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
Investment Performance
Performance Summary
The following table summarizes the investment return for each of the Investment Options, net of the Investment Administration Fee, offered under the ABLE United Program. For information about your account, “Sign In” or call 1-888-524-ABLE (2253).
Performance Summary (Net of Fees) as of November 30, 2024
| Portfolio Options | Last Month | 3-Months | 1-Year | 3-Year | 5-Year | Since Inception |
| Conservative Portfolio | 2.56 | 1.95 | 14.88 | 2.91 | 5.52 | 5.77 |
| Moderate Portfolio | 3.40 | 2.75 | 19.31 | 4.40 | 7.76 | 7.90 |
| Growth Portfolio | 3.82 | 3.01 | 22.68 | 6.27 | 9.84 | 9.78 |
| Fund Options | Last Month | 3-Months | 1-Year | 3-Year | 5-Year | Since Inception |
| FDIC Savings Fund | 0.38 | 1.22 | 5.37 | 3.92 | 2.46 | 2.42 |
| Money Market Fund | 0.40 | 1.27 | 5.58 | 4.07 | 2.63 | 2.30 |
| US Bond Fund | 1.12 | -0.07 | 6.61 | -2.20 | -0.23 | 0.79 |
| US Stock Fund | 6.61 | 7.93 | 34.07 | 10.07 | 14.85 | 14.18 |
| International Stock Fund | -0.20 | -5.04 | 12.25 | 4.17 | 5.91 | 6.56 |
***Since Inception returns as of 08/01/16
The Program launched July 1, 2016, performance for any periods prior to this date is based on the underlining Investment Option performance net of the Investment Administration Fee. 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 Your investment when withdrawn may be worth more or less than your contributions.
The FDIC Savings Fund became available as a new investment option in March 2019. Interest on the FDIC Savings Fund 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 Aon, the Program’s investment consultant, by computing the percentage change in the trust unit value of each Investment Option. The unit values were provided to Aon for computing the investment returns. Under no circumstances is the information contained herein to be used or considered as an offer to sell or a solicitation of an offer to buy a particular investment. The net investment returns are provided for general information only and are not intended to provide investment or other advice. Past performance is no guarantee of future performance. Actual results for future periods could differ significantly from past performance. For more information about the investment options and current Investment Administrative Fees, please review the Program Description and Participation Agreement at ableunitedstag.wpenginepowered.com/pdpa.
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.
