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Investment Performance
- Current Performance—The most recent unit price, price change and current year performance for the General Board investment funds.
- Quarterly Report—A report to help you evaluate the recent investment performance of funds offered to participants in the United Methodist Personal Investment Plan. It also compares the investment performance for each of the funds with similar mutual funds followed by Morningstar, a leading provider of investment data and analysis of mutual funds.
- Unit Price History—Prices for the last five business days for the General Board investment funds.
- Historical Fund Performance—Prior quarter, one year, two years and performance since inception for the General Board investment funds.
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| Prices as of 11/20/2008 | | Fund | Price | Change | YTD | | SVF | $1.0000 | N/A | 3.7% | | IPF | $10.9811 | -0.8% | -12.0% | | DBF | $16.9306 | 0.0% | -3.2% | | MAF | $11.1940 | -3.2% | -34.2% | | BSVPF | $11.5345 | -3.1% | -27.4% | | DSF | $10.2650 | -5.4% | -43.7% | | ISF | $12.6458 | -5.1% | -55.6% |
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