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

56/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

Balanced Portfolio 7.72% 12.84% 3.72% 7.00% 4.13%

Wespath Market Investments offered by TMF

 

YTD

6/30/2017

One

Year

Three

Years

Five

Years

Ten

Years

U.S. Equity Fund   8.91% 19.10%  8.05% 13.99% 6.83%
International Equity Fund  15.11% 21.10%  1.10%   7.43% 1.88%
Fixed Income Fund   4.24%   3.22%  2.37%   3.23% 5.57%
Inflation Protection Fund   1.31%  1.70%  0.18%   0.78% 3.80%
Multiple Asset Fund   8.74% 13.96%  4.26%   8.50% 5.45%

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