As of May 31, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | 5.27% | 2.32% | 12.98% | 11.12% | 12.85% | 10.41% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 5.04% | 2.18% | 12.43% | 10.46% | 11.78% | 9.81% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 5.04% | 2.18% | 12.43% | 10.46% | 11.78% | 9.81% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.67% | 0.79% | 6.54% | 4.02% | 2.52% | 2.80% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 2.67% | 0.79% | 6.54% | 4.02% | 2.52% | 2.80% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.26% | 0.88% | 5.24% | 3.47% | 1.85% | 1.92% | 0.24% | 9/28/16 | |
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 5.27% | 2.32% | 12.98% | 11.12% | 12.85% | 10.36% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.41% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.87% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.97% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.26% | 0.88% | 5.24% | 3.47% | 1.85% | 1.60% | 0.24% | 8/2/10 | |
| Individual Fund Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | ||||||||||
| Bank Savings 529 Portfolio | 4.53% | 1.79% | 1.44% | 4.82% | 4.30% | n/a | 2.72% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.68% | 1.34% | 4.52% | 4.10% | 2.46% | 1.16% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.74% | 0.97% | 5.06% | 4.94% | 3.08% | 2.04% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 2.58% | 1.10% | 5.96% | 2.87% | 0.88% | 1.51% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.40% | -0.30% | 5.25% | 1.40% | -1.05% | 1.90% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.61% | -0.24% | 5.53% | 1.78% | -0.33% | 1.84% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.30% | -0.49% | 5.78% | 2.42% | 0.06% | 0.49% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.48% | 1.43% | 6.49% | 3.13% | 3.62% | 2.14% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 3.57% | 0.14% | 5.38% | 0.63% | 1.36% | 2.53% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 4.61% | 1.25% | 9.60% | 9.03% | 9.00% | 8.41% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 1.28% | -3.81% | 11.66% | 0.53% | 6.75% | 7.51% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 1.74% | -3.27% | 8.67% | 8.52% | 13.65% | 11.41% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 0.00% | -4.61% | 3.13% | 6.31% | 13.18% | 7.89% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 0.95% | -0.45% | 13.25% | 14.14% | 15.68% | 13.66% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 0.46% | -0.64% | 12.79% | 13.54% | 15.03% | 13.30% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | 0.80% | 1.98% | 18.17% | 19.73% | 16.90% | 15.71% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 1.02% | 1.00% | 15.79% | 19.84% | 14.97% | 15.23% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 2.78% | 0.32% | 12.07% | 8.99% | 12.36% | 11.50% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -3.21% | -2.13% | 9.27% | 9.44% | 11.10% | 10.91% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -4.16% | -3.90% | 2.55% | 6.18% | 14.57% | 10.14% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -7.87% | -5.44% | -3.24% | 5.74% | 17.72% | 7.17% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -4.77% | -3.65% | 4.05% | 6.86% | 11.26% | 10.53% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -5.60% | -3.33% | 5.87% | 7.74% | 6.77% | 10.53% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -5.71% | -3.65% | -0.85% | 6.10% | 9.04% | 9.06% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 13.77% | 8.11% | 12.74% | 9.03% | 10.18% | 5.58% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 19.22% | 8.98% | 15.22% | 10.73% | 14.24% | 4.73% | 0.79% | 8/1/14 | |
As of May 31, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | 5.27% | 2.32% | 12.98% | 11.12% | 12.85% | 10.41% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 5.04% | 2.18% | 12.43% | 10.46% | 11.78% | 9.81% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 5.04% | 2.18% | 12.43% | 10.46% | 11.78% | 9.81% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.67% | 0.79% | 6.54% | 4.02% | 2.52% | 2.80% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 4.44% | 1.67% | 11.15% | 8.82% | 9.26% | 8.03% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.27% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 3.94% | 1.30% | 9.81% | 7.21% | 6.75% | 6.40% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.55% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 3.28% | 0.95% | 8.34% | 5.50% | 4.57% | 4.63% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.70% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 2.67% | 0.79% | 6.54% | 4.02% | 2.52% | 2.80% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.26% | 0.88% | 5.24% | 3.47% | 1.85% | 1.92% | 0.24% | 9/28/16 | |
As of May 31, 2025
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 5.27% | 2.32% | 12.98% | 11.12% | 12.85% | 10.36% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 4.71% | 1.93% | 11.80% | 9.70% | 10.57% | 9.02% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 4.26% | 1.58% | 10.52% | 8.08% | 8.06% | 7.41% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 3.65% | 1.17% | 9.19% | 6.44% | 5.68% | 5.87% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 3.07% | 0.91% | 7.55% | 4.78% | 3.47% | 3.97% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.26% | 0.88% | 5.24% | 3.47% | 1.85% | 1.60% | 0.24% | 8/2/10 | |
As of May 31, 2025
| Individual Fund Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | ||||||||||
| Bank Savings 529 Portfolio | 4.53% | 1.79% | 1.44% | 4.82% | 4.30% | n/a | 2.72% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.68% | 1.34% | 4.52% | 4.10% | 2.46% | 1.16% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.74% | 0.97% | 5.06% | 4.94% | 3.08% | 2.04% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 2.58% | 1.10% | 5.96% | 2.87% | 0.88% | 1.51% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.40% | -0.30% | 5.25% | 1.40% | -1.05% | 1.90% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.61% | -0.24% | 5.53% | 1.78% | -0.33% | 1.84% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.30% | -0.49% | 5.78% | 2.42% | 0.06% | 0.49% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.48% | 1.43% | 6.49% | 3.13% | 3.62% | 2.14% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 3.57% | 0.14% | 5.38% | 0.63% | 1.36% | 2.53% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 4.61% | 1.25% | 9.60% | 9.03% | 9.00% | 8.41% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 1.28% | -3.81% | 11.66% | 0.53% | 6.75% | 7.51% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 1.74% | -3.27% | 8.67% | 8.52% | 13.65% | 11.41% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 0.00% | -4.61% | 3.13% | 6.31% | 13.18% | 7.89% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 0.95% | -0.45% | 13.25% | 14.14% | 15.68% | 13.66% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 0.46% | -0.64% | 12.79% | 13.54% | 15.03% | 13.30% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | 0.80% | 1.98% | 18.17% | 19.73% | 16.90% | 15.71% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 1.02% | 1.00% | 15.79% | 19.84% | 14.97% | 15.23% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 2.78% | 0.32% | 12.07% | 8.99% | 12.36% | 11.50% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -3.21% | -2.13% | 9.27% | 9.44% | 11.10% | 10.91% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -4.16% | -3.90% | 2.55% | 6.18% | 14.57% | 10.14% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -7.87% | -5.44% | -3.24% | 5.74% | 17.72% | 7.17% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -4.77% | -3.65% | 4.05% | 6.86% | 11.26% | 10.53% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -5.60% | -3.33% | 5.87% | 7.74% | 6.77% | 10.53% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -5.71% | -3.65% | -0.85% | 6.10% | 9.04% | 9.06% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 13.77% | 8.11% | 12.74% | 9.03% | 10.18% | 5.58% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 19.22% | 8.98% | 15.22% | 10.73% | 14.24% | 4.73% | 0.79% | 8/1/14 | |