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.
65/35
MAF
60/40
Aggressive
| 31-July-26 | QTD thru July | YTD thru July | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
| Liquidity-Money Market SGUXX | 2.03% | 3.36% | 4.43% | 3.40% | --- | Schwab | |
| Benchmark | 1.88% | 3.96% | 4.76% | 3.79% | --- |
Three-Bucket Models
Click on the fund for the model |
QTR to Date | Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|
| Conservative (30/70) "Short-Term" | -0.35% | 3.85% | 8.91% | 8.64% | 4.50% | 5.13% | Wespath II |
| Benchmark | -0.36% | 3.60% | 8.60% | 8.34% | 4.10% | 4.89% | |
| Moderate (65/35) “Medium-Term” | -0.21% | 7.17% | 14.91% | 13.06% | 7.38% | 8.09% | Wespath II |
| Benchmark | 8.96% | 7.11% | 16.07% | 13.65% | 7.42% | 8.18% | |
| Multiple Asset Fund (MAF) “Medium-Term” | -0.59% | 7.81% | 14.44% | 1.47% | 4.85% | 8.29% | Wespath II |
| Benchmark | -0.41% | 7.16% | 15.31% | 12.94% | 6.81% | 8.74% | |
| Moderate (60/40) “Medium-Term” | -0.12% | 6.45% | 13.91% | --- | --- | --- | SouthCol |
| Benchmark | -0.23% | 6.80% | 13.89% | 12.56% | 7.24% | 8.71% | |
| Aggressive (85/15) “Long-Term” | --- | --- | --- | --- | --- | --- | SouthCol |
| Benchmark | -0.12% | 9.54% | 18.90% | 16.13% | 9.76% | 11.46% |