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

4/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 5.75% 11.26% 4.17% 6.10% 4.08%

Wespath Market Investments offered by TMF

 

YTD

4/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   6.54% 17.97%  9.14% 12.84% 6.82%
International Equity Fund  11.28% 14.75%  0.89%   5.17% 1.98%
Fixed Income Fund   3.00%   3.83%  2.55%   3.13% 5.32%
Inflation Protection Fund   1.74%   4.46%  0.98%   0.86% 3.73%
Multiple Asset Fund   6.52% 12.41%  4.73%   7.48% 5.39%

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