Investment Fund Performance
Q1 2026 UPDATE / April 02, 2026
Investment Update
The first quarter of 2026 was marked by unexpected geopolitical volatility, which disrupted the “soft landing” narrative of late 2025. While the Diversified Fund and Endowment Investment Fund maintained resilience, the macro-economic environment shifted toward an inflationary shock due to escalating tensions in the Middle East:
- After consecutive cuts in late 2025, the Federal Reserve held the benchmark rate steady at 3.50%-3.75% during its latest meetings. Jerome Powell signaled a “wait-and- see” approach as renewed inflation risks from oil price spikes complicated the path to future monetary policy easing.
- The first quarter for major stock indexes was characterized by heightened volatility, and rotation away from technology stocks. Significant market impacts to rising energy prices led to the highest prices for oil since 2022.
- Real GDP for Q4 2025 was revised downward to a 0.7% annual rate in the latest report which reflected weaker exports, consumer spending, and government investment. The U.S. unemployment rate remained at 4.4%, holding steady with little change month over month to begin the year.
U.S. stocks in the S&P 500 fell (4.3%) for the quarter. Small-cap stocks in the Russell 2000 gained 0.9%. International developed stocks in the MSCI EAFE Index finished lower (1.2%). Bonds in the Bloomberg U.S. Aggregate Bond Index slightly fell (0.05).
Benchmark performance will be available later this month once the Lipper Median returns are released.
| Mar. 31, 2026 Performance | |||
|---|---|---|---|
| FUND | QTR | 1-YR | 3-YR |
Diversified Fund | (2.4%) | 13.3% | 10.0% |
Endowment Investment | (2.4%) | 13.3% | 10.0% |
Fixed Income | (0.6%) | 4.9% | 4.9% |
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
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