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Investment Returns
Returns by Fund
as of December 31, 2017.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Trailing 10 Years
Conservative Fund
2.56
8.40
4.60
4.84
Benchmark
2.27
7.80
4.33
4.37
Balanced Fund*
2.83
13.38
6.51
9.44
Benchmark
3.20
13.13
6.37
**
Diversified Fund
3.65
17.06
8.92
7.00
Benchmark
4.28
17.17
8.00
6.52
All Equity Fund
4.90
21.85
11.22
8.07
Benchmark
5.88
23.50
10.49
7.22
UMF
Development Fund
Rate: 1.5%
(Effective
Jan 1, 2018)
N/A
N/A
N/A

* Annualized Return; **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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