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FundPerfCollective Investment Fund
& Collective Money Market Investment Account

Below are the current performance figures for the Collective Investment Fund & Collective Money Market Investment Account of the United Methodist Foundation of Michigan. This information is updated monthly as the information becomes available, so please check back often to see how each fund is progressing.

 

Fund Performance

Month/Year

Equity

Fixed Income

Balanced
Total Return

YTD 2010

-4.07%

1.22%

-2.14%

Jan 2010

-4.07%

1.22%

-2.14%

2009

24.97%

9.68%

18.19%

3 Year Average
as of year-end 2009

3.39%

2.53%

2.85%

5 Year Average
as of year-end 2009

5.65%

2.57%

4.21%

10 Year Average
as of year-end 2009

2.00%

5.12%

3.49%

 

For more information about the performance of the Collective Investment Fund with Asset Allocation Options, please contact us.

 

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