Investment Fund Performance
Q2 2026 UPDATE / July 02, 2026
Investment Update
The second quarter of 2026 delivered positive returns for the Diversified Fund and Endowment Investment Fund. Amidst continued geopolitical volatility, the macroeconomic outlook remained resilient.
- The U.S. unemployment has maintained a steady and stable trajectory, holding at 4.3% throughout the quarter
- U.S. Equity Markets led by robust corporate earnings marked their best quarter since 2020 with the S&P 500 gaining 15.2%.
- The Federal Reserve held their first meeting with new Chairman Kevin Warsh and voted to keep interest rates steady as inflation pressures remained a lingering threat
- Elevated energy prices began to show downside movement supported by deescalation efforts between the U.S. and Iran
The U.S. economy demonstrated resilience, with real GDP growth for Q1 of 2026 measured at 2.1% revised up from earlier estimates of 1.6% U.S. stocks in the S&P 500 grew 15.2% for the quarter. Small-cap stocks in the Russell 2000 rose 21.5%. International developed market stocks in the MSCI EAFE Index gained 10.8%. Bonds in the Bloomberg U.S. Aggregate Bond Index finished positively 0.67%.
Benchmark performance will be available later this month once the Lipper Median returns are released.
| Jun. 30, 2026 Performance | |||
|---|---|---|---|
| FUND | QTD | 1-YR | 3-YR |
Diversified Fund | 9.5% | 15.4% | 12.2% |
Endowment Investment | 9.5% | 15.4% | 12.2% |
Fixed Income | 1.4% | 4.1% | 5.3% |
Fund Details – Q1 2026
Online Giving
If your church does not have the ability to receive online or electronic gifts, your members can make gifts online at /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
If you are still receiving paper statements and would like the convenience and quicker receipt of statements, please complete form below.
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.