Prices & Performance

Monthly Index Age-Based
Index Age-Based
as of December 31, 2021
APYYTD Returns
at NAV
as of 12/31/2021
Average Annual Total Returns
as of 12/31/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception4
Index Age-Based Aggressive
Age-Based Index Aggressive 0-2-21.12%21.12%---21.53%0.14%12/4/20
Age-Based Index Aggressive 3-5-18.74%18.74%---18.87%0.14%12/4/20
Age-Based Index Aggressive 6-8-16.26%16.26%---16.66%0.14%12/4/20
Age-Based Index Aggressive 9-10-13.84%13.84%---14.82%0.14%12/4/20
Age-Based Index Aggressive 11-12-11.80%11.80%---12.70%0.14%12/4/20
Age-Based Index Aggressive 13-14-9.52%9.52%---9.65%0.14%12/4/20
Age-Based Index Aggressive 15-16-8.01%8.01%---8.54%0.14%12/4/20
Age-Based Index Aggressive 17-18-6.13%6.13%---6.78%0.14%12/4/20
Age-Based Index Aggressive 19+-3.97%3.97%---4.37%0.15%12/4/20
Index Age-Based Moderate
Age-Based Index Moderate 0-2-18.74%18.74%---18.87%0.14%12/4/20
Age-Based Index Moderate 3-5-16.26%16.26%---16.66%0.14%12/4/20
Age-Based Index Moderate 6-8-13.94%13.94%---14.91%0.14%12/4/20
Age-Based Index Moderate 9-10-10.74%10.74%---11.50%0.14%12/4/20
Age-Based Index Moderate 11-12-10.02%10.02%---10.11%0.14%12/4/20
Age-Based Index Moderate 13-14-8.01%8.01%---8.54%0.14%12/4/20
Age-Based Index Moderate 15-16-6.16%6.16%---6.41%0.14%12/4/20
Age-Based Index Moderate 17-18-4.18%4.18%---4.37%0.15%12/4/20
Age-Based Index Moderate 19+-1.99%1.99%---2.23%0.16%12/4/20
Index Age-Based Conservative
Age-Based Index Conservative 0-2-14.43%14.43%16.13%11.32%9.79%9.07%0.14%12/17/10
Age-Based Index Conservative 3-5-12.28%12.28%14.16%--10.42%0.14%7/20/18
Age-Based Index Conservative 6-8-9.94%9.94%12.17%8.62%7.37%7.00%0.14%12/17/10
Age-Based Index Conservative 9-10-8.14%8.14%10.30%--7.95%0.14%7/20/18
Age-Based Index Conservative 11-12-6.14%6.14%8.36%5.97%4.97%4.89%0.14%12/17/10
Age-Based Index Conservative 13-14-4.06%4.06%6.09%4.39%2.92%2.99%0.15%12/17/10
Age-Based Index Conservative 15-16-2.04%2.04%3.47%2.62%1.67%1.67%0.16%12/17/10
Age-Based Index Conservative 17-18-0.29%0.29%0.82%--0.95%0.17%7/20/18
Age-Based Index Conservative 19+-0.00%0.00%0.66%--0.80%0.21%7/20/18
Monthly Multi-Firm Age-Based
Multi-Firm Age-Based
as of December 31, 2021
APYYTD Returns
at NAV
as of 12/31/2021
Average Annual Total Returns
as of 12/31/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception4
Multi-Firm Age-Based Aggressive
Age-Based Aggressive 0-2-21.27%21.27%21.25%--14.40%0.28%7/20/18
Age-Based Aggressive 3-5-19.23%19.23%20.18%14.55%12.88%11.32%0.28%12/17/10
Age-Based Aggressive 6-8-16.52%16.52%18.44%13.37%11.80%10.61%0.28%12/17/10
Age-Based Aggressive 9-10-14.25%14.25%16.69%--11.74%0.28%7/20/18
Age-Based Aggressive 11-12-12.11%12.11%14.95%10.94%9.54%8.72%0.27%12/17/10
Age-Based Aggressive 13-14-9.88%9.88%13.03%--9.50%0.27%7/20/18
Age-Based Aggressive 15-16-8.06%8.06%11.25%8.35%7.17%6.72%0.26%12/17/10
Age-Based Aggressive 17-18-6.01%6.01%9.42%--7.19%0.24%7/20/18
Age-Based Aggressive 19+-3.97%3.97%7.53%5.54%4.72%4.64%0.23%12/17/10
Multi-Firm Age-Based Moderate
Age-Based Moderate 0-2-19.21%19.21%19.40%13.91%12.07%10.86%0.28%12/17/10
