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Quarterly Performance
Daily Performance

As of February 28, 2017

Age-Based PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-25.43%7.71%n/an/an/a6.29%0.31%9/28/16
Ages 3-54.96%6.98%n/an/an/a5.80%0.30%9/28/16
Ages 6-84.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 9-103.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 11-123.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 13-143.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 15-162.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 17-182.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 19+1.48%2.12%n/an/an/a0.31%0.31%9/28/16
Age-Based Moderate
Ages 0-24.96%6.98%n/an/an/a5.80%0.30%9/28/16
Ages 3-54.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 6-83.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 9-103.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 11-123.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 13-142.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 15-162.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 17-181.48%2.12%n/an/an/a0.31%0.31%9/28/16
Ages 19+1.01%1.42%n/an/an/a-0.10%0.31%9/28/16
Age-Based Conservative
Ages 0-24.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 3-53.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 6-83.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 9-103.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 11-122.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 13-142.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 15-161.48%2.12%n/an/an/a0.31%0.31%9/28/16
Ages 17-181.01%1.42%n/an/an/a-0.10%0.31%9/28/16
Ages 19+0.28%0.47%n/an/an/a-0.37%0.33%9/28/16
Target PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 1005.43%7.71%22.90%6.31%10.06%10.63%0.31%8/2/10
Target Fund 804.50%6.37%18.74%5.59%8.45%9.23%0.30%8/2/10
Target Fund 603.51%4.98%13.98%4.61%6.73%7.63%0.30%8/2/10
Target Fund 402.56%3.64%9.78%3.93%5.20%6.16%0.30%8/2/10
Target Fund 201.48%2.12%5.17%2.64%3.15%4.11%0.31%8/2/10
Target Fixed Income Fund0.28%0.47%0.66%0.47%0.34%1.02%0.33%8/2/10
Individual Fund PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*0.11%0.14%0.41%0.18%0.13%0.11%0.35%8/2/10
Fixed Income 529 Portfolios
PIMCO Short-Term 529 Portfolio0.46%0.64%3.50%1.44%1.45%1.38%0.71%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio0.39%0.39%0.58%0.92%n/a1.04%0.32%9/26/13
Vanguard Intermediate-Term Bond Index 529 Portfolio1.20%1.28%0.87%2.86%2.49%3.70%0.35%8/2/10
Vanguard Total Bond Market Index 529 Portfolio0.93%1.19%1.19%2.34%1.93%2.75%0.32%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio0.93%1.40%4.82%2.44%n/a1.92%0.76%10/10/12
MainStay Total Return Bond 529 Portfolio1.16%1.65%4.70%n/an/a2.15%0.85%12/17/14
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio0.40%0.70%2.23%0.20%n/a0.23%0.32%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.35%1.18%3.09%1.63%0.52%2.84%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio4.45%5.72%15.35%4.78%8.01%8.75%0.89%8/2/10
Real Estate 529 Portfolio
Vanguard REIT Index 529 Portfolio3.37%8.26%16.41%10.73%11.11%11.59%0.33%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio4.24%6.95%27.50%10.63%13.99%13.57%0.34%8/2/10
DFA U.S. Large-Cap Value 529 Portfolio4.30%6.87%32.57%n/an/a7.77%0.52%8/1/14
Vanguard 500 Index 529 Portfolio5.86%7.94%24.54%10.31%13.66%13.98%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio5.66%7.68%25.93%9.58%13.52%14.02%0.29%8/2/10
Vanguard Growth Index 529 Portfolio8.15%9.33%22.22%9.29%13.07%14.35%0.34%8/2/10
T. Rowe Price Large-Cap Growth 529 Portfolio9.01%9.38%25.61%n/an/a10.54%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio6.11%6.80%25.66%8.28%13.01%13.70%0.34%8/2/10
Vanguard Extended Market Index 529 Portfolio4.59%6.51%32.31%6.67%12.76%13.67%0.35%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio2.64%5.51%34.45%9.53%14.56%14.04%0.34%8/2/10
DFA U.S. Small-Cap Value 529 Portfolio-0.33%3.06%35.76%n/an/a7.71%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio3.91%5.84%31.70%7.08%13.17%13.79%0.34%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio5.50%6.14%28.11%4.23%11.27%13.24%0.34%8/2/10
Vanguard Explorer 529 Portfolio5.60%6.64%29.84%n/an/a6.91%0.60%8/1/14
International Equity 529 Portfolios
Vanguard Total International Stock Index 529 Portfolio5.40%7.51%19.13%0.00%3.83%3.94%0.37%8/2/10
Dodge & Cox International Stock 529 Portfolio5.43%8.00%29.44%n/an/a-2.69%0.89%8/1/14

