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2013 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, 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 June 30, 2013.
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
|1||District of Columbia||DC 529 College Savings Program (Direct-sold)||24.41|
|2||West Virginia||SMART529 Select||27.80|
|3||West Virginia||SMART529 WV Direct||30.08|
|4||Utah||Utah Educational Savings Plan (UESP) Trust||31.16|
|5||California||The ScholarShare College Savings Plan||33.17|
|6||Michigan||Michigan Education Savings Program||38.41|
|7||Maine||NextGen College Investing Plan -- Client Direct Series||39.61|
|8||Maryland||College Savings Plans of Maryland -- College Investment Plan||39.67|
|9||Alaska||University of Alaska College Savings Plan||41.26|
|10||New York||New York's 529 College Savings Program -- Direct Plan||41.68|
See the full list of one-year direct-sold rankings.
Click "Next Page" below to see 3 year rankings.