Fund Performance

Fund Performance

Virginia United Methodist Foundation
Performance of Funds**

FundMay 2020YTD 2020201920182017201620152014
Stock Fund4.70%(9.25)%28.69%(9.40)%22.79%7.09%0.27%9.23%
Balanced Fund3.32%(5.07)%21.36%(7.11)%15.72%4.71%0.38%6.79%
Balanced Plus Fund3.31%(7.66)%18.82% (4.95)% 14.45% N/A N/AN/A
Bond Fund1.04%(2.86)%7.97%(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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