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.
| QTD thru June | YTD thru June | 1 Year | 3 Years | 5Years | 10 Years | ||
|---|---|---|---|---|---|---|---|
| Liquidity-Money Market SGUXX | 3.84% | 4.59% | 3.50% | --- | Schwab | ||
| Benchmark | 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" | 4.83% | 4.21% | 9.83% | 9.22% | 4.75% | 5.51% | Wespath II |
| Benchmark | 4.48% | 3.97% | 9.49% | 8.84% | 4.39% | 5.06% | |
| Moderate (65/35) “Medium-Term” | 9.13% | 7.39% | 16.32% | 13.91% | 7.66% | 8.33% | Wespath II |
| Benchmark | 8.96% | 7.11% | 16.07% | 13.65% | 7.42% | 8.18% | |
| Multiple Asset Fund ( MAF) “Medium-Term” | 9.84% | 8.45% | 15.57% | 11.81% | 5.04% | 8.69% | Wespath II |
| Benchmark | 9.86% | 7.60% | 16.53% | 14.08% | 7.06% | 9.12% | |
| Moderate (60/40) “Medium-Term” | 9.06% | 6.58% | 13.63% | --- | --- | --- | SouthCol |
| Benchmark | 8.39% | 7.04% | 14.91% | 13.44% | 7.44% | 9.04% | |
| Aggressive (85/15) “Long-Term” (Coming Soon) | --- | --- | --- | --- | --- | --- | SouthCol |
| Benchmark | 11.69% | 9.68% | 20.19% | 17.30% | 9.93% | 11.90% |