Fund Performance - Investments | IUMF

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

Read the articles below to learn more information about the recent fluctuations in the market.

Morgan Stanley: Portfolio Moves for a Bear Market

Morgan Stanley: How to Handle Market Volatility

Wespath: Coronavirus and Stock Market Volatility

The actual net returns for each of the funds as of March 31, 2021:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund 2.18% 4.84% 4.84% 37.24%
Bond Fund -0.28% -0.57% -0.57% 4.13%
Equity Fund 3.58% 7.61% 7.61% 56.56%
Short-Term Income Fund -0.38% -0.95% -0.95% 1.46%

Benchmark average gross returns for each of the funds as of March 31, 2021: (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 1.91% 4.71% 4.71% 34.77%
Bond Fund -0.57% -0.75% -0.75% 5.67%
Equity Fund 3.56% 7.63% 7.63% 56.38%
Short-Term Income Fund  -0.03% -0.38% -0.38% 1.01%

The average annual calendar net returns:

  2020 2018-2020 2016-2020
Balanced Fund 11.17% 8.84% 7.59%
Bond Fund 3.07% 2.90% 1.76%
Equity Fund 11.49% 10.75% 10.15%
Short-Term Income Fund 3.90% 3.18% 3.42%

The benchmark average annual calendar returns:

  2020 2018-2020 2016-2020
Balanced Fund  9.99% 9.57% 9.33%
Bond Fund  5.79% 4.95% 3.51%
Equity  11.50% 10.94% 13.21%
Short-Term Income Fund  2.74% 2.43% 1.73%