Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOGAX (CollegeAdvantage 529 Savings Plan – BlackRock Growth Portfolio Option) | 10.45% | 24.47% | 18.76% | 10.20% | 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 |
|---|---|---|
| BOGAX (CollegeAdvantage 529 Savings Plan – BlackRock Growth Portfolio 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 (%) | 0.41 | 24.47 | 18.76 | 10.20 | NA | NA | NA | … | … | 10.45 | 18.69 | 18.64 | 20.18 | -16.57 | 2.67 |
| Sharpe Ratio | NA | 2.10 | 1.25 | NA | NA | NA | NA | … | … | 1.90 | 1.04 | 1.16 | 1.43 | -0.88 | 1.84 |
| Standard Deviation(%) | NA | 10.75 | 12.69 | NA | NA | NA | NA | … | … | 12.66 | 15.56 | 10.54 | 11.26 | 20.48 | 6.58 |
| Draw Down(%) | NA | 7.49 | 14.97 | NA | NA | NA | NA | … | … | 7.49 | 14.97 | 6.78 | 9.21 | 23.37 | 1.71 |
| 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 |
|---|---|---|---|---|
| BOGAX (CollegeAdvantage 529 Savings Plan – BlackRock Growth Portfolio Option) |
5.23%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| BOGAX (CollegeAdvantage 529 Savings Plan – BlackRock Growth Portfolio Option) |
19.94%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
