Investment Returns
Every investment decision is made with your long-term success in mind
Investment Solutions Aligned with Your Mission
We offer a suite of professionally managed investment solutions: a Money Market account for liquidity, a Conservative model, two Moderate models and an Aggressive model.
| August 31, 2026 | QTD thru Aug. | YTD thru Aug. | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
| Liquidity- Money Market SGUXX | 0.61% | 2.35% | 3.84% | 3.71% | 3.51% | --- | Schwab |
| Benchmark | 0.64% | 2.46% | 3.80% | 3.81% | 0.61% | --- |
Three-Bucket Models
Click on the fund for the model |
QTR to Date | Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Inception | |
|---|---|---|---|---|---|---|---|---|
| Conservative (30/70) "Short-Term" | 0.77% | 5.01% | 8.48% | 9.34% | 4.61% | 5.22% | Wespath II | |
| Benchmark | -0.36% | 3.60% | 8.60% | 8.34% | 4.10% | 4.89% | ||
| Moderate (60/40) “Medium-Term” | 1.86% | 8.56% | 13.66% | --- | --- | --- | 14.25% | SouthCol |
| Benchmark | 1.14% | 8.26% | 13.00% | 13.70% | 7.24% | 8.84% | 13.89% | |
| Moderate (65/35) "Medium-Term" | 1.66% | 9.18% | 14.58% | 14.36% | 7.52% | 8.26% | Wespath II | |
| Benchmark | 1.70% | 8.93% | 14.42% | 14.17% | 7.27% | 8.12% | ||
| Multiple Asset Fund - MAF (65/35) “Medium-Term” | 1.36% | 9.93% | 13.94% | 12.33% | 4.93% | 8.43% | Wespath II | |
| Benchmark | 1.87% | 9.16% | 14.78% | 14.48% | 6.87% | 8.89% | ||
| Aggressive (85/15) “Long-Term” (Now Available)* | --- | --- | --- | --- | --- | --- | SouthCol | |
| Benchmark | 1.78% | 11.63% | 17.98% | 17.82% | 9.73% | 11.65% |
*launched 8/25/2026