Investment Fund Performance
Q3 2025 UPDATE / October 02, 2025
Investment Update
Despite ongoing economic uncertainty, Q3 2025 delivered continued upside in returns for the Diversified Fund and Endowment Investment Fund with the following takeaways:
- The U.S. economy was presented with various challenges including persistent inflation, weak consumer sentiment, and a move higher in the unemployment rate.
- S. Equity Markets were driven higher amidst a messy backdrop with company earnings exceeding to the upside and growth assets leading the gains.
- GDP Growth estimates at 3.8% growth for the quarter indicate moderate to strong economic performance led by strong consumer spending and narrow trade deficit.
- The Federal Reserve reduced their benchmark rate by 0.25% in September and signaled potential for further cuts by year-end than previously expected.
- The labor market showed signs of cooling as the unemployment rate remained at 4.3% with wage growth slowing and private payrolls declining by 32,000 in September.
U.S. stocks in the S&P 500 gained 8.1% for the quarter. Small-cap stocks in the Russell 2000 outperformed sharply 12.4%. International developed stocks in the MSCI EAFE Index grew 4.8%. Bonds in the Bloomberg U.S. Aggregate Bond Index finished with gains of 1.1%
Benchmark performance will be available later this month once the Lipper Median returns are released.
| Sep. 30, 2025 Performance | |||
|---|---|---|---|
| FUND | QTR | 1-YR | 3-YR |
Diversified Fund | 5.7% | 11.2% | 14.8% |
Endowment Investment | 5.7% | 11.2% | 14.8% |
Fixed Income | 2.0% | 4.3% | 6.6% |
Fund Details – Q3 2025
Online Giving
If your church does not have the ability to receive online or electronic gifts, your members can make gifts online at https://lastinggood.org/donate/. They have the option to make a one-time gift or a recurring weekly, bi-weekly, or monthly gift for a specified time via bank account draft or debit/credit card. At the end of the transaction, there is a Message section where they can designate their gift for their church, ministry, and any special instructions. We will then forward the funds to your church to fund ministry. We do not charge a fee for this service but there is a 2.75% processing fee charged by the bank for debit/credit cards. There is no fee for bank account drafts.
Online Account Statements
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