Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOEAX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) | 10.27% | 25.70% | 17.08% | 9.51% | 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 |
|---|---|---|
| BOEAX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend 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 (%) | 1.09 | 25.70 | 17.08 | 9.51 | NA | NA | NA | … | … | 10.27 | 21.99 | 10.50 | 12.01 | -4.12 | -2.60 |
| Sharpe Ratio | NA | 2.00 | 1.09 | NA | NA | NA | NA | … | … | 1.57 | 1.30 | 0.41 | 0.63 | -0.28 | -1.06 |
| Standard Deviation(%) | NA | 11.10 | 12.35 | NA | NA | NA | NA | … | … | 13.10 | 15.02 | 9.71 | 12.43 | 20.04 | 10.29 |
| Draw Down(%) | NA | 9.06 | 13.14 | NA | NA | NA | NA | … | … | 9.06 | 13.14 | 7.11 | 10.47 | 17.88 | 4.85 |
| 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 |
|---|---|---|---|---|
| BOEAX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
5.48%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| BOEAX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
17.30%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart