Socially Responsible Investment Performance as of January 31, 2024

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. Click here for: 2024-01-31 Detailed Returns with Benchmarks
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Returns are
Net of Fees

Portfolio
Model

2024

YTD

2023

3 Year
annualized

5 Year
annualized

10 Year*
annualized

Average Yield (Income)**

Balanced Fund

65% Equities
35% Fixed
Income

-0.01%

15.25%

1.91%

7.92%

7.39%

1.95%

Fixed Income Fund

80% Fixed
Income
20% Inflation
Protection

-0.14%

6.71%

-2.00%

1.37% 1.64% 3.68%
Equity Growth Fund

70% USA
30% Intn'l

-0.01%

19.70%

3.74%

11.64% 11.39% 1.17%

†On November 1, 2010, the Foundation changed its primary investment manager to Wespath Institutional Investments. In January 2018, the Foundation expanded managers by adding Davidson Investment Management to manage a portion of the US Equity portion of the Balanced Fund and Equity Growth Fund. In January 2022, the Foundation changed the strategy of the Balanced Fund and Equity Growth Fund from an active management strategy to a passive management strategy in the majority of its US Equity holdings within the Funds.
*Average Yield (Income) is based on three year average of interest and dividend earnings. 

**Average Yield (Income) is based on three-year average of interest and dividend earnings.

Short Term Fund

(historic rates are APY)

Current Rate 2023 2022 2021 2020 2019 2018
Variable Rate

0.500%

0.50%

0.38%

0.32%

0.41% 0.74%

0.66%

 

Methodists Helping Methodists Fund
Fixed-Rate Investments

Current rates are effective January 31, 2024 and will remain until further notice.
Rates effective as of the date of this report and are subject to change.
Stated Rates are Annual Percentage Yield (APY). These are higher then actual rates when interest is compounded.

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Investment 

Amount

 

Term

$1,000 to $4,999

$5,000 to $9,999

$10,000 & above

6 months

4.70%

4.91%

5.12%

12 months

4.44%

4.65%

4.85%

24 months

4.18%

4.39%

4.59%

36 months

2.02%

2.53%

2.63%

48 months

2.22%

2.73%

2.84%

60 months

2.48%

2.99%

3.09%

Variable-Rate accounts starting at $500 pay 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.  

Methodist Helping Methodists Offering Circular

What is the difference between APY & APR?