Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BZGIX (Blackrock Collegeadvantage 529 Plan – College 2041 Option Fund) 10.17% 24.75% 19.68% 11.56% NA NA NA
Data as of 06/04/2026, Common starting date is 10/07/2020
More Performance Analytics Comparison
Name Start Date End Date
BZGIX (Blackrock Collegeadvantage 529 Plan – College 2041 Option Fund) 10/07/2020 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 2020
Annualized Return (%) 0.33 24.75 19.68 11.56 NA NA NA 10.17 20.12 17.98 22.47 -15.19 13.49 10.14
Sharpe Ratio NA 2.12 1.28 0.61 NA NA NA 1.84 1.09 1.20 1.54 -0.80 2.08 4.20
Standard Deviation(%) NA 10.86 13.20 14.75 NA NA NA 12.84 16.10 11.26 11.95 20.88 10.55 12.14
Draw Down(%) NA 8.03 15.61 22.73 NA NA NA 8.03 15.61 7.35 9.85 22.61 4.01 5.41
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 0.00
Data as of 06/04/2026, Common starting date is 10/07/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BZGIX (Blackrock Collegeadvantage 529 Plan – College 2041 Option Fund) 5.65%
Apr 2021 – Apr 2024
10.06%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BZGIX (Blackrock Collegeadvantage 529 Plan – College 2041 Option Fund) 21.72%
Sep 2022 – Sep 2025
11.97%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return