Prices & Performance

Daily Monthly Quarterly
Monthly Individual
Individual as of February 28, 2026APYYTD Returns at NAV as of 2/28/2026Average Annual Total Returnsas of 2/28/2026Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-0.60%4.08%4.70%3.24%-3.09%0.21%12/4/20
Fixed Income 529 Portfolios
DFA International Government Fixed Income 529-2.28%3.79%5.32%-0.98%-1.20%0.29%4/29/16
MetWest Total Return Bond 529-2.08%6.60%5.35%0.20%2.01%1.87%0.47%2/6/15
Vanguard Total Bond Market Index 529-1.73%6.02%5.00%0.32%1.79%2.29%0.13%12/17/10
Vanguard Short-Term Bond Index 529-0.93%5.43%5.14%1.71%1.93%1.75%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-0.91%4.73%5.24%3.48%-2.93%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529-10.55%22.80%13.10%12.08%-15.72%0.40%12/4/20
Vanguard Explorer 529-4.97%14.91%11.03%4.37%-6.56%0.44%12/4/20
Vanguard Extended Market Index 529-3.47%16.49%15.65%5.16%12.18%10.77%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529--6.23%10.24%25.68%10.15%17.31%15.32%0.65%12/17/10
Vanguard Equity Income 529-6.25%18.38%15.97%13.42%12.54%12.38%0.28%6/22/12
Vanguard Total Stock Market Index 529-1.05%16.96%20.81%12.55%14.83%13.27%0.12%12/17/10
State Street Equity 500 Index 529-0.64%16.76%21.61%13.92%15.23%13.71%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-11.36%39.77%19.74%9.72%-10.24%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-8.15%5.90%7.91%5.48%6.19%7.86%0.20%12/17/10

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