As of October 31, 2018
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | -3.12% | -6.21% | 0.23% | n/a | n/a | 8.67% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.49% | -5.46% | 0.60% | n/a | n/a | 8.11% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 9-10 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 11-12 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 13-14 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 15-16 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 17-18 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 19+ | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | -2.49% | -5.46% | 0.60% | n/a | n/a | 8.11% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 9-10 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 11-12 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 13-14 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 15-16 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 17-18 | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Ages 19+ | -0.59% | -0.68% | -0.20% | n/a | n/a | 0.81% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 9-10 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 11-12 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 13-14 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 15-16 | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Ages 17-18 | -0.59% | -0.68% | -0.20% | n/a | n/a | 0.81% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.37% | 0.19% | 0.37% | n/a | n/a | 0.40% | 0.32% | 9/28/16 | |
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | -3.12% | -6.21% | 0.23% | 8.09% | 7.15% | 9.87% | 0.30% | 8/2/10 | |
| Target Fund 80 | -2.33% | -4.88% | 0.46% | 6.99% | 6.18% | 8.54% | 0.30% | 8/2/10 | |
| Target Fund 60 | -2.02% | -3.70% | 0.06% | 5.36% | 4.92% | 6.97% | 0.30% | 8/2/10 | |
| Target Fund 40 | -1.71% | -2.63% | -0.26% | 3.95% | 3.90% | 5.51% | 0.29% | 8/2/10 | |
| Target Fund 20 | -0.96% | -1.26% | -0.22% | 2.29% | 2.44% | 3.59% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.37% | 0.19% | 0.37% | 0.72% | 0.56% | 0.96% | 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* | 1.40% | 0.49% | 1.56% | 0.86% | 0.53% | 0.34% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 1.80% | 0.62% | 1.98% | 2.18% | 1.65% | 1.53% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | -0.19% | 0.29% | -0.48% | 0.52% | 0.71% | 0.77% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | -2.54% | -0.83% | -2.30% | 0.80% | 1.55% | 2.15% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | -2.60% | -0.91% | -2.34% | 1.32% | 1.73% | 1.36% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | -2.96% | -0.95% | -2.69% | 1.51% | n/a | 1.22% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 0.20% | -0.30% | 0.10% | 0.91% | 0.18% | 0.22% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | -2.55% | -1.82% | -1.66% | 1.06% | 0.67% | 2.09% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | -2.04% | -4.48% | -0.21% | 6.35% | 5.95% | 8.22% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | -2.59% | -3.15% | -0.30% | 3.75% | 6.80% | 8.95% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 0.70% | -2.62% | 5.76% | 10.86% | 10.04% | 12.31% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | -3.12% | -4.98% | 2.61% | 9.77% | n/a | 7.03% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 2.76% | -3.33% | 7.06% | 11.20% | 11.01% | 13.24% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 2.25% | -4.08% | 6.37% | 10.99% | 10.52% | 13.15% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 4.85% | -4.39% | 8.23% | 11.36% | 11.79% | 14.17% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 10.10% | -3.59% | 12.59% | 15.78% | n/a | 14.80% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | -1.84% | -6.60% | 2.20% | 8.12% | 8.72% | 12.07% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | -0.46% | -7.69% | 2.88% | 9.90% | 8.24% | 12.30% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | -3.38% | -8.50% | 0.08% | 8.88% | 8.24% | 11.68% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | -3.86% | -9.91% | -1.81% | 8.18% | n/a | 5.31% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | -0.38% | -7.54% | 3.09% | 9.96% | 8.14% | 12.28% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 3.49% | -6.41% | 6.88% | 11.19% | 8.02% | 12.80% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 7.38% | -5.54% | 11.83% | 13.41% | n/a | 9.73% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | -11.44% | -10.23% | -8.92% | 4.31% | 1.69% | 3.96% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | -12.36% | -9.80% | -11.14% | 3.03% | n/a | -1.03% | 0.88% | 8/1/14 | |
As of October 31, 2018
