Fund Performance

Fund Performance

Virginia United Methodist Foundation
Performance of Funds**

Fund Feb 2019 YTD 2019 2018 2017 2016 2015 2014
Stock Fund 2.94% 11.52% (7.11)% 22.79% 7.09% 0.27% 9.23%
Balanced Fund 1.93% 7.96% (4.95)% 15.72% 4.71% 0.38% 6.79%
Balanced Plus Fund 1.99% 6.73% (9.40)%  14.45%  N/A  N/A  N/A
Bond Fund (0.07)% 1.29% (0.55)% 3.49% 1.80% 0.43% 3.18%

** Returns include Merrill Lynch charge of 54 basis points, but do not include Foundation charge of up to 75 basis points

 

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