Skip to main content

Quarter-End Performance

Detailed performance information including month-end performance is available by clicking the portfolio names below.

To view most recent month-end returns click here.

Portfolio Price and Performance
Name Average annual total
returns as of 03/31/2025 		Inception date
1 year 3 year 5 year 10 year Since inception*
Name DC College Savings 2043 Portfolio 1 year returns as of 03/31/2025 7.09% 3 year average annual returns as of 03/31/2025 — 5 year average annual returns as of 03/31/2025 — 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 13.13% Inception date 07/07/2023
Name DC College Savings 2040 Portfolio 1 year returns as of 03/31/2025 7.00% 3 year average annual returns as of 03/31/2025 6.10% 5 year average annual returns as of 03/31/2025 — 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 3.73% Inception date 11/19/2021
Name DC College Savings 2037 Portfolio 1 year returns as of 03/31/2025 6.75% 3 year average annual returns as of 03/31/2025 5.54% 5 year average annual returns as of 03/31/2025 11.79% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 7.98% Inception date 09/06/2019
Name DC College Savings 2034 Portfolio 1 year returns as of 03/31/2025 6.44% 3 year average annual returns as of 03/31/2025 4.83% 5 year average annual returns as of 03/31/2025 9.80% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 7.24% Inception date 03/24/2017
Name DC College Savings 2031 Portfolio 1 year returns as of 03/31/2025 6.05% 3 year average annual returns as of 03/31/2025 4.12% 5 year average annual returns as of 03/31/2025 7.86% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 6.14% Inception date 03/24/2017
Name DC College Savings 2028 Portfolio 1 year returns as of 03/31/2025 5.23% 3 year average annual returns as of 03/31/2025 3.26% 5 year average annual returns as of 03/31/2025 5.80% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 4.92% Inception date 03/24/2017
Name DC College Savings 2025 Portfolio 1 year returns as of 03/31/2025 3.96% 3 year average annual returns as of 03/31/2025 2.38% 5 year average annual returns as of 03/31/2025 3.92% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 3.70% Inception date 03/24/2017
Name DC College Savings In College Portfolio 1 year returns as of 03/31/2025 3.72% 3 year average annual returns as of 03/31/2025 2.83% 5 year average annual returns as of 03/31/2025 3.24% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 2.88% Inception date 03/24/2017
Name U.S. Intermediate-Term Bond Index Portfolio 1 year returns as of 03/31/2025 4.58% 3 year average annual returns as of 03/31/2025 0.34% 5 year average annual returns as of 03/31/2025 -0.64% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 1.14% Inception date 03/24/2017
Name Intermediate-Term Bond Portfolio 1 year returns as of 03/31/2025 3.96% 3 year average annual returns as of 03/31/2025 0.32% 5 year average annual returns as of 03/31/2025 0.44% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 1.80% Inception date 03/24/2017
Name U.S. Total Stock Market Index Portfolio 1 year returns as of 03/31/2025 6.76% 3 year average annual returns as of 03/31/2025 7.79% 5 year average annual returns as of 03/31/2025 17.28% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 12.08% Inception date 03/24/2017
Name U.S. Socially Responsible Equity Portfolio 1 year returns as of 03/31/2025 5.02% 3 year average annual returns as of 03/31/2025 8.60% 5 year average annual returns as of 03/31/2025 18.76% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 12.75% Inception date 03/24/2017
Name U.S. Large Cap Equity Portfolio 1 year returns as of 03/31/2025 5.11% 3 year average annual returns as of 03/31/2025 8.00% 5 year average annual returns as of 03/31/2025 18.67% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 13.57% Inception date 03/24/2017
Name Non-U.S. Socially Responsible Equity Portfolio 1 year returns as of 03/31/2025 5.58% 3 year average annual returns as of 03/31/2025 5.52% 5 year average annual returns as of 03/31/2025 12.30% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 6.40% Inception date 03/24/2017
Name Non-U.S. Total Stock Market Index Portfolio 1 year returns as of 03/31/2025 5.97% 3 year average annual returns as of 03/31/2025 4.37% 5 year average annual returns as of 03/31/2025 10.79% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 5.57% Inception date 03/24/2017
Name U.S. Small Cap Equity Portfolio 1 year returns as of 03/31/2025 -2.60% 3 year average annual returns as of 03/31/2025 4.69% 5 year average annual returns as of 03/31/2025 19.30% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 8.15% Inception date 03/24/2017
Name Principal Protected Portfolio 1 year returns as of 03/31/2025 2.83% 3 year average annual returns as of 03/31/2025 2.51% 5 year average annual returns as of 03/31/2025 2.36% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025* 2.30% Inception date 03/24/2017

* Since Inception returns for less than one year are not annualized.

The performance data shown represent past performance. Past performance - especially short-term past performance - is not a guarantee of future results. Investment returns and principal value will fluctuate, so investors units, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data shown. For performance data current to the most recent month-end and expense ratio information, click here.