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Investment Returns
Returns by Fund
as of June 30, 2019.
Fund Name Quarter Fiscal
YTD
Trailing
3 Years*
Trailing 10 Years
Conservative Fund
2.00
6.95
5.23
5.98
Benchmark
2.58
8.07
5.60
6.03
Balanced Fund*
3.16
11.18
8.06
8.29
Benchmark
3.30
11.40
7.49
8.50
Diversified Fund
3.28
13.23
9.86
10.43
Benchmark
3.42
13.55
9.56
10.19
All Equity Fund
3.62
16.51
12.63
12.47
Benchmark
3.61
16.81
12.53
12.78
UMF
Development Fund
Rate: 2.0%
(Effective
July 1, 2019)
N/A
N/A
N/A

* Annualized Return

 

 
 
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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