Performance

The following table summarizes the investment return for each of the investment options, net of administrative fees, offered under the Florida 529 Savings Plan. For information, log in to your account or call 1-800-552-GRAD (4723).

Age-Based Option

Annualized Investment Returns (Net of Fees) as of November 30, 2019
AgeLast MonthLast 3 Months1-Year3-Year5-Year10-YearSince Inception
Age 0-42.377.1911.2510.757.5610.807.98
Age 52.225.6611.509.176.589.107.22
Age 62.045.5111.349.126.559.097.21
Age 71.865.3511.179.076.529.077.21
Age 81.715.2211.039.026.499.067.20
Age 91.543.6511.497.485.457.246.23
Age 101.393.5211.357.435.427.236.23
Age 111.223.3611.187.385.397.216.22
Age 121.053.2211.027.335.367.196.21
Age 130.891.7411.075.634.135.225.07
Age 140.721.5610.875.574.095.205.06
Age 150.541.3510.645.494.055.185.04
Age 160.42-0.1110.833.762.873.253.82
Age 170.32-0.2510.673.712.843.233.81
Age 180.33-0.3110.603.692.823.233.81
Age 19+0.34-0.3310.583.692.823.223.81

Static Options

Annualized Investment Returns (Net of Fees) as of November 30, 2019
PortfolioLast MonthLast 3 Months1-Year3-Year5-Year10-YearSince Inception
Multi-Manager Growth Portfolio2.377.1911.2510.757.5610.817.98
Multi-Manager Blended Portfolio1.543.6511.497.485.497.296.28
Multi-Manager Income Portfolio0.09N/AN/AN/AN/AN/A0.31
Passive Growth Portfolio2.38N/AN/AN/AN/AN/A4.90
Passive Blended Portfolio1.44N/AN/AN/AN/AN/A3.21
Passive Income Portfolio-0.02N/AN/AN/AN/AN/A0.50

Individual Fund Options

Annualized Investment Returns (Net of Fees) as of November 30, 2019
FundLast MonthLast 3 Months1-Year3-Year5-Year10-YearSince Inception
Money Market Fund0.160.512.451.911.310.721.40
Core Fixed Income Fund-0.01

-0.2910.623.702.833.233.81
Domestic Equity Index Fund3.83
7.7115.4914.3210.46N/A12.29
Large Cap Growth Equity Fund3.90
6.4615.1516.9010.67N/A13.33
Large Cap Value Equity Fund3.70
11.798.167.526.46N/A8.61
Small/Mid Cap Equity Fund3.96
5.8011.488.797.00N/A9.69
International (Developed Markets) Fund 0.476.887.276.483.46N/A4.77

The investment returns for the Investment Options are provided as general information only and are not intended to provide investment or other advice. Past performance is no guarantee of future performance. The Program cannot and will not provide legal, financial or tax advice, and nothing herein or in any other written materials shall be construed as such. Read more

The administrative fees are available in the Program Description and Participation Agreement found on our website.

The investment return shown for each Investment Option reflects the returns for the portfolio(s) comprising the investment option. For Investment Options that consist of multiple portfolios, the Board may change the allocations. When such changes occur, historical performance will be based on the allocations as of the date of the change. Performance for periods after the change will be based on the updated allocations.

The investment return shown for the Age-Based, Multi-Manager Growth Portfolio, Multi-Manager Blended Portfolio, Domestic Equity Index Fund, and Small/Mid Cap Equity Fund reflects the historical composite return that was available to participants in the Florida 529 Savings Plan.

Please see the Disclosure Statement and Program Description & Participation Agreement for the Florida 529 Savings Plan.

The assets of the Florida 529 Savings Plan are invested in accordance with the guidelines.

Investment returns shown in the table above were calculated by Aon, the Board’s investment consultant, by computing the percentage change in the trust unit value of each Investment Option. The unit values were provided to Aon for computing the investment returns. The investment periods covered for the Investment options are from December 1, 2002 through November 30, 2019. Initial funding for the Plan began in December 2002.