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

1/31/2017

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

1/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   2.04% 21.84%  8.82% 13.10% 6.76%
International Equity Fund   4.97% 19.20%  1.00%   4.94% 2.17%
Fixed Income Fund   0.80%  6.15%  2.66%   3.05% 5.37%
Inflation Protection Fund   0.67%  7.70%  1.53%   0.78% 3.95%
Multiple Asset Fund   2.43% 15.78%  4.68%   7.49% 5.43%

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