{"id":223,"date":"2016-12-02T10:11:12","date_gmt":"2016-12-02T10:11:12","guid":{"rendered":"http:\/\/umf.phpdev4u.com\/foundation\/?page_id=223"},"modified":"2026-09-14T17:04:26","modified_gmt":"2026-09-14T17:04:26","slug":"performance-summaries","status":"publish","type":"page","link":"https:\/\/umfmtc.org\/foundation\/performance-summaries\/","title":{"rendered":"Performance Summaries"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-background-position:left top;--awb-border-sizes-top:0px;--awb-border-sizes-bottom:0px;--awb-border-sizes-left:0px;--awb-border-sizes-right:0px;--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:15px;--awb-padding-bottom:0px;--awb-flex-wrap:wrap;\" id=\"staff-wrap\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"--awb-bg-size:cover;width:22%; margin-right: 4%;\" id=\"sidebar-about\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-widget-area awb-widget-area-element fusion-widget-area-1 fusion-content-widget-area\" style=\"--awb-title-size:13px;--awb-title-color:#333333;--awb-padding:0px 0px 0px 0px;\"><div class=\"menu-foundation-menu-container\"><ul id=\"menu-foundation-menu\" class=\"menu\"><li id=\"menu-item-407\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-407\"><a href=\"https:\/\/umfmtc.org\/foundation\/\">Home<\/a><\/li>\n<li id=\"menu-item-408\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-408\"><a href=\"https:\/\/umfmtc.org\/foundation\/mission\/\">Mission<\/a><\/li>\n<li id=\"menu-item-400\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-400\"><a href=\"https:\/\/umfmtc.org\/foundation\/advantages\/\">Advantages<\/a><\/li>\n<li id=\"menu-item-399\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-399\"><a href=\"https:\/\/umfmtc.org\/foundation\/faqs\/\">FAQ\u2019s<\/a><\/li>\n<li id=\"menu-item-412\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-412\"><a href=\"https:\/\/umfmtc.org\/foundation\/fund-summaries\/\">Fund Summaries<\/a><\/li>\n<li id=\"menu-item-411\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-411\"><a href=\"https:\/\/umfmtc.org\/foundation\/planned-giving-options\/\">Planned Giving Options<\/a><\/li>\n<li id=\"menu-item-413\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-413\"><a href=\"https:\/\/umfmtc.org\/foundation\/performance-summaries\/\">Performance Summaries<\/a><\/li>\n<li id=\"menu-item-410\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-410\"><a href=\"https:\/\/umfmtc.org\/foundation\/forms\/\">Forms<\/a><\/li>\n<li id=\"menu-item-751\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-751\"><a href=\"https:\/\/umfmtc.org\/foundation\/martin-methodist-foundation\/\">Martin Methodist Foundation Scholarships<\/a><\/li>\n<li id=\"menu-item-409\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-409\"><a href=\"https:\/\/umfmtc.org\/foundation\/order-of-st-andrew\/\">Order of St. Andrew<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-415\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-415\"><a href=\"https:\/\/umfmtc.org\/foundation\/order-of-st-andrew\/nomination-form\/\">Nomination Form<\/a><\/li>\n\t<li id=\"menu-item-414\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-414\"><a href=\"https:\/\/umfmtc.org\/foundation\/order-of-st-andrew\/order-of-st-andrew-past-recipients\/\">Past Recipients<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div><div class=\"fusion-additional-widget-content\"><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"--awb-bg-size:cover;width:74%;\" id=\"staff-content\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-title title fusion-title-1 fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top-small:0px;--awb-margin-right-small:0px;--awb-margin-bottom-small:20px;--awb-margin-left-small:0px;--awb-sep-color:#676968;\"><h1 class=\"fusion-title-heading title-heading-left\" style=\"margin:0;\"><span style=\"color: #676968;\">Performance Summaries<\/span><\/h1><span class=\"awb-title-spacer\"><\/span><div class=\"title-sep-container\"><div class=\"title-sep sep-double sep-solid\" style=\"border-color:676968;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-1\"><h2>Second Quarter, 2026<br \/>\n7.8%<\/h2>\n<h2>One Year<br \/>\n14.6%<\/h2>\n<h2>Last 3 Years<br \/>\n12.0%<\/h2>\n<h2>Last 5 Years<br \/>\n6.3%<\/h2>\n<h2>Last 7 Years<br \/>\n8.1%<\/h2>\n<h2>Last 10 Years<br \/>\n7.8%<\/h2>\n<h2>Since Inception (Q4 2002)<br \/>\n8.0%<\/h2>\n<\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-top:10px;margin-bottom:10px;width:100%;\"><div class=\"fusion-separator-border sep-single sep-solid\" style=\"--awb-height:20px;--awb-amount:20px;border-color:#e0dede;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-image-element in-legacy-container\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"300\" height=\"60\" title=\"Focus Partners\" src=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/05\/Focus-Partners-300x60.png\" alt class=\"img-responsive wp-image-765\" srcset=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/05\/Focus-Partners-200x40.png 200w, https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/05\/Focus-Partners-400x80.png 400w, https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/05\/Focus-Partners-600x120.png 600w, https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/05\/Focus-Partners.png 660w\" sizes=\"(max-width: 800px) 100vw, 300px\" \/><\/span><\/div><div class=\"fusion-text fusion-text-2\"><h2><span style=\"color: #000000;\"><span style=\"text-decoration: underline;\">Quarterly Performance Summary Reports<\/span><br \/>\n<\/span>Click the links below to view in pdf format.