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

2/28/2018

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 0.87% 13.13% 6.27% 6.90% 5.26%

Wespath Market Investments offered by TMF

 

YTD

2/28/2018

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   1.53% 15.74%  9.74%  13.61% 9.21%
International Equity Fund   1.51% 24.87%  7.74%   6.87% 3.68%
Fixed Income Fund   -1.01%   3.53%  2.56%   2.49% 5.19%
Inflation Protection Fund  -0.44%   2.43%  1.61%   0.43% 2.67%
Multiple Asset Fund   0.85% 14.15%  6.92%   8.12% 6.70%

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