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 December 31, 2020:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund 3.52% 11.50% 11.17% 11.17%
Bond Fund 0.33% 0.84% 3.07% 3.07%
Equity Fund 4.99% 16.68% 11.49% 11.49%
Short-Term Income Fund 0.20% 0.35% 3.90% 3.90%

Benchmark average gross returns for each of the funds as of December 31, 2020: (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 3.03% 10.45% 9.99% 9.99%
Bond Fund 0.35% 1.45% 5.79% 5.79%
Equity Fund 4.81% 16.51% 11.50% 11.50%
Short-Term Income Fund  0.21% 0.21% 2.74% 2.74%

The average annual calendar net returns:

  2020 2018-2020 2015-2019
Balanced Fund 11.17% 6.59% 5.40%
Bond Fund 3.07% 2.41% 1.32%
Equity Fund 11.49% 7.56% 7.59%
Short-Term Income Fund 3.90% 3.29% 1.73%

The benchmark average annual calendar returns:

  2020 2018-2020 2015-2019
Balanced Fund  9.99% 7.54% 6.75%
Bond Fund  5.79% 4.82% 3.40%
Equity  11.50% 7.90% 8.99%
Short-Term Income Fund  2.74% 2.51% 1.40%