Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIEUX (iShares Russell 3000 ETF 529 Port A) | 6.88% | 21.17% | 19.38% | 11.26% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIEUX (iShares Russell 3000 ETF 529 Port A) | 09/13/2016 | 06/10/2026 |
| 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 (%) | -3.50 | 21.17 | 19.38 | 11.26 | NA | NA | NA | … | … | 6.88 | 18.05 | 26.15 | 25.51 | -19.73 | 25.44 | 19.84 | 30.09 | -5.91 | 20.42 | 6.39 |
| Sharpe Ratio | NA | 1.74 | 1.13 | 0.52 | NA | NA | NA | … | … | 1.27 | 0.82 | 1.49 | 1.52 | -0.83 | 2.02 | 0.56 | 2.27 | -0.43 | 2.77 | 2.55 |
| Standard Deviation(%) | NA | 12.47 | 15.31 | 17.56 | NA | NA | NA | … | … | 14.36 | 18.85 | 13.24 | 14.12 | 25.46 | 12.59 | 35.08 | 12.66 | 16.97 | 7.19 | 8.83 |
| Draw Down(%) | NA | 8.99 | 19.40 | 25.35 | NA | NA | NA | … | … | 8.99 | 19.40 | 8.61 | 10.88 | 25.35 | 5.08 | 35.37 | 6.86 | 20.26 | 2.87 | 4.45 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| CIEUX (iShares Russell 3000 ETF 529 Port A) |
3.28%
Mar 2017 – Mar 2020 |
8.11%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIEUX (iShares Russell 3000 ETF 529 Port A) |
25.05%
Dec 2018 – Dec 2021 |
18.09%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart