My Services
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Investment Performance
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In January 2012, the Fund’s senior management hosted three webinar sessions with hundreds of YMCA employees, CEOs, and retirees in attendance. If you were unable to join us, this recording is available to watch on demand.
Click here to watch
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Consistent with the Fund's commitment to timely and transparent communications, CEO John Preis offers an update on the status of the Fund at the conclusion of its fiscal 2012 second quarter.
Click here to watch
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This four-minute video presentation explains the basics of the Fund's two Plans, eligibility, enrollment, and how your savings grow.
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This four-minute video presentation explains the advantages of opening a tax-deferred 403(b) Smart Account.
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This four-minute video presentation outlines your options for retirement income from the Fund.
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The clearest measure of comparable value of the Fund is the long-term benefit as indicated by the charts below:
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| Average Annualized Rates of Return for Periods Ended January 31, 2012 |
| 3 Years |
5 Years |
10 Years |
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5.32%
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6.59%
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2.88%
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4.75%
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 YMCA Retirement Fund Account
 65% Stocks / 35% Bonds
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| The blended return represents a 65% weighting in stocks and 35% in bonds. Stocks use the Russell 3000 index, or the total US stock market. Bonds use the Barclays Capital Aggregate which measures the return for domestic bonds. |
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