Prices & Performance

Daily Monthly Quarterly

Quarterly Index Age-Based
Index Age-Based as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	Average Annual Total Returnsas of 3/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Index Age-Based as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Index Age-Based Aggressive Portfolios
Age-Based Index Aggressive 0-2	not applicable	-1.63%	20.47%	16.67%	9.49%	not applicable	10.42%	0.14%	12/4/20
Age-Based Index Aggressive 3-5	not applicable	-1.41%	18.63%	15.33%	8.56%	not applicable	9.30%	0.14%	12/4/20
Age-Based Index Aggressive 6-8	not applicable	-1.41%	17.00%	14.10%	7.80%	not applicable	8.38%	0.15%	12/4/20
Age-Based Index Aggressive 9-10	not applicable	-1.22%	15.22%	12.71%	6.89%	not applicable	7.38%	0.15%	12/4/20
Age-Based Index Aggressive 11-12	not applicable	-0.99%	13.64%	11.49%	6.12%	not applicable	6.53%	0.15%	12/4/20
Age-Based Index Aggressive 13-14	not applicable	-0.89%	12.13%	10.32%	5.40%	not applicable	5.52%	0.15%	12/4/20
Age-Based Index Aggressive 15-16	not applicable	-0.62%	10.33%	9.06%	4.66%	not applicable	4.78%	0.15%	12/4/20
Age-Based Index Aggressive 17-18	not applicable	-0.48%	8.91%	7.82%	3.98%	not applicable	4.05%	0.15%	12/4/20
Age-Based Index Aggressive 19+	not applicable	-0.17%	7.08%	6.57%	3.20%	not applicable	3.14%	0.15%	12/4/20
Index Age-Based Moderate Portfolios
Age-Based Index Moderate 0-2	not applicable	-1.41%	18.63%	15.33%	8.56%	not applicable	9.30%	0.14%	12/4/20
Age-Based Index Moderate 3-5	not applicable	-1.41%	17.00%	14.10%	7.80%	not applicable	8.38%	0.15%	12/4/20
Age-Based Index Moderate 6-8	not applicable	-1.21%	15.25%	12.73%	6.92%	not applicable	7.45%	0.15%	12/4/20
Age-Based Index Moderate 9-10	not applicable	-1.07%	13.61%	11.45%	6.13%	not applicable	6.32%	0.15%	12/4/20
Age-Based Index Moderate 11-12	not applicable	-0.89%	12.25%	10.40%	5.51%	not applicable	5.62%	0.15%	12/4/20
Age-Based Index Moderate 13-14	not applicable	-0.62%	10.24%	9.03%	4.60%	not applicable	4.76%	0.15%	12/4/20
Age-Based Index Moderate 15-16	not applicable	-0.48%	8.72%	7.87%	4.04%	not applicable	4.03%	0.15%	12/4/20
Age-Based Index Moderate 17-18	not applicable	-0.17%	7.09%	6.57%	3.23%	not applicable	3.13%	0.15%	12/4/20
Age-Based Index Moderate 19+	not applicable	0.18%	5.64%	5.48%	2.71%	not applicable	2.53%	0.15%	12/4/20
Index Age-Based Conservative Portfolios
Age-Based Index Conservative 0-2	not applicable	-1.38%	16.99%	13.36%	7.34%	8.80%	8.23%	0.15%	12/17/10
Age-Based Index Conservative 3-5	not applicable	-1.23%	15.30%	12.16%	6.51%	not applicable	7.64%	0.15%	7/20/18
Age-Based Index Conservative 6-8	not applicable	-1.04%	13.71%	10.90%	5.71%	6.74%	6.39%	0.15%	12/17/10
Age-Based Index Conservative 9-10	not applicable	-0.90%	12.07%	9.63%	4.95%	not applicable	5.87%	0.15%	7/20/18
Age-Based Index Conservative 11-12	not applicable	-0.65%	10.37%	8.43%	4.26%	4.78%	4.56%	0.15%	12/17/10
Age-Based Index Conservative 13-14	not applicable	-0.50%	8.70%	7.23%	3.60%	3.72%	3.07%	0.15%	12/17/10
Age-Based Index Conservative 15-16	not applicable	-0.22%	7.06%	6.09%	3.10%	2.65%	2.05%	0.15%	12/17/10
Age-Based Index Conservative 17-18	not applicable	0.17%	5.52%	5.12%	2.94%	not applicable	2.23%	0.15%	7/20/18
Age-Based Index Conservative 19+	not applicable	0.66%	4.10%	4.96%	3.47%	not applicable	2.61%	0.15%	7/20/18

