Maximize your
philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and The Virginia United Methodist Foundation with your planned gift
  • Help us fulfill our mission for many years and generations to come

Returns for Foundation Funds

FOUNDATION INVESTMENT FUND PERFORMANCE

INVESTMENT FUNDS PERFORMANCE AS OF 3/31/17

FUND Mar 2017 QTD YTD 2017 2016
1/16 - 12/16
2015
1/15 - 12/15
BALANCED FUND 0.52 4.31 4.31 4.71 0.38
BALANCED PLUS FUND 0.62 3.66 3.66 N/A N/A
STOCK FUND 0.79 6.24 6.24 7.07 0.27
BOND FUND 0.11 0.62 0.62 1.80 0.43
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