Fund Category Performance: Total Returns

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Data through 10/21/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Allocation Funds
International Equity Funds
Taxable Bond Funds
Long-Term Bond -0.56 17.67 4.10 19.79 5.47 5.56
Long Government -1.74 15.79 5.29 24.16 3.63 5.08
Preferred Stock 1.09 15.71 2.81 10.64 5.07 5.04
Corporate Bond 0.16 11.56 2.24 11.94 3.95 3.89
High Yield Bond -0.05 10.22 1.25 6.44 4.86 4.04
Emerging Markets Bond 0.04 9.87 -0.29 9.81 3.83 3.61
Emerging-Markets Local-Currency Bond 1.43 8.65 -1.13 10.74 2.98 0.41
World Bond-USD Hedged -0.33 8.50 1.26 9.65 3.31 3.22
Multisector Bond 0.02 8.40 1.07 7.36 4.03 3.37
Target Maturity 0.43 8.22 1.54 9.43 2.73 3.21
Intermediate Core-Plus Bond 0.01 8.20 1.58 9.78 3.14 3.02
Intermediate Core Bond 0.00 7.55 1.62 9.87 2.57 2.63
Inflation-Protected Bond -0.32 6.82 0.63 7.10 1.92 1.60
World Bond 0.22 5.83 0.21 6.47 2.19 1.07
Intermediate Government -0.02 5.65 1.18 8.52 1.76 1.94
Bank Loan -0.49 5.39 -0.10 1.70 3.29 3.15
Nontraditional Bond 0.12 5.14 0.27 3.70 2.94 2.40
Short-Term Bond 0.26 4.18 0.80 4.82 2.13 1.78
Short Government 0.20 2.99 0.65 4.22 1.30 1.06
Ultrashort Bond 0.20 2.63 0.62 2.86 1.94 1.45
Municipal Bond Funds
High Yield Muni 0.15 8.14 1.58 9.49 4.35 4.78
Muni National Long 0.13 7.63 1.19 9.83 3.36 3.51
Muni California Long 0.20 7.47 1.37 9.46 3.42 3.68
Muni New York Long 0.02 7.22 1.18 9.28 3.26 3.47
Muni New Jersey 0.11 6.81 1.01 8.88 3.33 3.33
Muni Pennsylvania 0.11 6.55 1.03 8.57 3.12 3.23
Muni Massachusetts 0.16 6.28 0.95 8.57 2.62 2.73
Muni National Interm 0.20 6.25 0.88 8.31 2.85 2.84
Muni Ohio 0.22 6.08 0.95 8.46 2.82 2.96
Muni Single State Long 0.15 5.96 1.03 7.99 2.60 2.80
Muni Minnesota 0.14 5.84 0.94 7.91 2.71 2.79
Muni New York Intermediate 0.13 5.75 0.66 7.83 2.48 2.56
Muni California Intermediate 0.21 5.45 0.67 7.38 2.52 2.60
Muni Single State Interm 0.17 5.21 0.75 7.36 2.33 2.42
Muni Target Maturity 0.37 4.06 0.27 5.48 1.34 1.91
Muni Single State Short 0.23 3.70 0.34 5.09 1.72 1.55
Muni National Short 0.22 2.71 0.30 3.63 1.50 1.20
Alternative Funds
Options-based 0.55 10.90 0.86 4.69 5.03 4.14
Long-Short Equity -0.15 7.91 -0.49 2.02 4.83 3.02
Long-Short Credit -0.12 5.90 0.34 3.55 3.04 2.31
Multialternative -0.11 5.64 0.07 3.30 2.39 1.55
Managed Futures -2.98 3.83 -1.29 3.63 -0.52 1.16
Multicurrency -0.13 1.60 -0.53 2.10 0.79 0.40
Market Neutral 0.31 0.08 0.14 0.16 1.18 0.35
Bear Market -0.78 -21.79 -1.11 -12.80 -17.41 -16.90
Commodities
Sector Equity Funds
Content Partners