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COLLEGE SAVINGS 101

2014 plan performance rankings Q2

Posted: 2014-08-07

2014 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, please view our methodology.

Here are our 529 performance rankings as of June 30, 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 24.22
2 California The ScholarShare College Savings Plan 25.89
3 Alaska University of Alaska College Savings Plan 27.05
4 Alaska T. Rowe Price College Savings Plan 27.05
5 Florida Florida 529 Savings Plan 29.41
6 West Virginia SMART529 WV Direct College Savings Plan 33.06
7 Wisconsin Edvest 33.60
8 Tennessee TNStars College Savings 529 Program 33.65
9 Louisiana START Saving Program 35.43
10 District of Columbia DC 529 College Savings Program (Direct-sold) 39.37

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

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

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