MDTA Finance and Administration Committee Meeting Materials

16

Total Return Performance – Matched Funding & Total Return

Total Return as of Period Ended 6/30/2026

Ending

Trailing Period

1 Month 3 Months 12 Months 36 Months 1/

Market Value

0.30% 0.59% 3.57% 4.62% 2,713,771,226 $

Combined Accounts Weighted Average

MATCHED FUNDING Capital

0.32% 0.93% 4.00% 4.65% 2,200,767,665 $ 0.32% 0.93% 3.91% 4.73% 104,254,403 $

Bond Service

TOTAL RETURN

0.21% 0.32% 3.38% 4.65% 408,749,158 $

Reserves General / M&O

Composite Agency / STRIPS Index

0.07% 0.18% 2.89% 4.25%

1/ Annualized Rate of Return

Trailing Period Total Returns

0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00%

INDEX YIELD

Date

Agency

06/30/2026 05/31/2026

4.22%

4.09% 0.13% Change

STRIPS

06/30/2026 05/31/2026

4.43%

4.36% 0.07% Change

1 Month

3 Months

12 Months

36 Months

General

AGENCY M&O STRIPS

Made with FlippingBook Digital Proposal Creator