As of October 31, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 20.30% | 2.84% | 13.33% | 11.53% | n/a | 10.16% | 0.30% | 9/28/16 | |
| Ages 3-5 | 19.00% | 2.63% | 12.83% | 10.85% | n/a | 9.61% | 0.30% | 9/28/16 | |
| Ages 6-8 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 9-10 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 11-12 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 13-14 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 15-16 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 17-18 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 19+ | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 19.00% | 2.63% | 12.83% | 10.85% | n/a | 9.61% | 0.30% | 9/28/16 | |
| Ages 3-5 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 6-8 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 9-10 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 11-12 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 13-14 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 15-16 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 17-18 | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Ages 19+ | 6.75% | 1.49% | 7.28% | 3.15% | n/a | 2.86% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 3-5 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 6-8 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 9-10 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 11-12 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 13-14 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 15-16 | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Ages 17-18 | 6.75% | 1.49% | 7.28% | 3.15% | n/a | 2.86% | 0.31% | 9/28/16 | |
| Ages 19+ | 3.67% | 0.89% | 4.44% | 1.80% | n/a | 1.69% | 0.32% | 9/28/16 | |
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 20.30% | 2.84% | 13.33% | 11.53% | 7.66% | 10.24% | 0.30% | 8/2/10 | |
| Target Fund 80 | 17.77% | 2.60% | 12.56% | 10.03% | 6.86% | 8.97% | 0.30% | 8/2/10 | |
| Target Fund 60 | 15.23% | 2.52% | 11.99% | 8.20% | 5.78% | 7.50% | 0.30% | 8/2/10 | |
| Target Fund 40 | 12.49% | 2.25% | 11.05% | 6.41% | 4.82% | 6.10% | 0.29% | 8/2/10 | |
| Target Fund 20 | 9.04% | 1.81% | 9.12% | 4.32% | 3.42% | 4.18% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 3.67% | 0.89% | 4.44% | 1.80% | 1.34% | 1.33% | 0.32% | 8/2/10 | |
| Individual Fund Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Prime Money Market 529 Portfolio* | 1.80% | 0.48% | 2.12% | 1.46% | 0.94% | 0.53% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 2.22% | 0.26% | 1.68% | 2.05% | 1.74% | 1.54% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 4.56% | 1.10% | 5.87% | 1.89% | 1.66% | 1.59% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 8.69% | 2.39% | 11.24% | 3.01% | 2.96% | 3.10% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 9.49% | 2.28% | 11.71% | 3.35% | 3.17% | 2.76% | 0.75% | 10/10/12 | |
| MainStay MacKay Total Return Bond 529 Portfolio | 9.20% | 2.38% | 10.97% | 3.37% | n/a | 3.15% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 3.65% | 0.48% | 3.86% | 1.44% | 1.02% | 0.80% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 7.27% | 1.02% | 8.26% | 1.91% | 1.95% | 2.74% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 16.03% | 2.28% | 12.40% | 9.52% | 6.71% | 8.66% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 29.34% | 6.81% | 24.56% | 9.31% | 7.82% | 10.53% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 18.18% | 2.20% | 10.74% | 12.30% | 9.06% | 12.14% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 17.20% | 1.71% | 6.67% | 10.58% | 7.34% | 6.96% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 22.88% | 2.35% | 14.02% | 14.58% | 10.47% | 13.32% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 22.25% | 1.69% | 13.17% | 14.17% | 10.00% | 13.15% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 27.80% | 2.19% | 17.56% | 17.11% | 11.79% | 14.53% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 19.39% | -0.39% | 12.68% | 20.46% | 14.15% | 14.39% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 23.72% | 0.31% | 14.10% | 11.97% | 8.44% | 12.28% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 19.50% | -1.43% | 8.68% | 11.89% | 7.83% | 11.91% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 16.28% | -0.08% | 5.35% | 8.71% | 6.62% | 10.98% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 9.95% | -0.82% | -3.29% | 5.61% | 3.59% | 3.61% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 19.42% | -1.19% | 8.54% | 11.51% | 7.76% | 11.87% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 22.95% | -2.55% | 11.84% | 14.67% | 8.96% | 12.70% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 21.52% | -2.22% | 9.97% | 16.06% | 9.38% | 9.78% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 15.07% | 3.67% | 10.81% | 7.62% | 3.61% | 4.68% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 14.56% | 4.60% | 6.90% | 5.55% | 1.38% | 0.43% | 0.88% | 8/1/14 | |
As of October 31, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 20.30% | 2.84% | 13.33% | 11.53% | n/a | 10.16% | 0.30% | 9/28/16 | |
