Back to Portfolios by type
The portfolios listed below are permanently closed. Historical performance through each portfolio's respective closing date is shown below.
Blue Ridge
Average Annual Returns - As of 12/31/2016
| 1 Year | 3 Year | 5 Year | Since Inception Jan 2000 | |
|---|---|---|---|---|
| Blue Ridge | 1.65% | 1.50% | 1.77% | 3.48% |
| Blue Ridge Benchmark | 1.15% | 0.97% | 1.40% | 2.44% |
2015 Portfolio
Average Annual Returns - As of 12/31/2019
| 1 Year | 3 Year | 5 Year | Since Inception Jan 2000 | |
|---|---|---|---|---|
| 2015 Portfolio | 2.44% | 2.12% | 2.23% | 3.84% |
| 2015 Portfolio Benchmark | 3.15% | 2.55% | 2.29% | 3.02% |
2018 Portfolio
Average Annual Returns - As of 12/31/2022
| 1 Year | 3 Year | 5 Year | Since Inception Jan 2000 | |
|---|---|---|---|---|
| 2018 Portfolio | 1.70% | 1.76% | 1.98% | 3.86% |
| 2018 Portfolio Benchmark | 2.45% | 1.63% | 2.13% | 3.06% |