Fund Performance by Category

Last update: 31-Mar-2013
Category 1-MO Return 3-MO Return 6-MO Return YTD Return 1-YR Return 3-YR Return 5-YR Return
Japan Stock 7.25% 14.23% 22.89% 14.23% 12.05% 4.61% -2.13%
Health 6.54% 16.1% 14.39% 16.1% 24.4% 15.65% 12.1%
Trading-Leveraged Commodities 5.81% -0.57% -16.83% -0.57% -13.86% 3.21% 15.57%
Utilities 5.02% 11.43% 10.87% 11.43% 17.41% 13.33% 4.6%
Small Growth 4.63% 12.07% 12.06% 12.07% 11.57% 13.42% 8.2%
Small Blend 4.56% 12.43% 15.33% 12.43% 15.68% 13.29% 7.67%
Consumer Defensive 4.42% 12.47% 12.96% 12.47% 16.76% 14.62% 9.39%
Mid-Cap Value 4.37% 12.89% 16.69% 12.89% 17.18% 12.22% 7.48%
Mid-Cap Blend 4.28% 12.34% 16.16% 12.34% 15.79% 12.25% 6.81%
Small Value 4.23% 12.29% 16.53% 12.29% 16.34% 11.93% 8.3%
Consumer Cyclical 4.2% 11.17% 13.09% 11.17% 16.28% 16.53% 9.84%
Large Value 3.93% 11.23% 12.32% 11.23% 14.92% 10.97% 4.49%
Large Blend 3.67% 10.4% 10.99% 10.4% 12.98% 10.84% 4.8%
Industrials 3.55% 11.72% 20.47% 11.72% 16.78% 12.43% 6.16%
Mid-Cap Growth 3.45% 10.74% 12.11% 10.74% 10.4% 12.54% 6.62%
Large Growth 3.19% 8.79% 8.1% 8.79% 8.43% 10.82% 5.42%
Communications 3.13% 5.9% 5.8% 5.9% 13.36% 10.41% 2.93%
Foreign Small/Mid Growth 3.07% 7.62% 12.69% 7.62% 14.63% 10.9% 3.12%
Financial 3.04% 10.8% 15.85% 10.8% 16.95% 6.24% 0.69%
Equity Energy 2.98% 11.19% 9.8% 11.19% 8.12% 5.81% -2.62%
Real Estate 2.75% 6.79% 9.21% 6.79% 13.62% 16.28% 5.96%
Convertibles 2.56% 6.7% 8.58% 6.7% 8.8% 7.52% 5.02%
Target Date 2051+ 2.56% 7.25% 9.59% 7.25% 10.99% 8.87% 2.86%
Aggressive Allocation 2.45% 6.83% 8.74% 6.83% 10.26% 8.46% 3.96%
Target Date 2041-2045 2.43% 6.87% 9.15% 6.87% 10.77% 9.13% 3.83%
Target Date 2046-2050 2.41% 6.73% 8.91% 6.73% 10.69% 9.16% 3.98%
Technology 2.39% 6.87% 5.12% 6.87% 0.19% 9.08% 7.24%
Target Date 2036-2040 2.32% 6.43% 8.52% 6.43% 10.34% 9.06% 3.84%
Target Date 2031-2035 2.27% 6.38% 8.51% 6.38% 10.33% 8.95% 3.91%
World Stock 2.23% 6.83% 10.46% 6.83% 10.52% 7.99% 2.59%
Miscellaneous Sector 2.16% 13.22% 20.18% 13.22% 19.46% 6.02% -5.39%
Moderate Allocation 2.07% 5.67% 6.88% 5.67% 9.22% 8.39% 4.79%
Target Date 2026-2030 2.01% 5.51% 7.42% 5.51% 9.64% 8.71% 3.94%
Long/Short Equity 1.92% 5.06% 4.78% 5.06% 4.37% 3.98% 2.46%
Target Date 2021-2025 1.86% 5.13% 6.96% 5.13% 9.31% 8.44% 4.05%
Global Real Estate 1.84% 4.89% 12.63% 4.89% 21.25% 12.23% 2.33%
Foreign Small/Mid Blend 1.67% 6.14% 11.97% 6.14% 11.32% 7.86% 1.6%
Target Date 2016-2020 1.55% 4.14% 5.65% 4.14% 8.36% 8.09% 4.18%
Diversified Pacific/Asia 1.5% 5.54% 13.51% 5.54% 12.19% 4.91% 1.97%
Foreign Small/Mid Value 1.43% 6.52% 13.06% 6.52% 11.84% 6.78% 1.68%
Target Date 2011-2015 1.35% 3.58% 5.09% 3.58% 7.88% 7.43% 3.99%
World Allocation 1.3% 3.2% 4.98% 3.2% 6.99% 7.14% 3.45%
Conservative Allocation 1.24% 3.3% 4.31% 3.3% 7.48% 7.09% 5.04%
Target Date 2000-2010 1.18% 3.11% 4.33% 3.11% 6.97% 7.06% 4.17%
Retirement Income 1.13% 2.92% 3.76% 2.92% 6.83% 6.86% 4.48%
Foreign Large Growth 1.05% 3.71% 9.37% 3.71% 8.24% 6.18% 0.5%
High Yield Bond 0.99% 2.79% 5.95% 2.79% 11.8% 9.94% 9.36%
Foreign Large Value 0.96% 3.28% 10.1% 3.28% 8.9% 3.79% -1.71%
