Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOJIX (CollegeAdvantage 529 Savings Plan – Rainier Mid Cap Equity Option) | 14.56% | 26.09% | 16.53% | 8.26% | 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 |
|---|---|---|
| IOJIX (CollegeAdvantage 529 Savings Plan – Rainier Mid Cap Equity Option) | 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 (%) | 1.36 | 26.09 | 16.53 | 8.26 | NA | NA | NA | … | … | 14.56 | 9.43 | 13.26 | 17.36 | -13.13 | 4.16 |
| Sharpe Ratio | NA | 1.44 | 0.74 | NA | NA | NA | NA | … | … | 1.91 | 0.32 | 0.42 | 0.75 | -0.54 | 0.45 |
| Standard Deviation(%) | NA | 15.52 | 18.00 | NA | NA | NA | NA | … | … | 16.94 | 20.94 | 15.97 | 17.67 | 27.02 | 15.78 |
| Draw Down(%) | NA | 8.84 | 24.13 | NA | NA | NA | NA | … | … | 8.84 | 22.05 | 8.36 | 14.49 | 22.81 | 8.50 |
| 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 |
|---|---|---|---|---|
| IOJIX (CollegeAdvantage 529 Savings Plan – Rainier Mid Cap Equity Option) |
4.27%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| IOJIX (CollegeAdvantage 529 Savings Plan – Rainier Mid Cap Equity Option) |
17.27%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart