Performance

fund-preformance-940x372

 


Current Funds Performance

The most recent unit price, price change and current year performance for the Wespath investment funds.

Historical Funds Performance

Prior quarter, one-year, two-year and performance-since-inception for the Wespath investment funds.

Monthly Investment Report

The Monthly Investment Report examines recent events that impacted the financial markets and provides a snapshot of Wespath’s monthly investment performance.

 

Important Information for Participants Self-Directing Investments: If you self-direct your Wespath-administered retirement investments, please read this important information.



Prices (as of 3/22/2019)


Fund Price Change YTD
ETFIF $11.3577 0.78% 4.19%
FIF $30.5828 0.25% 3.65%
IPF $17.3703 -0.14% 3.43%
IEF $36.5290 -1.53% 11.37%
MAF $31.8187 -1.30% 9.37%
STIF $12.6163 0.04% 0.74%
SVCBF $10.3944 0.34% 3.49%
SVCEF $13.1650 -1.77% 11.03%
USEF $42.7217 -2.46% 13.90%
USEIF $14.3985 -2.11% 12.27%
USTPF $10.3739 0.27% 3.19%


 

Resources

Wespath Monthly Investment Reports

Investment Policy

Investment Policy Updates

Investment Funds Description

Investment Funds Description Updates

Fund Holdings

Processing Holiday Schedule

Wespath Investing Opportunities

 
close (X)