Fund Performance

Fund Performance

Q1 2021 Update / March 31, 2021

Investment Update

U.S. equities continued their advance in Q2 with the S&P 500 Index hitting an all-time high in late June continuing in to July. Global equities advanced supported by the accelerating roll out of COVID-19 vaccines. Growth stocks out-performed after lagging value stocks the last two quarters. Large and mid-cap stocks out-performed small-cap stocks in Q2. Volatility was light for the quarter. After a difficult Q1, bonds mostly recovered during Q2 but are still slightly negative year-to-date. The U.S. 10 Year Treasury yield fell 29 basis points from its high in March to 1.45% aiding in the recovery.

U.S. stocks in the S&P 500 gained 8.6% for the quarter. International developed stocks in the MSCI EAFE Index were up 5.2% for the quarter. The Barclays U.S. Aggregate Bond Index gained 1.8% for the quarter.

Benchmark performance comparisons will be available later this month once the Lipper Median returns are released.

Online Giving

If your church does not have the ability to receive online or electronic gifts, your members can make gifts online at 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

If you are still receiving paper statements and would like the convenience and quicker receipt of statements, please complete the Google form here: Online Statement Request Form. Online statements are generally available on the second business day of each month. You will receive an email notification when they are available. You also have access to the previous 12 months of statements online.

June 30, 2021 Performance
1 Year
3 Years
Diversified Income Fund

Endowment Investment Fund

Fixed Income Fund

Notes: Historical returns are time-weighted and net of all fees. Returns greater than one year are annualized. Past performance is no guarantee of future returns.

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