Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOEIX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) | 9.23% | 24.68% | 16.96% | 9.55% | 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 |
|---|---|---|
| BOEIX (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 (%) | 0.03 | 24.68 | 16.96 | 9.55 | NA | NA | NA | … | … | 9.23 | 22.52 | 10.75 | 12.63 | -4.15 | -2.57 |
| Sharpe Ratio | NA | 2.03 | 1.12 | NA | NA | NA | NA | … | … | 1.59 | 1.32 | 0.44 | 0.69 | -0.28 | -1.04 |
| Standard Deviation(%) | NA | 11.10 | 12.34 | NA | NA | NA | NA | … | … | 13.11 | 15.00 | 9.69 | 12.24 | 19.96 | 10.28 |
| Draw Down(%) | NA | 9.02 | 13.11 | NA | NA | NA | NA | … | … | 9.02 | 13.11 | 7.09 | 10.42 | 17.78 | 4.83 |
| 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 |
|---|---|---|---|---|
| BOEIX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
5.75%
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 |
|---|---|---|---|---|
| BOEIX (CollegeAdvantage 529 Savings Plan – BlackRock Equity Dividend Option) |
17.60%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart