As of June 30, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 16.74% | 3.42% | 6.08% | n/a | n/a | 10.26% | 0.30% | 9/28/16 | |
| Ages 3-5 | 15.59% | 3.37% | 6.26% | n/a | n/a | 9.69% | 0.30% | 9/28/16 | |
| Ages 6-8 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 9-10 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 11-12 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 13-14 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 15-16 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 17-18 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 19+ | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 15.59% | 3.37% | 6.26% | n/a | n/a | 9.69% | 0.30% | 9/28/16 | |
| Ages 3-5 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 6-8 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 9-10 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 11-12 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 13-14 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 15-16 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 17-18 | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Ages 19+ | 4.99% | 2.00% | 5.09% | n/a | n/a | 2.59% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 3-5 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 6-8 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 9-10 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 11-12 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 13-14 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 15-16 | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Ages 17-18 | 4.99% | 2.00% | 5.09% | n/a | n/a | 2.59% | 0.31% | 9/28/16 | |
| Ages 19+ | 2.66% | 1.36% | 3.71% | n/a | n/a | 1.54% | 0.32% | 9/28/16 | |
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 16.74% | 3.42% | 6.08% | 11.23% | 6.99% | 10.28% | 0.30% | 8/2/10 | |
| Target Fund 80 | 14.47% | 3.31% | 6.43% | 9.66% | 6.25% | 8.98% | 0.30% | 8/2/10 | |
| Target Fund 60 | 12.10% | 3.15% | 6.69% | 7.66% | 5.22% | 7.46% | 0.30% | 8/2/10 | |
| Target Fund 40 | 9.76% | 2.99% | 6.71% | 5.79% | 4.42% | 6.04% | 0.29% | 8/2/10 | |
| Target Fund 20 | 6.80% | 2.36% | 6.16% | 3.68% | 3.09% | 4.09% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 2.66% | 1.36% | 3.71% | 1.44% | 1.15% | 1.27% | 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* | 1.15% | 0.57% | 2.13% | 1.29% | 0.81% | 0.47% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 1.42% | 0.44% | 1.78% | 2.26% | 1.67% | 1.51% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 3.42% | 1.78% | 5.01% | 1.42% | 1.52% | 1.49% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 5.98% | 3.03% | 7.66% | 1.98% | 2.64% | 2.92% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 6.87% | 3.23% | 8.14% | 2.83% | 2.83% | 2.53% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | 6.29% | 2.91% | 7.20% | 2.73% | n/a | 2.77% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 3.16% | 1.56% | 2.96% | 1.34% | 0.62% | 0.77% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 5.93% | 2.76% | 4.45% | 1.63% | 1.43% | 2.70% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 13.13% | 3.29% | 6.48% | 9.63% | 6.19% | 8.70% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 19.20% | 1.66% | 11.92% | 3.79% | 7.41% | 9.94% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 14.82% | 3.74% | 9.66% | 11.89% | 9.00% | 12.26% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 14.07% | 2.97% | 2.67% | 10.80% | n/a | 6.87% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 18.39% | 4.25% | 10.14% | 13.87% | 10.40% | 13.38% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 18.55% | 4.00% | 8.76% | 13.77% | 9.90% | 13.29% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 22.30% | 4.68% | 10.25% | 16.27% | 11.69% | 14.55% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 17.91% | 2.93% | 9.64% | 22.75% | n/a | 15.16% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 21.77% | 4.32% | 7.60% | 12.06% | 8.55% | 12.58% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 19.29% | 2.95% | 1.73% | 12.93% | 7.58% | 12.36% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 15.48% | 1.92% | -1.85% | 9.36% | 6.32% | 11.33% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 10.40% | -0.90% | -11.16% | 7.28% | n/a | 3.96% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 19.38% | 2.84% | 2.14% | 12.15% | 7.46% | 12.34% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 23.96% | 3.78% | 6.58% | 15.32% | 8.74% | 13.31% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 22.41% | 4.18% | 6.82% | 17.40% | n/a | 10.64% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 13.19% | 2.74% | 0.33% | 8.68% | 2.04% | 4.67% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 12.65% | 2.76% | -0.59% | 8.95% | n/a | 0.12% | 0.88% | 8/1/14 | |
As of June 30, 2019
| Age-Based Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | 16.74% | 3.42% | 6.08% | n/a | n/a | 10.26% | 0.30% | 9/28/16 | |
| Ages 3-5 | 15.59% | 3.37% | 6.26% | n/a | n/a | 9.69% | 0.30% | 9/28/16 | |
