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COLLEGE SAVINGS 101

2012 plan performance rankings Q1

Posted: 2012-05-10

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 March 31, 2012.

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 23.61
2 Pennsylvania Pennsylvania 529 Investment Plan 25.08
3 Utah Utah Educational Savings Plan (UESP) Trust 26.11
4 Michigan Michigan Education Savings Program 27.14
5 Illinois Bright Start College Savings Program -- Direct-sold Plan 29.10
6 Iowa College Savings Iowa 30.22
7 Vermont Vermont Higher Education Investment Plan 31.46
8 New Mexico The Education Plan's College Savings Program (Direct-sold) 31.49
9 Oklahoma Oklahoma College Savings Plan 32.38
10 Georgia Path2College 529 Plan 32.86

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

Three-year performance ranking

Rank State Plan Percentile
1 Alaska T. Rowe Price College Savings Plan 19.99
2 Alaska University of Alaska College Savings Plan 22.58
3 Maryland College Savings Plans of Maryland -- College Investment Plan 24.30
4 Maine NextGen College Investing Plan -- Client Direct Series 28.25
5 Virginia Virginia Education Savings Trust (VEST) 40.69
6 Michigan Michigan Education Savings Program 42.29
7 New York New York's 529 College Savings Program -- Direct Plan 42.47
8 District of Columbia DC 529 College Savings Program (Direct-sold) 43.21
9 Utah Utah Educational Savings Plan (UESP) Trust 44.07
10 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 45.26

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

Five-year performance ranking

Rank State Plan Percentile
1 Utah Utah Educational Savings Plan (UESP) Trust 29.67
2 Kansas Schwab 529 College Savings Plan 31.82
3 Pennsylvania Pennsylvania 529 Investment Plan 32.05
4 New York New York's 529 College Savings Program -- Direct Plan 32.08
5 Wisconsin EdVest (Direct-sold) 34.82
6 Ohio Ohio CollegeAdvantage 529 Savings Plan 34.95
7 Nevada The Vanguard 529 Savings Plan 36.42
8 Alaska University of Alaska College Savings Plan 37.36
9 Michigan Michigan Education Savings Program 37.57
10 Iowa College Savings Iowa 38.98

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

For broker-sold plan rankings.

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