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2009 plan performance rankings Q2
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, for three-year investment performance and for five-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 June 30, 2009.
1-year performance ranking
Updated August 13, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Kansas | Schwab 529 College Savings Plan | 19.79 |
| 2 | Nevada | USAA College Savings Plan | 24.03 |
| 3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 24.41 |
| 4 | West Virginia | SMART529 Select | 31.15 |
| 5 | New York | New York's 529 College Savings Program - Direct Plan | 31.29 |
| 6 | Missouri | MOST - Missouri's 529 College Savings Plan (Direct-sold) | 33.01 |
| 7 | Nevada | The Vanguard 529 Savings Plan | 33.23 |
| 8 | Nevada | The Upromise College Fund | 33.46 |
| 9 | Utah | Utah Educational Savings Plan (UESP) Trust | 33.78 |
| 10 | Maryland | College Savings Plans of Maryland - College Investment Plan | 34.17 |
See the full list of 1-year direct-sold rankings.
3-year performance ranking
Updated August 13, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 23.80 |
| 2 | Kansas | Schwab 529 College Savings Plan | 24.18 |
| 3 | Ohio | Ohio CollegeAdvantage 529 Savings Plan | 30.13 |
| 4 | Missouri | MOST - Missouri's 529 College Savings Plan (Direct-sold) | 30.52 |
| 5 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) | 31.21 |
| 6 | Nevada | The Upromise College Fund | 31.61 |
| 7 | Nevada | The Vanguard 529 Savings Plan | 32.45 |
| 8 | Iowa | College Savings Iowa | 32.54 |
| 9 | Arkansas | GIFT College Investing Plan | 32.93 |
| 10 | Utah | Utah Educational Savings Plan (UESP) Trust | 34.15 |
See the full list of 3-year direct-sold rankings.
5-year performance ranking
Updated August 13, 2009
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Kansas | Schwab 529 College Savings Plan | 19.15 |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) | 30.88 |
| 3 | Utah | Utah Educational Savings Plan (UESP) Trust | 32.99 |
| 4 | Iowa | College Savings Iowa | 33.65 |
| 5 | Nevada | The Upromise College Fund | 35.45 |
| 6 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 36.39 |
| 7 | Nevada | The Vanguard 529 Savings Plan | 37.28 |
| 8 | New Jersey | NJBEST 529 Collee Savings Plan | 38.57 |
| 9 | Wisconsin | EdVest (Direct-sold) | 38.96 |
| 10 | Alaska | T. Rowe Price College Savings Plan | 39.46 |
See the full list of 5-year direct-sold rankings.
For broker sold plan rankings, click here.
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