Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOBAX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) | 8.03% | 19.65% | 14.43% | 5.66% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOBAX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) | 06/01/2021 | 06/04/2026 |
| 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 (%) | 0.69 | 19.65 | 14.43 | 5.66 | NA | NA | NA | … | … | 8.03 | 20.04 | 8.86 | 12.21 | -16.05 | -1.22 |
| Sharpe Ratio | NA | 1.87 | 1.16 | NA | NA | NA | NA | … | … | 1.42 | 1.66 | 0.40 | 0.92 | -1.14 | -0.78 |
| Standard Deviation(%) | NA | 9.48 | 9.74 | NA | NA | NA | NA | … | … | 11.79 | 10.54 | 8.57 | 8.75 | 15.31 | 6.67 |
| Draw Down(%) | NA | 8.34 | 10.11 | NA | NA | NA | NA | … | … | 8.34 | 10.11 | 5.57 | 8.44 | 21.30 | 2.07 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| BOBAX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) |
0.14%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| BOBAX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) |
14.75%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart