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Investment Returns
Returns by Fund
as of June 30, 2018.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Trailing 10 Years
Conservative Fund
0.32
-0.28
4.52
4.70
Benchmark
1.18
0.59
4.41
4.73
Balanced Fund*
-0.06
-0.69
5.98
8.82
Benchmark
0.82
-0.25
5.86
**
Diversified Fund
0.26
-0.41
8.38
7.81
Benchmark
1.16
0.20
7.46
7.36
All Equity Fund
0.84
0.17
10.70
8.48
Benchmark
1.63
0.81
9.91
8.57
UMF
Development Fund
Rate: 2.0%
(Effective
July 1, 2018)
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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