As of March 31, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | -0.61% | -0.61% | 7.01% | 6.15% | 15.03% | 9.88% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | -0.37% | -0.37% | 6.95% | 5.86% | 13.79% | 9.33% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | -0.37% | -0.37% | 6.95% | 5.86% | 13.79% | 9.33% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.70% | 1.70% | 5.66% | 3.03% | 2.92% | 2.74% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 1.70% | 1.70% | 5.66% | 3.03% | 2.92% | 2.74% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.78% | 1.78% | 5.22% | 3.12% | 1.93% | 1.90% | 0.24% | 9/28/16 | |
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | -0.61% | -0.61% | 7.01% | 6.15% | 15.03% | 10.05% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.77% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 7.23% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.75% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.90% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 1.78% | 1.78% | 5.22% | 3.12% | 1.93% | 1.58% | 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% | 1.06% | 1.06% | 4.93% | 4.09% | n/a | 2.67% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.00% | 1.00% | 4.64% | 3.91% | 2.35% | 1.13% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.06% | 1.06% | 5.47% | 4.65% | 3.47% | 2.02% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 1.98% | 1.98% | 5.39% | 2.57% | 1.03% | 1.48% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.71% | 2.71% | 4.70% | 0.38% | -0.56% | 1.95% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.77% | 2.77% | 4.95% | 0.59% | 0.48% | 1.88% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.70% | 2.70% | 5.49% | 1.06% | n/a | 0.58% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 2.99% | 2.99% | 6.82% | 3.11% | 3.92% | 2.13% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.15% | 4.15% | 6.07% | -0.25% | 2.09% | 2.60% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 1.04% | 1.04% | 6.54% | 5.32% | 10.82% | 8.25% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 2.59% | 2.59% | 8.68% | -2.05% | 9.26% | 7.70% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 2.60% | 2.60% | 8.23% | 7.90% | 16.84% | 11.61% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 2.24% | 2.24% | 3.53% | 6.48% | 17.43% | 8.24% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | -4.32% | -4.32% | 7.94% | 8.82% | 18.35% | 13.41% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | -4.87% | -4.87% | 6.83% | 7.94% | 17.89% | 13.04% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -9.54% | -9.54% | 8.00% | 9.30% | 19.27% | 15.05% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | -7.93% | -7.93% | 6.54% | 9.44% | 17.74% | 14.49% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | -1.61% | -1.61% | 4.93% | 4.33% | 16.00% | 11.31% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -9.00% | -9.00% | -0.70% | 2.50% | 14.93% | 10.57% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -5.47% | -5.47% | -0.93% | 4.03% | 18.15% | 10.15% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -8.26% | -8.26% | -4.36% | 4.86% | 21.73% | 7.25% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -7.42% | -7.42% | -1.75% | 2.86% | 15.39% | 10.44% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -9.96% | -9.96% | -2.95% | 1.04% | 11.30% | 10.30% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -8.95% | -8.95% | -6.42% | 0.61% | 13.91% | 8.86% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 5.49% | 5.49% | 6.19% | 4.52% | 11.27% | 5.11% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 9.61% | 9.61% | 10.08% | 7.38% | 14.88% | 3.98% | 0.79% | 8/1/14 | |
As of March 31, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | -0.61% | -0.61% | 7.01% | 6.15% | 15.03% | 9.88% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | -0.37% | -0.37% | 6.95% | 5.86% | 13.79% | 9.33% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | -0.37% | -0.37% | 6.95% | 5.86% | 13.79% | 9.33% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.70% | 1.70% | 5.66% | 3.03% | 2.92% | 2.74% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.59% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 0.16% | 0.16% | 6.72% | 5.08% | 10.86% | 7.66% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 6.94% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.73% | 0.73% | 6.42% | 4.25% | 7.99% | 6.14% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.34% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.26% | 1.26% | 6.17% | 3.54% | 5.44% | 4.48% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.59% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 1.70% | 1.70% | 5.66% | 3.03% | 2.92% | 2.74% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 1.78% | 1.78% | 5.22% | 3.12% | 1.93% | 1.90% | 0.24% | 9/28/16 | |
As of March 31, 2025
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | -0.61% | -0.61% | 7.01% | 6.15% | 15.03% | 10.05% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | -0.20% | -0.20% | 6.76% | 5.49% | 12.38% | 8.77% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 0.43% | 0.43% | 6.53% | 4.71% | 9.47% | 7.23% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 0.98% | 0.98% | 6.37% | 3.95% | 6.73% | 5.75% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 1.51% | 1.51% | 5.93% | 3.26% | 4.11% | 3.90% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 1.78% | 1.78% | 5.22% | 3.12% | 1.93% | 1.58% | 0.24% | 8/2/10 | |
As of March 31, 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% | 1.06% | 1.06% | 4.93% | 4.09% | n/a | 2.67% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.00% | 1.00% | 4.64% | 3.91% | 2.35% | 1.13% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.06% | 1.06% | 5.47% | 4.65% | 3.47% | 2.02% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 1.98% | 1.98% | 5.39% | 2.57% | 1.03% | 1.48% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 2.71% | 2.71% | 4.70% | 0.38% | -0.56% | 1.95% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 2.77% | 2.77% | 4.95% | 0.59% | 0.48% | 1.88% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.70% | 2.70% | 5.49% | 1.06% | n/a | 0.58% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 2.99% | 2.99% | 6.82% | 3.11% | 3.92% | 2.13% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.15% | 4.15% | 6.07% | -0.25% | 2.09% | 2.60% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 1.04% | 1.04% | 6.54% | 5.32% | 10.82% | 8.25% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 2.59% | 2.59% | 8.68% | -2.05% | 9.26% | 7.70% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | 2.60% | 2.60% | 8.23% | 7.90% | 16.84% | 11.61% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | 2.24% | 2.24% | 3.53% | 6.48% | 17.43% | 8.24% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | -4.32% | -4.32% | 7.94% | 8.82% | 18.35% | 13.41% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | -4.87% | -4.87% | 6.83% | 7.94% | 17.89% | 13.04% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -9.54% | -9.54% | 8.00% | 9.30% | 19.27% | 15.05% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | -7.93% | -7.93% | 6.54% | 9.44% | 17.74% | 14.49% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | -1.61% | -1.61% | 4.93% | 4.33% | 16.00% | 11.31% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -9.00% | -9.00% | -0.70% | 2.50% | 14.93% | 10.57% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -5.47% | -5.47% | -0.93% | 4.03% | 18.15% | 10.15% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -8.26% | -8.26% | -4.36% | 4.86% | 21.73% | 7.25% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -7.42% | -7.42% | -1.75% | 2.86% | 15.39% | 10.44% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -9.96% | -9.96% | -2.95% | 1.04% | 11.30% | 10.30% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -8.95% | -8.95% | -6.42% | 0.61% | 13.91% | 8.86% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 5.49% | 5.49% | 6.19% | 4.52% | 11.27% | 5.11% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 9.61% | 9.61% | 10.08% | 7.38% | 14.88% | 3.98% | 0.79% | 8/1/14 | |