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Aggressive Growth Portfolio

Overview

Unit Price as of 10/21/2024 $64.02
Change -$0.34 -0.53%
Expense Ratio as of 10/21/2024 0.12%
Inception Date 11/14/2003

Investment Objective

The Portfolio seeks to provide capital appreciation.

Investment Strategy

The Aggressive Growth Portfolio invests in two Vanguard® stock index funds in approximately the following proportions:

Vanguard Total Stock Market Index Fund 60%
Vanguard Total International Stock Index Fund 40%

The Portfolio, through its investment in Vanguard Total Stock Market Index Fund, indirectly invests in primarily large-capitalization U.S. stocks and, to a lesser extent, mid-, small-, and micro-capitalization U.S. stocks. The Fund's target index represents approximately 100% of the investable U.S. stock market.

Through its investment in Vanguard Total International Stock Index Fund, the Portfolio indirectly invests in international stocks. The Fund is designed to track the performance of the FTSE Global All Cap ex US Index, a free-float-adjusted market-capitalization-weighted index designed to measure equity market performance of companies located in developed and emerging markets, excluding the United States. The Index includes more than 5,500 stocks of companies located in 46 countries.

Investment Risks

The Portfolio primarily is subject to stock market risk. It also has moderate levels of country/regional risk, currency risk, emerging markets risk, index sampling risk and derivatives risk.

Average Annual Returns - Updated Monthly as of 09/30/2024

Name 1 year 3 year 5 year 10 year Since Inception 11/14/2003
Name Aggressive Growth Portfolio 1 year 31.00% 3 year 7.70% 5 year 12.16% 10 year 10.42% Since Inception 11/14/2003 9.30%
Name Aggressive Growth Composite Index** 1 year 31.38% 3 year 8.02% 5 year 12.63% 10 year 10.75% Since Inception 11/14/2003 9.66%

**Consists of the Spliced Institutional Total Stock Market Index (60%) and the FTSE Global All Cap ex US Index (40%). The Spliced Institutional Total Stock Market Index consists of the Dow Jones Wilshire 5000 Index through April 8, 2005; the MSCI US Broad Market Index through January 14, 2013; and the CRSP US Total Market Index thereafter.

Annual Investment Returns

Year Ended Aggressive Growth Portfolio
Year Ended 2023 Aggressive Growth Portfolio 21.76%
Year Ended 2022 Aggressive Growth Portfolio -18.03%
Year Ended 2021 Aggressive Growth Portfolio 18.63%
Year Ended 2020 Aggressive Growth Portfolio 17.03%
Year Ended 2019 Aggressive Growth Portfolio 27.67%

Historical Prices

10/21/2024 $64.02
10/18/2024 $64.36
10/17/2024 $64.03
10/16/2024 $64.07
10/15/2024 $63.73

Search for more historical price information

Index performance is provided as a benchmark but is not illustrative of any particular investment. An investment cannot be made in an index.

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

Investment returns are not guaranteed, and you could lose money by investing in the Direct Plan.

For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837). This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider them carefully before investing.

Before you invest, consider whether your or the beneficiary's home state offers any state tax or other benefits that are only available for investments in that state's 529 plan. Other state benefits may include financial aid, scholarship funds, and protection from creditors.

The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering the Direct Plan.

Ascensus Broker Dealer Services, Inc., serves as Program Manager and, in connection with its affiliates, provides recordkeeping and administrative support services and is responsible for day-to-day operations of the Direct Plan. The Vanguard Group, Inc., serves as the Investment Manager. Vanguard Marketing Corporation markets, distributes, and underwrites the Direct Plan.

No guarantee: None of the State of New York, its agencies, the Federal Deposit Insurance Corporation (FDIC), The Vanguard Group, Inc., Ascensus Broker Dealer Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment portfolio.