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

1/31/2018

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 3.67% 18.08% 8.46% 7.40% 5.43%

Wespath Market Investments offered by TMF

 

YTD

1/31/2018

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   5.07% 23.47% 13.00%  14.63% 9.25%
International Equity Fund   6.50% 32.46% 11.49%   7.77% 4.53%
Fixed Income Fund   -0.13%   5.59%  2.77%   2.73% 5.38%
Inflation Protection Fund    0.32%   4.05%  1.62%   0.48% 2.93%
Multiple Asset Fund   3.86% 19.63%  9.19%   8.84% 6.99%

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