<\/h2>\n<h2><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2026\/09\/UMFTWK-2Q-2026-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">2nd Quarter, 2026<\/span><\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2026\/06\/UMFTWK-1Q-2026-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">1st Quarter, 2026<\/span><\/a><br \/>\n<\/span><\/h2>\n<h2><span style=\"color: #0000ff;\"><\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2026\/03\/UMFTWK-4Q-25-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">4th Quarter, 2025<\/span><\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/11\/UMFTWK-3Q2025-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener\" style=\"color: #0000ff;\">3rd Quarter, 2025<\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/09\/UMFTWK-2Q-2025-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener\" style=\"color: #0000ff;\">2nd Quarter, 2025<\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/06\/UMFTWK-1Q-2025-Quarterly-Report-Print-for-Board.pdf\" target=\"_blank\" rel=\"noopener\" style=\"color: #0000ff;\">1st Quarter, 2025<\/a><br \/>\n<\/span><\/h2>\n<h2><span style=\"color: #0000ff;\"><\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/03\/UMFTWK-4Q-2024-Quarterly-Report-Print-File.pdf\" target=\"_blank\" style=\"color: #0000ff;\" rel=\"noopener\">4th Quarter, 2024<\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/01\/UMFTWK-3Q-2024-Quarterly-Report-FINAL.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">3rd Quarter, 2024<\/span><\/a><br \/>\n<\/span><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2024\/09\/UMFTWK-2Q-2024-Quarterly-Review.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">2nd Quarter, 2024<\/span><\/a><br \/>\n<\/span><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2024\/06\/Print-Me-File-Q1-2024.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">1st Quarter, 2024<\/span><\/a><\/h2>\n<h2><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2024\/04\/UMFTWK-4Q-2023-Print-Me-File.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">4th Quarter, 2023<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2024\/02\/Print-Me-File-3q-2023.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">3rd Quarter, 2023<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2023\/09\/Print-Me-File-2Q-2023.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">2nd Quarter, 2023<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2023\/05\/Print-Me-File-1Q-2023.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">1st Quarter, 2023<\/span><\/a><\/h2>\n<h2><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2023\/05\/Updated-Board-Report-4Q-2022.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">4th Quarter, 2022<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2023\/01\/Printme-File-3Q-2022.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">3rd Quarter, 2022<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2023\/01\/UMFMTC-Performance-Report-2q-Short-Version-2022.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">2nd Quarter, 2022<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2022\/06\/Print-me-file-Q1-2022.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">1st Quarter, 2022<\/span><\/a><\/h2>\n<h2><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2022\/06\/UMFMTC-4Q-2021-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #0000ff;\">4th Quarter, 2021<\/a><\/span><br \/>\n<span style=\"color: #0000ff;\"><\/span><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2021\/12\/Print-Me-File-3rd-Q-2021-Review.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">3rd Quarter, 2021<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2021\/12\/UMFMTC-2Q-2021-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">2nd Quarter, 2021<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2021\/07\/Colony-Group-UMFMTC-1Q-2021-Quarterly-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">1st Quarter, 2021<\/span><\/a><\/h2>\n<h2><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2021\/02\/UMFMTC-4Q-2020-Quarterly-IF-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\">4th Quarter, 2020<\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2020\/12\/Colony-Group-Print-Me-File-3rd-Q-2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\"><span style=\"color: #3366ff;\">3rd Quarter, 2020<\/span><\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2020\/12\/UMFMTC-2Q-2020-Quarterly-IF-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\"><span style=\"color: #3366ff;\">2nd Quarter, 2020<\/span><\/span><\/a><br \/>\n<a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2020\/06\/Colony-Group-Abbreviated-Performance-Report-1st-Q-2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: #0000ff;\"><span style=\"color: #3366ff;\">1st Quarter, 2020<\/span><\/span><\/a><\/h2>\n<\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-single sep-solid\" style=\"--awb-height:20px;--awb-amount:20px;border-color:#e0dede;border-top-width:1px;\"><\/div><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-text fusion-text-3\"><h2><span style=\"color: #0000ff;\"><a href=\"https:\/\/umfmtc.org\/foundation\/wp-content\/uploads\/sites\/3\/2025\/09\/UMFTWK-IPS-FINAL-Draft-w-AA-Study-7.30.2025-signed-8.25.25.pdf\" target=\"_blank\" style=\"color: #0000ff;\" rel=\"noopener\">Please click here to download a copy of our Investment Policy Statement (IPS)<\/a><\/span><\/h2>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-223","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/pages\/223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/comments?post=223"}],"version-history":[{"count":63,"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/pages\/223\/revisions"}],"predecessor-version":[{"id":876,"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/pages\/223\/revisions\/876"}],"wp:attachment":[{"href":"https:\/\/umfmtc.org\/foundation\/wp-json\/wp\/v2\/media?parent=223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}