Fund Performance

Fund Performance

Virginia United Methodist Foundation
Performance of Funds**

FundSeptember 2019YTD 201920182017201620152014
Stock Fund1.84%18.58%(9.40)%22.79%7.09%0.27%9.23%
Balanced Fund1.11%

14.61%

(7.11)%15.72%4.71%0.38%6.79%
Balanced Plus Fund1.00%12.60%(4.95)% 14.45% N/A N/A N/A
Bond Fund(0.07)%7.25%(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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