Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIRPX (iShares Russell 1000 ETF 529 Port A) | 10.87% | 27.17% | 21.81% | 12.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIRPX (iShares Russell 1000 ETF 529 Port A) | 09/13/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 27.17 | 21.81 | 12.69 | NA | NA | NA | … | … | 10.87 | 18.20 | 26.71 | 26.05 | -19.67 | 26.30 | 20.06 | 30.47 | -5.37 | 20.99 | 5.93 |
| Sharpe Ratio | NA | 1.75 | 1.17 | 0.55 | NA | NA | NA | … | … | 1.24 | 0.84 | 1.57 | 1.58 | -0.83 | 2.11 | 0.58 | 2.32 | -0.39 | 2.96 | 2.43 |
| Standard Deviation(%) | NA | 12.16 | 14.98 | 17.33 | NA | NA | NA | … | … | 13.95 | 18.48 | 12.91 | 13.90 | 25.31 | 12.48 | 33.99 | 12.51 | 17.05 | 6.90 | 8.57 |
| Draw Down(%) | NA | 8.91 | 19.08 | 25.48 | NA | NA | NA | … | … | 8.91 | 19.08 | 8.57 | 10.35 | 25.48 | 5.24 | 34.71 | 6.69 | 19.82 | 2.67 | 4.15 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRPX (iShares Russell 1000 ETF 529 Port A) |
3.96%
Mar 2017 – Mar 2020 |
8.50%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRPX (iShares Russell 1000 ETF 529 Port A) |
25.53%
Dec 2018 – Dec 2021 |
18.39%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart