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COLLEGE SAVINGS 101

2012 plan performance rankings Q3

Posted: 2012-11-13

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, five-year investment performance and ten-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, 2012.

We ranked plans that consumers can enroll in directly (see below), as well as those sold through brokers and fee-based financial planners).

One-year performance ranking

Rank State Plan Percentile
1 Alaska T. Rowe Price College Savings Plan 23.44
2 Alaska University of Alaska College Savings Plan 24.30
3 South Dakota CollegeAccess 529 (Direct-sold) 24.97
4 New York New York's 529 College Savings Program -- Direct Plan 32.20
5 West Virginia SMART529 WV Direct 32.48
6 Maryland College Savings Plans of Maryland -- College Investment Plan 35.65
7 Maine NextGen College Investing Plan -- Client Direct Series 35.68
8 Michigan Michigan Education Savings Program 37.20
9 District of Columbia DC 529 College Savings Program (Direct-sold) 38.36
10 Oklahoma Oklahoma College Savings Plan 39.88

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 28.42
2 Michigan Michigan Education Savings Program 28.46
3 New York New York's 529 College Savings Program -- Direct Plan 28.56
4 Alaska University of Alaska College Savings Plan 28.61
5 Pennsylvania Pennsylvania 529 Investment Plan 32.05
6 South Dakota CollegeAccess 529 (Direct-sold) 32.76
7 Maryland College Savings Plans of Maryland -- College Investment Plan 35.54
8 Minnesota Minnesota College Savings Plan 35.65
9 Oklahoma Oklahoma College Savings Plan 35.90
10 Florida Florida College Investment Plan 37.63

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

Five-year performance ranking

Rank State Plan Percentile
1 Florida Florida College Investment Plan 16.16
2 Nevada USAA 529 College Savings Plan 20.06
3 Utah Utah Educational Savings Plan (UESP) Trust 25.93
4 Pennsylvania Pennsylvania 529 Investment Plan 30.94
5 New York New York's 529 College Savings Program -- Direct Plan 31.09
6 Kansas Schwab 529 College Savings Plan 31.52
7 Michigan Michigan Education Savings Program 31.65
8 Georgia Path2College 529 Plan 32.82
9 Ohio Ohio CollegeAdvantage 529 Savings Plan 35.18
10 Iowa College Savings Iowa 36.80

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

Ten-year performance ranking

Rank State Plan Percentile
1 Alaska T. Rowe Price College Savings Plan 17.66
2 Alaska University of Alaska College Savings Plan 25.43
3 Maryland College Savings Plans of Maryland -- College Investment Plan 32.56
4 Louisiana START Saving Program 35.04
5 Virginia Virginia Education Savings Trust (VEST) 39.87
6 Iowa College Savings Iowa 43.63
7 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 55.83
8 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 58.52
9 Delaware Delaware College Investment Plan 71.47
10 New Hampshire UNIQUE College Investing Plan 73.28

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

For broker-sold plan rankings and fee-based financial planners.

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