Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOWAX (CollegeAdvantage 529 Savings Plan – iShares Russell 2000 Index Option) | 16.71% | 33.12% | 14.92% | 4.16% | 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 |
|---|---|---|
| IOWAX (CollegeAdvantage 529 Savings Plan – iShares Russell 2000 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 (%) | 0.38 | 33.12 | 14.92 | 4.16 | NA | NA | NA | … | … | 16.71 | 8.10 | 8.09 | 17.99 | -20.70 | -1.71 |
| Sharpe Ratio | NA | 1.75 | 0.59 | NA | NA | NA | NA | … | … | 2.44 | 0.24 | 0.08 | 0.69 | -0.76 | -0.15 |
| Standard Deviation(%) | NA | 17.49 | 20.66 | NA | NA | NA | NA | … | … | 17.25 | 22.63 | 20.41 | 20.00 | 29.04 | 18.83 |
| Draw Down(%) | NA | 8.72 | 28.09 | NA | NA | NA | NA | … | … | 8.72 | 24.34 | 8.83 | 18.07 | 27.02 | 12.30 |
| 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 |
|---|---|---|---|---|
| IOWAX (CollegeAdvantage 529 Savings Plan – iShares Russell 2000 Index Option) |
-1.16%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| IOWAX (CollegeAdvantage 529 Savings Plan – iShares Russell 2000 Index Option) |
15.74%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart