Performance of 529 Plans by Peer Group

Chart shows performance of 529 plans by peer group.

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Age-progressive portfolios gradually shift to become more conservative as the child nears college age.

Age-fixed portfolios are fixed at a standard stock and bond allocation appropriate for children of the age the portfolio is designed for. It is up to the broker or the parent to move the child to the appropriate portfolio as the child ages.

Peer Group YTD 1 Year 3 Year 5 Year 10 Year
Age Fixed 0-10 -18.09 -19.95 1.14 5.56  
Age Fixed 0-11 -12.76 -13.90 0.73 6.08  
Age Fixed 0-14 -13.11 -13.58 1.54 5.49  
Age Fixed 0-3 -17.63 -20.23 -0.31 4.70  
Age Fixed 0-4 -14.77 -16.76 3.33 6.99  
Age Fixed 0-5 -16.55 -18.29 1.08 5.77  
Age Fixed 0-6 -20.02 -22.49 -0.49    
Age Fixed 0-7 -15.73 -18.24 1.56 5.88  
Age Fixed 0-8 -17.91 -19.81 0.40 5.05 5.15
Age Fixed 10-11 -15.50 -17.21      
Age Fixed 10-12 -13.25 -14.67 0.11 3.59  
Age Fixed 11-13 -10.30 -12.07 1.26 5.33  
Age Fixed 11-14 -13.58 -14.41 2.04 5.05  
Age Fixed 11-15 -6.74 -6.18 2.73 4.27 3.89
Age Fixed 11-18 0.63 3.62 3.50    
Age Fixed 12-14 -12.38 -13.04 0.44 3.25  
Age Fixed 12-15 -13.12 -13.58 1.47 4.44  
Age Fixed 12-17 -6.66 -7.03      
Age Fixed 13-15 -10.84 -11.61 0.64 3.24  
Age Fixed 13-16 -9.40 -10.22 1.93 4.46  
Age Fixed 14-15 -4.20 -5.35 3.18 5.21  
Age Fixed 14-16 -5.13 -6.54 2.10 4.38  
Age Fixed 14-18 -10.36 -10.58 1.26 3.71  
Age Fixed 15-16 -8.21 -6.57 0.71 1.80  
Age Fixed 15-17 -8.27 -8.21 1.82 3.61  
Age Fixed 15-18 -10.82 -11.35 -1.02 0.59  
Age Fixed 16+ -2.83 -1.35 2.92 4.04  
Age Fixed 16-17 -7.55 -8.06 2.06 3.88  
Age Fixed 16-18 -5.43 -4.55 2.03 2.88  
Age Fixed 16-20 -2.78 -1.72 3.21 3.50 3.89
Age Fixed 16-22 1.27 3.70 3.66 3.01  
Age Fixed 17+ -4.41 -3.86 1.89 3.56  
Age Fixed 17-18 -6.24 -4.61 1.01 1.56  
Age Fixed 17-19 -2.78 -3.70 2.18 3.80  
Age Fixed 17-20 -4.99 -4.97 2.95 4.45  
Age Fixed 18+ -3.47 -2.71 2.50 3.14  
Age Fixed 18-19 -6.38 -5.85 2.82 3.78  
Age Fixed 18-22 -6.39 -5.60 1.69 3.02  
Age Fixed 18-30 0.31 1.68      
Age Fixed 19+ -5.14 -4.12 1.47 2.00  
Age Fixed 19-30 0.26 2.05 3.75 3.44  
Age Fixed 20+ -0.66 -0.70 2.34 3.11  
Age Fixed 20-21 -4.75 -5.27 2.72 3.55  
Age Fixed 21+ -0.50 0.67 3.43 3.09 3.89
Age Fixed 23+ -4.30 -4.06 1.52 2.06  
Age Fixed 4-6 -17.00 -19.49 -0.68 4.15  
Age Fixed 4-7 -13.20 -14.05 1.51    
Age Fixed 4-9 -18.94 -21.40 2.72 8.39  
Age Fixed 5-8 -12.92 -14.60 2.98 5.91  
Age Fixed 6-10 -10.83 -11.43 2.16 4.94  
Age Fixed 6-8 -18.53 -20.78 -0.26 4.63  
Age Fixed 7-10 -19.23 -19.84 -1.05    
Age Fixed 7-9 -15.63 -17.63 -0.30 3.89  
Age Fixed 8-10 -9.09 -12.40 1.71 3.89  
Age Fixed 8-11 -14.15 -15.20 1.96    
Age Fixed 9-11 -15.30 -16.36 0.41 4.07  
Age Fixed 9-12 -13.81 -15.48 0.74 3.91  
Age Fixed 9-13 -12.26 -13.26 2.07 5.05  
Age Fixed 9-14 -13.11 -13.58 1.54 5.49  
Age Fixed 9-16 -14.36 -13.70 3.33 6.73 5.18
Age Progressive 0 -20.27 -23.80      
Age Progressive 0-1 -19.59 -22.77 -2.42    
Age Progressive 0-3 -17.10 -19.59 2.09 6.59  
Age Progressive 0-5 -16.83 -18.54      
Age Progressive 0-6 -18.10 -20.98      
Age Progressive 1 -19.21 -21.90 -1.58    
Age Progressive 1-2 -23.77 -26.48 -0.80    
