Partnership -10.18 7.12 -8.53 -15.55 -3.73 -8.60
Natural Resources -10.42 -0.13 -3.83 -16.02 -0.12 -4.32
Equity Energy -14.44 -7.15 -13.28 -34.96 -11.94 -16.66
Content Partners