Investment Fund Performance
Q2 2025 UPDATE / July 03, 2025
Investment Update
Q2 2025 produced positive returns amidst a mixed but ultimately resilient quarter for the Diversified Fund and Endowment Investment Fund with the following takeaways:
- The Federal Reserve maintained a cautious tone, reaffirming expectations of two rate cuts by year-end. Persistent inflation and trade-related uncertainties led policymakers to avoid aggressive easing.
- The employment picture remained mixed. The unemployment rate held above 4% for the ninth consecutive month, reflecting a cooling labor market but not yet signaling recessionary conditions.
- Public markets experienced a correction in early April due to foreign tariff implementation but managed to rebound and reach new record highs.
- Leadership from the technology sector were key catalysts for markets rebounding from the market sell-off in early April as artificial intelligence confidence returned.
- Amongst policy and economic growth uncertainty, investors shifted towards more optimistic outlook due to anticipated future rate cuts and earnings growth.
U.S. stocks in the S&P 500 gained 10.9% for the quarter. Small-cap stocks in the Russell 2000 grew 8.5%. International developed stocks in the MSCI EAFE Index outperformed sharply 11.8%. Bonds in the Bloomberg U.S. Aggregate Bond Index finished positive 1.2%
| Jun. 30, 2025 Performance | |||
|---|---|---|---|
| FUND | QTR | 1-YR | 3-YR |
Diversified Fund | 7.4% | 11.4% | 10.3% |
Endowment Investment | 7.4% | 11.4% | 10.3% |
Fixed Income | 2.2% | 7.4% | 4.5% |
Fund Details – Q4 2024
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
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.