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Investment Returns
Returns by Fund
as of March 31, 2017.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Since
Sept. 2004
Conservative Fund
1.98
1.98
3.95
4.46
Benchmark
2.16
2.16
4.08
****
Balanced Fund**
3.74
3.74
5.10
9.15
Benchmark
3.53
3.53
5.33
****
Diversified Fund
4.69
4.69
7.05
7.38
Benchmark
4.62
4.62
6.32
****
All Equity Fund***
5.70
5.70
8.85
7.81
Benchmark
6.19
6.19
8.01
****
UMF
Development Fund
Rate: 1.5%
(Effective
April 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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