Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOVAX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) | 11.21% | 28.16% | 22.25% | 13.79% | 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 |
|---|---|---|
| IOVAX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index 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 (%) | 0.34 | 28.16 | 22.25 | 13.79 | NA | NA | NA | … | … | 11.21 | 18.85 | 26.00 | 26.20 | -18.65 | 14.41 |
| Sharpe Ratio | NA | 2.26 | 1.32 | NA | NA | NA | NA | … | … | 1.97 | 0.87 | 1.57 | 1.67 | -0.80 | 2.20 |
| Standard Deviation(%) | NA | 11.66 | 14.76 | NA | NA | NA | NA | … | … | 13.27 | 18.64 | 12.50 | 13.24 | 25.09 | 11.69 |
| Draw Down(%) | NA | 8.95 | 18.79 | NA | NA | NA | NA | … | … | 8.95 | 18.79 | 8.20 | 10.01 | 24.51 | 5.15 |
| 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 |
|---|---|---|---|---|
| IOVAX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
8.42%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| IOVAX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
23.78%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart