

Investment Performance
Monitor how the investment performs:
- View one, three, and five year returns
- Select how contributions are invested every time
- Invested funds can be transferred between investment options up to two times per year
Monitor how the investment performs:
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.
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 as of June 30, 2022.
Portfolio Options | 1-Year | 3-Year | 5-Year |
---|---|---|---|
Conservative Portfolio | -11.22% | 2.96% | 4.09% |
Moderate Portfolio | -13.18% | 4.42% | 5.53% |
Growth Portfolio | -14.30% | 5.56% | 6.53% |
Fund Options | 1-Year | 3-Year | 5-Year |
FDIC Savings 1 | 0.28% | 0.56% | N/A |
Money Market Fund | 0.32% | 0.74% | 1.28% |
U.S. Bond Fund | -10.61% | -1.17% | 0.60% |
U.S. Stock Fund | -14.47% | 9.32% | 10.20% |
International Stock Fund | -17.43% | 1.14% | 2.13% |
You can select how new contributions are invested each time a contribution is made. For money that is already in an ABLE United account, the funds can be transferred between investment options up to two times per year.