Services for Churches - Investments
Market-Based Investment Returns
Total Returns as of 12/31/2011
| YTD 12/31/11 | 2010 Return | Three Year Average | Five Year Average | |
| Equity Portfolio | -4.97% | 13.57% | 13.1% | 1.5% |
| S & P 500 for comparison | 2.11% |
15.06% | 14.5% | 2.1% |
| Fixed Income Portfolio | 3.17% | 9.24% | 8.5% | 5.4% |
| Balanced Portfolio | -2.29% | 10.92% | 10.8% | 2.7% |
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, 2010 through December 31, 2010, it would have earned $21.71 for a yield of 2.17%.
In that same time period, a $1,000 investment in a 2-year fixed rate would have earned $25.29 for a yield of 2.53%. Likewise, the 3-year fixed rate would have earned $30.93 for a yield of 3.09%. A 4-year fixed rate would have earned $33.50 for a 3.35% yield. A 5-year fixed rate would have earned $35.05 for a 3.51% yield.
Financial Rewards with Eternal Value