Age Progressive 1-3 -23.23 -25.10      
Age Progressive 1-4 -14.48 -16.67 1.47 5.95  
Age Progressive 10 -14.22 -16.12 -0.65 3.71  
Age Progressive 10-12 -15.10 -15.97 1.12 5.40  
Age Progressive 10-15 -12.75 -13.51      
Age Progressive 11 -13.29 -14.96 -0.43 3.58  
Age Progressive 11-12 -12.11 -12.62 1.20 4.79  
Age Progressive 11-13 -13.40 -14.25 1.06 5.33  
Age Progressive 11-15 -6.34 -5.35      
Age Progressive 12 -12.37 -13.82 -0.19 3.46  
Age Progressive 12-14 -10.59 -10.16 2.30 5.17 5.11
Age Progressive 13 -11.44 -12.65 0.06 3.38  
Age Progressive 13-14 -10.84 -11.55 2.47 6.82  
Age Progressive 13-15 -11.00 -11.17 1.75 4.81  
Age Progressive 13-16 -9.77 -9.82 1.75 4.63  
Age Progressive 14 -10.50 -11.46 0.28 3.30  
Age Progressive 14-16 -10.69 -11.02 1.28 4.83  
Age Progressive 15 -9.52 -10.27 0.51 3.19  
Age Progressive 15-16 -7.82 -7.70 2.25 5.08  
Age Progressive 15-17 -6.52 -5.32 2.70 5.31 5.01
Age Progressive 16 -8.63 -9.17 0.71 3.11  
Age Progressive 16-18 -7.27 -6.80 2.08 4.46  
Age Progressive 17 -7.56 -7.88 0.96 3.05  
Age Progressive 17-19 -10.59 -10.79 0.77 3.86  
Age Progressive 18 -6.65 -6.79 1.13 2.95  
Age Progressive 18+ -5.17 -2.40      
Age Progressive 18-20 -4.70 -3.69 2.15 3.74 4.49
Age Progressive 19 -5.96 -5.92 1.28 2.84  
Age Progressive 19+ -2.22 -0.82 3.58 4.85 5.10
Age Progressive 19-20 -4.79 -4.09 2.73 4.54  
Age Progressive 19-21 -6.35 -6.04 1.99 3.78  
Age Progressive 2 -18.43 -21.47 -1.66    
Age Progressive 2-3 -19.78 -22.13 -0.90 6.58  
Age Progressive 2-4 -20.92 -23.09 -0.26 6.58  
Age Progressive 20 -11.84 -12.59 -1.34 0.56  
Age Progressive 20-22 -11.99 -12.43 0.68 3.32  
Age Progressive 20-23 -3.06 -1.92 2.08 2.79  
Age Progressive 21+ -5.21 -4.56 2.44 3.36  
Age Progressive 21-24 -3.06 -2.00 2.15 2.89 3.99
Age Progressive 22+ -6.70 -6.73 1.47    
Age Progressive 22-26 -5.74 -5.28 1.64 2.24  
Age Progressive 23+ -9.64 -9.69 1.17 3.41 4.01
Age Progressive 3 -18.57 -21.65 -1.73 4.00  
Age Progressive 3-4 -16.73 -18.93 0.90 5.66  
Age Progressive 4 -18.07 -21.00 -1.61 4.02  
Age Progressive 4-5 -17.26 -18.47 0.67 5.14  
Age Progressive 4-6 -21.36 -23.11 -0.27 4.89  
Age Progressive 4-7 -12.25 -13.96 2.17 6.01  
Age Progressive 5 -17.50 -20.28 -1.44 4.00  
Age Progressive 5-7 -18.69 -20.41 0.20 6.32  
Age Progressive 5-8 -16.30 -18.06 0.69 5.29  
Age Progressive 6 -16.94 -19.53 -1.29 3.98  
Age Progressive 6-10 -12.73 -13.43      
Age Progressive 6-8 -14.35 -15.01 1.20 5.26  
Age Progressive 7 -16.29 -18.70 -1.13 3.95  
Age Progressive 7-11 -20.59 -21.97      
Age Progressive 7-8 -11.89 -13.22 1.98 5.83  
Age Progressive 7-9 -17.28 -19.07 0.41 5.22  
Age Progressive 8 -15.66 -17.91 -0.98 3.89  
Age Progressive 8-10 -16.18 -17.50 0.64 5.88  
Age Progressive 8-11 -10.49 -11.32 2.05 5.40  
Age Progressive 9 -14.94 -17.00 -0.79 3.86  
Age Progressive 9-11 -11.03 -11.08 1.85 5.49 4.81
Age Progressive 9-12 -12.95 -13.81 1.40 5.13  
Static 0-3% Eq -3.75 -2.44 1.68 2.57 3.89
Static 3-50% Eq -10.50 -10.91 0.78 3.18 5.18
Static 50-80% Eq -15.76 -17.14 0.67 4.74 6.70
Static 80-97% Eq -19.98 -22.33 0.51 6.48 8.03
Static 97-100% Eq -20.50 -23.48 -0.39 5.44 3.71

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