Edu Surety Bond Rates | A Quick Guide To Construction Bonds Article

Fund Category Performance: Total Returns

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Data through 3/21/2019. Returns are simple averages.
Name 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
U.S. Equity Fund
Mid-Cap Growth 2.97 19.19 25.06 5.50 14.90 8.91
Small Growth 1.36 19.01 25.96 5.93 17.22 8.37
Large Growth 4.16 16.76 22.34 7.95 16.04 11.20
Mid-Cap Blend 0.27 14.62 18.48 0.56 10.13 6.41
Small Blend -1.59 14.52 19.13 -1.72 10.94 5.63
Mid-Cap Value -0.40 13.68 17.03 -0.60 8.99 6.19
Large Blend 2.27 13.64 17.71 4.84 12.17 9.14
Small Value -2.93 13.25 16.93 -4.03 8.89 4.02
Large Value 1.08 11.99 15.26 3.13 10.23 7.56
Allocation Funds
Allocation--85%+ Equity 1.78 12.95 16.31 1.28 10.06 6.26
Target-Date 2060+ 2.23 12.72 15.97 1.86 10.63 6.67
Target-Date 2055 2.23 12.57 15.80 1.71 10.51 6.81
Target-Date 2050 2.19 12.42 15.56 1.79 10.36 6.71
Target-Date 2045 2.19 12.24 15.36 1.84 10.33 6.67
Convertibles 2.39 11.64 14.45 4.66 10.88 6.01
Target-Date 2040 2.11 11.63 14.54 2.00 9.92 6.47
Allocation--70% to 85% Equity 1.75 11.00 13.81 1.69 8.77 5.60
Target-Date 2035 2.05 10.86 13.54 2.17 9.48 6.21
Target-Date 2030 1.92 9.77 12.10 2.44 8.64 5.77
Allocation--50% to 70% Equity 1.71 9.28 11.63 2.97 7.73 5.33
Target-Date 2025 1.81 8.63 10.64 2.64 7.76 5.27
World Allocation 1.65 8.39 10.13 -0.29 6.42 3.39
Tactical Allocation 1.53 7.60 9.27 -0.76 6.07 3.23
Target-Date 2020 1.66 7.50 9.19 2.77 6.78 4.71
Allocation--30% to 50% Equity 1.48 7.21 8.62 2.68 5.72 3.81
Target-Date 2015 1.60 6.94 8.46 2.96 6.36 4.56
Target Date 2010 1.55 6.06 7.39 2.91 5.71 4.24
Target-Date Retirement 1.38 5.62 6.75 3.05 4.91 3.50
Allocation--15% to 30% Equity 1.15 4.90 5.79 2.62 4.15 2.88
International Equity Funds
China Region 5.99 20.37 21.74 -10.40 11.53 7.75
World Small/Mid Stock 1.28 13.69 17.17 -4.25 10.55 5.29
Foreign Large Growth 3.28 13.50 16.42 -4.12 8.49 4.42
Foreign Small/Mid Growth 2.38 13.40 17.02 -10.59 8.19 4.63
World Large Stock 2.55 13.24 16.54 0.86 10.42 6.37
Europe Stock 3.14 12.44 13.86 -4.00 6.57 1.93
Latin America Stock -0.09 11.98 14.90 -2.81 18.01 2.30
Pacific/Asia ex-Japan Stk 2.62 11.87 13.98 -7.21 10.71 6.33
Foreign Small/Mid Blend 1.66 11.79 14.94 -10.51 7.43 3.61
Diversified Emerging Mkts 2.58 11.49 13.62 -10.22 9.65 3.68
Foreign Large Blend 2.17 11.40 13.63 -4.90 7.10 2.90
Foreign Small/Mid Value 1.14 10.49 13.17 -10.87 6.39 2.38
Foreign Large Value 1.60 10.45 12.34 -5.72 6.39 1.47
Diversified Pacific/Asia 1.51 10.20 12.95 -7.72 9.37 6.29
Japan Stock -0.09 7.23 9.63 -7.36 8.12 8.33
India Equity 10.55 4.10 5.50 -4.45 10.59 10.15
Taxable Bond Funds
Preferred Stock 1.37 7.90 8.87 3.15 5.32 4.52
High Yield Bond 1.11 6.20 6.50 4.07 6.86 3.50
Emerging Markets Bond 1.54 5.85 6.11 1.54 5.64 3.80
