Fund Performance

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 September 30, 2020:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund -2.21% +3.84% -0.29% +4.90%
Bond Fund -0.18% +0.63% +2.21% +2.72%
Equity Fund -3.16% +5.50% -4.44% +3.47%
Short-Term Income Fund -0.07% +0.28% +3.53% +4.12%

Benchmark average gross returns for each of the funds as of September 30, 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 -2.00% +3.16% -0.41% +4.89%
Bond Fund -0.09% +0.58% +4.27% +5.01%
Equity Fund -3.27% +4.84% -4.30% +3.74%
Short-Term Income Fund  +0.02% +0.05% +2.52% +2.66%

The average annual calendar net returns:

  2019 2017-2019 2015-2019
Balanced Fund +17.20% +6.70% +5.40%
Bond Fund +5.27% +1.10% +1.32%
Equity Fund +25.09% +10.27% +7.59%
Short-Term Income Fund +4.90% +3.04% +1.73%

The benchmark average annual calendar returns:

  2019 2017-2019 2015-2019
Balanced Fund  +19.45% +8.76% +6.75%
Bond Fund  +8.68% +3.97% +3.40%
Equity  +26.71% +11.96% +8.99%
Short-Term Income Fund  +3.22% +1.87% +1.40%