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COLLEGE SAVINGS 101

2009 plan performance rankings Q4

Posted: 2010-02-26

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 Dec. 31, 2009

One-year performance ranking

Updated Feb. 24, 2010

Rank State Plan Percentile
1 Nevada USAA College Savings Plan 3.58
2 West Virginia SMART529 WV Direct 20.41
3 Maryland College Savings Plans of Maryland - College Investment Plan 26.95
4 Montana Pacific Life Funds 529 College Savings Plan (Direct-sold) MT 27.02
5 Alabama College Counts 529 Fund 28.62
6 Rhode Island CollegeBoundfund (Direct-sold, Alternative R) 29.55
7 Alaska T. Rowe Price College Savings Plan 29.77
8 Maine NextGen College Investing Plan - Client Direct Series 30.71
9 Alaska University of Alaska College Savings Plan 33.24
10 South Dakota CollegeAccess 529 (Direct-sold) 34.37

See the full list of one-year direct-sold rankings.

Three-year performance ranking

Updated Feb. 24, 2010

Rank State Plan Percentile
1 Nevada USAA College Savings Plan 18.68
2 Kansas Schwab 529 College Savings Plan 21.32
3 Florida Florida College Investment Plan 26.35
4 Nevada The Vanguard 529 Savings Plan 33.50
5 Montana Pacific Life Funds 529 College Savings Plan (Direct-sold) MT 34.43
6 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 34.71
7 Wisconsin EdVest (Direct-sold) 36.21
8 Ohio Ohio CollegeAdvantage 529 Savings Plan 36.47
9 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 36.88
10 Nevada The Upromise College Fund 37.94

See the full list of three-year direct-sold rankings.

Five-year performance ranking

Updated Feb. 24, 2010

Rank State Plan Percentile
1 Kansas Schwab 529 College Savings Plan 27.05
2 Nevada USAA College Savings Plan 27.46
3 Montana Pacific Life Funds 529 College Savings Plan (Direct-sold) MT 34.89
4 Nebraska College Savings Plan of Nebraska (Direct-sold) 36.37
5 Maryland College Savings Plans of Maryland - College Investment Plan 36.41
6 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 36.53
7 Wisconsin EdVest (Direct-sold) 37.45
8 Alaska University of Alaska College Savings Plan 37.54
9 Rhode Island CollegeBoundfund (Direct-sold, Alternative R) 37.86
10 Alaska T. Rowe Price College Savings Plan 37.91

See the full list of five-year direct-sold rankings.

For broker sold plan rankings, click here.

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