Emerging-Markets Local-Currency Bond 1.06 4.98 6.03 -5.32 3.74 0.23
Corporate Bond 1.48 4.03 4.31 4.41 3.76 3.47
Long-Term Bond 1.81 4.01 4.25 4.80 4.18 4.95
Multisector Bond 1.03 3.91 4.26 3.08 4.63 2.94
Bank Loan 0.54 3.89 3.73 2.52 4.90 2.90
Nontraditional Bond 0.68 2.94 3.02 1.56 3.70 2.07
Inflation-Protected Bond 1.42 2.90 3.13 2.63 1.83 1.37
World Bond 1.11 2.78 3.33 0.64 2.42 1.26
Intermediate-Term Bond 1.11 2.47 2.90 3.99 2.41 2.45
Long Government 1.85 1.83 2.30 5.99 1.10 4.95
Intermediate Government 0.90 1.47 2.00 3.83 0.98 1.77
Short-Term Bond 0.56 1.44 1.68 2.86 1.90 1.43
Ultrashort Bond 0.29 0.92 0.99 2.34 1.75 1.18
Short Government 0.41 0.77 1.05 2.36 0.79 0.83
Municipal Bond Funds
High Yield Muni 1.47 2.64 2.74 5.50 3.80 5.16
Muni National Long 1.26 2.52 2.66 4.68 2.51 3.83
Muni New York Long 1.37 2.44 2.55 4.90 2.52 3.78
Muni New Jersey 1.10 2.22 2.33 5.32 2.74 3.47
Muni California Long 1.26 2.17 2.26 4.40 2.48 4.03
Muni Pennsylvania 1.03 2.12 2.23 4.73 2.41 3.46
Muni National Interm 0.88 2.11 2.22 4.27 2.06 2.94
Muni Massachusetts 1.09 2.07 2.20 4.03 1.75 2.99
Muni New York Intermediate 0.88 1.98 2.07 3.93 1.74 2.71
Muni Ohio 0.89 1.97 2.08 4.24 2.05 3.22
Muni Minnesota 0.99 1.90 2.04 3.79 1.93 2.96
Muni Single State Long 0.95 1.88 1.96 4.08 1.87 3.12
Muni California Intermediate 0.77 1.81 1.91 3.93 1.80 2.82
Muni Single State Interm 0.72 1.69 1.81 3.80 1.61 2.59
Muni Single State Short 0.39 1.27 1.34 3.40 1.22 1.41
Muni National Short 0.29 0.93 0.99 2.28 1.07 1.09
Alternative Funds
Options-based 1.22 6.99 9.19 1.65 5.12 3.68
Long-Short Equity 0.71 6.32 8.33 -1.45 4.63 2.94
Multialternative 0.75 4.13 4.89 0.10 2.88 1.39
Long-Short Credit 0.65 3.26 3.65 1.15 3.79 1.95
Multicurrency 0.33 1.45 1.48 2.44 1.46 0.59
Market Neutral -0.63 0.12 0.29 -0.47 0.78 0.26
Managed Futures 1.97 -0.04 -0.08 -4.49 -2.32 1.49
Bear Market -3.21 -19.27 -23.38 -9.22 -21.42 -18.27
Commodities
Commodities Broad Basket 0.68 8.30 7.08 -4.22 2.71 -7.92
Commodities Precious Metals -0.35 4.48 6.99 1.33 2.61 -2.12
Sector Equity Funds
Technology 5.43 22.07 28.40 6.67 23.11 15.31
Energy Limited Partnership 3.14 20.19 21.44 11.29 8.00 -3.86
Equity Energy 2.75 19.33 22.85 -9.67 -0.03 -10.31
Real Estate 2.22 15.39 15.63 17.76 6.72 8.33
Industrials -1.22 15.15 19.23 -2.52 11.73 7.56
Health 3.51 14.73 21.44 8.65 14.25 9.92
Consumer Cyclical 2.18 14.54 19.88 3.40 9.30 7.37
Infrastructure 2.58 14.38 15.27 8.70 8.87 5.77
Communications 3.00 14.11 18.04 5.97 7.00 5.83
Global Real Estate 2.77 14.01 14.39 9.32 6.58 6.45
Natural Resources 0.59 13.26 16.50 -6.18 8.03 -0.92
Utilities 2.82 11.01 9.94 19.30 10.08 9.30
Financial -2.38 10.95 15.11 -8.11 11.49 6.80
Equity Precious Metals -1.04 10.68 14.93 -2.97 3.42 -2.84
Consumer Defensive 1.22 9.98 11.46 3.94 4.29 7.33
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