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Quarter-End Performance

Detailed performance and expense ratio information, including month-end performance, is available by clicking the portfolio names below.

Portfolio Price and Performance
Name APY
as of
05/15/2024 		Average annual total
returns as of 03/31/2024 		Inception date
1 year 3 year 5 year 10 year Since inception**
Name 2042 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 20.22% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 12.35% Inception date 08/19/2022
Name 2039 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 18.79% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 1.52% Inception date 11/05/2021
Name 2036 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 16.24% 3 year average annual returns as of 03/31/2024 4.61% 5 year average annual returns as of 03/31/2024 9.12% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 8.46% Inception date 02/09/2018
Name 2033 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 13.40% 3 year average annual returns as of 03/31/2024 3.32% 5 year average annual returns as of 03/31/2024 7.64% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 7.19% Inception date 02/09/2018
Name 2030 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 10.15% 3 year average annual returns as of 03/31/2024 2.08% 5 year average annual returns as of 03/31/2024 6.11% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 5.90% Inception date 02/09/2018
Name 2027 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 7.13% 3 year average annual returns as of 03/31/2024 1.07% 5 year average annual returns as of 03/31/2024 4.85% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 4.84% Inception date 02/09/2018
Name 2024 Enrollment Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 4.38% 3 year average annual returns as of 03/31/2024 0.98% 5 year average annual returns as of 03/31/2024 4.17% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 4.21% Inception date 02/09/2018
Name College Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 4.39% 3 year average annual returns as of 03/31/2024 1.32% 5 year average annual returns as of 03/31/2024 3.24% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 3.21% Inception date 02/09/2018
Name Active U.S. Equity Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 16.63% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 2.13% Inception date 11/05/2021
Name US Equity Index Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 29.23% 3 year average annual returns as of 03/31/2024 9.52% 5 year average annual returns as of 03/31/2024 14.12% 10 year average annual returns as of 03/31/2024 12.12% Since inception average annual returns as of 03/31/2024** 11.40% Inception date 09/19/2008
Name Active International Equity Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 14.83% 3 year average annual returns as of 03/31/2024 1.87% 5 year average annual returns as of 03/31/2024 5.22% 10 year average annual returns as of 03/31/2024 2.89% Since inception average annual returns as of 03/31/2024** 4.42% Inception date 09/19/2008
Name International Equity Index Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 12.69% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** -0.59% Inception date 11/05/2021
Name Active Bond Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 1.21% 3 year average annual returns as of 03/31/2024 -1.90% 5 year average annual returns as of 03/31/2024 2.15% 10 year average annual returns as of 03/31/2024 2.15% Since inception average annual returns as of 03/31/2024** 4.58% Inception date 09/19/2008
Name Bond Index Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 1.53% 3 year average annual returns as of 03/31/2024 -2.54% 5 year average annual returns as of 03/31/2024 0.25% 10 year average annual returns as of 03/31/2024 1.34% Since inception average annual returns as of 03/31/2024** 2.28% Inception date 07/27/2009
Name Inflation-Protected Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 0.00% 3 year average annual returns as of 03/31/2024 -0.83% 5 year average annual returns as of 03/31/2024 2.42% 10 year average annual returns as of 03/31/2024 1.79% Since inception average annual returns as of 03/31/2024** 2.63% Inception date 09/19/2008
Name Stable Value Portfolio APY as of 05/15/2024 — 1 year returns as of 03/31/2024 2.69% 3 year average annual returns as of 03/31/2024 1.84% 5 year average annual returns as of 03/31/2024 1.98% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 1.83% Inception date 10/07/2016
Name Savings Portfolio APY as of 05/15/2024 4.88% 1 1 year returns as of 03/31/2024 4.90% 3 year average annual returns as of 03/31/2024 2.57% 5 year average annual returns as of 03/31/2024 2.11% 10 year average annual returns as of 03/31/2024 1.55% Since inception average annual returns as of 03/31/2024** 1.33% Inception date 07/19/2010

1 The APY is net of program management and or state administrative fees. See the plan disclosure for more info.

** Since Inception returns for less than one year are not annualized.

The performance data shown represents past performance. Past performance - especially short-term past performance - is not a guarantee of future results. Investment returns and principal value will fluctuate, so investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. For performance data current to the most recent month-end, click here.

Except for the Savings Portfolio, investments in CollegeChoice 529 Direct Savings Plan are not insured by the Federal Deposit Insurance Corporation (FDIC).

For more information about the CollegeChoice 529 Direct Savings Plan ("CollegeChoice 529"), call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC ("ABD") is Distributor of CollegeChoice 529.

Please Note: Before you invest, consider whether your or the beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state's qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plan's features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

You could lose money by investing in a portfolio which includes the Vanguard Short-Term Reserves Account which in turn invests in the Vanguard Federal Money Market Fund. Although the money market fund in which your investment option invests (the "underlying fund") seeks to preserve its value at $1.00 per share, the underlying fund cannot guarantee it will do so. An investment in this investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The underlying fund's sponsor has no legal obligation to provide financial support to the underlying fund, and you should not expect that the sponsor will provide financial support to the underlying fund at any time.

CollegeChoice 529 is administered by the Indiana Education Savings Authority (Authority). ABD, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. CollegeChoice 529's Portfolios invest in: (i) mutual funds; (ii) a stable value account held in trust by the Authority at Vanguard; and/or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Except for the Savings Portfolio, investments in CollegeChoice 529 are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, depending on market conditions, you could lose all or a portion of your money by investing in CollegeChoice 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.