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COLLEGE SAVINGS 101

2011 plan performance rankings Q2

Posted: 2011-08-10

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, three-year investment performance and 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.

Here are our 529 performance rankings as of June 30, 2011.

We ranked plans that consumers can enroll in directly (see below), as well as those sold through brokers).

One-year performance ranking

Rank State Plan Percentile
1 South Dakota CollegeAccess 529 (Direct-sold) 22.58
2 Alaska T. Rowe Price College Savings Plan 24.45
3 Maine NextGen College Investing Plan -- Client Direct Series 25.07
4 Alaska University of Alaska College Savings Plan 28.29
5 Maryland College Savings Plans of Maryland -- College Investment Plan 33.47
6 Vermont Vermont Higher Education Investment Plan 38.81
7 Utah Utah Educational Savings Plan (UESP) Trust 39.60
8 Oklahoma Oklahoma College Savings Plan 41.26
9 Michigan Michigan Education Savings Program 41.67
10 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 42.01

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

Three-year performance ranking

Rank State Plan Percentile
1 Kansas Schwab 529 College Savings Plan 26.85
2 Wisconsin EdVest (Direct-sold) 30.56
3 Maryland College Savings Plans of Maryland -- College Investment Plan 31.22
4 Michigan Michigan Education Savings Program 32.15
5 Alaska University of Alaska College Savings Plan 32.84
6 New Jersey NJBEST 529 College Savings Plan 34.72
7 Alaska T. Rowe Price College Savings Plan 35.17
8 New York New York's 529 College Savings Program -- Direct Plan 35.19
9 West Virginia SMART529 Select 35.29
10 Utah Utah Educational Savings Plan (UESP) Trust 36.65

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

Five-year performance ranking

Rank State Plan Percentile
1 Kansas Schwab 529 College Savings Plan 30.43
2 Michigan Michigan Education Savings Program 34.66
3 Alaska University of Alaska College Savings Plan 35.74
4 Maryland College Savings Plans of Maryland -- College Investment Plan 35.81
5 Nevada The Vanguard 529 Savings Plan 36.82
6 Wisconsin EdVest (Direct-sold) 37.17
7 Alaska T. Rowe Price College Savings Plan 38.39
8 Utah Utah Educational Savings Plan (UESP) Trust 38.73
9 Virginia Virginia Education Savings Trust (VEST) 38.97
10 Ohio Ohio CollegeAdvantage 529 Savings Plan 39.51

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

For broker-sold plan rankings.

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