Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOBCX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) | 7.65% | 18.72% | 13.57% | 4.87% | 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 |
|---|---|---|
| BOBCX (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 (%) | 0.67 | 18.72 | 13.57 | 4.87 | NA | NA | NA | … | … | 7.65 | 19.14 | 9.16 | 11.60 | -16.82 | -1.38 |
| Sharpe Ratio | NA | 1.77 | 1.07 | NA | NA | NA | NA | … | … | 1.34 | 1.57 | 0.30 | 0.87 | -1.18 | -0.89 |
| Standard Deviation(%) | NA | 9.50 | 9.76 | NA | NA | NA | NA | … | … | 11.79 | 10.53 | 8.65 | 8.57 | 15.44 | 6.60 |
| Draw Down(%) | NA | 8.42 | 10.21 | NA | NA | NA | NA | … | … | 8.42 | 10.21 | 5.63 | 8.65 | 22.12 | 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 |
|---|---|---|---|---|
| BOBCX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) |
-0.60%
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 |
|---|---|---|---|---|
| BOBCX (CollegeAdvantage 529 Savings Plan – BlackRock Global Allocation Option) |
13.90%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart