Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIETX (iShares Russell 2000 ETF 529 Port A) | 14.48% | 36.37% | 16.84% | 5.11% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIETX (iShares Russell 2000 ETF 529 Port A) | 09/13/2016 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | 36.37 | 16.84 | 5.11 | NA | NA | NA | … | … | 14.48 | 14.86 | 11.75 | 18.15 | -20.72 | 14.29 | 19.39 | 24.87 | -11.46 | 14.02 | 12.39 |
| Sharpe Ratio | NA | 2.07 | 0.75 | 0.16 | NA | NA | NA | … | … | 2.36 | 0.53 | 0.24 | 0.72 | -0.77 | 0.65 | 0.47 | 1.46 | -0.71 | 1.12 | 3.22 |
| Standard Deviation(%) | NA | 19.05 | 21.41 | 22.82 | NA | NA | NA | … | … | 20.15 | 22.96 | 21.80 | 19.58 | 28.86 | 21.91 | 40.36 | 16.09 | 18.08 | 12.06 | 14.61 |
| Draw Down(%) | NA | 11.04 | 27.69 | 31.81 | NA | NA | NA | … | … | 11.04 | 23.93 | 10.09 | 17.99 | 27.02 | 11.82 | 41.29 | 9.68 | 26.70 | 6.42 | 8.33 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIETX (iShares Russell 2000 ETF 529 Port A) |
-5.11%
Mar 2017 – Mar 2020 |
2.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIETX (iShares Russell 2000 ETF 529 Port A) |
19.88%
May 2023 – May 2026 |
14.92%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart