Monthly Performance
Daily Performance

As of March 31, 2020

Age-Based PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-2-22.34%-12.54%1.06%n/a2.93%0.30%9/28/16
Ages 3-5-19.77%-10.26%1.69%n/a3.28%0.30%9/28/16
Ages 6-8-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 9-10-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 11-12-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 13-14-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 15-16-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 17-18-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 19+-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Age-Based Moderate
Ages 0-2-19.77%-10.26%1.69%n/a3.28%0.30%9/28/16
Ages 3-5-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 6-8-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 9-10-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 11-12-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 13-14-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 15-16-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 17-18-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Ages 19+-0.73%3.61%2.95%n/a2.49%0.31%9/28/16
Age-Based Conservative
Ages 0-2-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 3-5-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 6-8-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 9-10-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 11-12-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 13-14-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 15-16-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Ages 17-18-0.73%3.61%2.95%n/a2.49%0.31%9/28/16
Ages 19+0.97%3.62%2.25%n/a1.84%0.32%9/28/16
Target PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Target Fund 100-22.34%-12.54%1.06%2.87%7.56%0.30%8/2/10
Target Fund 80-17.36%-8.11%2.10%3.24%6.95%0.30%8/2/10
Target Fund 60-12.29%-3.86%2.80%3.24%6.08%0.30%8/2/10
Target Fund 40-7.30%0.06%3.32%3.24%5.24%0.29%8/2/10
Target Fund 20-2.85%2.65%3.22%2.72%3.80%0.30%8/2/10
Target Fixed Income Fund0.97%3.62%2.25%1.55%1.40%0.32%8/2/10
Individual Fund PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*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%-0.70%1.05%1.32%1.27%0.78%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio2.09%5.14%2.78%1.94%1.82%0.30%9/26/13
Vanguard Total Bond Market Index 529 Portfolio3.18%8.77%4.56%3.08%3.27%0.29%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio1.82%7.50%4.26%3.05%2.83%0.75%10/10/12
MainStay MacKay Total Return Bond 529 Portfolio-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%2.14%1.33%1.28%0.77%0.29%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.78%6.48%3.01%2.29%2.87%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio-14.67%-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%-16.77%-1.72%0.23%6.90%0.35%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio-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%-22.59%-4.62%0.53%0.73%0.52%8/1/14
Vanguard 500 Index 529 Portfolio-19.60%-7.18%4.83%6.44%10.94%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio-20.85%-9.40%3.76%5.49%10.61%0.27%8/2/10
Vanguard Growth Index 529 Portfolio-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%-3.70%12.51%10.97%11.70%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio-25.73%-16.84%-0.50%1.83%8.96%0.29%8/2/10
Vanguard Extended Market Index 529 Portfolio-28.01%-20.69%-2.10%0.82%8.38%0.33%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio-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%-35.38%-12.96%-5.71%-4.10%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio-30.12%-23.55%-3.49%0.16%7.96%0.30%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio-24.24%-16.01%2.72%3.04%9.79%0.31%8/2/10
Vanguard Explorer 529 Portfolio-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%-16.76%-2.79%-0.97%2.05%0.34%8/2/10
Dodge & Cox International Stock 529 Portfolio-30.65%-22.57%-7.73%-4.71%-4.77%0.88%8/1/14

As of March 31, 2020

Age-Based PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-2-22.34%-12.54%1.06%n/a2.93%0.30%9/28/16
Ages 3-5-19.77%-10.26%1.69%n/a3.28%0.30%9/28/16
Ages 6-8-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 9-10-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 11-12-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 13-14-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 15-16-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 17-18-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 19+-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Age-Based Moderate
Ages 0-2-19.77%-10.26%1.69%n/a3.28%0.30%9/28/16
Ages 3-5-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 6-8-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 9-10-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 11-12-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 13-14-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 15-16-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 17-18-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Ages 19+-0.73%3.61%2.95%n/a2.49%0.31%9/28/16
Age-Based Conservative
Ages 0-2-17.36%-8.11%2.10%n/a3.40%0.30%9/28/16
Ages 3-5-14.84%-6.12%2.34%n/a3.26%0.30%9/28/16
Ages 6-8-12.29%-3.86%2.80%n/a3.44%0.30%9/28/16
Ages 9-10-9.67%-1.65%3.20%n/a3.55%0.29%9/28/16
Ages 11-12-7.30%0.06%3.32%n/a3.39%0.29%9/28/16
Ages 13-14-5.11%1.37%3.28%n/a3.13%0.29%9/28/16
Ages 15-16-2.85%2.65%3.22%n/a2.86%0.30%9/28/16
Ages 17-18-0.73%3.61%2.95%n/a2.49%0.31%9/28/16
Ages 19+0.97%3.62%2.25%n/a1.84%0.32%9/28/16

As of March 31, 2020

Target PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Target Fund 100-22.34%-12.54%1.06%2.87%7.56%0.30%8/2/10
Target Fund 80-17.36%-8.11%2.10%3.24%6.95%0.30%8/2/10
Target Fund 60-12.29%-3.86%2.80%3.24%6.08%0.30%8/2/10
Target Fund 40-7.30%0.06%3.32%3.24%5.24%0.29%8/2/10
Target Fund 20-2.85%2.65%3.22%2.72%3.80%0.30%8/2/10
Target Fixed Income Fund0.97%3.62%2.25%1.55%1.40%0.32%8/2/10

As of March 31, 2020

Individual Fund PortfoliosYTD1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*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%-0.70%1.05%1.32%1.27%0.78%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio2.09%5.14%2.78%1.94%1.82%0.30%9/26/13
Vanguard Total Bond Market Index 529 Portfolio3.18%8.77%4.56%3.08%3.27%0.29%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio1.82%7.50%4.26%3.05%2.83%0.75%10/10/12
MainStay MacKay Total Return Bond 529 Portfolio-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%2.14%1.33%1.28%0.77%0.29%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.78%6.48%3.01%2.29%2.87%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio-14.67%-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%-16.77%-1.72%0.23%6.90%0.35%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio-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%-22.59%-4.62%0.53%0.73%0.52%8/1/14
Vanguard 500 Index 529 Portfolio-19.60%-7.18%4.83%6.44%10.94%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio-20.85%-9.40%3.76%5.49%10.61%0.27%8/2/10
Vanguard Growth Index 529 Portfolio-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%-3.70%12.51%10.97%11.70%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio-25.73%-16.84%-0.50%1.83%8.96%0.29%8/2/10
Vanguard Extended Market Index 529 Portfolio-28.01%-20.69%-2.10%0.82%8.38%0.33%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio-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%-35.38%-12.96%-5.71%-4.10%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio-30.12%-23.55%-3.49%0.16%7.96%0.30%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio-24.24%-16.01%2.72%3.04%9.79%0.31%8/2/10
Vanguard Explorer 529 Portfolio-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%-16.76%-2.79%-0.97%2.05%0.34%8/2/10
Dodge & Cox International Stock 529 Portfolio-30.65%-22.57%-7.73%-4.71%-4.77%0.88%8/1/14