Fund Performance
Virginia United Methodist Foundation
Performance of Funds *
Fund | Since Inception | Feb. 2024 |
YTD 2024 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Balanced Fund | 7.13% | 2.46% | 2.74% | 14.08% | (15.50)% | 11.81% | 12.65% | 21.36% | (7.11)% |
Balanced Plus Fund | 6.38% | 2.92% | 3.54% | 13.07% | (13.49)% | 12.00% | 9.45% | 18.82% | (4.95)% |
Stock Fund | 10.45% | 4.41% | 5.01% | 18.59% | (16.39)% | 19.02% | 15.14% | 28.69% | (9.40)% |
Bond Fund | 0.77% | (1.1%) | (1.3%) | 5.66% | (12.67)% | (1.83)% | 5.99% | 7.97% | (0.55)% |
* Returns are net of a Merrill Lynch charge of 23 basis points per annum, but do not include a Foundation charge of up to 75 basis points