Prices & Performance

Daily Monthly Quarterly
Quarterly Individual
Individual as of March 31, 2025APYYTD Returns at NAV as of 3/31/2025Average Annual Total Returnsas of 3/31/2025Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-0.98%4.78%4.18%--2.89%0.21%12/4/20
Fixed Income 529 Portfolios
DFA World ex U.S. Government Fixed Income 529-0.19%2.18%-0.89%-2.10%-0.75%0.29%4/29/16
MetWest Total Return Bond 529-3.13%5.07%0.15%-0.19%1.38%1.40%0.47%2/6/15
Vanguard Total Bond Market Index 529-2.78%4.77%0.45%-0.52%1.24%2.02%0.13%12/17/10
Vanguard Short-Term Bond Index 529-1.97%5.57%2.69%1.12%1.51%1.52%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-3.06%6.96%3.15%3.98%-2.81%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529--8.19%-4.21%4.81%--12.25%0.40%12/4/20
Vanguard Explorer 529--8.87%-6.25%0.66%--2.87%0.44%12/4/20
Vanguard Extended Market Index 529--8.95%-0.53%2.60%15.05%7.67%9.68%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529--7.92%6.63%9.52%17.78%14.32%14.92%0.65%12/17/10
Vanguard Equity Income 529-2.74%9.59%7.94%16.38%10.14%11.64%0.28%6/22/12
Vanguard Total Stock Market Index 529--4.83%6.96%8.00%17.95%11.52%12.46%0.12%12/17/10
State Street Equity 500 Index 529--4.30%8.05%8.91%18.36%12.23%12.95%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-5.47%6.26%4.60%--4.21%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-2.61%8.80%-1.96%9.27%4.65%7.75%0.20%12/17/10

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