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Quarterly Performance
Daily Performance

As of March 31, 2017

Age-Based PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-26.35%6.35%n/an/an/a7.22%0.31%9/28/16
Ages 3-55.65%5.65%n/an/an/a6.50%0.30%9/28/16
Ages 6-85.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 9-104.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 11-123.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 13-143.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 15-162.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 17-182.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 19+1.56%1.56%n/an/an/a0.38%0.31%9/28/16
Age-Based Moderate
Ages 0-25.65%5.65%n/an/an/a6.50%0.30%9/28/16
Ages 3-55.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 6-84.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 9-103.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 11-123.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 13-142.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 15-162.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 17-181.56%1.56%n/an/an/a0.38%0.31%9/28/16
Ages 19+1.01%1.01%n/an/an/a-0.10%0.31%9/28/16
Age-Based Conservative
Ages 0-25.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 3-54.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 6-83.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 9-103.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 11-122.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 13-142.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 15-161.56%1.56%n/an/an/a0.38%0.31%9/28/16
Ages 17-181.01%1.01%n/an/an/a-0.10%0.31%9/28/16
Ages 19+0.38%0.38%n/an/an/a-0.28%0.33%9/28/16
Target PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 1006.35%6.35%15.16%6.45%9.79%10.63%0.31%8/2/10
Target Fund 805.15%5.15%12.45%5.69%8.26%9.21%0.30%8/2/10
Target Fund 603.96%3.96%9.18%4.68%6.61%7.60%0.30%8/2/10
Target Fund 402.84%2.84%6.29%4.00%5.15%6.13%0.30%8/2/10
Target Fund 201.56%1.56%3.25%2.67%3.16%4.07%0.31%8/2/10
Target Fixed Income Fund0.38%0.38%0.38%0.57%0.44%1.02%0.33%8/2/10
Individual Fund PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*0.16%0.16%0.44%0.20%0.13%0.11%0.35%8/2/10
Fixed Income 529 Portfolios
PIMCO Short-Term 529 Portfolio0.55%0.55%3.30%1.41%1.41%1.37%0.71%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio0.39%0.39%0.10%1.02%n/a1.01%0.32%9/26/13
Vanguard Intermediate-Term Bond Index 529 Portfolio1.20%1.20%-0.16%2.98%2.69%3.65%0.35%8/2/10
Vanguard Total Bond Market Index 529 Portfolio0.84%0.84%0.17%2.37%2.03%2.70%0.32%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio0.93%0.93%3.03%2.51%n/a1.88%0.76%10/10/12
MainStay Total Return Bond 529 Portfolio1.06%1.06%2.65%n/an/a2.03%0.85%12/17/14
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio0.60%0.60%1.41%0.40%n/a0.28%0.32%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.35%1.35%1.18%1.81%0.73%2.80%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio5.23%5.23%10.84%5.25%7.86%8.75%0.89%8/2/10
Real Estate 529 Portfolio
Vanguard REIT Index 529 Portfolio0.90%0.90%2.92%9.65%9.48%11.03%0.33%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio3.21%3.21%18.45%9.35%13.11%13.22%0.34%8/2/10
DFA U.S. Large-Cap Value 529 Portfolio3.27%3.27%22.43%n/an/a7.12%0.52%8/1/14
Vanguard 500 Index 529 Portfolio6.00%6.00%16.82%10.06%12.95%13.82%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio5.75%5.75%17.78%9.43%12.85%13.84%0.29%8/2/10
Vanguard Growth Index 529 Portfolio9.54%9.54%15.60%10.35%12.61%14.37%0.34%8/2/10
T. Rowe Price Large-Cap Growth 529 Portfolio10.61%10.61%21.33%n/an/a10.79%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio6.16%6.16%16.47%8.42%12.61%13.52%0.34%8/2/10
Vanguard Extended Market Index 529 Portfolio4.50%4.50%22.17%6.92%12.30%13.47%0.35%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio1.86%1.86%22.53%8.77%13.87%13.72%0.34%8/2/10
DFA U.S. Small-Cap Value 529 Portfolio-1.48%-1.48%23.53%n/an/a6.98%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio3.64%3.64%21.26%7.12%12.60%13.56%0.34%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio5.96%5.96%19.42%5.18%10.92%13.13%0.34%8/2/10
Vanguard Explorer 529 Portfolio6.22%6.22%21.07%n/an/a6.92%0.60%8/1/14
International Equity 529 Portfolios
Vanguard Total International Stock Index 529 Portfolio8.34%8.34%13.15%0.79%4.54%4.32%0.37%8/2/10
Dodge & Cox International Stock 529 Portfolio9.16%9.16%22.62%n/an/a-1.33%0.89%8/1/14

