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Portfolio Price & Performance

(as of 10/15/2021)*

Portfolio Name Unit Value Change from Prior Trade Day Change Since Inception**
Static
Cash Preservation $10.28 -$0.00 0.00% 2.84%
Income $11.51 -$0.02 -0.19% 15.10%
Income & Growth $13.11 $0.02 0.12% 31.13%
Balanced $13.50 $0.03 0.22% 35.02%
Conservative Growth $13.91 $0.04 0.31% 39.09%
Moderate Growth $14.50 $0.07 0.50% 45.04%
Growth $14.77 $0.10 0.67% 47.66%
Conservative Year of Enrollment
College Enrolled Conservative $9.97 -$0.01 -0.13% -0.27%
2022 $11.03 -$0.01 -0.13% 10.27%
2024 $11.60 -$0.01 -0.08% 16.01%
2026 $11.88 -$0.01 -0.10% 18.80%
2028 $12.14 -$0.01 -0.06% 21.40%
2030 $12.49 -$0.00 -0.04% 24.94%
2032 $12.87 $0.00 0.04% 28.67%
2034 $13.27 $0.02 0.13% 32.72%
2036 $13.28 $0.03 0.22% 32.82%
2038 $11.92 $0.03 0.27% 19.16%
Moderate Year of Enrollment
College Enrolled Moderate $9.98 -$0.02 -0.18% -0.19%
2022 $11.98 -$0.01 -0.11% 19.84%
2024 $12.34 -$0.01 -0.04% 23.44%
2026 $12.87 $0.01 0.09% 28.68%
2028 $13.30 $0.03 0.22% 33.00%
2030 $13.68 $0.04 0.31% 36.81%
2032 $13.69 $0.06 0.40% 36.93%
2034 $14.30 $0.07 0.50% 42.97%
2036 $14.71 $0.09 0.59% 47.08%
2038 $13.57 $0.08 0.59% 35.74%
Growth Year of Enrollment
College Enrolled Growth $10.33 -$0.01 -0.08% 3.33%
2022 $12.74 -$0.01 -0.06% 27.41%
2024 $13.34 $0.02 0.13% 33.36%
2026 $14.00 $0.04 0.31% 39.99%
2028 $14.26 $0.07 0.50% 42.62%
2030 $14.54 $0.08 0.54% 45.40%
2032 $14.60 $0.09 0.59% 46.03%
2034 $14.57 $0.09 0.59% 45.71%
2036 $14.78 $0.09 0.63% 47.83%
2038 $13.72 $0.09 0.63% 37.23%

Due to COVID-19 safety protocols, the WA529 office will remain closed to walk-in visitors at this time. If you have questions about your GET or DreamAhead account, Contact Center representatives are available by phone or email. Please see our Contact Us page for hours and information. 

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