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

8/31/2018

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 3.48% 9.01% 9.06% 7.14% 5.84%

Wespath Market Investments offered by TMF

 

YTD

7/31/2018

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund 12.61% 22.62% 15.50%  13.65% 10.29%
International Equity Fund  -2.51%   4.53%    9.91%   5.84%   4.65%
Fixed Income Fund     -1.32%  -0.87%   3.23%   3.07%   4.88%
Inflation Protection Fund  -0.69%    0.68%   2.81%   1.66%   2.71%
Multiple Asset Fund   3.41%    9.71%   9.77%   7.89%   7.16%

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