Socially Responsible Investment Performance

Summary January 31, 2020

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
Model

2020 YTD
Actual

2019

3 Year
annualized

5 Year
annualized

10 Year*
annualized

Average Yield (Income)**

Balanced Fund

65% Equities
35% Fixed
Income

-0.26%

20.18%

9.37%

7.32%

8.65%

1.99%

Fixed Income Fund

80% Fixed
Income
20% Inflation
Protection

1.42%

9.43%

4.42%

2.75%

3.27%

3.47%

Equity Growth Fund

70% USA
30% Intn'l

-1.14%

26.90%

11.63%

9.79%

14.52%

1.25%

†On November 1 2010, the Foundation changed investment managers to Wespath, a Division of the General Board of Pensions and Health Benefits of the United Methodist Church. *The Balanced Fund was created by the foundation November 1, 2010. The five and ten year historical figures are provided as if the fund had been in place during this time. **Average Yield (Income) is based on three-year average of interest and dividend earnings.

Short Term Cash Fund

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APY Month
actual
YTD 2020
annualized
2019 2018 2017 2016 2015
Variable Rate

0.063%

0.750%

0.736%

0.664%

1.41%

1.67%

1.84%

Methodists Helping Methodists Fund
Fixed-Rate Investments

Effective April 1-30, 2020

Rates effective as of the date of this report and are subject to change.  Rates are Annual Percentage Yield (APY).
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Term

$1,000 to $4,999

$5,000 to $9,999

$10,000 & above

12 months

1.15%

1.65%

1.75%

24 months

1.25%

1.75%

1.85%

36 months

1.50%

2.00%

2.10%

48 months

1.50%

2.40%

2.50%

60 months

2.15%

2.65%

2.75%

Demand Accounts: 0.50%

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.  

Current Investment Returns - PDF

View Methodist Helping Methodists Offering Circular