Performance of 529 Portfolios by Plan

Chart shows performance of 529 portfolios by plan.

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Explanation: Most plans have many portfolios following different strategies. These are the combined average returns of all of each plan's portfolios, as monitored by Morningstar. Your individual portfolio's performance may be very different because of the aggressiveness of your investments or the age of your child. To compare your portfolio against those with similar investing styles, check out Morningstar's chart by peer group.

Plan Name YTD 1 Year 3 Year 5 Year 10 Year
AIM College Savings Plan -14.88 -15.53 2.81    
Alabama Higher Education 529 Fund -15.08 -15.27 0.20 3.98  
Arizona Family College Savings Program (SM&R) -13.49 -13.97 0.94 3.17  
Bright Directions College Savings Program -12.54 -14.20 0.35    
Bright Start College Fund-Advisor -13.41 -14.60      
Bright Start College Savings Program -12.19 -13.12      
College SAVE -8.50 -8.34      
College Savings Iowa -8.94 -8.83 2.38 4.71  
College Savings Plan of Nebraska -10.74 -11.30 1.75 4.86 3.89
CollegeAccess 529 -6.38 -6.96 3.99 5.82  
CollegeAdvantage 529 Savings Plan -13.24 -14.50 0.55 4.37  
CollegeAmerica -16.18 -16.99 2.22 6.34  
CollegeBoundfund -17.48 -18.97 0.01 4.85  
CollegeChoice 529 Investment Plan -13.22 -13.47 1.43 4.29  
CollegeSense 529 Higher Education Plan -16.91 -17.08 -0.25    
Columbia 529 Plan -16.50 -18.52 0.37 5.17  
Columbia New York Advisor 529 Plan -16.12 -17.77 -0.14    
Connecticut Higher Education Trust (CHET) -11.88 -11.38 1.66 4.23  
Cornerstone SMART529 -15.21 -16.87 -0.08 4.22  
DC's 529 College Savings Plan -11.52 -12.83 0.71 3.83  
Delaware College Investment Plan -10.96 -11.07 1.46 4.45 4.59
Direct Portfolio College Savings Plan -8.33 -8.07 2.01    
EdVest College Savings Program -13.07 -14.18 0.63 4.30  
Fidelity Advisor 529 Plan -15.89 -16.58 0.02 3.95  
Fidelity Arizona College Savings Plan -11.07 -11.14 1.41    
Florida College Investment Plan          
Franklin Templeton 529 College Saving -16.69 -18.19 -1.57 3.17  
Future Scholar 529 College Savings Plan -16.61 -17.38 0.98 5.32  
Future Scholar Direct 529 College Saving Plan -11.86 -13.23 1.82 5.24  
GIFT College Investing Plan -8.62 -8.24 2.15    
HI529-Hawaii's College Savings Program -9.90        
Idaho College Savings Program (IDeal) -8.39        
Iowa Advisor 529 Plan -16.48 -17.75      
John Hancock Freedom 529 -15.10 -16.35 0.39 4.27  
Kentucky Education Savings Plan Trust -9.56 -9.70 2.01 4.84  
Leaders SMART529 -17.84 -19.39 -0.85 3.34  
Learning Quest Education Savings Program- Advisor -13.78 -14.88      
Learning Quest Education Savings Program- Direct -9.83 -10.01 1.43    
MFS 529 Savings Plan -15.44 -16.61 0.18 4.40  
Michigan Education Savings Program -7.80 -7.84 2.45 5.33  
Minnesota College Savings Plan -6.21 -7.76 3.08 6.00  
Mississippi Advisor Affordable College Savings Progra -15.59 -16.32 0.98 5.46  
Mississippi Affordable College Savings Program -9.40 -10.01 1.99 4.89  
Missouri Advisor Savings Tuition Program -16.69 -18.23      
Missouri Saving for Tuition Program (MOST) -10.47 -10.95      
New Jersey BEST Educational Savings Trust -13.03 -13.85 1.24 4.73  
New York 529 College Savings Program - Direct -7.46 -6.97 2.29    
NextGen College Investing Plan -6.25 -8.61 2.23 4.85  
North Carolina National College Savings Program -3.77 -4.29 1.42 5.50  
Oklahoma College Savings Plan -10.30 -10.67 1.41 5.13  
Oppenheimer Funds 529 Plan -10.76 -12.30 0.75    
Oregon College Savings Plan -10.26 -11.39 2.71    
Pacific Funds 529 College Saving Plan -9.14 -10.95 2.89 6.80  
Path2College 529 Plan -9.43 -10.78 2.08 5.25  
Pennsylvania College Savings Program -9.65 -9.78      
Pennsylvania Tuition Account Plan (Tap 529) -11.75 -12.70 0.57 3.88  
Putnam CollegeAdvantage Savings Plan -14.12 -16.08 -0.72 3.31  
SMART529 Select -10.37 -12.44 1.47    
ScholarShare Advisor College Savings -15.53 -16.12      
ScholarShare College Savings Plan -11.00 -11.15      
Scholars Choice College Savings Program -14.04 -15.86 -2.40 1.09  
ScholarsEdge -16.33 -18.20 -0.56 2.90  
Schwab 529 College Savings Plan -9.67 -9.55 1.69 5.29  
T. Rowe Price College Savings Plan -14.41 -15.67 1.67 6.06  
TD Ameritrade 529 College Savings Plan -10.85 -11.76 1.71 4.72  
TX Lonestar Plan -11.86        
Tennessees BEST Savings Plan -11.41 -11.52 1.78 4.26  
The Education Plan -14.69 -15.83 0.73    
The Hartford SMART529 -18.90 -20.54 0.58 5.41  
Tomorrows College Investment Plan -10.72 -11.22      
Tomorrows Scholar -12.42 -12.88 1.03 3.71  
U.Fund College Investing Plan -10.64 -10.62 1.37 4.38  
UNIQUE College Investing Plan -11.05 -11.17 1.40 4.43 4.77
USAA College Savings Plan -10.53 -11.40 1.36 4.30  
University of Alaska College Savings Plan -13.02 -14.10 1.89 5.84  
Utah Educational Savings Plan Trust -10.32 -10.85 1.58 4.86  
Vanguard 529 College Savings Plan -10.03 -10.05 2.15 4.89  
Vermont Higher Education Investment Plan -10.94 -10.82 -1.21 4.70  
W&R InvestEd Plan -15.82 -15.52 3.15 7.09 5.17
WV Direct SMART529 College Savings Plan -12.70 -13.43 4.03 8.14 6.67

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