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2014 plan performance rankings Q1

Posted: 2014-05-16

2014 plan performance rankings Q1

Each quarter 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, please view our methodology.

Here are our 529 performance rankings as of March 31, 2014.

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 New Jersey NJBEST 529 College Savings Plan 18.50
2 District of Columbia DC 529 College Savings Program (Direct-sold) 21.86
3 California The ScholarShare College Savings Plan 31.75
4 Florida Florida 529 Savings Plan 32.23
5 Maine NextGen College Investing Plan -- Client Direct Series 34.00
6 Alaska University of Alaska College Savings Plan 35.07
7 West Virginia SMART529 WV Direct 35.82
8 New York New York's 529 College Savings Program -- Direct Plan 36.14
9 Alaska T. Rowe Price College Savings Plan 37.96
10 Utah Utah Educational Savings Plan (UESP) Trust 38.13

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

Click "Next Page" below to see 3 year rankings.

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