Investing  »  Vanguard 529 portfolio list  »  Vanguard 529 portfolio profile

Vanguard STAR Portfolio
Performance

The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. Expense ratio information can be found on the Overview page.

Average Annual Returns—Updated Monthly as of 06/30/2015
 1 Year3 Year5 Year10 YearSince Inception
12/01/2006
Vanguard STAR Portfolio3.27%11.22%11.12% 5.72%
STAR Composite Index*3.00%10.31%10.56% 6.72%5.87%

Recent Investment Returns
 Year-to-Date
as of 07/29/2015
Year-to-Date
as of 06/30/2015
Previous
Month—June
Three-Month Total
as of 06/30/2015
Vanguard STAR Portfolio2.59%1.96%–1.71% –0.56%
STAR Composite Index*1.86%–1.56% –0.22%

See cumulative, yearly, and quarterly historical returns

*62.5% Dow Jones U.S. Total Stock Market Index, 25% Barclays U.S. Aggregate Bond Index, and 12.5% Citigroup Three-Month U.S. Treasury Bill Index through December 31, 2002; 50% Dow Jones U.S. Total Stock Market Index, 25% Barclays U.S. Aggregate Bond Index, 12.5% Barclays U.S. 1–5 Year Credit Bond Index, and 12.5% MSCI EAFE Index through April 22, 2005; 50% MSCI US Broad Market Index, 25% Barclays U.S. Aggregate Bond Index, 12.5% Barclays U.S. 1–5 Year Credit Bond Index, and 12.5% MSCI EAFE Index through September 30, 2010; and 43.75% MSCI US Broad Market Index, 25% Barclays U.S. Aggregate Bond Index, 12.5% Barclays U.S. 1–5 Year Credit Bond Index, and 18.75% MSCI All Country World Index ex USA thereafter. MSCI international benchmark returns are adjusted for withholding taxes.