| Ages 3-5 | 19.00% | 2.63% | 12.83% | 10.85% | n/a | 9.61% | 0.30% | 9/28/16 | |
| Ages 6-8 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 9-10 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 11-12 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 13-14 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 15-16 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 17-18 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 19+ | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 19.00% | 2.63% | 12.83% | 10.85% | n/a | 9.61% | 0.30% | 9/28/16 | |
| Ages 3-5 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 6-8 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 9-10 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 11-12 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 13-14 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 15-16 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 17-18 | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Ages 19+ | 6.75% | 1.49% | 7.28% | 3.15% | n/a | 2.86% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 17.77% | 2.60% | 12.56% | 10.03% | n/a | 8.88% | 0.30% | 9/28/16 | |
| Ages 3-5 | 16.59% | 2.60% | 12.44% | 8.96% | n/a | 7.90% | 0.30% | 9/28/16 | |
| Ages 6-8 | 15.23% | 2.52% | 11.99% | 8.20% | n/a | 7.26% | 0.30% | 9/28/16 | |
| Ages 9-10 | 13.86% | 2.36% | 11.56% | 7.35% | n/a | 6.53% | 0.29% | 9/28/16 | |
| Ages 11-12 | 12.49% | 2.25% | 11.05% | 6.41% | n/a | 5.67% | 0.29% | 9/28/16 | |
| Ages 13-14 | 10.85% | 2.03% | 10.21% | 5.38% | n/a | 4.77% | 0.29% | 9/28/16 | |
| Ages 15-16 | 9.04% | 1.81% | 9.12% | 4.32% | n/a | 3.85% | 0.30% | 9/28/16 | |
| Ages 17-18 | 6.75% | 1.49% | 7.28% | 3.15% | n/a | 2.86% | 0.31% | 9/28/16 | |
| Ages 19+ | 3.67% | 0.89% | 4.44% | 1.80% | n/a | 1.69% | 0.32% | 9/28/16 | |
As of October 31, 2019
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 20.30% | 2.84% | 13.33% | 11.53% | 7.66% | 10.24% | 0.30% | 8/2/10 | |
| Target Fund 80 | 17.77% | 2.60% | 12.56% | 10.03% | 6.86% | 8.97% | 0.30% | 8/2/10 | |
| Target Fund 60 | 15.23% | 2.52% | 11.99% | 8.20% | 5.78% | 7.50% | 0.30% | 8/2/10 | |
| Target Fund 40 | 12.49% | 2.25% | 11.05% | 6.41% | 4.82% | 6.10% | 0.29% | 8/2/10 | |
| Target Fund 20 | 9.04% | 1.81% | 9.12% | 4.32% | 3.42% | 4.18% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 3.67% | 0.89% | 4.44% | 1.80% | 1.34% | 1.33% | 0.32% | 8/2/10 | |
As of October 31, 2019
| Individual Fund Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Prime Money Market 529 Portfolio* | 1.80% | 0.48% | 2.12% | 1.46% | 0.94% | 0.53% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 2.22% | 0.26% | 1.68% | 2.05% | 1.74% | 1.54% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 4.56% | 1.10% | 5.87% | 1.89% | 1.66% | 1.59% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 8.69% | 2.39% | 11.24% | 3.01% | 2.96% | 3.10% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 9.49% | 2.28% | 11.71% | 3.35% | 3.17% | 2.76% | 0.75% | 10/10/12 | |
| MainStay MacKay Total Return Bond 529 Portfolio | 9.20% | 2.38% | 10.97% | 3.37% | n/a | 3.15% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 3.65% | 0.48% | 3.86% | 1.44% | 1.02% | 0.80% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 7.27% | 1.02% | 8.26% | 1.91% | 1.95% | 2.74% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 16.03% | 2.28% | 12.40% | 9.52% | 6.71% | 8.66% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 29.34% | 6.81% | 24.56% | 9.31% | 7.82% | 10.53% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 18.18% | 2.20% | 10.74% | 12.30% | 9.06% | 12.14% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 17.20% | 1.71% | 6.67% | 10.58% | 7.34% | 6.96% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 22.88% | 2.35% | 14.02% | 14.58% | 10.47% | 13.32% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 22.25% | 1.69% | 13.17% | 14.17% | 10.00% | 13.15% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 27.80% | 2.19% | 17.56% | 17.11% | 11.79% | 14.53% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 19.39% | -0.39% | 12.68% | 20.46% | 14.15% | 14.39% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 23.72% | 0.31% | 14.10% | 11.97% | 8.44% | 12.28% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 19.50% | -1.43% | 8.68% | 11.89% | 7.83% | 11.91% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 16.28% | -0.08% | 5.35% | 8.71% | 6.62% | 10.98% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 9.95% | -0.82% | -3.29% | 5.61% | 3.59% | 3.61% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 19.42% | -1.19% | 8.54% | 11.51% | 7.76% | 11.87% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 22.95% | -2.55% | 11.84% | 14.67% | 8.96% | 12.70% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 21.52% | -2.22% | 9.97% | 16.06% | 9.38% | 9.78% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 15.07% | 3.67% | 10.81% | 7.62% | 3.61% | 4.68% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 14.56% | 4.60% | 6.90% | 5.55% | 1.38% | 0.43% | 0.88% | 8/1/14 | |