Fund Performance - Investments | Iowa United Methodist Foundation
Review our latest report: 1st Quarter 2026
If you want to review the risk levels of your investments or have any questions, contact us at 515-974-8927 or [email protected].
Learn more about recent market trends and financial insights:
Morgan Stanley: 3 Trends Shaping Financial Sector Investing
Morgan Stanley: Four Risks Investors Shouldn’t Ignore
The actual net returns for each of the funds as of March 31, 2026 (Net of fees.)
| March | Quarter-to-Date | Year-to-Date | Trailing 12 Months | 3 Years | 5 Years | 7 Years | |
|---|---|---|---|---|---|---|---|
| Balanced Fund | -5.11% | 0.04% | 0.04% | 9.84% | 8.41% | 4.30% | 6.56% |
| Bond Fund | -1.15% | -0.32% | -0.32% | 4.16% | 4.37% | 1.68% | 1.97% |
| Equity Fund | -7.32% | 0.42% | 0.42% | 15.64% | 12.33% | 7.31% | 9.72% |
| Short-Term Income Fund | 0.25% | 0.76% | 0.76% | 3.67% | 2.86% | 0.81% | 1.44% |
