Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOVCX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) | 6.18% | 20.41% | 19.00% | 11.72% | 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 |
|---|---|---|
| IOVCX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index 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 (%) | -3.76 | 20.41 | 19.00 | 11.72 | NA | NA | NA | … | … | 6.18 | 17.98 | 25.04 | 25.28 | -19.24 | 13.89 |
| Sharpe Ratio | NA | 2.10 | 1.23 | 0.61 | NA | NA | NA | … | … | 1.89 | 0.83 | 1.49 | 1.60 | -0.82 | 2.12 |
| Standard Deviation(%) | NA | 11.67 | 14.72 | 17.03 | NA | NA | NA | … | … | 13.03 | 18.62 | 12.49 | 13.25 | 25.09 | 11.67 |
| Draw Down(%) | NA | 9.05 | 18.87 | 24.92 | NA | NA | NA | … | … | 9.05 | 18.87 | 8.26 | 10.17 | 24.92 | 5.21 |
| 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 |
|---|---|---|---|---|
| IOVCX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
7.61%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| IOVCX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
22.86%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart