Performance

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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 5/17/2019)


Fund Price Change YTD
ETFIF $11.5163 0.13% 5.65%
FIF $30.8217 0.02% 4.45%
IPF $17.4299 -0.10% 3.78%
IEF $36.2876 -0.99% 10.64%
MAF $32.0744 -0.62% 10.25%
STIF $12.6650 0.01% 1.13%
SVCBF $10.5145 0.06% 4.68%
SVCEF $13.4597 -0.57% 13.51%
USEF $43.6553 -0.89% 16.39%
USEIF $14.7565 -0.70% 15.06%
USTPF $10.4385 -0.02% 3.83%


 

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

 
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