Quarterly Multi-Firm Age-Based
Multi-Firm Age-Based as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	Average Annual Total Returnsas of 3/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Multi-Firm Age-Based as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2	not applicable	-1.77%	19.78%	16.13%	9.06%	not applicable	10.53%	0.29%	7/20/18
Age-Based Aggressive 3-5	not applicable	-1.71%	17.93%	15.00%	8.28%	11.00%	10.04%	0.29%	12/17/10
Age-Based Aggressive 6-8	not applicable	-1.56%	16.39%	13.75%	7.43%	10.01%	9.34%	0.29%	12/17/10
Age-Based Aggressive 9-10	not applicable	-1.46%	14.62%	12.41%	6.49%	not applicable	8.14%	0.29%	7/20/18
Age-Based Aggressive 11-12	not applicable	-1.13%	13.33%	11.27%	5.79%	8.05%	7.61%	0.28%	12/17/10
Age-Based Aggressive 13-14	not applicable	-0.97%	11.82%	10.15%	5.06%	not applicable	6.52%	0.27%	7/20/18
Age-Based Aggressive 15-16	not applicable	-0.71%	10.06%	8.83%	4.28%	6.05%	5.82%	0.26%	12/17/10
Age-Based Aggressive 17-18	not applicable	-0.55%	8.62%	7.72%	3.70%	not applicable	4.93%	0.25%	7/20/18
Age-Based Aggressive 19+	not applicable	-0.32%	6.96%	6.55%	3.02%	4.12%	4.09%	0.23%	12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2	not applicable	-1.64%	18.03%	14.98%	8.38%	10.62%	9.74%	0.29%	12/17/10
Age-Based Moderate 3-5	not applicable	-1.63%	16.23%	13.73%	7.41%	not applicable	8.88%	0.29%	7/20/18
Age-Based Moderate 6-8	not applicable	-1.39%	14.69%	12.42%	6.51%	8.50%	7.91%	0.29%	12/17/10
Age-Based Moderate 9-10	not applicable	-1.10%	13.22%	11.29%	5.79%	not applicable	7.17%	0.28%	7/20/18
Age-Based Moderate 11-12	not applicable	-1.00%	11.66%	10.11%	5.03%	6.51%	6.12%	0.27%	12/17/10
Age-Based Moderate 13-14	not applicable	-0.73%	10.10%	8.87%	4.30%	not applicable	5.45%	0.26%	7/20/18
Age-Based Moderate 15-16	not applicable	-0.52%	8.59%	7.73%	3.69%	4.55%	4.36%	0.25%	12/17/10
Age-Based Moderate 17-18	not applicable	-0.30%	6.86%	6.53%	3.02%	not applicable	3.71%	0.23%	7/20/18
Age-Based Moderate 19+	not applicable	0.08%	5.56%	5.49%	2.62%	not applicable	2.78%	0.20%	7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2	not applicable	-1.55%	16.65%	13.16%	6.91%	not applicable	7.42%	0.29%	12/4/20
Age-Based Conservative 3-5	not applicable	-1.39%	14.49%	11.74%	6.07%	not applicable	6.84%	0.29%	12/4/20
Age-Based Conservative 6-8	not applicable	-1.29%	13.07%	10.64%	4.76%	not applicable	5.14%	0.28%	12/4/20
Age-Based Conservative 9-10	not applicable	-0.84%	11.90%	9.48%	4.73%	not applicable	5.02%	0.27%	12/4/20
Age-Based Conservative 11-12	not applicable	-0.71%	10.12%	8.29%	3.80%	not applicable	4.30%	0.26%	12/4/20
Age-Based Conservative 13-14	not applicable	-0.50%	8.36%	7.14%	3.43%	not applicable	3.35%	0.25%	12/4/20
Age-Based Conservative 15-16	not applicable	-0.34%	7.00%	6.13%	3.07%	not applicable	2.86%	0.23%	12/4/20
Age-Based Conservative 17-18	not applicable	0.17%	5.60%	5.15%	2.90%	not applicable	2.66%	0.20%	12/4/20
Age-Based Conservative 19+	not applicable	0.59%	4.13%	4.98%	3.47%	not applicable	3.26%	0.17%	12/4/20

Quarterly Static
Static as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	Average Annual Total Returnsas of 3/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Static as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Static Portfolios
All Equity Static	not applicable	-1.82%	19.64%	16.23%	9.05%	not applicable	10.54%	0.29%	7/20/18
Growth Static	not applicable	-1.53%	16.43%	13.78%	7.41%	10.01%	9.34%	0.29%	12/17/10
Balanced Static	not applicable	-0.98%	11.85%	10.18%	5.01%	not applicable	6.50%	0.27%	7/20/18
Conservative Static	not applicable	-0.27%	6.96%	6.55%	3.01%	4.11%	4.08%	0.23%	12/17/10
Bank Savings Static^{Footnote 2}	3.84%	0.95%	4.26%	4.95%	3.57%	2.20%	1.68%	0.10%	10/17/11

Quarterly Individual
Individual as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	Average Annual Total Returnsas of 3/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Individual as of March 31, 2026	APY	YTD Returns at NAV as of 3/31/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Money Market 529 Portfolio
Vanguard Federal Money Market 529^{Footnote 3}	not applicable	0.86%	3.98%	4.65%	3.29%	not applicable	3.09%	0.21%	12/4/20
Fixed Income 529 Portfolios
DFA International Government Fixed Income 529	not applicable	-0.27%	2.53%	3.45%	-1.47%	not applicable	0.93%	0.29%	4/29/16
MetWest Total Return Bond 529	not applicable	0.08%	4.51%	3.69%	0.02%	1.73%	1.68%	0.47%	2/6/15
Vanguard Total Bond Market Index 529	not applicable	0.00%	4.21%	3.53%	0.25%	1.52%	2.16%	0.13%	12/17/10
Vanguard Short-Term Bond Index 529	not applicable	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	not applicable	0.91%	3.75%	4.57%	3.41%	not applicable	2.91%	0.14%	4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529	not applicable	6.84%	26.03%	14.61%	9.89%	not applicable	14.72%	0.40%	12/4/20
Vanguard Explorer 529	not applicable	-0.15%	17.43%	9.70%	3.39%	not applicable	5.46%	0.44%	12/4/20
Vanguard Extended Market Index 529	not applicable	-1.29%	20.72%	14.96%	4.26%	10.78%	10.37%	0.14%	12/17/10
T. Rowe Price Large-Cap Growth 529	not applicable	-11.48%	13.02%	20.33%	8.86%	16.05%	14.80%	0.65%	12/17/10
Vanguard Equity Income 529	not applicable	1.48%	15.67%	14.56%	10.90%	11.30%	11.93%	0.28%	6/22/12
Vanguard Total Stock Market Index 529	not applicable	-3.98%	18.10%	17.76%	10.67%	13.48%	12.82%	0.12%	12/17/10
State Street Equity 500 Index 529	not applicable	-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	not applicable	1.74%	27.36%	15.21%	7.40%	not applicable	8.21%	0.17%	12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529	not applicable	1.27%	1.75%	6.32%	3.08%	4.46%	7.35%	0.20%	12/17/10

For optimal print quality, turn on "Background graphics" in your print options.

Ready to open your account?

Enroll Today