ABLE United
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Investment Performance

Monitor how the investment performs:
• View one, three, and five year returns
• Modify how new contributions are invested at any time
• Transfer funds between options up to two times per year

Historic Investment Returns

The performance of each Investment Option will vary from day to day based on the performance of the underlying stock, bond and money market securities. The following table represents past performance for each Investment Option adjusted to reflect the Investment Administration Fee.

Predesigned Portfolio Options1-Year3-Year5-Year
Conservative Portfolio(0.13%)4.57%5.39%
Moderate Portfolio(0.86%)6.05%6.76%
Growth Portfolio(2.17%)6.85%7.24%
Fund Options1-Year3-Year5-Year
Money Market Fund0.28%0.14%0.13%
U.S. Bond Fund1.59%2.15%3.47%
U.S. Stock Fund(0.69%)10.85%10.73%
International Stock Fund(8.69%)1.57%1.79%
The net investment returns are provided for general information only and are not intended to provide investment or other advice. The returns provided do not represent actual or experienced returns by investors in the Program. Past performance is no guarantee of future performance. Actual results for future periods could differ significantly from past performance. The investment return and the value of the investment will fluctuate. The investment when withdrawn may be worth more or less than contributions.
The investment returns provided were calculated by Callan Associates, Inc., the Program’s investment consultant. The investment periods covered are from April 1, 2015 through March 31, 2016, from April 1, 2013 through March 31, 2016, and from April 1, 2011 through March 31, 2016 (annualized).

Update Investment Choices

Change how new contributions are invested at any time. For money that is already in an ABLE United account, the allocation of the Account Balance may be modified up to two times per calendar year.

Current Investment Returns

January 2017 – ABLE United Performance Summary

The performance summary consists of the investment return for each of the Investment Options, net of the Investment Administration Fee, offered under the ABLE United Program.