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COLLEGE SAVINGS 101

2011 plan performance rankings Q3

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 September 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 New York New York's 529 College Savings Program -- Direct Plan 19.56
2 Pennsylvania Pennsylvania 529 Investment Plan 22.11
3 Vermont Vermont Higher Education Investment Plan 25.04
4 Iowa College Savings Iowa 27.96
5 Michigan Michigan Education Savings Program 29.12
6 Kentucky Kentucky Education Savings Plan Trust 29.69
7 Minnesota Minnesota College Savings Plan 31.24
8 Utah Utah Educational Savings Plan (UESP) Trust 32.54
9 Colorado Direct Portfolio College Savings Plan 32.79
10 Hawaii Hawaii's College Savings Program 33.16

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

Three-year performance ranking

Rank State Plan Percentile
1 Wisconsin EdVest (Direct-sold) 28.16
2 Kansas Schwab 529 College Savings Plan 31.62
3 Alaska University of Alaska College Savings Plan 32.94
4 Alaska T. Rowe Price College Savings Plan 33.41
5 New York New York's 529 College Savings Program -- Direct Plan 33.46
6 Nevada The Vanguard 529 Savings Plan 34.10
7 Maryland College Savings Plans of Maryland -- College Investment Plan 34.20
8 Utah Utah Educational Savings Plan (UESP) Trust 34.74
9 Pennsylvania Pennsylvania 529 Investment Plan 35.72
10 Indiana CollegeChoice 529 Investment Plan (Direct-sold) 37.01

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 26.64
2 Utah Utah Educational Savings Plan (UESP) Trust 28.77
3 New York New York's 529 College Savings Program -- Direct Plan 33.76
4 Nevada The Vanguard 529 Savings Plan 33.96
5 Ohio Ohio CollegeAdvantage 529 Savings Plan 34.34
6 Michigan Michigan Education Savings Program 36.15
7 Iowa College Savings Iowa 36.40
8 Arkansas GIFT College Investing Plan 37.10
9 Wisconsin EdVest (Direct-sold) 37.12
10 Nevada Upromise College Fund 37.76

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

For broker-sold plan rankings.

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