MDTA Finance and Administration Committee Meeting Materials

14

Total Return Performance – Matched Funding & Total Return

Total Return as of Period Ended 3/31/2026

Trailing Period

Ending

3 Months 12 Months 36 Months 1/

1 Month

Market Value

Combined Accounts Weighted Average

-0.35%

0.62%

4.20%

4.58%

$ 702,746,056

MATCHED FUNDING Capital

0.32% 0.32%

0.91% 0.92%

4.10% 4.07%

4.68% 4.84%

$ 224,829,193

Bond Service

$

67,362,942

TOTAL RETURN

Reserves General / M&O

-0.82% -0.94%

0.42% 0.31%

4.54% 4.11%

4.33% 3.93%

$ 410,553,921

Composite Agency / STRIPS Index

1/ Annualized Rate of Return

Trailing Period Total Returns

-3.00% -2.00% -1.00% 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00%

INDEX YIELD

Date

Agency

03/31/2026 02/28/2026

3.89% 3.49% 0.40%

Change

STRIPS

03/31/2026 02/28/2026

4.22% 3.84% 0.38%

Change

1 Month

3 Months

12 Months

36 Months

General

AGENCY

M&O

STRIPS

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