Current Returns
Socially Responsible Investment Performance
As of September 30, 2018
Portfolio information on the Foundation’s Socially Responsible Investment funds for churches, agencies and ministries related to United Methodists in Colorado, Montana, Utah, and Wyoming is available by contacting the Foundation office.
Past performance is not an indication of future results.
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| Returns are Net of Fees |
Portfolio |
2018 YTD |
2017 |
3 Year |
5 Year |
10 Year |
Average Yield (Income)** |
| Balanced Fund |
65% Equities |
3.74% |
16.61% |
10.97% |
7.10% |
7.94% |
1.84% |
| Fixed Income Fund |
80% Fixed |
-1.15% |
5.29% |
2.94% |
1.90% |
3.98% |
3.22% |
| Equity Growth Fund |
70% USA |
6.40% |
21.59% |
15.38% |
10.63% |
11.56% |
1.17% |
*The Balanced Fund was created by the foundation November 1, 2010. Historical figures are provided if the fund had been in place during this time.
+On November 1 2010, the Foundation changed investment managers to Wespath.
**Average Yield (Income) is based on three year average of interest and dividend earnings.
Short Term Cash Fund
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| APY | Month | YTD | 2017 | 2016 | 2015 | 2014 | 2013 |
| Variable Rate |
0.501% |
0.539% |
1.409% |
1.67% |
1.84% |
2.10% |
2.10% |
Methodists Helping Methodists Fund
Fixed-Rate Investments
Fixed-Rate Investment* Rates are subject to change. Rates are Annual Percentage Yield (APY)
Rates are effective September 30, 2018 to December 31, 2018.
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|
Term |
$1,000 to $4,999 |
$5,000 to $9,999 |
$10,000 & above |
|
12 months |
1.16% |
1.66% |
1.76% |
|
24 months |
1.41% |
1.92% |
2.02% |
|
36 months |
1.76% |
2.27% |
2.38% |
|
48 months |
2.17% |
2.68% |
2.78% |
|
60 months |
2.43% |
2.94% |
3.04% |
Demand accounts starting at $500 pay 0.5%
Rates reflected are APY
View Methodist Helping Methodists Offering Circular
*Accounts are not FDIC insured nor are accounts insured by any other governmental or private insurance of any kind. This is not an offer to sell or the solicitation of an offer to buy any investment or security. The offering is made only by the current Offering Circular which is available by contacting the Foundation.
**UMF established the Methodists Helping Methodists Fund in 1997 for United Methodist Investors. This fund invests in loans to United Methodist churches and institutions.