Skip to main content

Quarter End Performance

Detailed performance and expense ratio 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 APY
as of
06/25/2024 		Average annual total
returns as of 03/31/2024 		Inception date
1 year 3 year 5 year 10 year Since inception**
Name Target Enrollment 2042/2043 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 — 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 11.40% Inception date 12/08/2023
Name Target Enrollment 2040/2041 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 20.94% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 19.24% Inception date 09/16/2022
Name Target Enrollment 2038/2039 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 19.78% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 18.35% Inception date 09/16/2022
Name Target Enrollment 2036/2037 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 17.92% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 16.80% Inception date 09/16/2022
Name Target Enrollment 2034/2035 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 15.42% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 14.70% Inception date 09/16/2022
Name Target Enrollment 2032/2033 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 13.20% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 12.64% Inception date 09/16/2022
Name Target Enrollment 2030/2031 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 11.56% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 11.17% Inception date 09/16/2022
Name Target Enrollment 2028/2029 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 8.88% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 8.89% Inception date 09/16/2022
Name Target Enrollment 2026/2027 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 6.85% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 6.83% Inception date 09/16/2022
Name Target Enrollment 2024/2025 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 6.01% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 6.01% Inception date 09/16/2022
Name Target Enrollment 2022/2023 APY as of 06/25/2024 — 1 year returns as of 03/31/2024 5.45% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 5.32% Inception date 09/16/2022
Name Commencement Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 5.18% 3 year average annual returns as of 03/31/2024 — 5 year average annual returns as of 03/31/2024 — 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 4.94% Inception date 09/16/2022
Name Aggressive Growth Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 22.07% 3 year average annual returns as of 03/31/2024 6.10% 5 year average annual returns as of 03/31/2024 10.53% 10 year average annual returns as of 03/31/2024 8.85% Since inception average annual returns as of 03/31/2024** 7.61% Inception date 02/25/2005
Name Growth Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 16.86% 3 year average annual returns as of 03/31/2024 4.03% 5 year average annual returns as of 03/31/2024 7.98% 10 year average annual returns as of 03/31/2024 7.05% Since inception average annual returns as of 03/31/2024** 6.76% Inception date 02/25/2005
Name Moderate Growth Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 11.75% 3 year average annual returns as of 03/31/2024 1.86% 5 year average annual returns as of 03/31/2024 5.38% 10 year average annual returns as of 03/31/2024 5.16% Since inception average annual returns as of 03/31/2024** 5.34% Inception date 02/25/2005
Name Conservative Growth Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 6.85% 3 year average annual returns as of 03/31/2024 -0.41% 5 year average annual returns as of 03/31/2024 2.59% 10 year average annual returns as of 03/31/2024 3.14% Since inception average annual returns as of 03/31/2024** 3.77% Inception date 02/25/2005
Name Income Portfolio APY as of 06/25/2024 — 1 year returns as of 03/31/2024 2.81% 3 year average annual returns as of 03/31/2024 -0.68% 5 year average annual returns as of 03/31/2024 0.86% 10 year average annual returns as of 03/31/2024 1.22% Since inception average annual returns as of 03/31/2024** 2.15% Inception date 02/25/2005
Name Interest Accumulation Portfolio APY as of 06/25/2024 3.37% 1 year returns as of 03/31/2024 3.38% 3 year average annual returns as of 03/31/2024 2.02% 5 year average annual returns as of 03/31/2024 1.91% 10 year average annual returns as of 03/31/2024 — Since inception average annual returns as of 03/31/2024** 1.63% Inception date 08/26/2016
Name Savings Portfolio APY as of 06/25/2024 4.26% 1 year returns as of 03/31/2024 4.15% 3 year average annual returns as of 03/31/2024 1.99% 5 year average annual returns as of 03/31/2024 1.60% 10 year average annual returns as of 03/31/2024 1.17% Since inception average annual returns as of 03/31/2024** 1.07% Inception date 10/15/2012

The performance data shown represents past performance. Past performance- and especially short-term past performance- is no guarantee of future results. Investment returns and principal value will fluctuate, so 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 month-end click here.

You could lose money by investing in a portfolio which includes the Vanguard Short-Term Reserves account which in turn invests in the Vanguard Federal Money Market Fund. Although the money market fund in which your investment option invests (the "underlying fund") seeks to preserve its value at $1.00 per share, the underlying fund cannot guarantee it will do so. An investment in this investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The underlying fund's sponsor has no legal obligation to provide financial support to the underlying fund, and you should not expect that the sponsor will provide financial support to the underlying fund at any time.

* Not available as an Individual Portfolio.

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

Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck.

For more information about the Arkansas Brighter Future Direct Plan, call 1.800.587.7301 or click here to obtain a Program Description and Participation Agreement, which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before making an investment or sending money.

Please Note: Before you invest, consider whether your or the beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state's qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 college savings plan(s), or any other 529 plan, to learn more about those plans' features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Arkansas Brighter Future Direct Plan is a college tuition savings program sponsored by the State of Arkansas and administered by the Arkansas Section 529 Plan Review Committee ("Committee"). Ascensus Broker Dealer Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory services, recordkeeping, administrative services and marketing of the Arkansas Brighter Future Direct Plan. The Vanguard Group, Inc., serves as Investment Manager for the plan. The Arkansas Brighter Future Direct Plan's Portfolios invest in: (i) mutual funds; or (ii) an FDIC-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Arkansas Brighter Future Direct Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Arkansas Brighter Future Direct Plan Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Arkansas Brighter Future Direct Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May Lose Value.