Prices & Performance

Monthly Individual
Individual as of February 28, 2025APYYTD Returns at NAV as of 2/28/2025Average Annual Total Returnsas of 2/28/2025Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-0.63%4.92%4.06%--2.86%0.21%12/4/20
Fixed Income 529 Portfolios
DFA World ex U.S. Government Fixed Income 529-1.50%5.54%-1.52%-2.35%-0.91%0.29%4/29/16
MetWest Total Return Bond 529-3.13%6.16%-0.91%-0.46%1.42%1.42%0.47%2/6/15
Vanguard Total Bond Market Index 529-2.78%5.79%-0.50%-0.63%1.30%2.03%0.13%12/17/10
Vanguard Short-Term Bond Index 529-1.48%5.63%1.87%1.07%1.51%1.50%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-2.09%6.62%2.57%3.45%-2.73%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529--2.51%8.14%7.23%--14.12%0.40%12/4/20
Vanguard Explorer 529--2.10%4.11%3.40%--4.68%0.44%12/4/20
Vanguard Extended Market Index 529--1.09%12.28%5.76%11.48%8.70%10.38%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529-0.01%19.29%12.95%17.16%15.20%15.69%0.65%12/17/10
Vanguard Equity Income 529-5.11%18.67%9.71%13.58%10.22%11.92%0.28%6/22/12
Vanguard Total Stock Market Index 529-1.12%17.95%11.39%15.89%12.08%13.02%0.12%12/17/10
State Street Equity 500 Index 529-1.44%18.85%12.40%16.63%12.70%13.50%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-5.21%9.63%4.38%--4.23%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-5.29%14.86%0.92%5.23%5.10%8.00%0.20%12/17/10

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