Fund Performance - Investments | IUMF

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: Three Megatrends for a Post-Pandemic Market

Morgan Stanley: Biden Tax Policy: Investor Questions Answered

The actual net returns for each of the funds as of June 30, 2021:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -0.02% 3.94% 8.97% 26.16%
Bond Fund 0.00% 0.74% 0.17% 1.65%
Equity Fund -0.04% 5.46% 13.49% 39.71%
Short-Term Income Fund 0.27% 0.79% -0.16% 0.47%

Benchmark average gross returns for each of the funds as of June 30, 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 0.29% 4.34% 9.25% 24.47%
Bond Fund 0.36% 1.34% 0.58% 2.63%
Equity Fund 0.25% 6.37% 14.49% 39.85%
Short-Term Income Fund  -0.17% -0.04% -0.42% -0.16%

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%