Fund Performance

Below are the current performance figures, net of the typical investment management fee, for the UMF Collective Funds of Michigan LLC. This information is updated monthly as the information becomes available, so please check back often to see how each fund is progressing.
 

Month/
Year

Stock
Fund

Bond
Fund

Balanced Fund

YTD 2017

17.47%

3.59%

11.92%

Oct 2017

1.90%

0.24%

1.24%

Sep 2017

2.67%

-0.11%

1.56%

Aug 2017

-0.16%

0.45%

0.08%

Jul 2017

2.17%

0.62%

1.55%

Jun 2017

1.73%

-0.04%

1.02%

May 2017

1.09%

0.66%

0.92%

Apr 2017

1.61%

0.66%

1.23%

Mar 2017

0.39%

0.06%

0.26%

Feb 2017

3.04%

0.76%

2.13%

Jan 2017

1.82%

0.27%

1.20%

1 Year*

19.65%

0.96%

11.87%

3 Year*

6.23%

2.07%

4.69%

5 Year*

11.27%

1.97%

7.49%

7 Year*

11.68%

2.63%

7.92%

*Annualized returns net of fees through 2nd Quarter, 2017

For historical performance prior to 2009 of invested funds managed by the United Methodist Foundation of Michigan, click here.