* Chart assumes a hypothetical 6% rate of return compounded monthly. This chart is for illustrative purposes and does not represent the return of any specific investment option. Making automatic monthly contributions does not assure a profit or protect against loss during varying market conditions.
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+While distributions from 529 college savings plans for elementary or secondary education tuition expenses are federally tax-free, state tax treatment will vary and could include state income taxes assessed, the recapture of previously deducted amounts from state taxes, and/or state-level penalties. You should consult with a tax or legal advisor for additional information.
Each quarter, Savingforcollege.com analyzes the investment performance figures for thousands of 529 portfolios, comparing the reported investment performance of a subset of portfolios from each 529 savings plan to produce their rankings.
Portfolios from direct-sold 529 plans are assigned to a specific asset-allocation category. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for different performance periods (one-year, three-year, five-year, and 10-year investment periods). An overall (or "composite") performance score is calculated for each 529 plan for a given performance period based on the plan's performance rankings for each asset-allocation category, taking into account the varying returns among the different asset-allocation categories. To produce the composite ranking for a plan, the plan’s composite performance score is compared to the composite performance scores of all other 529 plans.
Past performance cannot guarantee future results. Current performance may be lower or higher than performance results used for these rankings, resulting in different rankings that may be lower than those shown.