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Investment Options

Closed Portfolios

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%