Market-based Investments Returns

Total returns for market-based investments.

Over the last 10 years, market-based investments have yielded the following total returns. Keep in mind, past performance in not an indication of future results.


Texas Methodist Foundation Market Investments

 

YTD

9/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 12.16% 12.46% 6.03% 6.83% 4.22%

Wespath Market Investments offered by TMF

 

YTD

9/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund  13.35% 17.47%  9.96% 13.69% 7.10%
International Equity Fund  24.23% 21.35%  6.04%   7.46% 2.27%
Fixed Income Fund    5.87%   3.08%  3.27%   2.92% 5.50%
Inflation Protection Fund    2.74%   1.44%  1.37%   0.42% 3.48%
Multiple Asset Fund  13.51% 13.63%  6.69%   8.35% 5.64%

For detailed information on Wespath funds, please visit their website.