Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRIAX (iShares Russell 1000 ETF 529 Portfolio C) | 8.01% | 23.03% | 20.62% | 12.13% | 14.35% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRIAX (iShares Russell 1000 ETF 529 Portfolio C) | 10/23/2013 | 06/09/2026 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 23.03 | 20.62 | 12.13 | 14.35 | NA | NA | … | … | 8.01 | 18.20 | 26.71 | 26.05 | -19.67 | 26.30 | 20.06 | 30.47 | -5.37 | 20.99 | 11.53 | -0.61 | 14.08 | 5.52 |
| Sharpe Ratio | NA | 2.06 | 1.24 | 0.59 | 0.72 | NA | NA | … | … | 1.85 | 0.85 | 1.57 | 1.58 | -0.84 | 2.05 | 0.58 | 2.32 | -0.39 | 2.96 | 0.85 | -0.04 | 1.23 | 3.83 |
| Standard Deviation(%) | NA | 11.88 | 14.93 | 17.33 | 18.16 | NA | NA | … | … | 13.36 | 18.48 | 12.91 | 13.93 | 25.16 | 12.83 | 33.95 | 12.51 | 17.05 | 6.90 | 13.38 | 16.06 | 11.48 | 8.71 |
| Draw Down(%) | NA | 8.91 | 19.08 | 25.48 | 34.71 | NA | NA | … | … | 8.91 | 19.08 | 8.57 | 10.35 | 25.48 | 5.24 | 34.71 | 6.69 | 19.82 | 2.67 | 10.99 | 12.12 | 7.61 | 1.65 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRIAX (iShares Russell 1000 ETF 529 Portfolio C) |
3.96%
Mar 2017 – Mar 2020 |
5.42%
Mar 2015 – Mar 2020 |
10.87%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRIAX (iShares Russell 1000 ETF 529 Portfolio C) |
25.53%
Dec 2018 – Dec 2021 |
18.39%
Oct 2016 – Oct 2021 |
14.75%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart