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Investment Returns

Returns by Fund
as of December 31, 2011
Fund Name
Quarter
Fiscal
YTD
Trailing
3 Years*
Since
Sept. 2004
Conservative Fund
4.51
4.31
7.03
3.56
Benchmark
3.92
2.33
6.14
3.43
 
Balanced Fund***
6.35
3.64
***N/A
***11.06
Benchmark
5.43
1.74
***N/A
***10.10
 
Diversified Fund
8.04
1.73
12.07
5.03
Benchmark
7.04
-0.40
9.79
3.52
 
**All Equity Fund
11.25
-3.04
12.34
**2.04
Benchmark
10.03
-3.07
11.63
**-0.75
 
UMF
Development Fund
Rate: 2%
Eff. Jan. 1, 2012
N/A
N/A
N/A

* Annualized Return
** All Equity Fund - Since inception date September 2006
***
Balanced Fund - Since inception date April 2009

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