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | -3.12% | -6.21% | 0.23% | n/a | n/a | 8.67% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.49% | -5.46% | 0.60% | n/a | n/a | 8.11% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 9-10 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 11-12 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 13-14 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 15-16 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 17-18 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 19+ | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | -2.49% | -5.46% | 0.60% | n/a | n/a | 8.11% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 9-10 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 11-12 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 13-14 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 15-16 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 17-18 | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Ages 19+ | -0.59% | -0.68% | -0.20% | n/a | n/a | 0.81% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | -2.33% | -4.88% | 0.46% | n/a | n/a | 7.17% | 0.30% | 9/28/16 | |
| Ages 3-5 | -2.34% | -4.34% | 0.09% | n/a | n/a | 5.80% | 0.30% | 9/28/16 | |
| Ages 6-8 | -2.02% | -3.70% | 0.06% | n/a | n/a | 5.06% | 0.30% | 9/28/16 | |
| Ages 9-10 | -1.89% | -3.20% | -0.09% | n/a | n/a | 4.21% | 0.29% | 9/28/16 | |
| Ages 11-12 | -1.71% | -2.63% | -0.26% | n/a | n/a | 3.19% | 0.29% | 9/28/16 | |
| Ages 13-14 | -1.41% | -1.96% | -0.29% | n/a | n/a | 2.27% | 0.29% | 9/28/16 | |
| Ages 15-16 | -0.96% | -1.26% | -0.22% | n/a | n/a | 1.43% | 0.30% | 9/28/16 | |
| Ages 17-18 | -0.59% | -0.68% | -0.20% | n/a | n/a | 0.81% | 0.31% | 9/28/16 | |
| Ages 19+ | 0.37% | 0.19% | 0.37% | n/a | n/a | 0.40% | 0.32% | 9/28/16 | |
As of October 31, 2018
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | -3.12% | -6.21% | 0.23% | 8.09% | 7.15% | 9.87% | 0.30% | 8/2/10 | |
| Target Fund 80 | -2.33% | -4.88% | 0.46% | 6.99% | 6.18% | 8.54% | 0.30% | 8/2/10 | |
| Target Fund 60 | -2.02% | -3.70% | 0.06% | 5.36% | 4.92% | 6.97% | 0.30% | 8/2/10 | |
| Target Fund 40 | -1.71% | -2.63% | -0.26% | 3.95% | 3.90% | 5.51% | 0.29% | 8/2/10 | |
| Target Fund 20 | -0.96% | -1.26% | -0.22% | 2.29% | 2.44% | 3.59% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 0.37% | 0.19% | 0.37% | 0.72% | 0.56% | 0.96% | 0.32% | 8/2/10 | |
As of October 31, 2018
| Individual Fund Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Prime Money Market 529 Portfolio* | 1.40% | 0.49% | 1.56% | 0.86% | 0.53% | 0.34% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 1.80% | 0.62% | 1.98% | 2.18% | 1.65% | 1.53% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | -0.19% | 0.29% | -0.48% | 0.52% | 0.71% | 0.77% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | -2.54% | -0.83% | -2.30% | 0.80% | 1.55% | 2.15% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | -2.60% | -0.91% | -2.34% | 1.32% | 1.73% | 1.36% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | -2.96% | -0.95% | -2.69% | 1.51% | n/a | 1.22% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 0.20% | -0.30% | 0.10% | 0.91% | 0.18% | 0.22% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | -2.55% | -1.82% | -1.66% | 1.06% | 0.67% | 2.09% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | -2.04% | -4.48% | -0.21% | 6.35% | 5.95% | 8.22% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | -2.59% | -3.15% | -0.30% | 3.75% | 6.80% | 8.95% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 0.70% | -2.62% | 5.76% | 10.86% | 10.04% | 12.31% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | -3.12% | -4.98% | 2.61% | 9.77% | n/a | 7.03% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 2.76% | -3.33% | 7.06% | 11.20% | 11.01% | 13.24% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 2.25% | -4.08% | 6.37% | 10.99% | 10.52% | 13.15% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 4.85% | -4.39% | 8.23% | 11.36% | 11.79% | 14.17% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 10.10% | -3.59% | 12.59% | 15.78% | n/a | 14.80% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | -1.84% | -6.60% | 2.20% | 8.12% | 8.72% | 12.07% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | -0.46% | -7.69% | 2.88% | 9.90% | 8.24% | 12.30% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | -3.38% | -8.50% | 0.08% | 8.88% | 8.24% | 11.68% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | -3.86% | -9.91% | -1.81% | 8.18% | n/a | 5.31% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | -0.38% | -7.54% | 3.09% | 9.96% | 8.14% | 12.28% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 3.49% | -6.41% | 6.88% | 11.19% | 8.02% | 12.80% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 7.38% | -5.54% | 11.83% | 13.41% | n/a | 9.73% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | -11.44% | -10.23% | -8.92% | 4.31% | 1.69% | 3.96% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | -12.36% | -9.80% | -11.14% | 3.03% | n/a | -1.03% | 0.88% | 8/1/14 | |