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2009 plan performance rankings Q1
Each quarter Savingforcollege.com analyzes the investment performance figures for thousands of 529 portfolios and ranks the 529 savings plans from best to worst for one-year investment performance and for three-year investment performance.
The top performing 529 plans
In producing our rankings, we compared the reported investment performance of a subset of portfolios from each 529 savings plan. The lower the "percentile" the better the ranking. For more details on our methodology click here.
We ranked plans that consumers can enroll in directly (see below), as well as those sold through brokers (click here).
These rankings are for periods ended March 31, 2009.
1-year performance ranking
Updated May 28, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Kansas | Schwab 529 College Savings Plan | 21.37 |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 21.78 |
| 3 | Utah | Utah Educational Savings Plan (UESP) Trust | 26.85 |
| 4 | New York | New York's 529 College Savings Program - Direct Plan | 27.06 |
| 5 | Wisconsin | EdVest (Direct-sold) | 32.17 |
| 6 | Pennsylvania | Pennsylvania 529 Investment Plan | 37.41 |
| 7 | Missouri | MOST - Missouri's 529 College Savings Plan (Direct-sold) | 32.52 |
| 8 | Arkansas | GIFT College Investing Plan | 33.10 |
| 9 | Iowa | College Savings Iowa | 33.71 |
| 10 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold)n | 33.86 |
See the full list of 1-year direct sold rankings.
3-year performance ranking
Updated May 28, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 23.16 |
| 2 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) | 25.03 |
| 3 | Ohio | Ohio CollegeAdvantage 529 Savings Plan | 25.20 |
| 4 | Nevada | The Vanguard 529 Savings Plan | 26.74 |
| 5 | Kansas | Schwab 529 College Savings Plan | 26.96 |
| 6 | Iowa | College Savings Iowa | 28.18 |
| 7 | Wisconsin | EdVest (Direct-sold) | 28.26 |
| 8 | Utah | Utah Educational Savings Plan (UESP) Trust | 28.67 |
| 9 | Nevada | The Upromise College Fund | 28.82 |
| 10 | Arkansas | GIFT College Investing Plan | 28.88 |
See the full list of 3-year direct sold rankings.
5-year performance ranking
Updated May 28, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Kansas | Schwab 529 College Savings Plan | 19.66 |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 28.12 |
| 3 | Nevada | The Vanguard 529 Savings Plan | 28.75 |
| 4 | Iowa | College Savings Iowa | 31.38 |
| 5 | Utah | Utah Educational Savings Plan (UESP) Trust | 31.42 |
| 6 | Wisconsin | EdVest (Direct-sold) | 32.36 |
| 7 | Nevada | The Upromise College Fund | 34.36 |
| 8 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold)n | 34.36 |
| 9 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 36.42 |
| 10 | New Jersey | NJBEST 529 Collee Savings Plan | 37.13 |
See the full list of 5-year direct sold rankings.
For broker sold plan rankings, click here.
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