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Prices & Performance
Monthly Age-Based Index Age-Based
As of February 26, 2021APY YTD Returns (%)
as of February 26, 2021Average Annual Total Returns (%)
as of 2/26/2021Expense
Ratio (%)1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Index Age-Based Aggressive Age-Based Index Aggressive 0-2 - 2.65 - - - - 4.50 0.14% 12/4/20 Age-Based Index Aggressive 3-5 - 2.27 - - - - 3.70 0.14% 12/4/20 Age-Based Index Aggressive 6-8 - 1.48 - - - - 3.00 0.14% 12/4/20 Age-Based Index Aggressive 9-10 - 1.18 - - - - 3.10 0.14% 12/4/20 Age-Based Index Aggressive 11-12 - 0.69 - - - - 2.40 0.14% 12/4/20 Age-Based Index Aggressive 13-14 - 0.40 - - - - 1.20 0.14% 12/4/20 Age-Based Index Aggressive 15-16 - 0.10 - - - - 1.20 0.14% 12/4/20 Age-Based Index Aggressive 17-18 - 0.00 - - - - 1.10 0.14% 12/4/20 Age-Based Index Aggressive 19+ - -0.10 - - - - 0.60 0.15% 12/4/20 Index Age-Based Moderate Age-Based Index Moderate 0-2 - 2.27 - - - - 3.70 0.14% 12/4/20 Age-Based Index Moderate 3-5 - 1.48 - - - - 3.00 0.14% 12/4/20 Age-Based Index Moderate 6-8 - 0.98 - - - - 2.90 0.14% 12/4/20 Age-Based Index Moderate 9-10 - -0.10 - - - - 1.40 0.14% 12/4/20 Age-Based Index Moderate 11-12 - 0.30 - - - - 1.10 0.14% 12/4/20 Age-Based Index Moderate 13-14 - 0.30 - - - - 1.40 0.14% 12/4/20 Age-Based Index Moderate 15-16 - 0.00 - - - - 0.70 0.14% 12/4/20 Age-Based Index Moderate 17-18 - -0.20 - - - - 0.30 0.15% 12/4/20 Age-Based Index Moderate 19+ - -0.50 - - - - -0.10 0.16% 12/4/20 Index Age-Based Conservative Age-Based Index Conservative 0-2 - 1.36 - - - - 2.94 0.14% 12/4/20 Age-Based Index Conservative 3-5 - 1.04 - - - - 2.43 0.14% 12/4/20 Age-Based Index Conservative 6-8 - 0.57 - - - - 1.85 0.14% 12/4/20 Age-Based Index Conservative 9-10 - 0.25 - - - - 1.43 0.14% 12/4/20 Age-Based Index Conservative 11-12 - 0.06 - - - - 1.01 0.14% 12/4/20 Age-Based Index Conservative 13-14 - -0.23 - - - - 0.53 0.15% 12/4/20 Age-Based Index Conservative 15-16 - -0.43 - - - - 0.09 0.16% 12/4/20 Age-Based Index Conservative 17-18 - -0.29 - - - - -0.10 0.17% 12/4/20 Age-Based Index Conservative 19+ - 0.00 - - - - 0.00 0.21% 12/4/20 Monthly Age-Based Multi-Firm Age-Based
As of February 26, 2021APY YTD Returns (%)
as of February 26, 2021Average Annual Total Returns (%)
as of 2/26/2021Expense
Ratio (%)1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Multi-Firm Age-Based Aggressive Age-Based Aggressive 0-2 - 3.58 - - - - 5.68 0.28% 12/4/20 Age-Based Aggressive 3-5 - 3.10 - - - - 5.06 0.28% 12/4/20 Age-Based Aggressive 6-8 - 2.41 - - - - 4.20 0.28% 12/4/20 Age-Based Aggressive 9-10 - 1.95 - - - - 3.56 0.28% 12/4/20 Age-Based Aggressive 11-12 - 1.56 - - - - 3.07 0.27% 12/4/20 Age-Based Aggressive 13-14 - 0.88 - - - - 2.20 0.27% 12/4/20 Age-Based Aggressive 15-16 - 0.58 - - - - 1.76 0.26% 12/4/20 Age-Based Aggressive 17-18 - 0.17 - - - - 1.18 0.24% 12/4/20 Age-Based Aggressive 19+ - -0.13 - - - - 0.57 0.23% 12/4/20 Multi-Firm Age-Based Moderate Age-Based Moderate 0-2 - 3.02 - - - - 4.94 0.28% 12/4/20 Age-Based Moderate 3-5 - 2.49 - - - - 4.19 0.28% 12/4/20 Age-Based Moderate 6-8 - 1.96 - - - - 3.57 0.28% 12/4/20 Age-Based Moderate 9-10 - 1.52 - - - - 3.01 0.27% 12/4/20 Age-Based Moderate 11-12 - 0.89 - - - - 2.24 0.27% 12/4/20 Age-Based Moderate 13-14 - 0.67 - - - - 1.85 0.26% 12/4/20 Age-Based Moderate 15-16 - 0.19 - - - - 1.14 0.24% 12/4/20 Age-Based Moderate 17-18 - -0.09 - - - - 0.62 0.23% 12/4/20 Age-Based Moderate 19+ - -0.46 - - - - 0.09 0.22% 12/4/20 Multi-Firm Age-Based Conservative Age-Based Conservative 0-2 - 1.58 - - - - 2.90 0.28% 12/4/20 Age-Based Conservative 3-5 - 3.07 - - - - 4.20 0.27% 12/4/20 Age-Based Conservative 6-8 - 1.79 - - - - 2.60 0.27% 12/4/20 Age-Based Conservative 9-10 - 1.09 - - - - 2.00 0.26% 12/4/20 Age-Based Conservative 11-12 - 0.39 - - - - 3.20 0.24% 12/4/20 Age-Based Conservative 13-14 - -0.10 - - - - 0.40 0.23% 12/4/20 Age-Based Conservative 15-16 - -0.40 - - - - -0.10 0.22% 12/4/20 Age-Based Conservative 17-18 - -0.30 - - - - -0.10 0.20% 12/4/20 Age-Based Conservative 19+ - 0.00 - - - - 0.00 0.21% 12/4/20 Monthly Static Static
As of February 26, 2021APY YTD Returns (%)
as of 2/26/2021Average Annual Total Returns (%)
as of 2/26/2021Expense
Ratio (%)1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Static All Equity Static - 3.58 - - - - 5.75 0.28% 12/4/20 Growth Static - 2.41 - - - - 4.16 0.28% 12/4/20 Balanced Static - 0.96 - - - - 2.28 0.27% 12/4/20 Conservative Static - -0.06 - - - - 0.64 0.23% 12/4/20 Bank Savings Static2 0.50% 0.00 - - - - 0.09 0.10% 12/4/20 Monthly Individual Funds Individual Funds
As of February 26, 2021APY YTD Returns (%)
as of 2/26/2021Average Annual Total Returns (%)
as of 2/26/2021Expense
Ratio (%)1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Money Market 529 Portfolio Vanguard Federal Money Market 5293 - 0.00 - - - - 0.00 0.21% 12/4/20 Fixed Income 529 Portfolios DFA World ex U.S. Government Fixed Income 529 - -4.68 - - - - -3.98 0.30% 12/4/20 MetWest Total Return Bond 529 - -1.86 - - - - -1.14 0.48% 12/4/20 Vanguard Total Bond Market Index 529 - -2.32 - - - - -1.70 0.13% 12/4/20 Vanguard Short-Term Bond Index 529 - -0.33 - - - - -0.17 0.14% 12/4/20 Vanguard Short-Term Inflation-Protected Securities Index 529 - 0.63 - - - - 1.27 0.14% 12/4/20 U.S. Equity 529 Portfolios DFA U.S. Small Cap Value 529 - 18.44 - - - - 21.40 0.61% 12/4/20 Vanguard Explorer 529 - 6.93 - - - - 12.60 0.44% 12/4/20 Vanguard Extended Market Index 529 - 8.19 - - - - 12.45 0.14% 12/4/20 T. Rowe Price Large-Cap Growth 529 - 3.46 - - - - 6.19 0.66% 12/4/20 Vanguard Equity Income 529 - 2.89 - - - - 3.46 0.28% 12/4/20 Vanguard Total Stock Market Index 529 - 2.85 - - - - 4.96 0.12% 12/4/20 State Street Equity 500 Index 529 - 1.60 - - - - 3.61 0.12% 12/4/20 International Equity 529 Portfolio Vanguard Total International Stock Index 529 - 2.25 - - - - 4.70 0.17% 12/4/20 Real Estate 529 Portfolio Vanguard Real Estate Index 529 - 3.42 - - - - 3.29 0.20% 12/4/20 Looking for something specific?
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