Services for Churches - Investments

Market-Based Investment Returns

Total Returns as of 8/31/2010

     8/31/10   2009 Return   Three Year Average   Five Year Average
Equity Portfolio      -4.25%      30.82%            -0.40%            3.20%
S & P 500 for comparison      -4.62%
     26.46%            -2.20%            2.50%
Fixed Income Portfolio       7.37%      13.07%             4.80%            4.10%
Balanced Portfolio      -0.46%      19.10%             0.20%            2.60%

Past performance is not an indication of future results.

Returns Comparison to Methodist Loan Fund

If your church had invested $1,000 in the Methodist Loan Fund 1-year fixed rate for the time period January 1, 2009 through December 31, 2009, it would have earned $30.42 for a yield of 3.04%.

In that same time period, a $1,000 investment in a 2-year fixed rate would have earned $32.47 for a yield of 3.25%. Likewise, the 3-year fixed rate would have earned $35.57 for a yield of 3.54%. A 4-year fixed rate would have earned $38.15 for a 3.82% yield. A 5-year fixed rate would have earned $40.74 for a 4.7% yield.