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

3/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 4.45% 11.12% 3.75% 5.76% 4.22%

Wespath Market Investments offered by TMF

 

YTD

3/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   5.37% 17.48%  8.43% 12.43% 7.07%
International Equity Fund   8.61% 14.41%  0.29%   4.60% 2.20%
Fixed Income Fund   2.04%   4.14%  2.52%   3.23% 5.31%
Inflation Protection Fund   1.33%   5.28%  1.26%   1.02% 3.77%
Multiple Asset Fund   5.05% 12.23%  4.29%   7.19% 5.54%

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