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.
Financial Rewards with Eternal Value