Fund Performance - Investments | Iowa United Methodist Foundation

Review our latest report: 4th Quarter 2023

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: Why 2024 is Off to a Rocky Start

Morgan Stanley: New Year, New Investment Themes?

The actual net returns for each of the funds as of December 31, 2023:

  Monthly Quarter-to-Date Year-to-Date Trailing
12 Months
Balanced Fund 4.35% 8.20% 12.98% 12.98%
Bond Fund 2.36% 5.00% 5.81% 5.81%
Equity Fund 6.13% 11.83% 20.17% 20.17%
Short-Term Income Fund 1.65% 1.83% 1.94% 1.94%

Benchmark average gross returns for each of the funds as of December 31, 2023: (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 4.57% 9.20% 15.51% 15.51%
Bond Fund 2.52% 5.19% 7.06% 7.06%
Equity Fund 5.94% 11.73% 21.05% 21.05%
Short-Term Income Fund  1.15% 2.02% 3.80% 3.80%

The average annual calendar net returns:

  2023 2021-2023 2019-2023
Balanced Fund 12.98% 3.32% 7.52%
Bond Fund 5.81% -0.30% 1.46%
Equity Fund 20.17% 6.83% 11.20%
Short-Term Income Fund 1.94% -1.53% 0.80%

The benchmark average annual calendar returns:

  2023 2021-2023 2019-2023
Balanced Fund  15.51% 4.51% 8.45%
Bond Fund  7.06% 0.91% 2.27%
Equity  21.05% 7.73% 12.05%
Short-Term Income Fund  3.80% -0.32% 0.99%