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

10/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 13.71% 15.93% 6.03% 7.19% 4.27%

Wespath Market Investments offered by TMF

 

YTD

10/31/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund  15.72% 23.33%  9.61%  14.51% 7.09%
International Equity Fund  26.81% 25.92%  6.88%   7.74% 1.98%
Fixed Income Fund    5.85%   3.83%  2.97%   2.80% 5.37%
Inflation Protection Fund    3.10%   1.98%  1.27%   0.42% 3.35%
Multiple Asset Fund  15.12% 17.23%  6.68%   8.73% 5.53%

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