Fund Performance - Investments | Iowa United Methodist Foundation
Review our latest report: 4th Quarter 2025
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 December 31, 2025 (Net of fees.)
| December | Quarter-to-Date | Year-to-Date | Trailing 12 Months | 3 Years | 5 Years | 7 Years | |
|---|---|---|---|---|---|---|---|
| Balanced Fund | 0.86% | 2.13% | 11.57% | 11.57% | 9.92% | 5.33% | 7.78% |
| Bond Fund | 0.17% | 1.03% | 6.40% | 6.40% | 5.00% | 1.63% | 2.35% |
| Equity Fund | 1.31% | 2.50% | 15.84% | 15.84% | 14.56% | 8.81% | 11.39% |
| Short-Term Income Fund | 0.29% | 0.91% | 3.89% | 3.89% | 3.01% | 0.47% | 1.58% |
