Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOFIX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) | 6.20% | 16.31% | 22.06% | 10.28% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOFIX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) | 06/01/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.64 | 16.31 | 22.06 | 10.28 | NA | NA | NA | … | … | 6.20 | 14.46 | 32.65 | 49.82 | -37.84 | 11.06 |
| Sharpe Ratio | NA | 0.99 | 0.97 | 0.38 | NA | NA | NA | … | … | 0.97 | 0.47 | 1.53 | 2.61 | -1.13 | 5.39 |
| Standard Deviation(%) | NA | 17.82 | 21.00 | 23.91 | NA | NA | NA | … | … | 20.48 | 25.12 | 19.43 | 17.62 | 34.90 | 10.71 |
| Draw Down(%) | NA | 16.70 | 24.42 | 42.49 | NA | NA | NA | … | … | 14.81 | 24.42 | 13.66 | 10.48 | 40.58 | 2.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOFIX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) |
3.72%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOFIX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) |
30.56%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart