As of February 28, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | 2.88% | -0.47% | 14.73% | 8.16% | 12.11% | 10.43% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 2.80% | -0.27% | 14.03% | 7.61% | 11.27% | 9.84% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 2.80% | -0.27% | 14.03% | 7.61% | 11.27% | 9.84% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.86% | 1.04% | 6.85% | 2.73% | 2.60% | 2.79% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 1.86% | 1.04% | 6.85% | 2.73% | 2.60% | 2.79% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.37% | 1.21% | 5.36% | 2.66% | 1.82% | 1.87% | 0.24% | 9/28/16 | |
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 2.88% | -0.47% | 14.73% | 8.16% | 12.11% | 10.37% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.04% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.43% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.89% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.97% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 1.37% | 1.21% | 5.36% | 2.66% | 1.82% | 1.56% | 0.24% | 8/2/10 | |
| Individual Fund Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | ||||||||||
| Bank Savings 529 Portfolio | 4.53% | 0.47% | 0.84% | 4.82% | 3.92% | n/a | 2.61% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 0.44% | 0.79% | 4.54% | 3.74% | 2.27% | 1.10% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 0.75% | 1.37% | 5.76% | 4.31% | 2.76% | 2.01% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 1.46% | 1.38% | 5.45% | 1.73% | 0.96% | 1.44% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.71% | 0.91% | 5.64% | -0.57% | -0.68% | 1.96% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.85% | 1.12% | 6.03% | -0.29% | 0.16% | 1.90% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.79% | 1.18% | 6.83% | 0.26% | n/a | 0.61% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 2.02% | 1.94% | 6.57% | 2.52% | 3.39% | 2.06% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 3.43% | 1.76% | 6.30% | -1.04% | 1.68% | 2.57% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 3.32% | 0.55% | 12.25% | 6.26% | 8.85% | 8.46% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 5.29% | -3.39% | 14.77% | 0.85% | 5.22% | 7.94% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 5.18% | -1.48% | 16.95% | 9.95% | 13.74% | 11.87% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 4.83% | -3.01% | 13.52% | 8.03% | 12.86% | 8.57% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 1.40% | -1.03% | 18.71% | 12.30% | 16.62% | 13.95% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 1.10% | -1.97% | 17.85% | 11.32% | 15.85% | 13.59% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -1.16% | -0.71% | 20.58% | 13.96% | 18.70% | 15.84% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 0.02% | -1.33% | 19.19% | 12.87% | 17.13% | 15.51% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 2.45% | -4.55% | 14.61% | 6.69% | 12.28% | 11.69% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -1.10% | -8.11% | 12.14% | 5.68% | 11.38% | 11.27% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -0.28% | -7.98% | 10.97% | 6.47% | 12.72% | 10.62% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -2.57% | -10.25% | 7.98% | 7.27% | 15.87% | 7.92% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -1.17% | -8.43% | 10.19% | 5.63% | 11.27% | 11.00% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -2.35% | -9.13% | 9.10% | 4.23% | 8.62% | 10.98% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -2.14% | -9.25% | 3.94% | 3.37% | 10.62% | 9.67% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 5.23% | 2.47% | 9.55% | 4.30% | 7.38% | 5.12% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 9.39% | 5.65% | 15.00% | 7.60% | 9.69% | 4.00% | 0.79% | 8/1/14 | |
As of February 28, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | 2.88% | -0.47% | 14.73% | 8.16% | 12.11% | 10.43% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 2.80% | -0.27% | 14.03% | 7.61% | 11.27% | 9.84% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 2.80% | -0.27% | 14.03% | 7.61% | 11.27% | 9.84% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.86% | 1.04% | 6.85% | 2.73% | 2.60% | 2.79% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.05% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 2.73% | -0.05% | 12.49% | 6.30% | 9.01% | 8.06% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.29% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 2.61% | 0.36% | 10.85% | 4.89% | 6.78% | 6.43% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.58% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 2.30% | 0.62% | 9.05% | 3.66% | 4.68% | 4.65% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.71% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 1.86% | 1.04% | 6.85% | 2.73% | 2.60% | 2.79% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.37% | 1.21% | 5.36% | 2.66% | 1.82% | 1.87% | 0.24% | 9/28/16 | |
As of February 28, 2025
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | 2.88% | -0.47% | 14.73% | 8.16% | 12.11% | 10.37% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 2.73% | -0.20% | 13.28% | 7.00% | 10.21% | 9.04% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 2.63% | 0.18% | 11.63% | 5.64% | 7.94% | 7.43% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 2.45% | 0.48% | 10.06% | 4.31% | 5.76% | 5.89% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 2.14% | 0.86% | 8.06% | 3.15% | 3.57% | 3.97% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 1.37% | 1.21% | 5.36% | 2.66% | 1.82% | 1.56% | 0.24% | 8/2/10 | |
As of February 28, 2025
| Individual Fund Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Bank Savings 529 Portfolio | ||||||||||
| Bank Savings 529 Portfolio | 4.53% | 0.47% | 0.84% | 4.82% | 3.92% | n/a | 2.61% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 0.44% | 0.79% | 4.54% | 3.74% | 2.27% | 1.10% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 0.75% | 1.37% | 5.76% | 4.31% | 2.76% | 2.01% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 1.46% | 1.38% | 5.45% | 1.73% | 0.96% | 1.44% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.71% | 0.91% | 5.64% | -0.57% | -0.68% | 1.96% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.85% | 1.12% | 6.03% | -0.29% | 0.16% | 1.90% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.79% | 1.18% | 6.83% | 0.26% | n/a | 0.61% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 2.02% | 1.94% | 6.57% | 2.52% | 3.39% | 2.06% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 3.43% | 1.76% | 6.30% | -1.04% | 1.68% | 2.57% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 3.32% | 0.55% | 12.25% | 6.26% | 8.85% | 8.46% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 5.29% | -3.39% | 14.77% | 0.85% | 5.22% | 7.94% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 5.18% | -1.48% | 16.95% | 9.95% | 13.74% | 11.87% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 4.83% | -3.01% | 13.52% | 8.03% | 12.86% | 8.57% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | 1.40% | -1.03% | 18.71% | 12.30% | 16.62% | 13.95% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | 1.10% | -1.97% | 17.85% | 11.32% | 15.85% | 13.59% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -1.16% | -0.71% | 20.58% | 13.96% | 18.70% | 15.84% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | 0.02% | -1.33% | 19.19% | 12.87% | 17.13% | 15.51% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | 2.45% | -4.55% | 14.61% | 6.69% | 12.28% | 11.69% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -1.10% | -8.11% | 12.14% | 5.68% | 11.38% | 11.27% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -0.28% | -7.98% | 10.97% | 6.47% | 12.72% | 10.62% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -2.57% | -10.25% | 7.98% | 7.27% | 15.87% | 7.92% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -1.17% | -8.43% | 10.19% | 5.63% | 11.27% | 11.00% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -2.35% | -9.13% | 9.10% | 4.23% | 8.62% | 10.98% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -2.14% | -9.25% | 3.94% | 3.37% | 10.62% | 9.67% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 5.23% | 2.47% | 9.55% | 4.30% | 7.38% | 5.12% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 9.39% | 5.65% | 15.00% | 7.60% | 9.69% | 4.00% | 0.79% | 8/1/14 | |