Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BORAX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) | 1.47% | 4.33% | 3.40% | 0.78% | 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 |
|---|---|---|
| BORAX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond 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 (%) | -0.07 | 4.33 | 3.40 | 0.78 | NA | NA | NA | … | … | 1.47 | 6.68 | 1.22 | 3.58 | -11.89 | 2.12 |
| Sharpe Ratio | NA | 0.64 | 0.07 | NA | NA | NA | NA | … | … | 0.47 | 0.91 | -1.21 | -0.10 | -1.36 | 2.48 |
| Standard Deviation(%) | NA | 3.37 | 4.82 | NA | NA | NA | NA | … | … | 3.50 | 4.27 | 4.44 | 6.85 | 9.76 | 3.84 |
| Draw Down(%) | NA | 2.23 | 4.93 | NA | NA | NA | NA | … | … | 2.23 | 3.13 | 3.84 | 6.70 | 13.97 | 0.88 |
| 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 |
|---|---|---|---|---|
| BORAX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) |
-2.58%
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 |
|---|---|---|---|---|
| BORAX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) |
4.35%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart