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.