As of April 30, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | -0.07% | -3.05% | 12.00% | 9.20% | 12.77% | 9.85% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 0.19% | -2.58% | 11.69% | 8.75% | 11.73% | 9.31% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 0.19% | -2.58% | 11.69% | 8.75% | 11.73% | 9.31% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.26% | 1.36% | 7.56% | 4.01% | 2.63% | 2.78% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 2.26% | 1.36% | 7.56% | 4.01% | 2.63% | 2.78% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.34% | 1.77% | 6.21% | 3.58% | 1.92% | 1.94% | 0.24% | 9/28/16 | |
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | -0.07% | -3.05% | 12.00% | 9.20% | 12.77% | 10.03% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.76% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 7.22% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.75% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.92% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.34% | 1.77% | 6.21% | 3.58% | 1.92% | 1.61% | 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% | 1.42% | 1.42% | 4.91% | 4.19% | n/a | 2.69% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.34% | 1.34% | 4.58% | 4.00% | 2.40% | 1.14% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.13% | 0.68% | 5.01% | 4.67% | 3.14% | 2.01% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 2.84% | 2.31% | 7.28% | 3.20% | 1.04% | 1.54% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 3.10% | 2.46% | 7.77% | 1.84% | -0.82% | 1.96% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 3.26% | 2.67% | 8.10% | 2.11% | 0.05% | 1.91% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.79% | 2.18% | 8.19% | 2.55% | 0.57% | 0.59% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.80% | 2.89% | 7.81% | 3.41% | 3.87% | 2.18% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.22% | 2.89% | 7.84% | 0.51% | 1.60% | 2.59% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 1.26% | -1.38% | 9.98% | 7.96% | 9.14% | 8.22% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 0.21% | -1.43% | 15.54% | -1.41% | 6.89% | 7.48% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | -1.13% | -5.28% | 8.72% | 8.30% | 13.64% | 11.26% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | -2.55% | -6.80% | 3.35% | 6.90% | 13.48% | 7.69% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | -5.00% | -7.55% | 11.84% | 11.91% | 15.37% | 13.28% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | -5.52% | -8.33% | 11.08% | 11.13% | 14.85% | 12.91% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -7.58% | -9.34% | 15.28% | 15.23% | 16.46% | 15.13% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | -6.67% | -9.10% | 12.82% | 15.59% | 14.71% | 14.52% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | -2.55% | -6.67% | 9.18% | 6.95% | 12.72% | 11.17% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -9.71% | -13.98% | 5.35% | 6.13% | 11.43% | 10.45% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -8.65% | -11.82% | 1.89% | 5.13% | 14.54% | 9.84% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -13.09% | -15.55% | -3.80% | 