Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 4th Quarter 2024

If you want to review the risk levels of your investments or have any questions, contact us at 515-974-8927 or [email protected].

Learn more about recent market trends and financial insights:

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The actual net returns for each of the funds as of December 31, 2024 (Net of fees.)

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -3.44% -3.28% 5.38% 5.38%
Bond Fund -0.66% -1.37% 2.82% 2.82%
Equity Fund -5.05% -4.41% 8.00% 8.00%
Short-Term Income Fund 0.34% 0.98% 3.20% 3.20%

Benchmark average gross returns for each of the funds as of December 31, 2024: (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 -2.25% -1.87% 9.95% 9.95%
Bond Fund -0.62% -1.33% 3.82% 3.82%
Equity Fund -3.33% -2.26% 14.09% 14.09%
Short-Term Income Fund  0.22% 0.87% 5.03% 5.03%

The average annual calendar net returns:

  2024 2022-2024 2020-2024
Balanced Fund 5.38% 1.02% 5.26%
Bond Fund 2.82% 0.92% 0.99%
Equity Fund 8.00% 2.98% 7.98%
Short-Term Income Fund 3.20% -0.10% 0.47%

The benchmark average annual calendar returns:

  2024 2022-2024 2020-2024
Balanced Fund  9.95% 3.37% 6.66%
Bond Fund  3.82% 0.07% 1.34%
Equity  14.09% 5.33% 9.72%
Short-Term Income Fund  5.03% 1.58% 1.34%