Fund Performance

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

 

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