Fund Performance - Investments | Iowa United Methodist Foundation
Review our latest report: 2nd Quarter 2026
If you want to review the risk levels of your investments or have any questions, contact us at 515-974-8927 or [email protected]. If you would like to request a distribution from your church’s account, please ask a church official to complete a Distribution Request Form.
Learn more about recent market trends and financial insights:
Morgan Stanley: 3 Trends Shaping Financial Sector Investing
Morgan Stanley: Four Risks Investors Shouldn’t Ignore
The actual net returns for each of the funds as of June 30, 2026 (Net of fees.)
| June | Quarter-to-Date | Year-to-Date | Trailing 12 Months | 3 Years | 5 Years | 7 Years | |
|---|---|---|---|---|---|---|---|
| Balanced Fund | 1.59% | 7.98% | 8.03% | 13.77% | 10.41% | 5.28% | 7.49% |
| Bond Fund | 0.16% | 0.65% | 0.33% | 2.89% | 4.54% | 1.66% | 1.83% |
| Equity Fund | 2.36% | 12.39% | 12.85% | 21.40% | 14.70% | 8.69% | 11.04% |
| Short-Term Income Fund | 0.24% | 0.73% | 1.50% | 3.42% | 3.33% | 0.89% | 1.31% |