Natural Resources 0.96% 2.57% 2.57% 2.57% 0.38% 3.7% -1.54%
Foreign Large Blend 0.94% 3.66% 10.37% 3.66% 9.6% 4.65% -1.01%
Bank Loan 0.88% 2.3% 3.91% 2.3% 7.82% 6.18% 5.63%
Multialternative 0.76% 1.71% 2.01% 1.71% 2.62% 2.45% 1.07%
Multisector Bond 0.5% 1.43% 3.65% 1.43% 8.76% 8.05% 7.78%
Market Neutral 0.31% 0.38% 0.03% 0.38% -0.36% 0.58% 0.27%
Long-Term Bond 0.27% 0.65% 2.09% 0.65% 10.71% 10.73% 8.89%
Equity Precious Metals 0.22% -17.3% -28.25% -17.3% -23.39% -5.28% -3.46%
Inflation-Protected Bond 0.18% -0.32% 0.28% -0.32% 4.78% 7.27% 4.91%
Intermediate-Term Bond 0.17% 0.32% 1.09% 0.32% 5.67% 6.19% 5.97%
Nontraditional Bond 0.16% 0.98% 2.36% 0.98% 5.38% 4.03% 5.37%
Europe Stock 0.15% 2.62% 9.72% 2.62% 9.15% 4.59% -2.19%
Managed Futures 0.09% 0.09% -2.48% 0.09% -5.86% -4.57% -4.8%
Short-Term Bond 0.09% 0.35% 0.74% 0.35% 2.67% 2.81% 3.22%
Intermediate Government 0.09% -0.05% -0.22% -0.05% 2.58% 4.45% 4.61%
Ultrashort Bond 0.07% 0.23% 0.44% 0.23% 1.35% 1.32% 1.41%
Short Government 0.02% 0.02% -0.08% 0.02% 0.9% 1.79% 2.4%
Commodities Broad Basket 0.0% -1.44% -6.66% -1.44% -5.49% 1.57% -8.76%
World Bond -0.02% -1.09% -0.25% -1.09% 4.44% 5.25% 4.42%
Muni National Short -0.03% 0.36% 0.43% 0.36% 1.7% 2.27% 2.55%
Long Government -0.04% -2.36% -3.49% -2.36% 8.45% 14.05% 8.82%
Muni Single State Short -0.13% 0.43% 0.6% 0.43% 2.58% 3.24% 3.56%
Currency -0.2% -0.35% 0.16% -0.35% 0.08% 0.79% 0.45%
High Yield Muni -0.22% 1.11% 2.96% 1.11% 9.88% 8.57% 5.68%
Latin America Stock -0.23% 0.75% 6.17% 0.75% -2.76% -0.96% -3.74%
Muni California Intermediate -0.36% 0.32% 0.87% 0.32% 4.51% 5.3% 4.89%
Muni National Interm -0.36% 0.33% 0.83% 0.33% 4.53% 5.37% 5.09%
Muni New York Intermediate -0.45% 0.27% 0.37% 0.27% 3.93% 4.83% 4.66%
Muni Minnesota -0.45% 0.24% 0.81% 0.24% 4.9% 5.79% 5.44%
Muni Single State Interm -0.47% 0.1% 0.37% 0.1% 3.9% 4.85% 4.78%
Emerging Markets Bond -0.52% -0.61% 3.19% -0.61% 9.37% 9.2% 8.76%
Muni California Long -0.52% 0.57% 1.77% 0.57% 7.4% 7.53% 6.1%
Muni Ohio -0.56% 0.02% 0.7% 0.02% 4.76% 5.32% 4.88%
Muni National Long -0.6% 0.32% 1.21% 0.32% 6.33% 6.59% 5.79%
Muni Pennsylvania -0.61% 0.23% 0.87% 0.23% 5.23% 5.86% 5.36%
Muni New York Long -0.65% 0.26% 1.01% 0.26% 5.77% 6.01% 5.63%
Muni Massachusetts -0.68% 0.01% 0.38% 0.01% 4.71% 5.72% 5.3%
Muni Single State Long -0.74% 0.2% 0.65% 0.2% 5.09% 5.82% 5.37%
Muni New Jersey -0.76% 0.17% 0.73% 0.17% 5.45% 6.16% 5.67%
Pacific/Asia ex-Japan Stk -0.82% 1.77% 8.95% 1.77% 10.71% 5.75% 2.56%
Diversified Emerging Mkts -1.0% -0.27% 5.73% -0.27% 3.65% 3.05% 0.16%
Trading-Inverse Debt -1.01% -0.7% -1.37% -0.7% -12.57% -16.09% -13.38%
Trading-Inverse Commodities -1.02% 1.39% 8.86% 1.39% 1.48% -11.75% -16.54%
India Equity -1.32% -7.36% -4.7% -7.36% -0.57% -3.29% -1.26%
China Region -3.1% -2.43% 8.52% -2.43% 4.56% -0.81% -1.7%
Trading-Miscellaneous -3.11% -8.44% -11.05% -8.44% -17.58% -21.07% -27.14%
Trading-Inverse Commodities -3.96% -0.79% 7.99% -0.79% -5.26% -15.61% -21.5%
Bear Market -4.93% -12.7% -14.67% -12.7% -18.08% -22.26% -22.82%