Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZEIX (CollegeAdvantage 529 Savings Plan – Blackrock College 2035 Option Fund) | 8.70% | 21.13% | 16.77% | 9.29% | 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 |
|---|---|---|
| BZEIX (CollegeAdvantage 529 Savings Plan – Blackrock College 2035 Option Fund) | 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 (%) | 0.34 | 21.13 | 16.77 | 9.29 | NA | NA | NA | … | … | 8.70 | 17.53 | 16.31 | 18.78 | -16.07 | 2.98 |
| Sharpe Ratio | NA | 2.10 | 1.22 | NA | NA | NA | NA | … | … | 1.74 | 1.12 | 1.02 | 1.36 | -0.88 | 2.15 |
| Standard Deviation(%) | NA | 9.13 | 11.31 | NA | NA | NA | NA | … | … | 10.98 | 13.36 | 9.68 | 10.75 | 19.86 | 6.32 |
| Draw Down(%) | NA | 6.74 | 13.03 | NA | NA | NA | NA | … | … | 6.74 | 13.03 | 6.04 | 9.27 | 22.95 | 1.65 |
| 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 |
|---|---|---|---|---|
| BZEIX (CollegeAdvantage 529 Savings Plan – Blackrock College 2035 Option Fund) |
4.51%
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 |
|---|---|---|---|---|
| BZEIX (CollegeAdvantage 529 Savings Plan – Blackrock College 2035 Option Fund) |
18.48%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart