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Investment Returns
Returns by Fund
as of December 31, 2018.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Trailing 10 Years
Conservative Fund
-4.08
-2.00
3.86
5.50
Benchmark
-3.39
-.044
3.96
5.41
Balanced Fund*
-6.99
-4.94
5.00
7.86
Benchmark
-5.99
-4.00
4.95
**
Diversified Fund
-9.93
-6.83
6.65
9.64
Benchmark
-8.91
-5.65
6.04
9.27
All Equity Fund
-13.69
-9.13
7.68
11.33
Benchmark
-13.26
-8.32
7.58
11.58
UMF
Development Fund
Rate: 2.0%
(Effective
Jan 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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