As of June 30, 2025
| Age-Based Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | n/a | 9.83% | 15.93% | 15.98% | 13.15% | 10.84% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 9.28% | 15.10% | 14.92% | 12.08% | 10.21% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | n/a | 9.28% | 15.10% | 14.92% | 12.08% | 10.21% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 3.96% | 6.94% | 5.05% | 2.64% | 2.92% | 0.23% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 3.96% | 6.94% | 5.05% | 2.64% | 2.92% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.91% | 5.26% | 3.86% | 1.91% | 1.97% | 0.24% | 9/28/16 | |
| Target Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 9.83% | 15.93% | 15.98% | 13.15% | 10.61% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.24% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.60% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 6.01% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 4.06% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.91% | 5.26% | 3.86% | 1.91% | 1.63% | 0.24% | 8/2/10 | |
| Individual Fund Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | |||||||||
| Bank Savings 529 Portfolio | 4.53% | 2.15% | 4.68% | 4.39% | n/a | 2.73% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 2.01% | 4.38% | 4.19% | 2.52% | 1.17% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 2.11% | 5.01% | 5.22% | 2.91% | 2.05% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 3.45% | 6.06% | 3.47% | 0.96% | 1.57% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 4.03% | 5.88% | 2.44% | -0.88% | 2.00% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 4.15% | 6.02% | 2.95% | -0.31% | 1.95% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 3.99% | 6.40% | 3.86% | 0.08% | 0.80% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.96% | 6.33% | 3.79% | 3.59% | 2.16% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.50% | 5.53% | 1.99% | 1.34% | 2.58% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 7.80% | 11.47% | 12.57% | 9.19% | 8.58% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 1.87% | 10.11% | 3.38% | 6.38% | 7.51% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | n/a | 5.41% | 12.29% | 12.90% | 14.71% | 11.60% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 4.52% | 9.12% | 12.03% | 14.39% | 8.26% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 6.07% | 14.80% | 19.42% | 16.40% | 13.96% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 5.55% | 14.84% | 18.84% | 15.67% | 13.59% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | 7.02% | 17.62% | 25.81% | 17.24% | 16.08% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 7.35% | 15.55% | 25.63% | 15.48% | 15.75% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 6.86% | 17.19% | 14.11% | 12.81% | 11.73% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | 2.02% | 15.22% | 15.04% | 11.39% | 11.23% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -0.66% | 8.83% | 11.43% | 14.96% | 10.34% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -3.52% | 3.91% | 11.55% | 18.21% | 7.57% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -0.76% | 9.86% | 11.98% | 11.64% | 10.77% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -0.90% | 11.08% | 12.59% | 7.19% | 10.83% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -1.36% | 5.11% | 10.61% | 9.39% | 9.44% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 18.19% | 18.02% | 13.67% | 10.11% | 5.82% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 23.12% | 23.69% | 15.41% | 13.89% | 5.00% | 0.79% | 8/1/14 | |
As of June 30, 2025
| Age-Based Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | |||||||||
| Ages 0-2 | n/a | 9.83% | 15.93% | 15.98% | 13.15% | 10.84% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 9.28% | 15.10% | 14.92% | 12.08% | 10.21% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Age-Based Moderate | |||||||||
| Ages 0-2 | n/a | 9.28% | 15.10% | 14.92% | 12.08% | 10.21% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 3.96% | 6.94% | 5.05% | 2.64% | 2.92% | 0.23% | 9/28/16 | |
| Age-Based Conservative | |||||||||
| Ages 0-2 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.40% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 8.07% | 13.33% | 12.44% | 9.52% | 8.37% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.58% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 6.92% | 11.45% | 10.01% | 6.98% | 6.68% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 5.80% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 5.51% | 9.35% | 7.49% | 4.74% | 4.84% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 3.87% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 3.96% | 6.94% | 5.05% | 2.64% | 2.92% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.91% | 5.26% | 3.86% | 1.91% | 1.97% | 0.24% | 9/28/16 | |
As of June 30, 2025
| Target Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 9.83% | 15.93% | 15.98% | 13.15% | 10.61% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 8.70% | 14.23% | 13.77% | 10.86% | 9.24% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 7.58% | 12.46% | 11.29% | 8.29% | 7.60% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 6.27% | 10.54% | 8.85% | 5.88% | 6.01% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 4.86% | 8.33% | 6.28% | 3.63% | 4.06% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.91% | 5.26% | 3.86% | 1.91% | 1.63% | 0.24% | 8/2/10 | |
As of June 30, 2025
| Individual Fund Portfolios | APY | YTD | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | |||||||||
| Bank Savings 529 Portfolio | 4.53% | 2.15% | 4.68% | 4.39% | n/a | 2.73% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | |||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 2.01% | 4.38% | 4.19% | 2.52% | 1.17% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | |||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 2.11% | 5.01% | 5.22% | 2.91% | 2.05% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 3.45% | 6.06% | 3.47% | 0.96% | 1.57% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 4.03% | 5.88% | 2.44% | -0.88% | 2.00% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 4.15% | 6.02% | 2.95% | -0.31% | 1.95% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 3.99% | 6.40% | 3.86% | 0.08% | 0.80% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.96% | 6.33% | 3.79% | 3.59% | 2.16% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.50% | 5.53% | 1.99% | 1.34% | 2.58% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | |||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 7.80% | 11.47% | 12.57% | 9.19% | 8.58% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | |||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 1.87% | 10.11% | 3.38% | 6.38% | 7.51% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | |||||||||
| Vanguard Value Index 529 Portfolio | n/a | 5.41% | 12.29% | 12.90% | 14.71% | 11.60% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 4.52% | 9.12% | 12.03% | 14.39% | 8.26% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 6.07% | 14.80% | 19.42% | 16.40% | 13.96% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 5.55% | 14.84% | 18.84% | 15.67% | 13.59% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | 7.02% | 17.62% | 25.81% | 17.24% | 16.08% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 7.35% | 15.55% | 25.63% | 15.48% | 15.75% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 6.86% | 17.19% | 14.11% | 12.81% | 11.73% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | 2.02% | 15.22% | 15.04% | 11.39% | 11.23% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -0.66% | 8.83% | 11.43% | 14.96% | 10.34% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -3.52% | 3.91% | 11.55% | 18.21% | 7.57% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -0.76% | 9.86% | 11.98% | 11.64% | 10.77% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -0.90% | 11.08% | 12.59% | 7.19% | 10.83% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -1.36% | 5.11% | 10.61% | 9.39% | 9.44% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | |||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 18.19% | 18.02% | 13.67% | 10.11% | 5.82% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 23.12% | 23.69% | 15.41% | 13.89% | 5.00% | 0.79% | 8/1/14 | |