Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Tactical Asset Allocation Moderate | NA | 6.11% | 0.65% | 6.53% | 4.22% | 4.59% | 5.32% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| iShares 529 Custom Portfolios Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 6.11 | 0.65 | 6.53 | 4.22 | 4.59 | 5.32 | … | … | 1.46 | 8.01 | 10.85 | -18.86 | 17.89 | 14.96 | 9.95 | -5.25 | 13.19 | 5.16 | -7.76 | 1.82 | 9.35 | 10.81 | 2.00 | 5.32 | 16.67 | -12.73 | 3.07 | 20.04 | 10.48 | 8.54 | 18.71 | 0.73 | 2.81 |
| Sharpe Ratio | NA | 0.43 | 0.02 | 0.39 | 0.36 | NA | NA | … | … | 0.01 | 0.47 | 0.67 | -1.27 | 1.74 | 1.28 | 1.75 | -0.77 | 2.08 | 0.72 | -1.15 | 0.24 | 1.42 | 1.43 | 0.12 | 0.36 | 1.31 | -1.10 | -0.01 | 1.40 | 0.92 | 0.80 | 3.13 | -0.09 | 0.08 |
| Standard Deviation(%) | NA | 11.42 | 12.26 | 11.74 | 9.89 | NA | NA | … | … | 14.15 | 9.36 | 10.69 | 15.92 | 10.27 | 11.48 | 4.83 | 8.56 | 6.03 | 6.82 | 6.76 | 7.50 | 6.54 | 7.51 | 16.00 | 14.67 | 12.66 | 12.41 | 15.11 | 11.91 | 8.97 | 9.46 | 5.74 | 4.63 | 4.65 |
| Draw Down(%) | NA | 12.49 | 15.49 | 22.81 | 22.81 | NA | NA | … | … | 10.42 | 5.76 | 10.70 | 22.78 | 5.59 | 13.64 | 3.00 | 11.34 | 2.25 | 5.67 | 10.39 | 5.63 | 7.15 | 5.30 | 15.25 | 13.01 | 6.27 | 21.27 | 12.60 | 10.70 | 6.03 | 11.72 | 2.40 | 5.83 | 5.04 |
| Yield(%) | NA | 2.68 | 3.03 | 2.51 | 2.14 | NA | NA | … | … | NA | 0.71 | 2.35 | 3.24 | 2.71 | 1.65 | 2.17 | 1.72 | 0.18 | 1.64 | 2.70 | 2.04 | 1.57 | 2.69 | 2.47 | 2.24 | 3.87 | 4.00 | 2.52 | 3.12 | 2.04 | 1.05 | 1.42 | 1.80 | 1.97 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Tactical Asset Allocation Moderate |
-1.61%
May 2007 – May 2010 |
1.16%
Dec 2013 – Dec 2018 |
2.51%
Oct 2013 – Oct 2023 |
3.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Tactical Asset Allocation Moderate |
15.68%
Mar 2003 – Mar 2006 |
13.49%
Oct 2002 – Oct 2007 |
8.22%
Apr 2003 – Apr 2013 |
6.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart