Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRNAX (iShares Russell 2000 ETF 529 Portfolio C) | 18.65% | 41.34% | 18.25% | 5.86% | 10.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRNAX (iShares Russell 2000 ETF 529 Portfolio C) | 10/23/2013 | 06/05/2026 |
| 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 (%) | 0.54 | 41.34 | 18.25 | 5.86 | 10.57 | NA | NA | … | … | 18.65 | 14.86 | 11.75 | 18.15 | -20.72 | 14.29 | 19.39 | 24.87 | -11.46 | 14.02 | 21.12 | -5.49 | 5.35 | 4.53 |
| Sharpe Ratio | NA | 2.12 | 0.76 | 0.17 | 0.40 | NA | NA | … | … | 2.47 | 0.53 | 0.24 | 0.72 | -0.78 | 0.65 | 0.47 | 1.46 | -0.71 | 1.12 | 1.16 | -0.32 | 0.33 | 2.14 |
| Standard Deviation(%) | NA | 19.01 | 21.39 | 22.75 | 23.10 | NA | NA | … | … | 20.06 | 22.99 | 21.75 | 19.51 | 28.55 | 21.78 | 40.23 | 16.09 | 18.09 | 12.06 | 18.10 | 17.23 | 16.06 | 12.54 |
| Draw Down(%) | NA | 11.04 | 27.69 | 31.81 | 41.51 | NA | NA | … | … | 11.04 | 23.93 | 10.09 | 17.99 | 27.02 | 12.04 | 41.29 | 9.68 | 26.70 | 6.42 | 15.75 | 16.16 | 12.74 | 3.74 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| IRNAX (iShares Russell 2000 ETF 529 Portfolio C) |
-5.11%
Mar 2017 – Mar 2020 |
-0.80%
Mar 2015 – Mar 2020 |
5.62%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRNAX (iShares Russell 2000 ETF 529 Portfolio C) |
19.88%
May 2023 – May 2026 |
17.31%
Feb 2016 – Feb 2021 |
10.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart