Past Investment Returns

For any account opened with the Wisconsin United Methodist Foundation, investors are able to choose from several different asset allocation options. These different investment options are listed on page #2 of our Information Sheet for participation in the Common Fund, which you will complete when opening an account.

If your account will have a portion invested in our Equity Pooled Fund (the stock market) please see the investment returns Comparison Chart for the most recent investment returns for three of our most popular asset allocation options.

Option #1

75% Equity & 25% Fixed-Income asset allocation

  • 2013 net return  +20.21%
  • 2014 net return   +6.94%
  • 2015 net return   +0.51%
  • 2016 net return   +4.05%
  • 2017 net return (through May 31)  +8.28%

Option #2

60% Equity & 40% Fixed-Income asset allocation

  • 2013 net return  +14.90%
  • 2014 net return   +6.61%
  • 2015 net return   +0.78%
  • 2016 net return   +3.37%
  • 2017 net return (through May 31)  +6.85%

Option #3

50% Equity & 50% Fixed-Income asset allocation

  • 39 year annualized net return +7.93%
  • 2013 net return  +11.48%
  • 2014 net return   +6.38%
  • 2015 net return   +0.94%
  • 2016 net return   +2.90%
  • 2017 net return (through May 31)  +5.91%

Option #8

With 100% Fixed-Income asset allocation (those accounts invested 100% in Corporate Bonds and U.S. Government Agency Securities).
Historic Fixed-Income Earnings

  • 2013 net earnings   1.28%
  • 2014 net earnings   1.40%
  • 2015 net earnings   1.88%
  • 2016 net earnings   2.03%
  • 2017 net earnings through May 31 (annualized)  1.88%

Option #8

With 100% Loan Pool asset allocation (those accounts invested 100% in our loan pooled fund which provides 1st Mortgages to qualified Wisconsin United Methodist Churches that have met our mortgage loan underwriting criteria).
Historic Loan Pool Earnings

  • 2013 net earnings   1.70%
  • 2014 net earnings   1.86%
  • 2015 net earnings   2.32%
  • 2016 net earnings   2.47%
  • 2017 net earnings through May 31 (annualized)  2.28%

 

Disclaimer: Past performance does not guarantee future results. Therefore, no current or prospective Investor should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies adopted by the Finance and Investment Committee in consultation with its selected consultant), will be profitable or equal to indicated or anticipated performance levels.

Investment Fees:

  • The TOTAL COST of our service is:
    • .70 of 1% annually on the Fixed-Income or Loan Pool market value of your account
    • .90 of 1% annually on the Equity Pool market value of your account
  • This annual fee includes all legal, administrative, investment and auditing fees.
  • There is no cost to deposit or withdraw funds.
  • Net returns listed on this page, are all AFTER fees have been assessed to your account.