Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
0P0000O753 (Oh Collegeadvantage 529 Vanguard Wellington Option) NA 11.06% 10.30% 9.13% NA NA NA
Data as of 06/09/2025, Common starting date is 09/12/2017
More Performance Analytics Comparison
Name Start Date End Date
0P0000O753 (Oh Collegeadvantage 529 Vanguard Wellington Option) 09/12/2017 06/09/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 11.06 10.30 9.13 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2025, Common starting date is 09/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
0P0000O753 (Oh Collegeadvantage 529 Vanguard Wellington Option) 3.26%
Apr 2021 – Apr 2024
5.88%
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
0P0000O753 (Oh Collegeadvantage 529 Vanguard Wellington Option) 17.21%
Dec 2018 – Dec 2021
10.89%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return