Prices & Performance

Daily Monthly Quarterly
Quarterly Individual
Individual as of September 30, 2024APYYTD Returns at NAV as of 9/30/2024Average Annual Total Returnsas of 9/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-3.94%5.30%3.44%--2.69%0.21%12/4/20
Fixed Income 529 Portfolios
DFA World ex U.S. Government Fixed Income 529-2.47%11.08%-3.05%-2.17%-0.88%0.29%4/29/16
MetWest Total Return Bond 529-4.79%12.67%-1.85%0.40%-1.54%0.47%2/6/15
Vanguard Total Bond Market Index 529-4.38%11.28%-1.52%0.18%1.62%2.12%0.13%12/17/10
Vanguard Short-Term Bond Index 529-4.43%7.97%0.83%1.36%1.52%1.49%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-4.80%7.38%2.44%3.42%-2.63%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529-9.33%25.41%10.24%--16.49%0.40%12/4/20
Vanguard Explorer 529-10.76%25.32%1.83%--5.92%0.44%12/4/20
Vanguard Extended Market Index 529-11.58%28.26%1.12%10.60%9.42%10.43%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529-24.55%42.00%7.70%17.25%15.82%15.78%0.65%12/17/10
Vanguard Equity Income 529-15.92%26.14%10.64%11.39%10.34%11.96%0.28%6/22/12
Vanguard Total Stock Market Index 529-20.53%34.95%9.99%15.02%12.54%13.13%0.12%12/17/10
State Street Equity 500 Index 529-21.99%35.94%11.74%15.75%13.09%13.62%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-13.45%24.65%3.94%--5.40%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529-13.54%33.86%2.41%4.64%7.11%8.47%0.20%12/17/10

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