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

11/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 15.09% 16.31% 6.08% 7.35% 4.53%

Wespath Market Investments offered by TMF

 

YTD

11/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund  18.91% 20.53% 10.00%  14.93% 7.87%
International Equity Fund  27.68% 29.32%  6.99%   7.43% 2.56%
Fixed Income Fund    6.02%   6.82%  2.91%   2.69% 5.43%
Inflation Protection Fund    3.45%   4.05%  1.35%   0.31% 3.19%
Multiple Asset Fund  16.56% 17.93%  6.81%   8.76% 5.97%

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