ScholarShare 529 College Savings Plan

Historical Performance

Fund Performance for the Period Ending January 31, 2018

Age-Based Portfolio Options
Historical Fund Performance
Active Age-Based Investment Portfolio1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Age Band 0-4211/04/114.93%24.11%11.60%11.85%-12.49%
Blended Index33.57%19.95%10.00%10.42%-11.22%
Age Band 5-8211/04/114.17%21.34%10.53%10.77%-11.50%
Blended Index33.01%17.60%8.94%9.35%-10.11%
Age Band 9-10211/04/113.40%18.73%9.36%9.59%-10.43%
Blended Index32.46%15.29%7.87%8.28%-8.99%
Age Band 11-12211/04/112.70%16.16%8.15%8.40%-9.35%
Blended Index31.90%13.02%6.81%7.21%-7.88%
Age Band 13-14211/04/112.05%13.55%7.00%7.21%-8.28%
Blended Index31.35%10.79%5.74%6.14%-6.76%
Age Band 15211/04/111.59%11.34%6.01%6.09%-7.07%
Blended Index30.89%8.46%4.56%4.90%-5.43%
Age Band 16211/04/111.46%9.71%5.26%5.34%-6.23%
Blended Index30.71%7.23%3.92%4.21%-4.66%
Age Band 17211/04/111.10%8.02%4.47%4.49%-5.22%
Blended Index30.58%5.96%3.23%3.43%-3.79%
Age Band 18+211/04/110.94%6.41%3.68%3.66%-4.22%
Blended Index30.45%4.69%2.54%2.66%-2.92%
Historical Fund Performance
Passive Age-Based Investment Portfolio1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Age Band 0-4211/04/113.87%20.79%10.13%10.64%-11.37%
Blended Index33.67%20.28%10.05%10.52%-11.36%
Age Band 5-8211/04/113.30%18.71%9.14%9.66%-10.32%
Blended Index33.10%17.88%8.97%9.44%-10.24%
Age Band 9-10211/04/112.73%16.13%7.97%8.52%-9.16%
Blended Index32.53%15.52%7.90%8.36%-9.12%
Age Band 11-12211/04/112.10%13.41%6.72%7.28%-7.90%
Blended Index31.95%13.20%6.82%7.29%-8.01%
Age Band 13-14211/04/111.55%11.19%5.69%6.25%-6.83%
Blended Index31.38%10.93%5.74%6.21%-6.89%
Age Band 15211/04/111.00%9.06%4.69%5.17%-5.65%
Blended Index30.91%8.55%4.56%4.96%-5.55%
Age Band 16211/04/110.97%7.97%4.19%4.57%-4.98%
Blended Index30.72%7.31%3.92%4.26%-4.76%
Age Band 17211/04/110.86%6.75%3.64%3.94%-4.25%
Blended Index30.59%6.02%3.23%3.47%-3.87%
Age Band 18+211/04/110.57%5.28%3.00%3.23%-3.47%
Blended Index30.46%4.74%2.54%2.69%-2.98%
Guaranteed Investment Option
Historical Fund Performance
Investment Portfolio1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Principal Plus Interest Portfolio411/04/110.09%1.31%1.17%1.23%-1.29%
Multi-Fund Portfolio Options
Historical Fund Performance
Investment Portfolio1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Active Diversified Equity11/04/116.04%29.05%13.55%13.97%-14.43%
Blended Index34.68%24.76%12.13%12.56%-13.44%
Active Growth11/04/114.13%21.20%10.42%10.70%-11.45%
Blended Index33.01%17.60%8.94%9.35%-10.11%
Active Moderate Growth11/09/112.21%13.87%7.23%7.30%-8.55%
Blended Index31.35%10.79%5.74%6.14%-6.92%
Active Conservative11/04/11-0.34%2.19%1.75%1.72%-2.48%
Blended Index3-0.38%1.58%0.94%1.07%-1.27%
Active Diversified Fixed Income11/08/11-0.63%3.25%2.42%2.40%-3.92%
Blended Index3-0.88%2.23%1.45%1.86%-2.33%
Active International Equity11/10/115.36%28.98%9.91%7.35%-8.99%
Blended Index35.39%29.11%9.75%7.15%-8.88%
Passive Diversified Equity11/04/115.02%25.55%12.34%12.79%-13.60%
Blended Index34.82%25.21%12.19%12.68%-13.59%
Passive Growth11/04/113.25%18.33%9.07%9.59%-10.26%
Blended Index33.10%17.88%8.97%9.44%-10.24%
Passive Moderate Growth11/08/111.55%11.29%5.75%6.28%-6.82%
Blended Index31.38%10.93%5.74%6.21%-6.83%
Passive Conservative11/04/11-0.36%1.56%1.17%1.40%-1.60%
Blended Index3-0.40%1.56%0.93%1.10%-1.33%
Passive Diversified Fixed Income11/08/11-0.86%1.96%1.22%1.71%-2.23%
Blended Index3-0.91%2.20%1.43%1.91%-2.45%
Index International Equity11/04/115.98%30.32%10.28%7.67%-8.89%
Blended Index35.68%30.23%9.97%7.50%-8.79%
Single-Fund Portfolio Options
Historical Fund Performance
Investment Portfolio1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Social Choice11/04/115.40%25.05%13.37%14.59%-14.91%
Blended Index35.27%25.16%14.11%15.53%-16.09%
Index Bond11/04/11-1.22%1.80%0.87%1.79%-2.01%
Blended Index3-1.15%2.15%1.14%2.01%-2.27%
Index U.S. Large Cap Equity11/04/115.67%26.27%14.55%15.77%-16.20%
Blended Index35.73%26.41%14.66%15.91%-16.35%
Index U.S. Equity11/04/115.26%25.11%14.06%15.45%-15.97%
Blended Index35.27%25.16%14.11%15.53%-16.09%

The performance data quoted represent past performance and are net of all fees and expenses. Past performance is not a guarantee of future results. Your returns and the principal value of your account will fluctuate so your investment may be worth more or less than the original value when you withdraw your money. Current performance may be lower or higher than the performance quoted above.

1 All performance figures in the table, with the exception of the performance figures less than one year, represent the average annual compound rate of total return. All figures less than one year represent cumulative, non-annualized returns.

2 Beneficiaries are moved from one Age Band to the next Age Band on the first "rolling date" following their fifth, ninth, eleventh, thirteenth, fifteenth, sixteenth, seventeenth and eighteenth birthdays. The "rolling dates" are March 20, June 20, September 20 and December 20 (or the first business day thereafter).

3 The blended indexes are customized benchmarks that combine the fund benchmarks of each underlying mutual fund held in an investment portfolio (other than the Principal Plus Interest Portfolio) according to the investment portfolio's asset allocation during the relevant time period. The blended indexes are used to compare the performance of the corresponding investment portfolio. They are unmanaged and do not reflect the deduction of any fees or expenses.

4 The Principal Plus Interest Portfolio seeks to preserve capital and provide a stable return. The assets in the portfolio are allocated to a funding agreement issued by TIAA-CREF life to the Board, which is the policyholder under the agreement. This funding agreement provides for a return of principal plus a guaranteed rate of interest and allows for the possibility that additional interest may be credited as declared periodically by TIAA-CREF Life. The interest rate guarantee is made to the Board only, and not to account owners or beneficiaries.


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