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Prices & Performance
Monthly Individual Individual as of January 31, 2025 APY YTD Returns at NAV as of 1/31/2025 Average Annual Total Returnsas of 1/31/2025 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 2 Money Market 529 Portfolio Goldman Sachs Financial Square℠ Government Money Market 529Footnote 4 - 0.35% 4.87% 3.90% 2.32% - 1.71% 0.32% 4/29/16 Fixed Income 529 Portfolios Vanguard Short-Term Bond Index 529 - 0.50% 3.71% 1.28% 1.01% 1.25% 1.29% 0.18% 12/17/10 Vanguard Short-Term Inflation-Protected Securities Index 529 - 0.89% 5.13% 2.47% 3.24% - 2.54% 0.18% 4/29/16 Vanguard Total Bond Market Index 529 - 0.61% 2.01% -1.61% -0.76% 0.86% 1.20% 0.17% 6/22/12 MetWest Total Return Bond 529 - 0.63% 1.73% -2.18% -0.67% - 1.07% 0.51% 2/6/15 DFA World ex-U.S. Government Fixed Income 529 - 0.38% 2.60% -2.59% -2.38% - 0.69% 0.33% 4/29/16 U.S. Equity 529 Portfolios State Street S&P 500® Index 529 - 2.77% 26.09% 11.69% 14.90% 13.35% 14.40% 0.16% 6/22/12 Vanguard Total Stock Market Index 529 - 3.08% 25.96% 11.10% 14.32% 12.80% 13.09% 0.16% 12/17/10 Vanguard Equity Income 529 - 4.06% 20.38% 8.80% 11.07% 10.48% 11.77% 0.32% 6/22/12 Vanguard Russell 1000 Value Index 529 - 4.62% 19.24% 7.87% 9.88% 8.99% 11.01% 0.21% 6/22/12 T.Rowe Price Large-Cap Growth 529 - 2.68% 29.23% 12.40% 16.26% 16.12% 15.85% 0.69% 12/17/10 Vanguard Extended Market Index 529 - 4.99% 25.51% 7.84% 10.92% 9.87% 11.92% 0.18% 6/22/12 Vanguard Russell 2000 Growth Index 529 - 3.14% 22.61% 6.22% 7.68% - 8.24% 0.22% 11/18/19 iShares Core S&P Small-Cap ETF 529 - 2.80% 16.03% 5.25% 9.54% - 9.21% 0.20% 11/18/19 Non-U.S. Equity 529 Portfolios State Street MSCI® ACWI ex USA Index 529 - 3.86% 10.30% 3.07% 5.13% 4.71% 5.73% 0.23% 6/22/12 Vanguard Emerging Markets Stock Index 529 - 0.49% 15.45% -0.22% 4.00% - 4.04% 0.24% 11/18/19 Real Estate 529 Portfolio Vanguard Real Estate Index 529 - 1.65% 12.13% -1.50% 2.96% 4.24% 7.64% 0.24% 12/17/10 For optimal print quality, turn on "Background graphics" in your print options.
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