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 2019

17.30%

6.28%

12.89%

Jun 2019

5.83%

1.38%

4.05%

May 2019

-5.22%

0.74%

-2.84%

Apr 2019

4.10%

0.50%

2.66%

Mar 2019

1.32%

1.35%

1.33%

Feb 2019

3.00%

0.37%

1.95%

Jan 2019

7.65%

1.80%

5.42%

1 Year*

6.32%

4.96%

6.00%

3 Year*

12.20%

2.71%

8.45%

5 Year*

7.86%

2.56%

5.87%

7 Year*

9.52%

2.31%

6.72%

*Annualized returns net of fees through March 31, 2019

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