Performance with Purpose

Strong investment performance and faithful stewardship are not competing goals.

The Wisconsin United Methodist Foundation's investment portfolios are managed according to the Social Principles of The United Methodist Church. Our investment approach seeks long-term competitive returns while remaining consistent with the values and mission of the Church.

The performance figures below demonstrate that churches do not have to choose between strong financial management and faith-based investing.

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.

Over the past three years, here are the returns of our most popular allocations:*

75% Equity/25% Fixed

  • 2023: +16.81%

  • 2024: +7.99%

  • 2025: +9.789%

  • 2026 (YTD 6/30/26): 4.79%

60% Equity/40% Fixed

  • 2023: +14.36%

  • 2024: +6.85%

  • 2025: +9.037%

  • 2026 (YTD 6/30/26): 3.86%

50% Equity/50% Fixed

  • 2023: +12.73%

  • 2024: +6.08%

  • 2025: +8.53%

  • 2026 (YTD 6/30/26): 3.23%

*Note: Earnings percentage listed is already net of the Foundation’s fee.

Investment Fees

The Foundation’s fee for our service is:

  • .70 of 1% annually on the Fixed-Income 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, professional management and auditing fees.

  • There is no cost to deposit or withdraw funds.

  • Net returns listed on this page, are AFTER all fees have been assessed to your account.

  • *There is a .15 of 1% annual BAIRD fee on the Equity & Fixed-Income Pools which covers BAIRD’s transactions expense (buys & sells) and their manager oversight expenses.

Faith-Based Investing

  • Professionally managed portfolios

  • Competitive long-term returns

  • Faith-based investing guided by the United Methodist Book of Discipline

  • Oversight by the Foundation's Finance & Investment Committee