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2013 plan performance rankings Q3
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, 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||West Virginia||SMART529 Select||23.76|
|2||New Jersey||NJBEST 529 College Savings Plan||26.30|
|3||California||The ScholarShare College Savings Plan||30.19|
|4||District of Columbia||DC 529 College Savings Program (Direct-sold)||30.82|
|5||Utah||Utah Educational Savings Plan (UESP) Trust||31.22|
|6||West Virginia||SMART529 WV Direct||32.85|
|7||Maryland||College Savings Plans of Maryland -- College Investment Plan||39.06|
|8||Maine||NextGen College Investing Plan -- Client Direct Series||42.70|
|9||Alaska||University of Alaska College Savings Plan||43.29|
|10||Kansas||Schwab 529 College Savings Plan||43.60|
See the full list of one-year direct-sold rankings.
Click "Next Page" below to see 3 year rankings.