Fund Performance

Fund Performance

Virginia United Methodist Foundation
Performance of Funds**

FundYTD August 201820172016201520142013
Stock Fund 4.56%22.79%7.09%0.27%9.23%25.16%
Balanced Fund2.01%15.72%4.71%0.38%6.97%16.58%
Balanced Plus Fund 2.67%14.45% N/A N/A N/A N/A
Bond Fund (1.22%)3.49%1.80%0.43%3.18%(4.27)%
       
S & P 500 6.34%19.42%9.54%(1.06)%11.47%29.59%
Dow Jones Ind. Avg. 4.73%25.07%13.42%(2.23)%7.52%26.50%

** 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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