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COLLEGE SAVINGS 101

2013 plan performance rankings Q1

2013 plan performance rankings Q1

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 March 31, 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

Rank State Plan Percentile
1 South Dakota CollegeAccess 529 (Direct-sold) 15.04
2 California The ScholarShare College Savings Plan 29.05
3 Michigan Michigan Education Savings Program 32.04
4 New York New York's 529 College Savings Program -- Direct Plan 35.20
5 District of Columbia DC 529 College Savings Program (Direct-sold) 35.38
6 Virginia Virginia529 inVEST 38.19
7 Ohio Ohio CollegeAdvantage 529 Savings Plan 39.36
8 West Virginia SMART529 Select 40.12
9 Alaska University of Alaska College Savings Plan 41.12
10 Utah Utah Educational Savings Plan (UESP) Trust 42.27

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

Three-year performance ranking

Rank State Plan Percentile
1 New York New York's 529 College Savings Program -- Direct Plan 27.44
2 Michigan Michigan Education Savings Program 29.83
3 Alaska University of Alaska College Savings Plan 30.64
4 Alaska T. Rowe Price College Savings Plan 31.24
5 South Dakota CollegeAccess 529 (Direct-sold) 32.63
6 Pennsylvania Pennsylvania 529 Investment Plan 33.08
7 Utah Utah Educational Savings Plan (UESP) Trust 34.27
8 Oklahoma Oklahoma College Savings Plan 36.35
9 Minnesota Minnesota College Savings Plan 37.47
10 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 37.61

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

Five-year performance ranking

Rank State Plan Percentile
1 Nevada USAA 529 College Savings Plan 13.68
2 Utah Utah Educational Savings Plan (UESP) Trust 25.72
3 New York New York's 529 College Savings Program -- Direct Plan 29.07
4 Florida Florida 529 Savings Plan 29.70
5 Kansas Schwab 529 College Savings Plan 30.62
6 Alaska University of Alaska College Savings Plan 32.39
7 Alaska T. Rowe Price College Savings Plan 33.65
8 Pennsylvania Pennsylvania 529 Investment Plan 33.99
9 Maryland College Savings Plans of Maryland -- College Investment Plan 35.73
10 Michigan Michigan Education Savings Program 36.40

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 19.01
2 Alaska University of Alaska College Savings Plan 26.34
3 Maryland College Savings Plans of Maryland -- College Investment Plan 31.64
4 Virginia Virginia529 inVEST 33.60
5 Louisiana START Saving Program 38.48
6 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 41.42
7 West Virginia SMART529 WV Direct 43.43
8 Iowa College Savings Iowa 43.97
9 Nevada USAA 529 College Savings Plan 45.31
10 Nevada The Vanguard 529 Savings Plan 50.36

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

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

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