As of March 31, 2017

Age-Based PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-26.35%6.35%n/an/an/a7.22%0.31%9/28/16
Ages 3-55.65%5.65%n/an/an/a6.50%0.30%9/28/16
Ages 6-85.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 9-104.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 11-123.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 13-143.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 15-162.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 17-182.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 19+1.56%1.56%n/an/an/a0.38%0.31%9/28/16
Age-Based Moderate
Ages 0-25.65%5.65%n/an/an/a6.50%0.30%9/28/16
Ages 3-55.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 6-84.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 9-103.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 11-123.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 13-142.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 15-162.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 17-181.56%1.56%n/an/an/a0.38%0.31%9/28/16
Ages 19+1.01%1.01%n/an/an/a-0.10%0.31%9/28/16
Age-Based Conservative
Ages 0-25.15%5.15%n/an/an/a5.64%0.30%9/28/16
Ages 3-54.50%4.50%n/an/an/a4.40%0.30%9/28/16
Ages 6-83.96%3.96%n/an/an/a3.63%0.30%9/28/16
Ages 9-103.42%3.42%n/an/an/a2.80%0.30%9/28/16
Ages 11-122.84%2.84%n/an/an/a1.92%0.30%9/28/16
Ages 13-142.22%2.22%n/an/an/a1.10%0.30%9/28/16
Ages 15-161.56%1.56%n/an/an/a0.38%0.31%9/28/16
Ages 17-181.01%1.01%n/an/an/a-0.10%0.31%9/28/16
Ages 19+0.38%0.38%n/an/an/a-0.28%0.33%9/28/16

As of March 31, 2017

Target PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 1006.35%6.35%15.16%6.45%9.79%10.63%0.31%8/2/10
Target Fund 805.15%5.15%12.45%5.69%8.26%9.21%0.30%8/2/10
Target Fund 603.96%3.96%9.18%4.68%6.61%7.60%0.30%8/2/10
Target Fund 402.84%2.84%6.29%4.00%5.15%6.13%0.30%8/2/10
Target Fund 201.56%1.56%3.25%2.67%3.16%4.07%0.31%8/2/10
Target Fixed Income Fund0.38%0.38%0.38%0.57%0.44%1.02%0.33%8/2/10

As of March 31, 2017

Individual Fund PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*0.16%0.16%0.44%0.20%0.13%0.11%0.35%8/2/10
Fixed Income 529 Portfolios
PIMCO Short-Term 529 Portfolio0.55%0.55%3.30%1.41%1.41%1.37%0.71%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio0.39%0.39%0.10%1.02%n/a1.01%0.32%9/26/13
Vanguard Intermediate-Term Bond Index 529 Portfolio1.20%1.20%-0.16%2.98%2.69%3.65%0.35%8/2/10
Vanguard Total Bond Market Index 529 Portfolio0.84%0.84%0.17%2.37%2.03%2.70%0.32%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio0.93%0.93%3.03%2.51%n/a1.88%0.76%10/10/12
MainStay Total Return Bond 529 Portfolio1.06%1.06%2.65%n/an/a2.03%0.85%12/17/14
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio0.60%0.60%1.41%0.40%n/a0.28%0.32%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.35%1.35%1.18%1.81%0.73%2.80%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio5.23%5.23%10.84%5.25%7.86%8.75%0.89%8/2/10
Real Estate 529 Portfolio
Vanguard REIT Index 529 Portfolio0.90%0.90%2.92%9.65%9.48%11.03%0.33%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio3.21%3.21%18.45%9.35%13.11%13.22%0.34%8/2/10
DFA U.S. Large-Cap Value 529 Portfolio3.27%3.27%22.43%n/an/a7.12%0.52%8/1/14
Vanguard 500 Index 529 Portfolio6.00%6.00%16.82%10.06%12.95%13.82%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio5.75%5.75%17.78%9.43%12.85%13.84%0.29%8/2/10
Vanguard Growth Index 529 Portfolio9.54%9.54%15.60%10.35%12.61%14.37%0.34%8/2/10
T. Rowe Price Large-Cap Growth 529 Portfolio10.61%10.61%21.33%n/an/a10.79%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio6.16%6.16%16.47%8.42%12.61%13.52%0.34%8/2/10
Vanguard Extended Market Index 529 Portfolio4.50%4.50%22.17%6.92%12.30%13.47%0.35%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio1.86%1.86%22.53%8.77%13.87%13.72%0.34%8/2/10
DFA U.S. Small-Cap Value 529 Portfolio-1.48%-1.48%23.53%n/an/a6.98%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio3.64%3.64%21.26%7.12%12.60%13.56%0.34%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio5.96%5.96%19.42%5.18%10.92%13.13%0.34%8/2/10
Vanguard Explorer 529 Portfolio6.22%6.22%21.07%n/an/a6.92%0.60%8/1/14
International Equity 529 Portfolios
Vanguard Total International Stock Index 529 Portfolio8.34%8.34%13.15%0.79%4.54%4.32%0.37%8/2/10
Dodge & Cox International Stock 529 Portfolio9.16%9.16%22.62%n/an/a-1.33%0.89%8/1/14