Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRDAX (iShares Russell 3000 ETF 529 Portfolio C) | 11.29% | 27.62% | 21.62% | 12.25% | 14.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRDAX (iShares Russell 3000 ETF 529 Portfolio C) | 10/23/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 27.62 | 21.62 | 12.25 | 14.38 | NA | NA | … | … | 11.29 | 18.05 | 26.15 | 25.51 | -19.73 | 25.44 | 19.84 | 30.09 | -5.91 | 20.42 | 12.17 | -0.95 | 13.45 | 5.46 |
| Sharpe Ratio | NA | 2.14 | 1.25 | 0.56 | 0.69 | NA | NA | … | … | 1.85 | 0.82 | 1.49 | 1.52 | -0.84 | 1.96 | 0.56 | 2.27 | -0.43 | 2.77 | 0.88 | -0.06 | 1.14 | 3.71 |
| Standard Deviation(%) | NA | 12.06 | 15.25 | 17.54 | 18.50 | NA | NA | … | … | 14.01 | 18.80 | 13.24 | 14.10 | 25.28 | 12.96 | 35.04 | 12.66 | 16.97 | 7.19 | 13.65 | 15.99 | 11.75 | 8.88 |
| Draw Down(%) | NA | 8.99 | 19.40 | 25.35 | 35.37 | NA | NA | … | … | 8.99 | 19.40 | 8.61 | 10.88 | 25.35 | 5.08 | 35.37 | 6.86 | 20.26 | 2.87 | 11.35 | 11.96 | 7.56 | 1.77 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDAX (iShares Russell 3000 ETF 529 Portfolio C) |
3.28%
Mar 2017 – Mar 2020 |
4.95%
Mar 2015 – Mar 2020 |
10.48%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDAX (iShares Russell 3000 ETF 529 Portfolio C) |
25.05%
Dec 2018 – Dec 2021 |
18.09%
Oct 2016 – Oct 2021 |
14.46%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart