Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOMCX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) | 5.13% | 15.04% | 12.95% | 6.18% | 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 |
|---|---|---|
| BOMCX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio 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 (%) | -2.29 | 15.04 | 12.95 | 6.18 | NA | NA | NA | … | … | 5.13 | 14.77 | 13.77 | 16.02 | -16.51 | 2.14 |
| Sharpe Ratio | NA | 1.55 | 1.01 | 0.35 | NA | NA | NA | … | … | 1.11 | 1.00 | 0.85 | 1.30 | -1.08 | 1.94 |
| Standard Deviation(%) | NA | 8.86 | 10.19 | 11.41 | NA | NA | NA | … | … | 10.47 | 12.11 | 8.51 | 9.12 | 16.58 | 4.95 |
| Draw Down(%) | NA | 5.93 | 11.62 | 22.43 | NA | NA | NA | … | … | 5.93 | 11.62 | 5.08 | 8.32 | 21.95 | 1.27 |
| 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 |
|---|---|---|---|---|
| BOMCX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) |
2.56%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| BOMCX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) |
15.36%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart