Investment Performance At A Glance

Find performance details about your investment portfolio or options. We make it easy for you to look at performance over time to get the best view of performance.

Download Our Investment Performance Document

Getting lost in the words?
Take a look at our account terminology

Inception Date

The date on which the CollegeAdvantage portfolio or option became available in the Direct Plan.

YTD Performance

The year-to-date performance of your account. In our document, that's the period from December 31st to the most recent month end.

Total Annual Fee

The asset-based fee that is charged to account owners to cover all the expenses associated with investment accounts.

Annualized Performance

This shows how your account has performed over specific periods of time.

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