Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 1st Quarter 2023

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: Podcast: Lessons from 2022

Morgan Stanley: Investing in 2023: A Year to be Patient and Selective

The actual net returns for each of the funds as of March 31, 2023:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund 1.33% 4.06% 4.06% -3.26%
Bond Fund 1.38% 1.49% 1.49% -0.81%
Equity Fund 1.37% 6.52% 6.52% -4.80%
Short-Term Income Fund 1.72% 1.19% 1.19% -0.84%

Benchmark average gross returns for each of the funds as of March 31, 2023: (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 1.43% 4.88% 4.88% -4.10%
Bond Fund 1.43% 2.21% 2.21% -3.45%
Equity Fund 1.52% 6.79% 6.79% -4.73%
Short-Term Income Fund  1.74% 0.50% 0.50% -0.90%

The average annual calendar net returns:

  2022-2023 2020-2022 2018-2022
Balanced Fund -2.22% 2.77% 3.40%
Bond Fund -0.01% -1.17% 0.12%
Equity Fund -3.71% 4.20% 4.77%
Short-Term Income Fund -0.08% -0.90% 0.63%

The benchmark average annual calendar returns:

  2022-2023 2020-2022 2018-2022
Balanced Fund  -2.17% 2.82% 4.21%
Bond Fund  -0.28% -1.30% 0.92%
Equity  -3.44% 4.81% 5.34%
Short-Term Income Fund  0.18% -0.66% 0.55%