Edvest College Savings Plan

Historical Performance

Fund Performance for the Period Ending November 30, 2017

Age-Based Investment Options

Age-Based2

Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Age Band 0-410/26/1217.59%19.67%8.01%10.84%-10.86%
Blended Index3-16.98%19.29%7.89%10.73%-10.77%
Age Band 5-810/26/1215.50%17.45%7.21%9.64%-9.69%
Blended Index3-15.19%17.23%7.23%9.63%-9.68%
Age Band 9-1010/26/1213.78%15.43%6.46%8.50%-8.55%
Blended Index3-13.42%15.20%6.56%8.53%-8.58%
Age Band 11-1210/26/1211.81%13.22%5.72%7.36%-7.40%
Blended Index3-11.67%13.20%5.88%7.43%-7.49%
Age Band 13-1410/26/1210.43%11.87%5.29%6.40%-6.46%
Blended Index3-10.32%11.63%5.33%6.33%-6.40%
Age Band 1510/26/128.46%9.65%4.40%5.14%-5.20%
Blended Index3-8.19%9.21%4.39%5.05%-5.12%
Age Band 1610/26/127.60%8.62%4.00%4.58%-4.64%
Blended Index3-7.22%8.10%3.96%4.45%-4.51%
Age Band 1710/26/126.63%7.57%3.60%3.97%-4.01%
Blended Index3-6.10%6.83%3.45%3.77%-3.83%
Age Band 18+10/26/125.20%5.87%2.89%3.14%-3.18%
Blended Index3-4.64%5.18%2.68%2.91%-2.96%

Aggressive Age-Based2

Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Age Band 0-410/26/1219.38%21.67%8.63%11.88%-11.91%
Blended Index3-18.80%21.39%8.55%11.83%-11.87%
Age Band 5-810/26/1217.56%19.65%7.98%10.78%-10.81%
Blended Index3-16.98%19.29%7.89%10.73%-10.77%
Age Band 9-1010/26/1215.66%17.61%7.26%9.66%-9.70%
Blended Index3-15.19%17.23%7.23%9.63%-9.68%
Age Band 11-1210/26/1213.85%15.49%6.53%8.53%-8.58%
Blended Index3-13.42%15.20%6.56%8.53%-8.58%
Age Band 13-1410/26/1211.96%13.45%5.79%7.40%-7.45%
Blended Index3-11.67%13.20%5.88%7.43%-7.49%
Age Band 1510/26/1211.23%12.75%5.54%6.86%-6.92%
Blended Index3-11.15%12.58%5.66%6.88%-6.94%
Age Band 1610/26/1210.38%11.82%5.21%6.34%-6.40%
Blended Index3-10.32%11.63%5.33%6.33%-6.40%
Age Band 1710/26/129.43%10.80%4.83%5.76%-5.82%
Blended Index3-9.50%10.68%5.00%5.78%-5.85%
Age Band 18+10/26/128.44%9.63%4.42%5.19%-5.25%
Blended Index3-8.19%9.21%4.39%5.05%-5.12%
Stable Principal Investment Options
Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Bank CD Portfolio09/30/080.61%0.64%0.32%0.21%-0.34%
Blended Index3-0.77%0.81%0.43%0.29%-0.30%
Principal Plus Interest410/26/121.24%1.34%1.22%1.19%-1.19%
Blended Index3-0.74%0.77%0.35%0.23%-0.22%
Multi-Fund Investment Options

Index-Based Multi-Fund

Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Index-Based Aggressive10/26/1217.28%19.46%7.72%11.33%-11.37%
Blended Index3-16.98%19.29%7.72%11.32%-11.37%
Index-Based Moderate10/26/1211.88%13.29%5.76%7.39%-7.43%
Blended Index3-11.67%13.20%5.88%7.43%-7.49%
Index-Based Conservative10/26/126.35%7.08%3.34%4.50%-4.57%
Blended Index3-5.61%6.30%3.15%4.35%-4.42%

Active-Based Multi-Fund

Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Active-Based Aggressive10/31/1217.25%19.32%7.86%11.52%-11.69%
Blended Index3-16.79%19.06%7.62%11.20%-11.22%
Active-Based Moderate10/31/1211.69%13.09%5.73%7.40%-7.48%
Blended Index3-11.56%13.06%5.82%7.37%-7.38%
Active-Based Conservative10/31/126.48%7.39%3.44%4.61%-4.73%
Blended Index3-5.98%6.69%3.31%4.38%-4.41%

Additional Multi-Fund

Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
International Equity Index10/26/1225.68%28.19%6.31%7.68%-7.97%
Blended Index3-24.93%28.41%6.09%7.58%-7.92%
Balanced10/26/1213.90%15.46%7.67%10.78%-10.72%
Blended Index3-13.79%15.29%7.80%10.80%-10.75%
Single-Fund Investment Options
Historical Fund Performance
Investment Option1Inception DateYear to Date1
Year
3
Year
5
Year
10
Year
Since Inception
Small-Cap Index Portfolio10/26/1215.18%18.37%11.28%15.13%-15.12%
Blended Index3-15.11%18.34%11.14%15.02%-14.99%
U.S. Equity Active Portfolio11/05/1219.41%21.65%10.57%15.67%-15.53%
Blended Index3-19.93%22.27%10.75%15.63%-15.48%
Large Cap Stock Index Portfolio10/26/1220.37%22.72%10.77%15.57%-15.39%
Blended Index3-20.49%22.87%10.91%15.74%-15.56%
Social Choice Portfolio11/01/1219.48%21.68%9.70%14.88%-14.47%
Blended Index3-19.93%22.27%10.75%15.63%-15.27%
Bond Index Portfolio10/26/122.92%3.01%1.90%1.73%-1.78%
Blended Index3-3.07%3.21%2.11%1.98%-2.02%

The performance data quoted represent past performance and are net of all fees and expenses. Past performance is not a guarantee of future results. Your returns and the principal value of your Account will fluctuate so your investment may be worth more or less than the original value when you withdraw your money. Current performance may be lower or higher than the performance quoted above.

1 All performance figures in the table, with the exception of the performance figures less than one year, represent the average annual compound rate of total return. All figures less than one year represent cumulative, non-annualized returns.

2Beneficiaries are moved from one Age Band to the next Age Band on the first “rolling date” following their fifth, ninth, eleventh, thirteenth, fifteenth, sixteenth, seventeenth and eighteenth birthdays. The “rolling dates” are March 20, June 20, September 20 and December 20 (or the first business day thereafter).

3The Blended Indexes are customized benchmarks that combine the fund benchmarks of each underlying mutual fund held in an investment option (other than the Principal Plus Interest Investment Option) according to the investment option’s asset allocation during the relevant time period. The Blended Indexes are used to compare the performance of the corresponding investment option. They are unmanaged and do not reflect the deduction of any fees or expenses.

4The Principal Plus Interest Investment Option seeks to preserve capital and provide a stable return. The assets in the portfolio are allocated to a funding agreement issued by TIAA-CREF life to the Wisconsin College Savings Program Board, which is the policyholder under the agreement. This funding agreement provides for a return of principal plus a guaranteed rate of interest and allows for the possibility that additional interest may be credited as declared periodically by TIAA-CREF Life. The interest rate guarantee is made to the State of Wisconsin only, and not to account owners or beneficiaries.


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