Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOMAX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) | 8.34% | 19.70% | 15.23% | 7.79% | 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 |
|---|---|---|
| BOMAX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate 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 (%) | 0.36 | 19.70 | 15.23 | 7.79 | NA | NA | NA | … | … | 8.34 | 15.59 | 14.58 | 16.43 | -15.53 | 2.30 |
| Sharpe Ratio | NA | 2.06 | 1.21 | NA | NA | NA | NA | … | … | 1.80 | 1.07 | 0.95 | 1.34 | -1.03 | 2.05 |
| Standard Deviation(%) | NA | 8.58 | 10.12 | NA | NA | NA | NA | … | … | 10.16 | 12.09 | 8.47 | 9.16 | 16.53 | 5.05 |
| Draw Down(%) | NA | 5.87 | 11.51 | NA | NA | NA | NA | … | … | 5.87 | 11.51 | 5.04 | 8.13 | 21.30 | 1.29 |
| 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 |
|---|---|---|---|---|
| BOMAX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) |
3.35%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| BOMAX (CollegeAdvantage 529 Savings Plan – BlackRock Moderate Growth Portfolio Option) |
16.22%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart