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

9/30/2018

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 3.20% 7.05% 9.75% 6.34% 6.56%

Wespath Market Investments offered by TMF

 

YTD

9/30/2018

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund  11.91% 18.40% 16.37%  12.57% 11.20%
International Equity Fund  -2.67%   2.30%  11.16%   4.39%   6.34%
Fixed Income Fund     -1.49%  -0.84%   3.34%   2.74%  5.23%
Inflation Protection Fund  -0.73%    0.90%   3.17%   1.46%   3.25%
Multiple Asset Fund   3.08%    7.14% 10.46%   7.03%   8.03%

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