Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 2nd 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: Is Now the Time to Buy the Market Bottom?

Morgan Stanley: Midterm Elections: 4 Areas to Watch

The actual net returns for each of the funds as of June 30, 2022:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -5.60% -9.58% -15.77% -12.87%
Bond Fund -1.07% -1.72% -4.99% -5.96%
Equity Fund -8.65% -14.58% -19.57% -14.56%
Short-Term Income Fund -0.98% -1.67% -4.90% -5.47%

Benchmark average gross returns for each of the funds as of June 30, 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 -6.29% -10.71% -15.07% -11.66%
Bond Fund -2.42% -3.81% -8.18% -7.97%
Equity Fund -8.86% -15.16% -19.53% -14.22%
Short-Term Income Fund  -0.63% -0.59% -3.07% -3.37%

The average annual calendar net returns:

  2021 2019-2021 2017-2021
Balanced Fund 12.72% 13.67% 6.42%
Bond Fund -0.86% 2.46% 1.26%
Equity Fund 20.56% 18.91% 8.45%
Short-Term Income Fund -1.18% 2.50% 1.72%

The benchmark average annual calendar returns:

  2021 2019-2021 2017-2021
Balanced Fund  13.64% 14.30% 7.16%
Bond Fund  0.80% 5.04% 3.00%
Equity  22.04% 19.91% 8.92%
Short-Term Income Fund  -0.73% 1.73% 1.35%