ABLE United
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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

Current Investment Returns

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.

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 Portfolio4.86%4.78%5.60%
Moderate Portfolio7.26%6.47%7.60%
Growth Portfolio9.42%7.71%9.08%
Fund Options1-Year3-Year5-Year
FDIC Savings1.24%0.62%0.37%
Money Market Fund1.62%0.98%0.64%
U.S. Bond Fund(0.77%)1.43%1.96%
U.S. Stock Fund14.48%11.25%12.96%
International Stock Fund6.17%4.50%5.94%
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. Your investment return and the value of your investment will fluctuate. Your investment when withdrawn may be worth more or less than your contributions. Interest on the FDIC Savings Option will be credited by the Bank on the last business day of each month based on the average daily balance on deposit in the FDIC Savings Option during such month. The interest rate on the FDIC Option will be a rate equal to the upper end of the Federal Funds target rate range established by the Federal Reserve’s Federal Open Market Committee, less 15 basis points.
The investment returns provided were calculated by Callan LLC, the Program’s investment consultant. The investment periods covered are from July 1, 2017 through June 30, 2018, from July 1, 2015 through June 30, 2018, and from July 1, 2013 through June 30, 2018 (annualized).

Update Investment Choices

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.

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