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2011 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, 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
|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
|1||Kansas||Schwab 529 College Savings Plan||26.85|
|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
|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|
|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.