Fund Performance
Investing According to the Social Principles Statement
The actual net returns for each of the Funds as of December 31, 2018:
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Equity Fund | -7.92% | -13.84% | -10.79% | -10.79% |
| Balanced | -5.02% | -8.96% | -7.05% | -7.05% |
| Bond | 0.47% | 0.29% | -1.00% | -1.00% |
| Short-Term Income Fund | 1.00% | 1.25% | 1.11% | 1.11% |
The benchmark average annual gross returns for each of the Funds as of December 31, 2018:
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Equity Fund 1 | -7.85% | -14.02% | -11.09% | -11.09% |
| Balanced 2 | -4.45% | -8.31% | -5.34% | -5.34% |
| Bond 3 | 0.66% | 0.54% | 0.17% | 0.17% |
| Short-Term Income Fund 4 | 0.80% | 1.30% | 1.58% | 1.58% |
The average annual net returns (2013-2017):
| 1 Year | 3 Year | 5 Year | |
| Equity Fund | 20.20% | 8.91% | 11.66% |
| Balanced Fund | 11.34% | 6.23% | 7.55% |
| Bond | -0.89% | 0.80% | 0.80% |
| Short-Term Income Fund | 0.86% | 0.74% | 0.63% |
The benchmark average annual returns (2013-2017):
| 1 Year | 3 Year | 5 Year | |
| Equity Fund 1 | 9.76% | 10.28% | 12.80% |
| Balanced Fund 2 | 7.94% | 7.21% | 8.64% |
| Bond 3 | 4.56% | 2.77% | 2.47% |
| Short-Term Income Fund 4 | 0.87% | 0.63% | 0.58% |