5.03% | 17.01% | 6.65% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -9.75% | -13.11% | 2.47% | 4.95% | 11.73% | 10.19% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -11.24% | -14.85% | 3.08% | 4.52% | 7.65% | 10.13% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -10.68% | -14.49% | -2.26% | 3.29% | 10.03% | 8.59% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 8.74% | 5.21% | 12.10% | 7.90% | 10.22% | 5.29% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 12.65% | 7.59% | 14.80% | 10.30% | 13.84% | 4.22% | 0.79% | 8/1/14 | |
As of April 30, 2025
| Age-Based Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Age-Based Aggressive | ||||||||||
| Ages 0-2 | n/a | -0.07% | -3.05% | 12.00% | 9.20% | 12.77% | 9.85% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 0.19% | -2.58% | 11.69% | 8.75% | 11.73% | 9.31% | 0.21% | 9/28/16 | |
| Ages 6-8 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 19+ | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Age-Based Moderate | ||||||||||
| Ages 0-2 | n/a | 0.19% | -2.58% | 11.69% | 8.75% | 11.73% | 9.31% | 0.21% | 9/28/16 | |
| Ages 3-5 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 17-18 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.26% | 1.36% | 7.56% | 4.01% | 2.63% | 2.78% | 0.23% | 9/28/16 | |
| Age-Based Conservative | ||||||||||
| Ages 0-2 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.57% | 0.22% | 9/28/16 | |
| Ages 3-5 | n/a | 0.59% | -1.78% | 10.90% | 7.48% | 9.21% | 7.64% | 0.22% | 9/28/16 | |
| Ages 6-8 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 6.94% | 0.22% | 9/28/16 | |
| Ages 9-10 | n/a | 1.27% | -0.66% | 10.17% | 6.40% | 6.78% | 6.14% | 0.22% | 9/28/16 | |
| Ages 11-12 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.35% | 0.22% | 9/28/16 | |
| Ages 13-14 | n/a | 1.74% | 0.28% | 9.13% | 5.11% | 4.66% | 4.50% | 0.22% | 9/28/16 | |
| Ages 15-16 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.63% | 0.23% | 9/28/16 | |
| Ages 17-18 | n/a | 2.26% | 1.36% | 7.56% | 4.01% | 2.63% | 2.78% | 0.23% | 9/28/16 | |
| Ages 19+ | n/a | 2.34% | 1.77% | 6.21% | 3.58% | 1.92% | 1.94% | 0.24% | 9/28/16 | |
As of April 30, 2025
| Target Portfolios | APY | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date | |
| Target Fund 100 | n/a | -0.07% | -3.05% | 12.00% | 9.20% | 12.77% | 10.03% | 0.21% | 8/2/10 | |
| Target Fund 80 | n/a | 0.35% | -2.24% | 11.29% | 8.19% | 10.53% | 8.76% | 0.22% | 8/2/10 | |
| Target Fund 60 | n/a | 0.97% | -1.17% | 10.51% | 6.99% | 8.04% | 7.22% | 0.22% | 8/2/10 | |
| Target Fund 40 | n/a | 1.51% | -0.18% | 9.71% | 5.82% | 5.73% | 5.75% | 0.22% | 8/2/10 | |
| Target Fund 20 | n/a | 2.08% | 0.92% | 8.49% | 4.55% | 3.56% | 3.92% | 0.23% | 8/2/10 | |
| Target Fixed Income Fund | n/a | 2.34% | 1.77% | 6.21% | 3.58% | 1.92% | 1.61% | 0.24% | 8/2/10 | |
As of April 30, 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% | 1.42% | 1.42% | 4.91% | 4.19% | n/a | 2.69% | 0.17% | 7/1/20 | |
| Money Market 529 Portfolio | ||||||||||
| Vanguard Cash Reserves Federal Money Market 529 Portfolio* | n/a | 1.34% | 1.34% | 4.58% | 4.00% | 2.40% | 1.14% | 0.27% | 8/2/10 | |
