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Investment Returns
Returns by Fund
as of June 31, 2017.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Since
Sept. 2004
Conservative Fund
1.38
3.39
3.71
4.48
Benchmark
1.41
3.61
3.75
****
Balanced Fund**
2.74
6.58
5.00
9.22
Benchmark
2.61
6.41
4.85
****
Diversified Fund
3.37
8.21
7.07
7.51
Benchmark
3.18
8.18
5.82
****
All Equity Fund***
4.01
9.94
8.85
8.02
Benchmark
4.09
10.90
7.43
****
UMF
Development Fund
Rate: 1.5%
(Effective
July 1, 2017)
N/A
N/A
N/A

* Annualized Return; **Since September 2009; ***Since September 2006; ****Not Available as the Benchmark changed 3rd Quarter 2015

Print version of Investment Returns Composite Report, click here.

 

 
 
United Methodist Foundation of Western North Carolina, Inc.
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