As of February 28, 2017

Age-Based PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Age-Based Aggressive
Ages 0-25.43%7.71%n/an/an/a6.29%0.31%9/28/16
Ages 3-54.96%6.98%n/an/an/a5.80%0.30%9/28/16
Ages 6-84.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 9-103.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 11-123.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 13-143.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 15-162.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 17-182.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 19+1.48%2.12%n/an/an/a0.31%0.31%9/28/16
Age-Based Moderate
Ages 0-24.96%6.98%n/an/an/a5.80%0.30%9/28/16
Ages 3-54.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 6-83.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 9-103.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 11-123.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 13-142.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 15-162.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 17-181.48%2.12%n/an/an/a0.31%0.31%9/28/16
Ages 19+1.01%1.42%n/an/an/a-0.10%0.31%9/28/16
Age-Based Conservative
Ages 0-24.50%6.37%n/an/an/a4.99%0.30%9/28/16
Ages 3-53.90%5.60%n/an/an/a3.80%0.30%9/28/16
Ages 6-83.51%4.98%n/an/an/a3.18%0.30%9/28/16
Ages 9-103.12%4.38%n/an/an/a2.50%0.30%9/28/16
Ages 11-122.56%3.64%n/an/an/a1.65%0.30%9/28/16
Ages 13-142.12%2.85%n/an/an/a1.00%0.30%9/28/16
Ages 15-161.48%2.12%n/an/an/a0.31%0.31%9/28/16
Ages 17-181.01%1.42%n/an/an/a-0.10%0.31%9/28/16
Ages 19+0.28%0.47%n/an/an/a-0.37%0.33%9/28/16

As of February 28, 2017

Target PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 1005.43%7.71%22.90%6.31%10.06%10.63%0.31%8/2/10
Target Fund 804.50%6.37%18.74%5.59%8.45%9.23%0.30%8/2/10
Target Fund 603.51%4.98%13.98%4.61%6.73%7.63%0.30%8/2/10
Target Fund 402.56%3.64%9.78%3.93%5.20%6.16%0.30%8/2/10
Target Fund 201.48%2.12%5.17%2.64%3.15%4.11%0.31%8/2/10
Target Fixed Income Fund0.28%0.47%0.66%0.47%0.34%1.02%0.33%8/2/10

As of February 28, 2017

Individual Fund PortfoliosYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Money Market 529 Portfolio
Vanguard Prime Money Market 529 Portfolio*0.11%0.14%0.41%0.18%0.13%0.11%0.35%8/2/10
Fixed Income 529 Portfolios
PIMCO Short-Term 529 Portfolio0.46%0.64%3.50%1.44%1.45%1.38%0.71%8/2/10
Vanguard Short-Term Bond Index 529 Portfolio0.39%0.39%0.58%0.92%n/a1.04%0.32%9/26/13
Vanguard Intermediate-Term Bond Index 529 Portfolio1.20%1.28%0.87%2.86%2.49%3.70%0.35%8/2/10
Vanguard Total Bond Market Index 529 Portfolio0.93%1.19%1.19%2.34%1.93%2.75%0.32%8/2/10
Fidelity Advisor Investment Grade Bond 529 Portfolio0.93%1.40%4.82%2.44%n/a1.92%0.76%10/10/12
MainStay Total Return Bond 529 Portfolio1.16%1.65%4.70%n/an/a2.15%0.85%12/17/14
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio0.40%0.70%2.23%0.20%n/a0.23%0.32%9/26/13
Vanguard Inflation-Protected Securities 529 Portfolio1.35%1.18%3.09%1.63%0.52%2.84%0.35%8/2/10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio4.45%5.72%15.35%4.78%8.01%8.75%0.89%8/2/10
Real Estate 529 Portfolio
Vanguard REIT Index 529 Portfolio3.37%8.26%16.41%10.73%11.11%11.59%0.33%8/2/10
Domestic Equity 529 Portfolios
Vanguard Value Index 529 Portfolio4.24%6.95%27.50%10.63%13.99%13.57%0.34%8/2/10
DFA U.S. Large-Cap Value 529 Portfolio4.30%6.87%32.57%n/an/a7.77%0.52%8/1/14
Vanguard 500 Index 529 Portfolio5.86%7.94%24.54%10.31%13.66%13.98%0.29%8/2/10
Vanguard Total Stock Market Index 529 Portfolio5.66%7.68%25.93%9.58%13.52%14.02%0.29%8/2/10
Vanguard Growth Index 529 Portfolio8.15%9.33%22.22%9.29%13.07%14.35%0.34%8/2/10
T. Rowe Price Large-Cap Growth 529 Portfolio9.01%9.38%25.61%n/an/a10.54%0.81%8/1/14
Vanguard Mid-Cap Index 529 Portfolio6.11%6.80%25.66%8.28%13.01%13.70%0.34%8/2/10
Vanguard Extended Market Index 529 Portfolio4.59%6.51%32.31%6.67%12.76%13.67%0.35%8/2/10
Vanguard Small-Cap Value Index 529 Portfolio2.64%5.51%34.45%9.53%14.56%14.04%0.34%8/2/10
DFA U.S. Small-Cap Value 529 Portfolio-0.33%3.06%35.76%n/an/a7.71%0.77%8/1/14
Vanguard Small-Cap Index 529 Portfolio3.91%5.84%31.70%7.08%13.17%13.79%0.34%8/2/10
Vanguard Small-Cap Growth Index 529 Portfolio5.50%6.14%28.11%4.23%11.27%13.24%0.34%8/2/10
Vanguard Explorer 529 Portfolio5.60%6.64%29.84%n/an/a6.91%0.60%8/1/14
International Equity 529 Portfolios
Vanguard Total International Stock Index 529 Portfolio5.40%7.51%19.13%0.00%3.83%3.94%0.37%8/2/10
Dodge & Cox International Stock 529 Portfolio5.43%8.00%29.44%n/an/a-2.69%0.89%8/1/14