Historical Performance

Below, you’ll find detailed performance information on the various VT529 investment options.

Keep in mind that the performance data shown represent past performance and are not a guarantee of future results. Investment returns and principal values will fluctuate, so when you sell your investments, they could be worth more or less than their original cost. Current performance may be higher or lower than the performance data below.

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Name YTD returns as of {{ performanceDate }} Average annual total returns
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Unit value as of {{ navDate }} Inception date
1-month 3-month 1-year 3-year Since inception

The data below reflects performance under the previous program manager. Updated performance details can be found under the "VT529 Performance" button for the current plan.

Name YTD returns as of {{ performanceDate }} Average annual total returns
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Unit value as of {{ navDate }} Inception date
1-year 3-year 5-year 10-year Since inception