Prices & Performance

Daily Monthly Quarterly
Monthly Individual
Individual as of March 31, 2026APYYTD Returns at NAV as of 3/31/2026Average Annual Total Returnsas of 3/31/2026Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-0.86%3.98%4.65%3.29%-3.09%0.21%12/4/20
Fixed Income 529 Portfolios
DFA International Government Fixed Income 529--0.27%2.53%3.45%-1.47%-0.93%0.29%4/29/16
MetWest Total Return Bond 529-0.08%4.51%3.69%0.02%1.73%1.68%0.47%2/6/15
Vanguard Total Bond Market Index 529-0.00%4.21%3.53%0.25%1.52%2.16%0.13%12/17/10
Vanguard Short-Term Bond Index 529-0.08%4.03%4.20%1.59%1.80%1.68%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-0.91%3.75%4.57%3.41%-2.91%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529-6.84%26.03%14.61%9.89%-14.72%0.40%12/4/20
Vanguard Explorer 529--0.15%17.43%9.70%3.39%-5.46%0.44%12/4/20
Vanguard Extended Market Index 529--1.29%20.72%14.96%4.26%10.78%10.37%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529--11.48%13.02%20.33%8.86%16.05%14.80%0.65%12/17/10
Vanguard Equity Income 529-1.48%15.67%14.56%10.90%11.30%11.93%0.28%6/22/12
Vanguard Total Stock Market Index 529--3.98%18.10%17.76%10.67%13.48%12.82%0.12%12/17/10
State Street Equity 500 Index 529--4.38%17.59%18.14%11.82%13.90%13.25%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-1.74%27.36%15.21%7.40%-8.21%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-1.27%1.75%6.32%3.08%4.46%7.35%0.20%12/17/10

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