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).

Enrollment Year Option

Annualized Investment Returns (Net of Fees) as of April 30, 2023
AgeLast Month1-Year3-Year5-Year10-YearSince Inception
Enrollment Year 20411.242.3712.316.88.887.79
Enrollment Year 20401.242.3712.316.88.887.79
Enrollment Year 20391.242.3712.316.808.887.79
Enrollment Year 20381.242.3712.316.808.887.79
Enrollment Year 20371.222.3312.296.808.877.78
Enrollment Year 20361.141.9811.186.507.587.07
Enrollment Year 20351.101.7610.166.167.416.99
Enrollment Year 20341.041.539.025.737.196.88
Enrollment Year 20331.001.297.875.316.986.78
Enrollment Year 20320.951.026.875.045.635.89
Enrollment Year 20310.910.765.754.615.415.78
Enrollment Year 20300.850.494.734.205.205.68
Enrollment Year 20290.800.213.653.764.985.57
Enrollment Year 20280.74-0.132.573.373.524.53
Enrollment Year 20270.66-0.431.682.983.324.43
Enrollment Year 20260.61-0.600.932.703.184.36
Enrollment Year 20250.58-0.640.332.511.843.29
Enrollment Year 20240.58-0.51-0.102.331.753.25
Enrollment Year 20230.58-

Static Options

Annualized Investment Returns (Net of Fees) as of April 30, 2023
PortfolioLast Month1-Year3-Year5-Year10-YearSince Inception
Multi-Manager Growth Portfolio1.092.4812.316.808.887.79
Multi-Manager Blended Portfolio0.911.336.985.105.685.94
Multi-Manager Income Portfolio0.50-0.62-0.81N/AN/A-0.33
Passive Growth Portfolio1.282.4311.44N/AN/A7.62
Passive Blended Portfolio1.011.756.05N/AN/A4.64
Passive Income Portfolio0.46-0.06-1.55N/AN/A-0.60

Individual Fund Options

Annualized Investment Returns (Net of Fees) as of April 30, 2023
FundLast Month1-Year3-Year5-Year10-YearSince Inception
Money Market Fund0.363.271.241.641.111.38
Core Plus Fixed Income Fund0.71-0.68-2.931.141.162.96
Core Fixed Income Fund0.51-0.37N/AN/AN/A-4.98
High Yield Fund0.611.94N/AN/AN/A-0.89
Emerging Markets Bond Index Fund0.30-0.36N/AN/AN/A-7.27
Bank Loans Fund0.922.24N/AN/AN/A2.44
Treasury Inflation-Protected Securities Index Fund0.13-0.12N/AN/AN/A2.03
U.S. Broad All Cap Index Fund1.061.2813.8010.58N/A11.30
U.S. Large Cap Equity Index Fund1.552.67N/AN/AN/A6.16
Small/Mid Cap Equity Index Fund-2.11-5.92N/AN/AN/A-6.51
Developed International Equity Fund 2.8811.5310.941.70N/A4.61
Total International Index Fund1.753.59N/AN/AN/A-0.35
Global Equity Fund0.972.44N/AN/AN/A4.99
Social Index1.251.07N/AN/AN/A2.84
Real Estate Index Fund0.28-16.48N/AN/AN/A2.73

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 Enrollment Year Portfolio, Multi-Manager Growth Portfolio, Multi-Manager Blended Portfolio, Core Plus Fixed Income Fund, U.S. Broad All Cap Index Fund, Small/Mid Cap Equity Index Fund, and Developed International 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.