Socially Responsible Investment Performance
Summary May 31, 2022
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 |
2022 YTD |
2021 |
3 Year |
5 Year |
10 Year* |
Average Yield (Income)** |
| Balanced Fund |
65% Equities |
-11.75% |
10.66% |
8.95% |
7.297% |
9.91% |
1.67% |
| Fixed Income Fund |
80% Fixed |
-7.68% |
-0.26 |
.89% |
1.52% | 1.78% | 3.01% |
| Equity Growth Fund |
70% USA |
-13.92% |
15.83% |
13.39% |
11.36% | 16.49% | 1.01% |
†On November 1 2010, the Foundation changed its primary investment manager to Wespath Institutional Investments. In January 2018, the Foundation expanded managers by including Davidson Investment Management.
**Average Yield (Income) is based on three-year average of interest and dividend earnings.
Short Term Cash Fund APR
| APY | YTD Annualized | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
| Variable Rate |
0.300% |
0.300% |
0.357% |
0.736% |
0.66% |
1.41% |
1.67% |
Methodists Helping Methodists Fund
Fixed-Rate Investments
Current rates have been in effect since July 1, 2021 and will remain until further notice.
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 |
0.50% |
1.00% |
1.11% |
|
24 months |
0.60% |
1.11% |
1.21% |
|
36 months |
1.06% |
1.56% |
1.66% |
|
48 months |
1.46% |
1.97% |
2.07% |
|
60 months |
1.71% |
2.22% |
2.32% |
| Variable-Rate accounts starting at $500 pay 0.30% | |||
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.
2022-05-31 Returns and Benchmarks Comparison
Investment Opportunity Booklet (for church investments in the Markets)
Methodist Helping Methodists Offering Circular (for people and churches in Time Deposits)