| Ages 6-8 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 9-10 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 11-12 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 13-14 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 15-16 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 17-18 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 19+ | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | 15.59% | 3.37% | 6.26% | n/a | n/a | 9.69% | 0.30% | 9/28/16 | |
| Ages 3-5 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 6-8 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 9-10 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 11-12 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 13-14 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 15-16 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 17-18 | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Ages 19+ | 4.99% | 2.00% | 5.09% | n/a | n/a | 2.59% | 0.31% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | 14.47% | 3.31% | 6.43% | n/a | n/a | 8.89% | 0.30% | 9/28/16 | |
| Ages 3-5 | 13.27% | 3.10% | 6.50% | n/a | n/a | 7.78% | 0.30% | 9/28/16 | |
| Ages 6-8 | 12.10% | 3.15% | 6.69% | n/a | n/a | 7.10% | 0.30% | 9/28/16 | |
| Ages 9-10 | 10.96% | 3.13% | 6.76% | n/a | n/a | 6.36% | 0.29% | 9/28/16 | |
| Ages 11-12 | 9.76% | 2.99% | 6.71% | n/a | n/a | 5.44% | 0.29% | 9/28/16 | |
| Ages 13-14 | 8.35% | 2.73% | 6.51% | n/a | n/a | 4.51% | 0.29% | 9/28/16 | |
| Ages 15-16 | 6.80% | 2.36% | 6.16% | n/a | n/a | 3.55% | 0.30% | 9/28/16 | |
| Ages 17-18 | 4.99% | 2.00% | 5.09% | n/a | n/a | 2.59% | 0.31% | 9/28/16 | |
| Ages 19+ | 2.66% | 1.36% | 3.71% | n/a | n/a | 1.54% | 0.32% | 9/28/16 | |
As of June 30, 2019
| Target Portfolios | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | 16.74% | 3.42% | 6.08% | 11.23% | 6.99% | 10.28% | 0.30% | 8/2/10 | |
| Target Fund 80 | 14.47% | 3.31% | 6.43% | 9.66% | 6.25% | 8.98% | 0.30% | 8/2/10 | |
| Target Fund 60 | 12.10% | 3.15% | 6.69% | 7.66% | 5.22% | 7.46% | 0.30% | 8/2/10 | |
| Target Fund 40 | 9.76% | 2.99% | 6.71% | 5.79% | 4.42% | 6.04% | 0.29% | 8/2/10 | |
| Target Fund 20 | 6.80% | 2.36% | 6.16% | 3.68% | 3.09% | 4.09% | 0.30% | 8/2/10 | |
| Target Fixed Income Fund | 2.66% | 1.36% | 3.71% | 1.44% | 1.15% | 1.27% | 0.32% | 8/2/10 | |
As of June 30, 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* | 1.15% | 0.57% | 2.13% | 1.29% | 0.81% | 0.47% | 0.35% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | 1.42% | 0.44% | 1.78% | 2.26% | 1.67% | 1.51% | 0.78% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | 3.42% | 1.78% | 5.01% | 1.42% | 1.52% | 1.49% | 0.30% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | 5.98% | 3.03% | 7.66% | 1.98% | 2.64% | 2.92% | 0.29% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | 6.87% | 3.23% | 8.14% | 2.83% | 2.83% | 2.53% | 0.75% | 10/10/12 | |
| MainStay Total Return Bond 529 Portfolio | 6.29% | 2.91% | 7.20% | 2.73% | n/a | 2.77% | 0.85% | 12/17/14 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | 3.16% | 1.56% | 2.96% | 1.34% | 0.62% | 0.77% | 0.29% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | 5.93% | 2.76% | 4.45% | 1.63% | 1.43% | 2.70% | 0.35% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | 13.13% | 3.29% | 6.48% | 9.63% | 6.19% | 8.70% | 0.71% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | 19.20% | 1.66% | 11.92% | 3.79% | 7.41% | 9.94% | 0.35% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | 14.82% | 3.74% | 9.66% | 11.89% | 9.00% | 12.26% | 0.30% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | 14.07% | 2.97% | 2.67% | 10.80% | n/a | 6.87% | 0.52% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | 18.39% | 4.25% | 10.14% | 13.87% | 10.40% | 13.38% | 0.29% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | 18.55% | 4.00% | 8.76% | 13.77% | 9.90% | 13.29% | 0.27% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | 22.30% | 4.68% | 10.25% | 16.27% | 11.69% | 14.55% | 0.29% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | 17.91% | 2.93% | 9.64% | 22.75% | n/a | 15.16% | 0.81% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | 21.77% | 4.32% | 7.60% | 12.06% | 8.55% | 12.58% | 0.29% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | 19.29% | 2.95% | 1.73% | 12.93% | 7.58% | 12.36% | 0.33% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | 15.48% | 1.92% | -1.85% | 9.36% | 6.32% | 11.33% | 0.32% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | 10.40% | -0.90% | -11.16% | 7.28% | n/a | 3.96% | 0.77% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | 19.38% | 2.84% | 2.14% | 12.15% | 7.46% | 12.34% | 0.30% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | 23.96% | 3.78% | 6.58% | 15.32% | 8.74% | 13.31% | 0.31% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | 22.41% | 4.18% | 6.82% | 17.40% | n/a | 10.64% | 0.57% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | 13.19% | 2.74% | 0.33% | 8.68% | 2.04% | 4.67% | 0.34% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | 12.65% | 2.76% | -0.59% | 8.95% | n/a | 0.12% | 0.88% | 8/1/14 | |