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

6/30/2018

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 1.08% 1.74% 1.57% 1.53% 2.60%

Wespath Market Investments offered by TMF

 

YTD

6/30/2018

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   5.43% 16.08% 11.31%  12.97% 9.76%
International Equity Fund  -2.06% 11.09%    6.65%   6.64% 3.83%
Fixed Income Fund   -1.87%   0.32%   2.85%   2.89% 4.88%
Inflation Protection Fund  -0.09%   2.98%   2.27%   1.78% 2.62%
Multiple Asset Fund   0.98%   9.56%   7.29%   7.86% 6.81%

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