Prices & Performance

Monthly Individual
Individual as of November 30, 2023YTD Returns at NAV as of 11/30/2023Average Annual Total Returnsas of 11/30/2023Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 2
Money Market 529 Portfolio
Goldman Sachs Financial Square℠ Government Money Market 529Footnote 34.48%4.78%1.96%1.55%-1.22%0.32%4/29/16
Fixed Income 529 Portfolios
Vanguard Short-Term Bond Index 5293.19%3.09%-1.26%1.15%0.83%0.98%0.18%12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 5293.37%3.09%2.08%2.89%-2.06%0.18%4/29/16
Vanguard Total Bond Market Index 5291.85%1.20%-4.60%0.52%1.00%0.84%0.17%6/22/12
MetWest Total Return Bond 5291.45%0.87%-5.04%0.54%-0.53%0.50%2/6/15
DFA World ex-U.S. Government Fixed Income 5295.06%0.81%-6.71%-1.37%--0.04%0.34%4/29/16
U.S. Equity 529 Portfolios
State Street S&P 500® Index 52920.60%13.64%9.52%12.20%11.38%13.06%0.16%6/22/12
Vanguard Total Stock Market Index 52919.52%12.49%8.00%11.43%10.76%11.80%0.16%12/17/10
Vanguard Equity Income 5292.12%-1.59%9.69%8.45%8.97%10.78%0.33%6/22/12
Vanguard Russell 1000 Value Index 5295.45%1.16%8.03%7.21%7.61%9.95%0.21%6/22/12
T.Rowe Price Large-Cap Growth 52940.37%29.36%5.27%12.86%13.51%14.41%0.69%12/17/10
Vanguard Extended Market Index 52913.42%5.99%0.11%7.02%7.43%10.26%0.18%6/22/12
Vanguard Russell 2000 Growth Index 5295.98%-0.79%-4.30%--3.21%0.22%11/18/19
iShares Core S&P Small-Cap ETF 5292.78%-4.12%5.52%--5.86%0.20%11/18/19
Non-U.S. Equity 529 Portfolios
State Street MSCI® ACWI ex USA Index 5299.86%8.97%1.32%4.63%2.88%5.07%0.23%6/22/12
Vanguard Emerging Markets Stock Index 5295.53%3.39%-2.57%--1.64%0.24%11/18/19
Real Estate 529 Portfolio
Vanguard Real Estate Index 5292.15%-3.07%2.77%3.47%6.07%7.08%0.24%12/17/10

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