Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BORIX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) | 1.05% | 4.06% | 3.48% | 0.89% | 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 |
|---|---|---|
| BORIX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond 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 (%) | -0.65 | 4.06 | 3.48 | 0.89 | NA | NA | NA | … | … | 1.05 | 7.01 | 1.64 | 3.54 | -11.37 | 2.24 |
| Sharpe Ratio | NA | 0.71 | 0.12 | NA | NA | NA | NA | … | … | 0.51 | 1.00 | -1.15 | -0.10 | -1.37 | 2.62 |
| Standard Deviation(%) | NA | 3.34 | 4.82 | NA | NA | NA | NA | … | … | 3.36 | 4.23 | 4.44 | 6.96 | 9.33 | 3.86 |
| Draw Down(%) | NA | 2.19 | 4.95 | NA | NA | NA | NA | … | … | 2.19 | 3.08 | 3.79 | 6.63 | 13.87 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| BORIX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) |
-2.34%
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 |
|---|---|---|---|---|
| BORIX (CollegeAdvantage 529 Savings Plan – BlackRock Inflation Protected Bond Option) |
4.59%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart