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Fund Performance Reports
Core Funds (Performance as of 12/31/2023)*
CORE FUNDS | 4TH QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
Geneva S&P 500 (M) | 11.57% | 25.75% | 9.54% | 15.19% | 11.51% |
Geneva Large Cap Value (M) | 9.35% | 11.06% | 8.54% | 10.25% | 7.63% |
Geneva Large Cap Growth (M) | 14.13% | 42.04% | 8.58% | 18.86% | 13.42% |
International Stock | 9.86% | 16.68% | 2.64% | 7.79% | 3.84% |
Geneva Mid Cap Growth (M) | 13.10% | 24.40% | 4.25% | 15.41% | 10.77% |
Geneva Mid Cap Value (M) | 9.49% | 12.47% | 10.16% | 12.33% | 8.08% |
Geneva Small Cap (M) | 9.44% | 12.04% | 1.47% | 9.54% | 5.97% |
Geneva Diversified Bond (M) | 6.98% | 5.45% | -3.61% | 1.06% | 1.59% |
Stable Value Fund (inception 5/1/17) | 0.58% | 2.23% | 1.72% | 1.74% | N/A |
(M) Separately Managed, Morally Screened Custom Funds
Geneva Target Funds (Performance as of 12/31/2023)*
GENEVA TARGET FUND | 4TH QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
Geneva Target Fund 2065 | 9.79% | 17.25% | 4.63% | N/A | N/A |
Geneva Target Fund 2060 | 9.79% | 17.25% | 4.63% | 10.66% | N/A |
Geneva Target Fund 2055 | 9.79% | 17.25% | 4.63% | 10.66% | 6.96% |
Geneva Target Fund 2050 | 9.67% | 16.91% | 4.73% | 10.72% | 6.99% |
Geneva Target Fund 2045 | 9.14% | 15.58% | 4.62% | 10.56% | 6.92% |
Geneva Target Fund 2040 | 8.75% | 14.15% | 3.96% | 9.82% | 6.55% |
Geneva Target Fund 2035 | 8.04% | 12.62% | 3.38% | 8.87% | 6.01% |
Geneva Target Fund 2030 | 6.88% | 10.78% | 3.14% | 7.81% | 5.39% |
Geneva Target Fund 2025 | 6.33% | 9.64% | 2.71% | 6.64% | 4.60% |
Geneva Target Fund 2020 | 5.68% | 8.23% | 1.84% | 5.46% | 3.89% |
Geneva Target Fund 2015 | 5.29% | 7.91% | 1.70% | 4.74% | 3.44% |
Geneva Target Fund Harvester | 5.17% | 7.90% | 1.85% | 4.66% | 3.40% |
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2023 Impact Statement
Since 1973, Geneva Benefits Group has supported the wellbeing of ministry leaders, workers, and their families, so they can live generously in every season of ministry. See how the Lord has providentially grown and increased our services to our ministry servants by viewing our 2023 Impact Statement!