Performance
Here is the performance of my 529 account, as well as how the same money would have performed in the comparison funds:
Above is the total value of each fund (actual data for my daughter’s 529 and hypothetical data for the comparison funds). If the percentage of a comparison fund is shown in green, then that fund is outperforming my Vanguard index fund portfolio. If it is red, then it is underperforming.
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Follow along as I test three portfolios against each other—using my own money! You have read the investment blogs, now see these theories in action.
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