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Prices & Performance
Monthly Individual Individual as of February 28, 2025 APY YTD Returns at NAV as of 2/28/2025 Average Annual Total Returnsas of 2/28/2025 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since 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 For optimal print quality, turn on "Background graphics" in your print options.
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