Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 3rd Quarter 2022

If you want to review the risk levels of your investments or have any questions, contact us at 515-974-8927 or info@iumf.org.

Learn more about recent market trends and policy changes:

Morgan Stanley: Is Now the Time to Buy the Market Bottom?

Morgan Stanley: Midterm Elections: 4 Areas to Watch

The actual net returns for each of the funds as of September 30, 2022:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -6.19% -4.61% -19.65% -16.44%
Bond Fund -1.66% -2.19% -7.07% -7.51%
Equity Fund -9.30% -6.84% -25.07% -19.69%
Short-Term Income Fund -2.17% -1.59% -6.41% -6.96%

Benchmark average gross returns for each of the funds as of September 30, 2022: (Please note—The benchmark includes higher risk/junk bonds and growth/higher risk stocks, so we aren’t quite comparing “apples to apples.” This also does not include management or administration fees.)

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -6.73% -5.32% -19.59% -16.32%
Bond Fund -2.90% -3.95% -11.81% -12.06%
Equity Fund -9.29% -6.17% -24.49% -19.25%
Short-Term Income Fund  -1.17% -1.55% -4.57% -4.93%

The average annual calendar net returns:

  2021 2019-2021 2017-2021
Balanced Fund 12.72% 13.67% 6.42%
Bond Fund -0.86% 2.46% 1.26%
Equity Fund 20.56% 18.91% 8.45%
Short-Term Income Fund -1.18% 2.50% 1.72%

The benchmark average annual calendar returns:

  2021 2019-2021 2017-2021
Balanced Fund  13.64% 14.30% 7.16%
Bond Fund  0.80% 5.04% 3.00%
Equity  22.04% 19.91% 8.92%
Short-Term Income Fund  -0.73% 1.73% 1.35%