This section contains the monthly and quarterly performance reports of the Unitarian Universalist Common Endowment Fund. Not only will you find the most current reports but also available are monthly reports going back as far as August 2009 and back to March 2004 for quarterly reports. We also provide a Change in New Asset Value per Unit report going back as far as fiscal year 2011.

The following documents are PDF files.

Monthly Performance Reports

Fiscal Year (FY) 2025

Fiscal Year (FY) 2024

Fiscal Year (FY) 2023

Previous Fiscal Years

Quarterly Performance Reports

FY2024

FY2023

Previous Fiscal Years

Change in Net Asset Value per Unit

uucef.org/…/FY24-UUCEF-Web-Supple-Data-424.pdf