Prices & Performance

Daily Monthly Quarterly
Quarterly Individual
Individual as of March 31, 2024APYYTD Returns at NAV as of 3/31/2024Average Annual Total Returnsas of 3/31/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Money Market 529 Portfolio
Vanguard Federal Money Market 529Footnote 3-1.32%5.15%2.57%--2.31%0.21%12/4/20
Fixed Income 529 Portfolios
DFA World ex U.S. Government Fixed Income 529--0.48%5.64%-3.94%-1.43%-0.57%0.29%4/29/16
MetWest Total Return Bond 529--0.90%1.48%-3.06%0.37%-1.01%0.47%2/6/15
Vanguard Total Bond Market Index 529--0.78%1.60%-2.49%0.24%1.30%1.81%0.13%12/17/10
Vanguard Short-Term Bond Index 529-0.09%2.97%-0.51%1.03%1.13%1.22%0.14%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529-0.76%3.00%2.12%2.98%-2.30%0.14%4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529-4.94%24.73%9.91%--17.75%0.40%12/4/20
Vanguard Explorer 529-7.20%19.94%2.40%--5.80%0.44%12/4/20
Vanguard Extended Market Index 529-6.93%26.51%0.86%9.93%8.75%10.49%0.14%12/17/10
T. Rowe Price Large-Cap Growth 529-12.95%44.41%8.23%15.36%15.11%15.57%0.65%12/17/10
Vanguard Equity Income 529-7.79%18.51%9.75%10.99%10.02%11.81%0.28%6/22/12
Vanguard Total Stock Market Index 529-9.98%29.18%9.52%14.05%12.03%12.88%0.12%12/17/10
State Street Equity 500 Index 529-10.52%29.66%11.20%14.79%12.66%13.32%0.12%12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529-4.27%12.93%1.81%--3.58%0.17%12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529--1.18%8.47%1.65%3.57%6.00%7.67%0.20%12/17/10

Ready to open your account?

Enroll Today