Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 4th 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: 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 December 31, 2022:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -2.22% 7.79% -13.40% -13.40%
Bond Fund -0.01% 1.67% -5.52% -5.52%
Equity Fund -3.71% 12.31% -15.84% -15.84%
Short-Term Income Fund -0.08% 1.27% -5.22% -5.22%

Benchmark average gross returns for each of the funds as of December 31, 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 -2.17% 8.15% -13.03% -13.03%
Bond Fund -0.28% 2.24% -9.83% -9.83%
Equity Fund -3.44% 12.07% -15.38% -15.38%
Short-Term Income Fund  0.18% 0.74% -3.87% -3.87%

The average annual calendar net returns:

  2022 2020-2022 2018-2022
Balanced Fund -13.40% 2.77% 3.40%
Bond Fund -5.52% -1.17% 0.12%
Equity Fund -15.84% 4.20% 4.77%
Short-Term Income Fund -5.22% -0.90% 0.63%

The benchmark average annual calendar returns:

  2022 2020-2022 2018-2022
Balanced Fund  -13.03% 2.82% 4.21%
Bond Fund  -9.83% -1.30% 0.92%
Equity  -15.38% 4.81% 5.34%
Short-Term Income Fund  -3.87% -0.66% 0.55%