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Investment Returns
Returns by Fund
as of March 31, 2019.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Trailing 10 Years
Conservative Fund
4.85
4.85
4.87
6.27
Benchmark
5.35
5.35
5.24
6.31
Balanced Fund*
7.77
7.77
7.10
8.47
Benchmark
7.84
7.84
6.97
**
Diversified Fund
9.63
9.63
9.71
11.38
Benchmark
9.80
9.80
8.92
11.22
All Equity Fund
12.44
12.44
12.09
13.85
Benchmark
12.75
12.75
11.77
14.31
UMF
Development Fund
Rate: 2.0%
(Effective
Apr 1, 2019)
N/A
N/A
N/A

* Annualized Return; **Not Available as the Benchmark changed 3rd Quarter 2015

 

 
 
United Methodist Foundation of Western North Carolina, Inc.
Address: 13816 Professional Center Drive, Suite 100 Huntersville, NC 28078   |   Phone: 704-817-3990   |   Fax: 980-422-0390
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