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

8/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 10.44% 11.56% 4.39% 6.94% 4.30%

Wespath Market Investments offered by TMF

 

YTD

8/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund  10.13% 14.77%  7.84% 13.54% 7.15%
International Equity Fund  21.77% 21.21%  3.33%   7.93% 2.65%
Fixed Income Fund   6.09%   3.41%  2.75%   3.10% 5.76%
Inflation Protection Fund    2.99%   2.24%  0.56%   0.59% 3.76%
Multiple Asset Fund   11.75% 12.75%  4.99%   8.46% 5.84%

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