Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOFAX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) | 8.94% | 19.91% | 23.31% | 10.98% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOFAX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) | 06/01/2021 | 06/05/2026 |
| 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 (%) | -4.74 | 19.91 | 23.31 | 10.98 | NA | NA | NA | … | … | 8.94 | 14.18 | 35.73 | 48.82 | -38.00 | 11.00 |
| Sharpe Ratio | NA | 1.51 | 1.10 | NA | NA | NA | NA | … | … | 1.86 | 0.46 | 1.51 | 2.52 | -1.14 | 5.37 |
| Standard Deviation(%) | NA | 17.20 | 20.85 | NA | NA | NA | NA | … | … | 19.58 | 25.11 | 19.45 | 17.89 | 34.60 | 10.69 |
| Draw Down(%) | NA | 16.79 | 24.45 | NA | NA | NA | NA | … | … | 14.86 | 24.45 | 13.68 | 10.55 | 40.42 | 2.22 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| BOFAX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) |
3.46%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| BOFAX (CollegeAdvantage 529 Savings Plan – BlackRock Capital Appreciation Option) |
30.22%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart