Fund Category Performance: Total Returns

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Data through 6/18/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 3.10 23.81 4.86 4.94 15.61 9.75
Small Growth 2.12 20.24 1.67 -1.58 15.95 9.09
Large Growth 2.27 20.17 4.19 5.83 16.92 11.29
Large Blend 1.95 16.20 2.82 5.02 12.61 8.60
Mid-Cap Blend 1.46 15.98 1.20 -1.27 9.71 5.89
Small Blend 0.51 13.89 -0.85 -7.61 9.70 5.50
Mid-Cap Value 0.75 13.87 -0.06 -3.02 8.28 5.27
Large Value 1.46 13.40 1.21 3.10 10.21 6.65
Small Value -0.76 10.92 -2.99 -11.41 7.09 3.26
Allocation Funds
Target-Date 2060+ 2.11 14.47 2.01 2.34 10.87 5.99
Allocation--85%+ Equity 1.73 14.42 1.72 0.43 10.09 5.58
Target-Date 2055 2.08 14.31 2.01 2.31 10.73 6.16
Target-Date 2050 2.08 14.17 2.03 2.35 10.52 6.04
Target-Date 2045 2.06 14.05 2.05 2.50 10.55 6.02
Convertibles 2.06 13.58 2.77 3.70 10.55 5.87
Target-Date 2040 2.03 13.50 2.12 2.69 10.10 5.86
Target-Date 2035 2.02 12.91 2.26 3.11 9.75 5.67
Allocation--70% to 85% Equity 1.61 12.50 1.65 1.58 8.80 5.06
Target-Date 2030 1.98 11.95 2.40 3.53 8.85 5.31
Allocation--50% to 70% Equity 1.57 11.29 2.16 3.64 7.84 4.94
Target-Date 2025 1.91 10.92 2.51 4.00 8.02 4.90
Target-Date 2020 1.81 9.77 2.54 4.26 6.96 4.41
World Allocation 1.66 9.26 1.14 0.93 6.29 2.61
Target-Date 2015 1.72 9.19 2.50 4.49 6.55 4.28
Allocation--30% to 50% Equity 1.53 9.10 2.25 3.85 5.63 3.52
Tactical Allocation 1.47 8.35 1.39 -0.42 5.75 2.69
Target Date 2010 1.65 8.23 2.46 4.57 5.89 4.04
Target-Date Retirement 1.61 7.90 2.57 4.73 5.08 3.42
Allocation--15% to 30% Equity 1.29 6.83 2.06 4.02 4.07 2.75
International Equity Funds
Foreign Large Growth 1.98 15.92 2.49 -1.83 9.36 3.67
Foreign Small/Mid Growth 1.14 14.96 1.61 -8.33 8.71 4.39
World Large Stock 1.88 14.82 1.63 1.40 10.95 5.70
World Small/Mid Stock 1.29 14.57 0.79 -4.33 10.39 4.93
Europe Stock 1.41 13.85 1.20 -2.56 7.92 1.27
Latin America Stock 12.56 13.49 -0.38 29.92 17.99 -0.25
China Region 0.18 12.42 -6.61 -13.87 10.62 5.63
Foreign Large Blend 1.59 11.39 0.04 -3.70 7.71 1.60
Foreign Small/Mid Blend 0.50 10.41 -1.35 -10.81 6.58 2.17
Pacific/Asia ex-Japan Stk 1.81 8.99 -2.64 -6.68 9.85 4.18
Diversified Emerging Mkts 3.83 8.95 -2.14 -4.45 9.11 1.22
Foreign Large Value 1.17 8.42 -1.92 -5.35 6.37 -0.36
Diversified Pacific/Asia 1.58 8.37 -1.61 -7.78 8.31 4.23
Foreign Small/Mid Value 0.60 7.21 -3.02 -11.46 5.48 0.59
Japan Stock 0.03 5.29 -1.46 -10.16 7.93 5.83
India Equity 2.64 0.93 -3.38 -5.47 7.54 4.66
Taxable Bond Funds
Long-Term Bond 3.31 11.33 7.14 11.38 4.48 5.28
Preferred Stock 0.97 10.86 2.64 5.43 4.81 4.33
Long Government 4.97 10.04 8.96 12.76 1.66 5.67
Emerging Markets Bond 2.37 8.13 2.63 8.57 5.33 3.04
High Yield Bond 0.84 8.11 2.09 4.99 6.33 3.41
Corporate Bond 1.81 7.73 4.04 8.06 3.78 3.52
Multisector Bond 1.27 6.27 2.57 5.47 4.48 2.75
Target Maturity 1.46 6.13 3.14 7.39 2.61 3.25
World Bond-USD Hedged 1.89 6.13 3.35 7.07 3.19 3.13
Emerging-Markets Local-Currency Bond 3.88 5.81 1.32 4.77 3.56 -0.78
Intermediate Core-Plus Bond 1.60 5.73 3.33 6.89 2.97 2.83
Intermediate Core Bond 1.65 5.16 3.36 6.94 2.11 2.54
Bank Loan -0.08 5.05 1.04 2.95 4.31 2.93
Inflation-Protected Bond 1.19 4.94 2.46 3.80 1.99 1.23
World Bond 1.89 4.23 1.92 3.90 2.00 0.49
Nontraditional Bond 0.56 4.02 1.18 2.93 3.60 2.06
Intermediate Government 1.45 3.97 2.81 6.07 1.33 1.99
Short-Term Bond 0.68 2.89 1.57 3.97 1.96 1.58
Short Government 0.68 2.12 1.46 3.48 1.02 1.03
Ultrashort Bond 0.27 1.72 0.85 2.70 1.82 1.29
Municipal Bond Funds
High Yield Muni 0.64 5.76 3.43 6.65 3.56 4.95
Muni National Long 0.58 5.53 3.31 6.53 2.36 3.80
Muni New York Long 0.49 5.25 3.14 6.36 2.41 3.72
Muni California Long 0.62 5.25 3.41 6.17 2.36 3.99
Muni New Jersey 0.62 4.99 3.01 6.69 2.65 3.52
Muni Pennsylvania 0.56 4.72 2.86 6.06 2.33 3.48
Muni National Interm 0.53 4.56 2.65 5.80 2.09 3.01
Muni Massachusetts 0.54 4.54 2.77 5.70 1.70 2.98
Muni New York Intermediate 0.48 4.35 2.59 5.50 1.73 2.78
Muni Ohio 0.54 4.31 2.58 5.74 1.88 3.19
Muni Single State Long 0.50 4.22 2.60 5.47 1.80 3.05
Muni Minnesota 0.50 4.15 2.51 5.24 1.89 2.98
Muni California Intermediate 0.54 4.03 2.42 5.17 1.81 2.86
Muni Single State Interm 0.51 3.74 2.24 5.16 1.59 2.61
Muni Single State Short 0.44 2.68 1.49 3.94 1.32 1.57
Muni Target Maturity 0.47 2.61 1.33 3.61 0.92 1.92
Muni National Short 0.33 1.94 1.04 2.82 1.21 1.17
Alternative Funds
Options-based 1.30 8.44 1.64 1.33 5.06 3.34
Long-Short Equity 1.03 6.99 0.73 -1.23 5.10 2.67
Multialternative 0.70 5.00 0.94 0.93 2.97 1.20
Long-Short Credit 0.43 4.90 1.70 2.48 3.75 1.74
Managed Futures 1.54 4.77 5.09 2.35 -0.81 1.88
Multicurrency 0.61 1.98 0.57 2.79 1.56 0.49
Market Neutral 0.22 -0.21 -0.41 -0.54 0.80 0.10
Bear Market -2.90 -19.25 -1.25 -5.12 -20.19 -16.13
Commodities
Commodities Precious Metals 5.02 4.31 1.12 3.55 1.23 -1.47
Commodities Broad Basket -2.28 3.06 -4.18 -9.80 -1.79 -9.27
Sector Equity Funds
Technology 0.98 21.51 1.83 1.36 22.14 14.86
Real Estate 2.25 20.70 6.19 15.61 6.71 7.88
Industrials 1.75 18.65 2.87 0.17 12.74 7.42
Infrastructure 3.04 17.94 3.51 11.12 8.63 4.77
Consumer Cyclical 1.89 17.69 3.58 -0.11 11.62 7.90
Global Real Estate 1.64 16.32 2.90 8.49 6.88 5.13
Communications 0.72 15.91 2.55 6.91 6.70 5.36
Energy Limited Partnership -3.12 15.81 -2.39 -1.66 0.99 -6.27
Financial 0.93 15.55 0.90 -3.12 13.21 7.59
Utilities 2.21 14.07 2.98 19.61 9.25 8.39
Consumer Defensive 0.04 13.60 3.60 6.50 4.60 6.78
Health 4.22 11.98 -1.79 1.65 11.99 9.13
Equity Precious Metals 11.74 10.73 2.42 -2.30 -4.63 -2.78
Natural Resources 1.74 8.78 -3.25 -11.88 4.96 -2.89
Equity Energy -5.66 6.34 -9.69 -26.12 -6.09 -14.74
Content Partners