Age-Based Moderate 3-5-16.65%16.65%17.53%--12.44%0.28%7/20/18
Age-Based Moderate 6-8-14.32%14.32%15.73%11.40%9.76%8.92%0.28%12/17/10
Age-Based Moderate 9-10-12.11%12.11%13.85%--10.19%0.27%7/20/18
Age-Based Moderate 11-12-9.78%9.78%11.90%8.73%7.36%6.89%0.27%12/17/10
Age-Based Moderate 13-14-8.08%8.08%10.19%--7.85%0.26%7/20/18
Age-Based Moderate 15-16-6.10%6.10%8.34%6.02%4.96%4.85%0.24%12/17/10
Age-Based Moderate 17-18-4.04%4.04%6.10%--5.04%0.23%7/20/18
Age-Based Moderate 19+-2.02%2.02%3.46%--3.12%0.22%7/20/18
Multi-Firm Age-Based Conservative
Age-Based Conservative 0-2-13.62%13.62%---13.99%0.28%12/4/20
Age-Based Conservative 3-5-13.65%13.65%---13.81%0.27%12/4/20
Age-Based Conservative 6-8-8.04%8.04%---8.26%0.27%12/4/20
Age-Based Conservative 9-10-10.01%10.01%---10.21%0.26%12/4/20
Age-Based Conservative 11-12-6.42%6.42%---8.73%0.24%12/4/20
Age-Based Conservative 13-14-3.98%3.98%---4.18%0.23%12/4/20
Age-Based Conservative 15-16-2.39%2.39%---2.51%0.22%12/4/20
Age-Based Conservative 17-18-0.20%0.20%---0.37%0.20%12/4/20
Age-Based Conservative 19+-0.00%0.00%---0.00%0.21%12/4/20
Monthly Static
Static
as of December 31, 2021
APYYTD Returns
at NAV
as of 12/31/2021
Average Annual Total Returns
as of 12/31/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception4
Static
All Equity Static-21.10%21.10%21.23%--14.38%0.28%7/20/18
Growth Static-16.56%16.56%18.45%13.38%11.80%10.62%0.28%12/17/10
Balanced Static-9.88%9.88%13.03%--9.50%0.27%7/20/18
Conservative Static-4.03%4.03%7.55%5.55%4.74%4.64%0.23%12/17/10
Bank Savings Static20.50%0.38%0.38%0.89%0.82%0.68%0.67%0.10%10/17/11
Monthly Individual
Individual
as of December 31, 2021
APYYTD Returns
at NAV
as of 12/31/2021
Average Annual Total Returns
as of 12/31/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception4
Money Market 529 Portfolio
Vanguard Federal Money Market 5293-0.00%0.00%---0.00%0.21%12/4/20
Fixed Income 529 Portfolios
DFA World ex U.S. Government Fixed Income 529--4.68%-4.68%3.05%2.99%-2.97%0.30%4/29/16
MetWest Total Return Bond 529--1.21%-1.21%5.41%3.87%-2.97%0.48%2/6/15
Vanguard Total Bond Market Index 529--1.76%-1.76%4.62%3.35%2.61%3.07%0.13%12/17/10
Vanguard Short-Term Bond Index 529--1.00%-1.00%2.63%1.98%1.45%1.57%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-5.21%5.21%4.84%3.04%-2.82%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529-39.71%39.71%---39.70%0.61%12/4/20
Vanguard Explorer 529-16.33%16.33%---20.80%0.44%12/4/20
Vanguard Extended Market Index 529-12.36%12.36%23.69%15.04%14.68%12.92%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529-23.08%23.08%29.94%25.68%20.49%18.32%0.66%12/17/10
Vanguard Equity Income 529-25.52%25.52%17.29%12.39%-13.02%0.28%6/22/12
Vanguard Total Stock Market Index 529-25.62%25.62%25.50%17.71%15.98%14.58%0.12%12/17/10
State Street Equity 500 Index 529-27.96%27.96%25.74%18.14%16.19%14.88%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-8.59%8.59%---10.39%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-40.36%40.36%19.73%10.99%11.23%11.36%0.20%12/17/10

Ready to open your account?

Enroll Today