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

2/28/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 2.15% 14.75% 4.18% 5.80% 3.99%

Wespath Market Investments offered by TMF

 

YTD

2/28/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   5.19% 25.58%  8.20% 12.97% 7.17%
International Equity Fund   6.14% 21.75% -0.27%   3.88% 2.26%
Fixed Income Fund   1.89%   6.60%  2.56%   3.06% 5.30%
Inflation Protection Fund   1.48%   8.07%  1.41%   0.81% 3.82%
Multiple Asset Fund   4.23% 17.84%  4.04%   7.17% 5.58%

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