INVESTMENT RETURNS


          

One Year Annualized Average Return 2009 Net of fees and charges						Three Year Annualized Average Return 2007 - 2009 Net of fees and charges
		Income Yield	Capital Change	Total Return			Income Yield	Capital Change	Total Return
Fund A (Income)		4.23%	5.66%	9.89%		Fund A (Income)	4.99%	0.21%	5.20%
Fund B1 (Income/Growth)		3.05%	9.25%	12.30%		Fund B1 (Income/Growth)	3.25%	(2.10%)	1.16%
Fund B2 (Balanced)		3.15%	10.73%	13.88%		Fund B2 (Balanced)	2.97%	(2.24%)	0.73%)
Fund B3 (Growth/Income)		3.33%	15.65%	18.98%		Fund B3 (Growth/Income)	2.58%	(1.49%)	1.09%
Five Year Annualized Average Return 2005 - 2009 Net of fees and charges						Ten Year Annualized Average Return 2000-2009 Net of fees and charges
		Income Yield	Capital Change	Total Return			Income Yield	Capital Change	Total Return
Fund A (Income)		4.44%	(0.63%)	3.82%		Fund A (Income)	4.09%	0.03%	4.13%
Fund B1 (Income/Growth)		3.34%	(0.05%)	3.29%		Fund B1 (Income/Growth)	Fund established July 1, 2002 10 year average not available
Fund B2 (Balanced)		2.79%	(0.25%)	3.04%		Fund B2 (Balanced)	2.53%	0.84%	3.37%
Fund B3 (Growth/Income)		2.37%	(0.83%)	3.21%		Fund B3 (Growth/Income)	1.86%	0.63%	2.49%

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United Methodist Foundation of West Virginia, Inc.
PO Box 3811 - Charleston, WV  25338-3811
Phone: 304-342-2113     Toll Free: 1-800-788-3746 ext 45     Fax: 304-342-2632
Email: info@umfwv.org
Physical location:  900 Washington St. E. Suite 203 - Charleston, WV