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

1/31/2019

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio   6.31% -3.69% 9.30% 5.17% 8.25%

Wespath Market Investments offered by TMF

 

YTD

1/31/2019

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   9.88%  -1.16%  14.14%    9.48%  14.11%
International Equity Fund   8.56%   -12.11%   11.54%   3.71%   9.85%
Fixed Income Fund      1.98%     0.98%   4.21%   2.90%   5.47%
Inflation Protection Fund   2.36%   -0.18%   3.81%   1.68%   4.13%
Multiple Asset Fund   6.59%   -3.68%  10.09%   5.74%  10.02%

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