Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZOCX (Ohio Variable College Savings Trust Fund – Backrock Collegeadvantage 529 Enrollment Fund) | 2.45% | 6.61% | 5.98% | 2.34% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZOCX (Ohio Variable College Savings Trust Fund – Backrock Collegeadvantage 529 Enrollment Fund) | 06/01/2021 | 06/03/2026 |
| 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 (%) | 0.22 | 6.61 | 5.98 | 2.34 | NA | NA | NA | … | … | 2.45 | 6.34 | 5.58 | 5.81 | -9.38 | 0.84 |
| Sharpe Ratio | NA | 1.87 | 1.15 | NA | NA | NA | NA | … | … | 1.38 | 1.27 | -0.40 | 0.69 | -1.60 | 1.73 |
| Standard Deviation(%) | NA | 2.16 | 2.45 | NA | NA | NA | NA | … | … | 2.46 | 2.79 | 2.25 | 2.27 | 6.74 | 2.12 |
| Draw Down(%) | NA | 1.36 | 2.17 | NA | NA | NA | NA | … | … | 1.36 | 2.17 | 1.01 | 1.16 | 11.19 | 0.58 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| BZOCX (Ohio Variable College Savings Trust Fund – Backrock Collegeadvantage 529 Enrollment Fund) |
0.08%
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 |
|---|---|---|---|---|
| BZOCX (Ohio Variable College Savings Trust Fund – Backrock Collegeadvantage 529 Enrollment Fund) |
6.12%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart