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Portfolio Price and Performance

Detailed performance and expense ratio information is available by clicking the portfolio names below.

To view quarter-end returns, click here.

Portfolio Price and Performance
Name Unit value as of 04/29/2025 YTD as of
03/31/2025 		Average annual total
returns as of 03/31/2025 		Inception date
Unit value Change APY 1 year 3 year 5 year 10 year Since inception**
Name 2042 Enrollment Portfolio Unit value as of 04/29/2025 $12.95 Change ($) $0.05 Change (%) 0.39% APY as of 04/29/2025 — YTD returns as of 03/31/2025 -0.54% 1 year returns as of 03/31/2025 6.88% 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** 10.23% Inception date 08/19/2022
Name 2039 Enrollment Portfolio Unit value as of 04/29/2025 $11.11 Change ($) $0.04 Change (%) 0.36% APY as of 04/29/2025 — YTD returns as of 03/31/2025 -0.27% 1 year returns as of 03/31/2025 6.65% 3 year average annual returns as of 03/31/2025 5.61% 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** 3.01% Inception date 11/05/2021
Name 2036 Enrollment Portfolio Unit value as of 04/29/2025 $17.60 Change ($) $0.06 Change (%) 0.34% APY as of 04/29/2025 — YTD returns as of 03/31/2025 0.11% 1 year returns as of 03/31/2025 6.44% 3 year average annual returns as of 03/31/2025 4.89% 5 year average annual returns as of 03/31/2025 12.39% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 8.17% Inception date 02/09/2018
Name 2033 Enrollment Portfolio Unit value as of 04/29/2025 $16.32 Change ($) $0.05 Change (%) 0.31% APY as of 04/29/2025 — YTD returns as of 03/31/2025 0.56% 1 year returns as of 03/31/2025 6.01% 3 year average annual returns as of 03/31/2025 4.02% 5 year average annual returns as of 03/31/2025 10.34% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 7.03% Inception date 02/09/2018
Name 2030 Enrollment Portfolio Unit value as of 04/29/2025 $15.09 Change ($) $0.03 Change (%) 0.20% APY as of 04/29/2025 — YTD returns as of 03/31/2025 0.94% 1 year returns as of 03/31/2025 5.63% 3 year average annual returns as of 03/31/2025 3.14% 5 year average annual returns as of 03/31/2025 8.11% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 5.86% Inception date 02/09/2018
Name 2027 Enrollment Portfolio Unit value as of 04/29/2025 $14.08 Change ($) $0.02 Change (%) 0.14% APY as of 04/29/2025 — YTD returns as of 03/31/2025 1.01% 1 year returns as of 03/31/2025 4.94% 3 year average annual returns as of 03/31/2025 2.31% 5 year average annual returns as of 03/31/2025 6.19% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 4.86% Inception date 02/09/2018
Name College Portfolio Unit value as of 04/29/2025 $12.68 Change ($) $0.02 Change (%) 0.16% APY as of 04/29/2025 — YTD returns as of 03/31/2025 1.04% 1 year returns as of 03/31/2025 4.04% 3 year average annual returns as of 03/31/2025 2.41% 5 year average annual returns as of 03/31/2025 3.74% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 3.32% Inception date 02/09/2018
Name Active U.S. Equity Portfolio Unit value as of 04/29/2025 $11.36 Change ($) $0.08 Change (%) 0.71% APY as of 04/29/2025 — YTD returns as of 03/31/2025 4.53% 1 year returns as of 03/31/2025 9.60% 3 year average annual returns as of 03/31/2025 6.11% 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** 4.27% Inception date 11/05/2021
Name US Equity Index Portfolio Unit value as of 04/29/2025 $56.76 Change ($) $0.34 Change (%) 0.60% APY as of 04/29/2025 — YTD returns as of 03/31/2025 -4.86% 1 year returns as of 03/31/2025 6.92% 3 year average annual returns as of 03/31/2025 7.98% 5 year average annual returns as of 03/31/2025 17.95% 10 year average annual returns as of 03/31/2025 11.59% Since inception average annual returns as of 03/31/2025** 11.13% Inception date 09/19/2008
Name Active International Equity Portfolio Unit value as of 04/29/2025 $21.21 Change ($) -$0.03 Change (%) -0.14% APY as of 04/29/2025 — YTD returns as of 03/31/2025 9.28% 1 year returns as of 03/31/2025 4.59% 3 year average annual returns as of 03/31/2025 5.99% 5 year average annual returns as of 03/31/2025 11.69% 10 year average annual returns as of 03/31/2025 3.22% Since inception average annual returns as of 03/31/2025** 4.44% Inception date 09/19/2008
Name International Equity Index Portfolio Unit value as of 04/29/2025 $10.75 Change ($) $0.04 Change (%) 0.37% APY as of 04/29/2025 — YTD returns as of 03/31/2025 5.44% 1 year returns as of 03/31/2025 6.09% 3 year average annual returns as of 03/31/2025 4.33% 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** 1.33% Inception date 11/05/2021
Name Active Bond Portfolio Unit value as of 04/29/2025 $21.20 Change ($) $0.06 Change (%) 0.28% APY as of 04/29/2025 — YTD returns as of 03/31/2025 3.04% 1 year returns as of 03/31/2025 4.94% 3 year average annual returns as of 03/31/2025 0.92% 5 year average annual returns as of 03/31/2025 1.43% 10 year average annual returns as of 03/31/2025 2.49% Since inception average annual returns as of 03/31/2025** 4.60% Inception date 09/19/2008
Name Bond Index Portfolio Unit value as of 04/29/2025 $14.66 Change ($) $0.05 Change (%) 0.34% APY as of 04/29/2025 — YTD returns as of 03/31/2025 2.75% 1 year returns as of 03/31/2025 4.74% 3 year average annual returns as of 03/31/2025 0.41% 5 year average annual returns as of 03/31/2025 -0.54% 10 year average annual returns as of 03/31/2025 1.29% Since inception average annual returns as of 03/31/2025** 2.44% Inception date 07/27/2009
Name Inflation-Protected Portfolio Unit value as of 04/29/2025 $15.92 Change ($) $0.03 Change (%) 0.19% APY as of 04/29/2025 — YTD returns as of 03/31/2025 4.33% 1 year returns as of 03/31/2025 6.35% 3 year average annual returns as of 03/31/2025 -0.06% 5 year average annual returns as of 03/31/2025 2.26% 10 year average annual returns as of 03/31/2025 2.17% Since inception average annual returns as of 03/31/2025** 2.85% Inception date 09/19/2008
Name Stable Value Portfolio Unit value as of 04/29/2025 $11.83 Change ($) $0.00 Change (%) 0.00% APY as of 04/29/2025 — YTD returns as of 03/31/2025 0.77% 1 year returns as of 03/31/2025 3.06% 3 year average annual returns as of 03/31/2025 2.46% 5 year average annual returns as of 03/31/2025 2.11% 10 year average annual returns as of 03/31/2025 — Since inception average annual returns as of 03/31/2025** 1.97% Inception date 10/07/2016
Name Savings Portfolio Unit value as of 04/29/2025 $12.59 Change ($) $0.01 Change (%) 0.08% APY as of 04/29/2025 4.06% 1 YTD returns as of 03/31/2025 0.97% 1 year returns as of 03/31/2025 4.59% 3 year average annual returns as of 03/31/2025 3.96% 5 year average annual returns as of 03/31/2025 2.62% 10 year average annual returns as of 03/31/2025 1.95% Since inception average annual returns as of 03/31/2025** 1.55% Inception date 07/19/2010

1 The APY is net of program management and or state administrative fees. See the plan disclosure for more info.

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

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 investors' units, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. For performance data current to the most recent quarter-end, click here.

Except for the Savings Portfolio, investments in Indiana529 Direct Savings Plan are not insured by the Federal Deposit Insurance Corporation (FDIC).

For more information about the Indiana529 Direct Savings Plan ("Indiana529 Direct"), call 1.866.485.9415 or visit www.indiana529direct.com to obtain a Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC ("ABD") is Distributor of Indiana529 Direct.

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 also should consult a 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 plan(s), or any other 529 plan, to learn more about those plan's 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.

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.

Indiana529 Direct is administered by the Indiana Education Savings Authority (Authority). ABD, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. Indiana529 Direct's Portfolios invest in: (i) mutual funds; (ii) a stable value account held in trust by the Authority at Vanguard; and/or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Except for the Savings Portfolio, investments in Indiana529 Direct 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 Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, depending on market conditions, you could lose all or a portion of your money by investing in Indiana529 Direct. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.