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COLLEGE SAVINGS 101

2012 plan performance rankings Q2

Posted: 2011-11-09

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, 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 23.29
2 Pennsylvania Pennsylvania 529 Investment Plan 24.48
3 Florida Florida College Investment Plan 27.10
4 Michigan Michigan Education Savings Program 28.22
5 Vermont Vermont Higher Education Investment Plan 30.21
6 Illinois Bright Start College Savings Program -- Direct-sold Plan 30.45
7 Georgia Path2College 529 Plan 31.05
8 Minnesota Minnesota College Savings Plan 31.17
9 Iowa College Savings Iowa 31.43
10 Kentucky Kentucky Education Savings Plan Trust 32.90

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 23.87
2 Alaska University of Alaska College Savings Plan 24.88
3 Nevada USAA 529 College Savings Plan 25.11
4 New York New York's 529 College Savings Program -- Direct Plan 30.00
5 Michigan Michigan Education Savings Program 30.25
6 Maryland College Savings Plans of Maryland -- College Investment Plan 30.95
7 Virginia Virginia Education Savings Trust (VEST) 36.78
8 Wisconsin EdVest (Direct-sold) 37.57
9 Maine NextGen College Investing Plan -- Client Direct Series 38.22
10 Minnesota Minnesota College Savings Plan 38.60

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

Five-year performance ranking

Rank State Plan Percentile
1 Florida Florida College Investment Plan 18.06
2 Utah Utah Educational Savings Plan (UESP) Trust 25.88
3 Nevada USAA 529 College Savings Plan 29.97
4 Pennsylvania Pennsylvania 529 Investment Plan 30.30
5 New York New York's 529 College Savings Program -- Direct Plan 31.15
6 Michigan Michigan Education Savings Program 31.33
7 Kansas Schwab 529 College Savings Plan 33.02
8 Ohio Ohio CollegeAdvantage 529 Savings Plan 33.79
9 Georgia Path2College 529 Plan 34.80
10 Wisconsin EdVest (Direct-sold) 36.87

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

For broker-sold plan rankings.

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