Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOVIX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) | 11.32% | 28.49% | 22.55% | 14.07% | 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 |
|---|---|---|
| IOVIX (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 (%) | 0.35 | 28.49 | 22.55 | 14.07 | NA | NA | NA | … | … | 11.32 | 19.15 | 26.30 | 26.24 | -18.27 | 14.57 |
| Sharpe Ratio | NA | 2.28 | 1.34 | NA | NA | NA | NA | … | … | 1.99 | 0.89 | 1.59 | 1.66 | -0.80 | 2.23 |
| Standard Deviation(%) | NA | 11.67 | 14.77 | NA | NA | NA | NA | … | … | 13.28 | 18.62 | 12.56 | 13.40 | 24.62 | 11.68 |
| Draw Down(%) | NA | 8.90 | 18.76 | NA | NA | NA | NA | … | … | 8.90 | 18.76 | 8.20 | 9.97 | 24.60 | 5.12 |
| 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 |
|---|---|---|---|---|
| IOVIX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
8.69%
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 |
|---|---|---|---|---|
| IOVIX (CollegeAdvantage 529 Savings Plan – iShares S&P 500 Index Option) |
24.10%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart