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Prices & Performance
Quarterly Age-Based Index Age-Based
as of March 31, 2021APY YTD Returns
as of 3/31/2021Average Annual Total Returns
as of 3/31/2021Expense
Ratio1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Index Age-Based Aggressive Age-Based Index Aggressive 0-2 - 5.80% - - - - 7.70% 0.14% 12/4/20 Age-Based Index Aggressive 3-5 - 4.93% - - - - 6.40% 0.14% 12/4/20 Age-Based Index Aggressive 6-8 - 3.84% - - - - 5.40% 0.14% 12/4/20 Age-Based Index Aggressive 9-10 - 2.75% - - - - 4.70% 0.14% 12/4/20 Age-Based Index Aggressive 11-12 - 2.26% - - - - 4.00% 0.14% 12/4/20 Age-Based Index Aggressive 13-14 - 1.49% - - - - 2.30% 0.14% 12/4/20 Age-Based Index Aggressive 15-16 - 0.99% - - - - 2.10% 0.14% 12/4/20 Age-Based Index Aggressive 17-18 - 0.50% - - - - 1.60% 0.14% 12/4/20 Age-Based Index Aggressive 19+ - 0.00% - - - - 0.70% 0.15% 12/4/20 Index Age-Based Moderate Age-Based Index Moderate 0-2 - 4.93% - - - - 6.40% 0.14% 12/4/20 Age-Based Index Moderate 3-5 - 3.84% - - - - 5.40% 0.14% 12/4/20 Age-Based Index Moderate 6-8 - 2.94% - - - - 4.90% 0.14% 12/4/20 Age-Based Index Moderate 9-10 - 1.38% - - - - 2.90% 0.14% 12/4/20 Age-Based Index Moderate 11-12 - 1.49% - - - - 2.30% 0.14% 12/4/20 Age-Based Index Moderate 13-14 - 1.19% - - - - 2.30% 0.14% 12/4/20 Age-Based Index Moderate 15-16 - 0.50% - - - - 1.20% 0.14% 12/4/20 Age-Based Index Moderate 17-18 - 0.00% - - - - 0.50% 0.15% 12/4/20 Age-Based Index Moderate 19+ - -0.50% - - - - -0.10% 0.16% 12/4/20 Index Age-Based Conservative Age-Based Index Conservative 0-2 - 3.20% - - - - 4.81% 0.14% 12/4/20 Age-Based Index Conservative 3-5 - 2.55% - - - - 3.96% 0.14% 12/4/20 Age-Based Index Conservative 6-8 - 1.72% - - - - 3.01% 0.14% 12/4/20 Age-Based Index Conservative 9-10 - 1.16% - - - - 2.35% 0.14% 12/4/20 Age-Based Index Conservative 11-12 - 0.56% - - - - 1.52% 0.14% 12/4/20 Age-Based Index Conservative 13-14 - 0.00% - - - - 0.76% 0.15% 12/4/20 Age-Based Index Conservative 15-16 - -0.51% - - - - 0.00% 0.16% 12/4/20 Age-Based Index Conservative 17-18 - -0.49% - - - - -0.29% 0.17% 12/4/20 Age-Based Index Conservative 19+ - 0.00% - - - - 0.00% 0.21% 12/4/20 Quarterly Age-Based Multi-Firm Age-Based
as of March 31, 2021APY YTD Returns
as of 3/31/2021Average Annual Total Returns
as of 3/31/2021Expense
Ratio1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Multi-Firm Age-Based Aggressive Age-Based Aggressive 0-2 - 6.78% - - - - 8.94% 0.28% 12/4/20 Age-Based Aggressive 3-5 - 5.91% - - - - 7.92% 0.28% 12/4/20 Age-Based Aggressive 6-8 - 4.78% - - - - 6.62% 0.28% 12/4/20 Age-Based Aggressive 9-10 - 3.89% - - - - 5.54% 0.28% 12/4/20 Age-Based Aggressive 11-12 - 3.12% - - - - 4.65% 0.27% 12/4/20 Age-Based Aggressive 13-14 - 2.09% - - - - 3.42% 0.27% 12/4/20 Age-Based Aggressive 15-16 - 1.48% - - - - 2.67% 0.26% 12/4/20 Age-Based Aggressive 17-18 - 0.75% - - - - 1.77% 0.24% 12/4/20 Age-Based Aggressive 19+ - 0.19% - - - - 0.89% 0.23% 12/4/20 Multi-Firm Age-Based Moderate Age-Based Moderate 0-2 - 5.80% - - - - 7.78% 0.28% 12/4/20 Age-Based Moderate 3-5 - 4.83% - - - - 6.57% 0.28% 12/4/20 Age-Based Moderate 6-8 - 3.87% - - - - 5.51% 0.28% 12/4/20 Age-Based Moderate 9-10 - 3.13% - - - - 4.64% 0.27% 12/4/20 Age-Based Moderate 11-12 - 2.05% - - - - 3.41% 0.27% 12/4/20 Age-Based Moderate 13-14 - 1.50% - - - - 2.70% 0.26% 12/4/20 Age-Based Moderate 15-16 - 0.75% - - - - 1.71% 0.24% 12/4/20 Age-Based Moderate 17-18 - 0.18% - - - - 0.88% 0.23% 12/4/20 Age-Based Moderate 19+ - -0.46% - - - - 0.09% 0.22% 12/4/20 Multi-Firm Age-Based Conservative Age-Based Conservative 0-2 - 3.46% - - - - 4.80% 0.28% 12/4/20 Age-Based Conservative 3-5 - 4.75% - - - - 5.90% 0.27% 12/4/20 Age-Based Conservative 6-8 - 2.68% - - - - 3.50% 0.27% 12/4/20 Age-Based Conservative 9-10 - 2.08% - - - - 3.00% 0.26% 12/4/20 Age-Based Conservative 11-12 - 0.97% - - - - 3.80% 0.24% 12/4/20 Age-Based Conservative 13-14 - 0.20% - - - - 0.70% 0.23% 12/4/20 Age-Based Conservative 15-16 - -0.40% - - - - -0.10% 0.22% 12/4/20 Age-Based Conservative 17-18 - -0.50% - - - - -0.30% 0.20% 12/4/20 Age-Based Conservative 19+ - 0.00% - - - - 0.00% 0.21% 12/4/20 Quarterly Static Static
as of March 31, 2021APY YTD Returns
as of 3/31/2021Average Annual Total Returns
as of 3/31/2021Expense
Ratio1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Static All Equity Static - 6.78% - - - - 9.02% 0.28% 12/4/20 Growth Static - 4.78% - - - - 6.57% 0.28% 12/4/20 Balanced Static - 2.17% - - - - 3.50% 0.27% 12/4/20 Conservative Static - 0.19% - - - - 0.89% 0.23% 12/4/20 Bank Savings Static2 0.50% 0.09% - - - - 0.19% 0.10% 12/4/20 Quarterly Individual Funds Individual Funds
as of March 31, 2021APY YTD Returns
as of 3/31/2021Average Annual Total Returns
as of 3/31/2021Expense
Ratio1Inception
Date1 Yr 3 Yrs 5 Yrs 10 Yrs Since
Inception4Money Market 529 Portfolio Vanguard Federal Money Market 5293 - 0.00% - - - - 0.00% 0.21% 12/4/20 Fixed Income 529 Portfolios DFA World ex U.S. Government Fixed Income 529 - -4.76% - - - - -4.07% 0.30% 12/4/20 MetWest Total Return Bond 529 - -2.91% - - - - -2.20% 0.48% 12/4/20 Vanguard Total Bond Market Index 529 - -3.66% - - - - -3.05% 0.13% 12/4/20 Vanguard Short-Term Bond Index 529 - -0.58% - - - - -0.42% 0.14% 12/4/20 Vanguard Short-Term Inflation-Protected Securities Index 529 - 0.99% - - - - 1.63% 0.14% 12/4/20 U.S. Equity 529 Portfolios DFA U.S. Small Cap Value 529 - 26.44% - - - - 29.60% 0.61% 12/4/20 Vanguard Explorer 529 - 6.65% - - - - 12.30% 0.44% 12/4/20 Vanguard Extended Market Index 529 - 7.75% - - - - 11.99% 0.14% 12/4/20 T. Rowe Price Large-Cap Growth 529 - 3.65% - - - - 6.38% 0.66% 12/4/20 Vanguard Equity Income 529 - 10.04% - - - - 10.65% 0.28% 12/4/20 Vanguard Total Stock Market Index 529 - 6.40% - - - - 8.58% 0.12% 12/4/20 State Street Equity 500 Index 529 - 6.03% - - - - 8.12% 0.12% 12/4/20 International Equity 529 Portfolio Vanguard Total International Stock Index 529 - 4.00% - - - - 6.50% 0.17% 12/4/20 Real Estate 529 Portfolio Vanguard Real Estate Index 529 - 8.72% - - - - 8.58% 0.20% 12/4/20 Looking for something specific?
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