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2013 plan performance rankings Q4
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 December 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
|1||District of Columbia||DC 529 College Savings Program (Direct-sold)||20.39|
|2||New Jersey||NJBEST 529 College Savings Plan||23.92|
|3||Utah||Utah Educational Savings Plan (UESP) Trust||31.34|
|4||Maryland||College Savings Plans of Maryland -- College Investment Plan||33.90|
|5||West Virginia||SMART529 WV Direct||34.11|
|6||Alaska||University of Alaska College Savings Plan||34.32|
|7||Maine||NextGen College Investing Plan -- Client Direct Series||34.39|
|8||West Virginia||SMART529 Select||34.67|
|9||New York||New York's 529 College Savings Program -- Direct Plan||36.06|
|10||California||The ScholarShare College Savings Plan||36.19|
See the full list of one-year direct-sold rankings.
Click "Next Page" below to see 3 year rankings.