Fund Performance

Fund Performance

Virginia United Methodist Foundation
Performance of Funds**

Fund YTD November 2017 2016 2015 2014 2013 2012
Stock Fund 21.64% 7.09% 0.27% 9.23% 25.16% 12.88%
Balanced Fund 14.80% 4.71% 0.38% 6.97% 16.58% 9.78%
Balanced Plus Fund 13.42% N/A        
Bond Fund 3.13% 1.80% 0.43% 3.18% (4.27)% 4.08%
             
S & P 500 18.22% 9.54% (1.06)% 11.47% 29.59% 13.35%
Dow Jones Ind. Avg. 22.81% 13.42% (2.23)% 7.52% 26.50% 7.25%

 

** Returns include Merrill Lynch charge of 54 basis points, but do not include Foundation charge of up to 85 basis points