Fund Performance

Read the latest report: December 2019

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 December 31, 2019:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund 2.02% 5.21% 17.20% 17.20%
Bond Fund 0.27% 0.50% 5.27% 5.27%
Equity Fund 3.23% 8.28% 25.09% 25.09%
Short-Term Income Fund 0.23% 0.56% 4.90% 4.90%

The benchmark average annual gross returns for each of the funds as of December 31, 2019: (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 2.01% 5.33% 19.45% 19.45%
Bond Fund 0.39% 0.71% 8.68% 8.68%
Equity Fund 3.09% 8.40% 26.71% 26.71%
Short-Term Income Fund  0.21% 0.14% 3.22% 3.22%

The average annual calendar net returns:

  2019 2017-2019 2015-2019
Balanced Fund 17.20% 6.70% 5.40%
Bond Fund 5.27% 1.10% 1.32%
Equity Fund 25.09% 10.27% 7.59%
Short-Term Income Fund 4.90% 3.04% 1.73%

The benchmark average annual calendar returns:

  2019 2017-2019 2015-2019
Balanced Fund  19.45% 8.76% 6.75%
Bond Fund  8.68% 3.97% 3.40%
Equity  26.71% 11.96% 8.99%
Short-Term Income Fund  3.22% 1.87% 1.40%