As of January 31, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 8.49% | 2.21% | -5.36% | n/a | n/a | 8.71% | 0.30% | 9/28/16 | |
| Ages 3-5 | 7.71% | 2.12% | -4.38% | n/a | n/a | 8.17% | 0.30% | 9/28/16 | |
| Ages 6-8 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 9-10 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 11-12 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 13-14 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 15-16 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 17-18 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 19+ | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 7.71% | 2.12% | -4.38% | n/a | n/a | 8.17% | 0.30% | 9/28/16 | |
| Ages 3-5 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 6-8 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 9-10 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 11-12 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 13-14 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 15-16 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 17-18 | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Ages 19+ | 1.47% | 1.97% | 1.47% | n/a | n/a | 1.56% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 3-5 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 6-8 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 9-10 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 11-12 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 13-14 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 15-16 | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Ages 17-18 | 1.47% | 1.97% | 1.47% | n/a | n/a | 1.56% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.46% | 1.20% | 1.86% | n/a | n/a | 0.87% | 0.32% | 9/28/16 | |
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 8.49% | 2.21% | -5.36% | 11.69% | 7.60% | 9.85% | 0.30% | 8/2/10 | |
| Target Fund 80 | 6.92% | 2.19% | -3.69% | 9.92% | 6.61% | 8.56% | 0.30% | 8/2/10 | |
| Target Fund 60 | 5.37% | 2.41% | -1.98% | 7.74% | 5.37% | 7.05% | 0.30% | 8/2/10 | |
| Target Fund 40 | 3.90% | 2.57% | -0.50% | 5.76% | 4.33% | 5.66% | 0.29% | 8/2/10 | |
| Target Fund 20 | 2.32% | 2.39% | 1.18% | 3.49% | 2.84% | 3.77% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.46% | 1.20% | 1.86% | 1.06% | 0.79% | 1.07% | 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* | 0.22% | 0.54% | 1.83% | 1.02% | 0.64% | 0.39% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 0.44% | -0.09% | 1.62% | 2.21% | 1.57% | 1.47% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 0.48% | 1.73% | 2.12% | 0.96% | 1.01% | 1.06% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 0.98% | 3.36% | 1.90% | 1.65% | 2.11% | 2.48% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 1.54% | 3.59% | 1.81% | 2.92% | 2.32% | 1.87% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | 1.22% | 2.86% | 0.84% | 2.74% | n/a | 1.84% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 0.79% | 0.99% | 1.39% | 1.20% | 0.42% | 0.39% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 1.34% | 2.28% | 0.58% | 1.67% | 1.21% | 2.30% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 5.97% | 2.66% | -3.05% | 9.26% | 6.20% | 8.30% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 11.78% | 7.64% | 9.42% | 7.13% | 8.61% | 9.62% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 7.00% | 0.27% | -3.62% | 13.03% | 9.76% | 11.96% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 8.64% | -1.12% | -8.90% | 13.02% | n/a | 6.36% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 8.00% | 0.22% | -2.55% | 13.68% | 10.65% | 12.85% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 8.57% | 0.51% | -2.42% | 13.94% | 10.13% | 12.80% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 9.29% | 0.54% | -1.35% | 14.75% | 11.34% | 13.79% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 10.55% | 4.34% | 4.34% | 21.52% | n/a | 14.99% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 10.59% | 1.99% | -4.04% | 12.59% | 8.60% | 11.95% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 11.52% | 1.42% | -2.29% | 14.77% | 7.79% | 12.10% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 11.22% | 0.76% | -4.53% | 12.98% | 7.82% | 11.41% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 11.95% | -1.53% | -6.69% | 11.62% | n/a | 4.65% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 11.81% | 1.62% | -1.53% | 14.49% | 7.82% | 12.10% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 12.57% | 2.41% | 2.03% | 16.11% | 7.77% | 12.71% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 11.39% | 0.81% | 3.39% | 18.09% | n/a | 9.36% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 7.61% | 3.63% | -13.03% | 8.85% | 3.15% | 4.28% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 8.40% | 1.15% | -16.62% | 9.26% | n/a | -0.72% | 0.88% | 8/1/14 | |
As of January 31, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 8.49% | 2.21% | -5.36% | n/a | n/a | 8.71% | 0.30% | 9/28/16 | |
| Ages 3-5 | 7.71% | 2.12% | -4.38% | n/a | n/a | 8.17% | 0.30% | 9/28/16 | |
| Ages 6-8 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 9-10 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 11-12 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 13-14 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 15-16 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 17-18 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 19+ | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 7.71% | 2.12% | -4.38% | n/a | n/a | 8.17% | 0.30% | 9/28/16 | |
| Ages 3-5 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 6-8 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 9-10 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 11-12 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 13-14 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 15-16 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 17-18 | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Ages 19+ | 1.47% | 1.97% | 1.47% | n/a | n/a | 1.56% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 6.92% | 2.19% | -3.69% | n/a | n/a | 7.36% | 0.30% | 9/28/16 | |
| Ages 3-5 | 6.27% | 2.49% | -2.70% | n/a | n/a | 6.27% | 0.30% | 9/28/16 | |
| Ages 6-8 | 5.37% | 2.41% | -1.98% | n/a | n/a | 5.57% | 0.30% | 9/28/16 | |
| Ages 9-10 | 4.59% | 2.48% | -1.33% | n/a | n/a | 4.84% | 0.29% | 9/28/16 | |
| Ages 11-12 | 3.90% | 2.57% | -0.50% | n/a | n/a | 3.96% | 0.29% | 9/28/16 | |
| Ages 13-14 | 3.07% | 2.48% | 0.28% | n/a | n/a | 3.10% | 0.29% | 9/28/16 | |
| Ages 15-16 | 2.32% | 2.39% | 1.18% | n/a | n/a | 2.30% | 0.30% | 9/28/16 | |
| Ages 17-18 | 1.47% | 1.97% | 1.47% | n/a | n/a | 1.56% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.46% | 1.20% | 1.86% | n/a | n/a | 0.87% | 0.32% | 9/28/16 | |
As of January 31, 2019
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 8.49% | 2.21% | -5.36% | 11.69% | 7.60% | 9.85% | 0.30% | 8/2/10 | |
| Target Fund 80 | 6.92% | 2.19% | -3.69% | 9.92% | 6.61% | 8.56% | 0.30% | 8/2/10 | |
| Target Fund 60 | 5.37% | 2.41% | -1.98% | 7.74% | 5.37% | 7.05% | 0.30% | 8/2/10 | |
| Target Fund 40 | 3.90% | 2.57% | -0.50% | 5.76% | 4.33% | 5.66% | 0.29% | 8/2/10 | |
| Target Fund 20 | 2.32% | 2.39% | 1.18% | 3.49% | 2.84% | 3.77% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.46% | 1.20% | 1.86% | 1.06% | 0.79% | 1.07% | 0.32% | 8/2/10 | |
As of January 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* | 0.22% | 0.54% | 1.83% | 1.02% | 0.64% | 0.39% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 0.44% | -0.09% | 1.62% | 2.21% | 1.57% | 1.47% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 0.48% | 1.73% | 2.12% | 0.96% | 1.01% | 1.06% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 0.98% | 3.36% | 1.90% | 1.65% | 2.11% | 2.48% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 1.54% | 3.59% | 1.81% | 2.92% | 2.32% | 1.87% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | 1.22% | 2.86% | 0.84% | 2.74% | n/a | 1.84% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 0.79% | 0.99% | 1.39% | 1.20% | 0.42% | 0.39% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 1.34% | 2.28% | 0.58% | 1.67% | 1.21% | 2.30% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 5.97% | 2.66% | -3.05% | 9.26% | 6.20% | 8.30% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 11.78% | 7.64% | 9.42% | 7.13% | 8.61% | 9.62% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 7.00% | 0.27% | -3.62% | 13.03% | 9.76% | 11.96% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 8.64% | -1.12% | -8.90% | 13.02% | n/a | 6.36% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 8.00% | 0.22% | -2.55% | 13.68% | 10.65% | 12.85% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 8.57% | 0.51% | -2.42% | 13.94% | 10.13% | 12.80% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 9.29% | 0.54% | -1.35% | 14.75% | 11.34% | 13.79% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 10.55% | 4.34% | 4.34% | 21.52% | n/a | 14.99% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 10.59% | 1.99% | -4.04% | 12.59% | 8.60% | 11.95% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 11.52% | 1.42% | -2.29% | 14.77% | 7.79% | 12.10% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 11.22% | 0.76% | -4.53% | 12.98% | 7.82% | 11.41% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 11.95% | -1.53% | -6.69% | 11.62% | n/a | 4.65% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 11.81% | 1.62% | -1.53% | 14.49% | 7.82% | 12.10% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 12.57% | 2.41% | 2.03% | 16.11% | 7.77% | 12.71% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 11.39% | 0.81% | 3.39% | 18.09% | n/a | 9.36% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 7.61% | 3.63% | -13.03% | 8.85% | 3.15% | 4.28% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 8.40% | 1.15% | -16.62% | 9.26% | n/a | -0.72% | 0.88% | 8/1/14 | |