Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOECX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) | 9.92% | 24.76% | 16.21% | 8.69% | 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 |
|---|---|---|
| BOECX (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 (%) | 1.08 | 24.76 | 16.21 | 8.69 | NA | NA | NA | … | … | 9.92 | 21.10 | 8.10 | 11.51 | -5.10 | -2.79 |
| Sharpe Ratio | NA | 1.92 | 1.02 | NA | NA | NA | NA | … | … | 1.49 | 1.24 | 0.32 | 0.60 | -0.32 | -1.12 |
| Standard Deviation(%) | NA | 11.09 | 12.34 | NA | NA | NA | NA | … | … | 13.11 | 15.00 | 9.73 | 12.24 | 19.96 | 10.29 |
| Draw Down(%) | NA | 9.15 | 13.21 | NA | NA | NA | NA | … | … | 9.15 | 13.21 | 7.15 | 10.62 | 18.14 | 4.92 |
| 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 |
|---|---|---|---|---|
| BOECX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
4.70%
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 |
|---|---|---|---|---|
| BOECX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
16.43%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart