As of March 31, 2020
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | -22.34% | -22.34% | -12.54% | 1.06% | n/a | 2.93% | 0.30% | 9/28/16 | |
| Ages 3-5 | -19.77% | -19.77% | -10.26% | 1.69% | n/a | 3.28% | 0.30% | 9/28/16 | |
| Ages 6-8 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 9-10 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 11-12 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 13-14 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 15-16 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 17-18 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 19+ | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | -19.77% | -19.77% | -10.26% | 1.69% | n/a | 3.28% | 0.30% | 9/28/16 | |
| Ages 3-5 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 6-8 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 9-10 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 11-12 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 13-14 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 15-16 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 17-18 | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Ages 19+ | -0.73% | -0.73% | 3.61% | 2.95% | n/a | 2.49% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 3-5 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 6-8 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 9-10 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 11-12 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 13-14 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 15-16 | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Ages 17-18 | -0.73% | -0.73% | 3.61% | 2.95% | n/a | 2.49% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.97% | 0.97% | 3.62% | 2.25% | n/a | 1.84% | 0.32% | 9/28/16 | |
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | -22.34% | -22.34% | -12.54% | 1.06% | 2.87% | 7.56% | 0.30% | 8/2/10 | |
| Target Fund 80 | -17.36% | -17.36% | -8.11% | 2.10% | 3.24% | 6.95% | 0.30% | 8/2/10 | |
| Target Fund 60 | -12.29% | -12.29% | -3.86% | 2.80% | 3.24% | 6.08% | 0.30% | 8/2/10 | |
| Target Fund 40 | -7.30% | -7.30% | 0.06% | 3.32% | 3.24% | 5.24% | 0.29% | 8/2/10 | |
| Target Fund 20 | -2.85% | -2.85% | 2.65% | 3.22% | 2.72% | 3.80% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.97% | 0.97% | 3.62% | 2.25% | 1.55% | 1.40% | 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* | 0.36% | 0.36% | 1.84% | 1.58% | 1.05% | 0.56% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | -2.17% | -2.17% | -0.70% | 1.05% | 1.32% | 1.27% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 2.09% | 2.09% | 5.14% | 2.78% | 1.94% | 1.82% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 3.18% | 3.18% | 8.77% | 4.56% | 3.08% | 3.27% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 1.82% | 1.82% | 7.50% | 4.26% | 3.05% | 2.83% | 0.75% | 10/10/12 | |
| MainStay MacKay Total Return Bond 529 Portfolio | -0.69% | -0.69% | 4.91% | 3.29% | 2.54% | 2.74% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | -0.76% | -0.76% | 2.14% | 1.33% | 1.28% | 0.77% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 1.78% | 1.78% | 6.48% | 3.01% | 2.29% | 2.87% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | -14.67% | -14.67% | -6.04% | 3.03% | 3.51% | 6.94% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | -24.15% | -24.15% | -16.77% | -1.72% | 0.23% | 6.90% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | -25.02% | -25.02% | -14.95% | 0.19% | 3.78% | 8.99% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | -31.45% | -31.45% | -22.59% | -4.62% | 0.53% | 0.73% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | -19.60% | -19.60% | -7.18% | 4.83% | 6.44% | 10.94% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | -20.85% | -20.85% | -9.40% | 3.76% | 5.49% | 10.61% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | -13.86% | -13.86% | 0.97% | 9.79% | 8.85% | 12.92% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | -13.89% | -13.89% | -3.70% | 12.51% | 10.97% | 11.70% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | -25.73% | -25.73% | -16.84% | -0.50% | 1.83% | 8.96% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | -28.01% | -28.01% | -20.69% | -2.10% | 0.82% | 8.38% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | -35.02% | -35.02% | -29.76% | -8.66% | -2.34% | 6.23% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | -38.89% | -38.89% | -35.38% | -12.96% | -5.71% | -4.10% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | -30.12% | -30.12% | -23.55% | -3.49% | 0.16% | 7.96% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | -24.24% | -24.24% | -16.01% | 2.72% | 3.04% | 9.79% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | -26.84% | -26.84% | -18.31% | 2.55% | 2.76% | 4.58% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | -24.36% | -24.36% | -16.76% | -2.79% | -0.97% | 2.05% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | -30.65% | -30.65% | -22.57% | -7.73% | -4.71% | -4.77% | 0.88% | 8/1/14 | |
As of March 31, 2020
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | -22.34% | -22.34% | -12.54% | 1.06% | n/a | 2.93% | 0.30% | 9/28/16 | |
| Ages 3-5 | -19.77% | -19.77% | -10.26% | 1.69% | n/a | 3.28% | 0.30% | 9/28/16 | |
| Ages 6-8 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 9-10 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 11-12 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 13-14 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 15-16 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 17-18 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 19+ | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | -19.77% | -19.77% | -10.26% | 1.69% | n/a | 3.28% | 0.30% | 9/28/16 | |
| Ages 3-5 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 6-8 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 9-10 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 11-12 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 13-14 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 15-16 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 17-18 | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Ages 19+ | -0.73% | -0.73% | 3.61% | 2.95% | n/a | 2.49% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | -17.36% | -17.36% | -8.11% | 2.10% | n/a | 3.40% | 0.30% | 9/28/16 | |
| Ages 3-5 | -14.84% | -14.84% | -6.12% | 2.34% | n/a | 3.26% | 0.30% | 9/28/16 | |
| Ages 6-8 | -12.29% | -12.29% | -3.86% | 2.80% | n/a | 3.44% | 0.30% | 9/28/16 | |
| Ages 9-10 | -9.67% | -9.67% | -1.65% | 3.20% | n/a | 3.55% | 0.29% | 9/28/16 | |
| Ages 11-12 | -7.30% | -7.30% | 0.06% | 3.32% | n/a | 3.39% | 0.29% | 9/28/16 | |
| Ages 13-14 | -5.11% | -5.11% | 1.37% | 3.28% | n/a | 3.13% | 0.29% | 9/28/16 | |
| Ages 15-16 | -2.85% | -2.85% | 2.65% | 3.22% | n/a | 2.86% | 0.30% | 9/28/16 | |
| Ages 17-18 | -0.73% | -0.73% | 3.61% | 2.95% | n/a | 2.49% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.97% | 0.97% | 3.62% | 2.25% | n/a | 1.84% | 0.32% | 9/28/16 | |
As of March 31, 2020
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | -22.34% | -22.34% | -12.54% | 1.06% | 2.87% | 7.56% | 0.30% | 8/2/10 | |
| Target Fund 80 | -17.36% | -17.36% | -8.11% | 2.10% | 3.24% | 6.95% | 0.30% | 8/2/10 | |
| Target Fund 60 | -12.29% | -12.29% | -3.86% | 2.80% | 3.24% | 6.08% | 0.30% | 8/2/10 | |
| Target Fund 40 | -7.30% | -7.30% | 0.06% | 3.32% | 3.24% | 5.24% | 0.29% | 8/2/10 | |
| Target Fund 20 | -2.85% | -2.85% | 2.65% | 3.22% | 2.72% | 3.80% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.97% | 0.97% | 3.62% | 2.25% | 1.55% | 1.40% | 0.32% | 8/2/10 | |
As of March 31, 2020
| Individual Fund Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Prime Money Market 529 Portfolio* | 0.36% | 0.36% | 1.84% | 1.58% | 1.05% | 0.56% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | -2.17% | -2.17% | -0.70% | 1.05% | 1.32% | 1.27% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 2.09% | 2.09% | 5.14% | 2.78% | 1.94% | 1.82% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 3.18% | 3.18% | 8.77% | 4.56% | 3.08% | 3.27% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 1.82% | 1.82% | 7.50% | 4.26% | 3.05% | 2.83% | 0.75% | 10/10/12 | |
| MainStay MacKay Total Return Bond 529 Portfolio | -0.69% | -0.69% | 4.91% | 3.29% | 2.54% | 2.74% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | -0.76% | -0.76% | 2.14% | 1.33% | 1.28% | 0.77% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 1.78% | 1.78% | 6.48% | 3.01% | 2.29% | 2.87% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | -14.67% | -14.67% | -6.04% | 3.03% | 3.51% | 6.94% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | -24.15% | -24.15% | -16.77% | -1.72% | 0.23% | 6.90% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | -25.02% | -25.02% | -14.95% | 0.19% | 3.78% | 8.99% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | -31.45% | -31.45% | -22.59% | -4.62% | 0.53% | 0.73% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | -19.60% | -19.60% | -7.18% | 4.83% | 6.44% | 10.94% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | -20.85% | -20.85% | -9.40% | 3.76% | 5.49% | 10.61% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | -13.86% | -13.86% | 0.97% | 9.79% | 8.85% | 12.92% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | -13.89% | -13.89% | -3.70% | 12.51% | 10.97% | 11.70% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | -25.73% | -25.73% | -16.84% | -0.50% | 1.83% | 8.96% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | -28.01% | -28.01% | -20.69% | -2.10% | 0.82% | 8.38% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | -35.02% | -35.02% | -29.76% | -8.66% | -2.34% | 6.23% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | -38.89% | -38.89% | -35.38% | -12.96% | -5.71% | -4.10% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | -30.12% | -30.12% | -23.55% | -3.49% | 0.16% | 7.96% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | -24.24% | -24.24% | -16.01% | 2.72% | 3.04% | 9.79% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | -26.84% | -26.84% | -18.31% | 2.55% | 2.76% | 4.58% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | -24.36% | -24.36% | -16.76% | -2.79% | -0.97% | 2.05% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | -30.65% | -30.65% | -22.57% | -7.73% | -4.71% | -4.77% | 0.88% | 8/1/14 | |