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Prices & Performance
Monthly Individual Individual as of March 31, 2024 APY YTD Returns at NAV as of 3/31/2024 Average Annual Total Returnsas of 3/31/2024 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 - 1.18% 4.98% 2.51% 1.76% - 1.37% 0.32% 4/29/16 Fixed Income 529 Portfolios Vanguard Short-Term Bond Index 529 - 0.09% 2.94% -0.54% 0.96% 1.01% 1.08% 0.18% 12/17/10 Vanguard Short-Term Inflation-Protected Securities Index 529 - 0.76% 2.94% 2.07% 2.93% - 2.21% 0.18% 4/29/16 Vanguard Total Bond Market Index 529 - -0.88% 1.52% -2.57% 0.16% 1.17% 1.06% 0.17% 6/22/12 MetWest Total Return Bond 529 - -0.91% 1.40% -3.11% 0.30% - 0.89% 0.51% 2/6/15 DFA World ex-U.S. Government Fixed Income 529 - -0.48% 5.58% -3.99% -1.49% - 0.47% 0.33% 4/29/16 U.S. Equity 529 Portfolios State Street S&P 500® Index 529 - 10.52% 29.59% 11.26% 14.72% 12.52% 14.05% 0.16% 6/22/12 Vanguard Total Stock Market Index 529 - 9.96% 29.10% 9.48% 13.98% 11.89% 12.72% 0.16% 12/17/10 Vanguard Equity Income 529 - 7.79% 18.47% 9.70% 10.90% 9.88% 11.66% 0.32% 6/22/12 Vanguard Russell 1000 Value Index 529 - 8.96% 20.00% 7.88% 9.99% 8.55% 10.96% 0.21% 6/22/12 T.Rowe Price Large-Cap Growth 529 - 12.95% 44.34% 8.22% 15.29% 14.97% 15.41% 0.69% 12/17/10 Vanguard Extended Market Index 529 - 6.96% 26.46% 0.83% 9.88% 8.63% 11.52% 0.18% 6/22/12 Vanguard Russell 2000 Growth Index 529 - 7.55% 20.27% -2.72% - - 7.44% 0.22% 11/18/19 iShares Core S&P Small-Cap ETF 529 - 2.40% 15.66% 1.98% - - 8.92% 0.20% 11/18/19 Non-U.S. Equity 529 Portfolios State Street MSCI® ACWI ex USA Index 529 - 4.44% 12.62% 1.62% 5.52% 3.71% 5.75% 0.23% 6/22/12 Vanguard Emerging Markets Stock Index 529 - 1.90% 7.22% -3.88% - - 2.71% 0.24% 11/18/19 Real Estate 529 Portfolio Vanguard Real Estate Index 529 - -1.21% 8.37% 1.64% 3.52% 5.87% 7.52% 0.24% 12/17/10 Looking for something specific?
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