| Fixed Income 529 Portfolios | ||||||||||
| PIMCO Short-Term 529 Portfolio | n/a | 1.13% | 0.68% | 5.01% | 4.67% | 3.14% | 2.01% | 0.64% | 8/2/10 | |
| Vanguard Short-Term Bond Index 529 Portfolio | n/a | 2.84% | 2.31% | 7.28% | 3.20% | 1.04% | 1.54% | 0.22% | 9/26/13 | |
| Vanguard Total Bond Market Index 529 Portfolio | n/a | 3.10% | 2.46% | 7.77% | 1.84% | -0.82% | 1.96% | 0.20% | 8/2/10 | |
| Fidelity Advisor Investment Grade Bond 529 Portfolio | n/a | 3.26% | 2.67% | 8.10% | 2.11% | 0.05% | 1.91% | 0.53% | 10/10/12 | |
| PGIM Total Return Bond 529 Portfolio | n/a | 2.79% | 2.18% | 8.19% | 2.55% | 0.57% | 0.59% | 0.56% | 4/28/20 | |
| Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio | n/a | 3.80% | 2.89% | 7.81% | 3.41% | 3.87% | 2.18% | 0.21% | 9/26/13 | |
| Vanguard Inflation-Protected Securities 529 Portfolio | n/a | 4.22% | 2.89% | 7.84% | 0.51% | 1.60% | 2.59% | 0.27% | 8/2/10 | |
| Balanced 529 Portfolio | ||||||||||
| T. Rowe Price Balanced 529 Portfolio | n/a | 1.26% | -1.38% | 9.98% | 7.96% | 9.14% | 8.22% | 0.62% | 8/2/10 | |
| Real Estate 529 Portfolio | ||||||||||
| Vanguard Real Estate Index 529 Portfolio | n/a | 0.21% | -1.43% | 15.54% | -1.41% | 6.89% | 7.48% | 0.27% | 8/2/10 | |
| Domestic Equity 529 Portfolios | ||||||||||
| Vanguard Value Index 529 Portfolio | n/a | -1.13% | -5.28% | 8.72% | 8.30% | 13.64% | 11.26% | 0.21% | 8/2/10 | |
| DFA U.S. Large-Cap Value 529 Portfolio | n/a | -2.55% | -6.80% | 3.35% | 6.90% | 13.48% | 7.69% | 0.39% | 8/1/14 | |
| Vanguard 500 Index 529 Portfolio | n/a | -5.00% | -7.55% | 11.84% | 11.91% | 15.37% | 13.28% | 0.21% | 8/2/10 | |
| Vanguard Total Stock Market Index 529 Portfolio | n/a | -5.52% | -8.33% | 11.08% | 11.13% | 14.85% | 12.91% | 0.19% | 8/2/10 | |
| Vanguard Growth Index 529 Portfolio | n/a | -7.58% | -9.34% | 15.28% | 15.23% | 16.46% | 15.13% | 0.21% | 8/2/10 | |
| T. Rowe Price Large-Cap Growth 529 Portfolio | n/a | -6.67% | -9.10% | 12.82% | 15.59% | 14.71% | 14.52% | 0.72% | 8/1/14 | |
| Vanguard Mid-Cap Index 529 Portfolio | n/a | -2.55% | -6.67% | 9.18% | 6.95% | 12.72% | 11.17% | 0.21% | 8/2/10 | |
| Vanguard Extended Market Index 529 Portfolio | n/a | -9.71% | -13.98% | 5.35% | 6.13% | 11.43% | 10.45% | 0.23% | 8/2/10 | |
| Vanguard Small-Cap Value Index 529 Portfolio | n/a | -8.65% | -11.82% | 1.89% | 5.13% | 14.54% | 9.84% | 0.24% | 8/2/10 | |
| DFA U.S. Small-Cap Value 529 Portfolio | n/a | -13.09% | -15.55% | -3.80% | 5.03% | 17.01% | 6.65% | 0.47% | 8/1/14 | |
| Vanguard Small-Cap Index 529 Portfolio | n/a | -9.75% | -13.11% | 2.47% | 4.95% | 11.73% | 10.19% | 0.22% | 8/2/10 | |
| Vanguard Small-Cap Growth Index 529 Portfolio | n/a | -11.24% | -14.85% | 3.08% | 4.52% | 7.65% | 10.13% | 0.23% | 8/2/10 | |
| Vanguard Explorer 529 Portfolio | n/a | -10.68% | -14.49% | -2.26% | 3.29% | 10.03% | 8.59% | 0.46% | 8/1/14 | |
| International Equity 529 Portfolios | ||||||||||
| Vanguard Total International Stock Index 529 Portfolio | n/a | 8.74% | 5.21% | 12.10% | 7.90% | 10.22% | 5.29% | 0.24% | 8/2/10 | |
| Dodge & Cox International Stock 529 Portfolio | n/a | 12.65% | 7.59% | 14.80% | 10.30% | 13.84% | 4.22% | 0.79% | 8/1/14 | |