Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Strategic Asset Allocation - Equal Weight Moderate | 2.48% | 4.95% | 2.52% | 5.32% | 3.21% | 4.46% | 4.84% | 5.17% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| iShares 529 Custom Portfolios Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 4.95 | 2.52 | 5.32 | 3.21 | 4.46 | 4.84 | 5.17 | 2.48 | 5.37 | 11.01 | -14.35 | 9.44 | 0.40 | 13.17 | -5.34 | 11.66 | 6.01 | -1.46 | 5.29 | 7.63 | 12.30 | -0.77 | 11.72 | 24.65 | -26.02 | 5.31 | 17.76 | 11.51 | 13.09 | 25.87 | -10.66 | 3.82 |
| Sharpe Ratio | NA | 0.43 | 0.21 | 0.20 | 0.22 | NA | NA | 0.31 | 0.36 | 0.23 | 0.91 | -1.18 | 1.09 | 0.01 | 2.01 | -0.75 | 2.26 | 0.64 | -0.18 | 0.84 | 0.92 | 1.45 | -0.05 | 0.76 | 1.08 | -0.98 | 0.17 | 1.44 | 1.15 | 1.26 | 2.79 | -0.81 | 0.10 |
| Standard Deviation(%) | NA | 10.01 | 9.92 | 10.54 | 10.38 | NA | NA | 12.76 | 12.36 | 7.56 | 8.08 | 13.36 | 8.63 | 19.34 | 5.82 | 8.95 | 4.87 | 8.99 | 8.35 | 6.26 | 8.22 | 8.43 | 16.34 | 15.39 | 22.73 | 27.52 | 12.78 | 9.96 | 8.02 | 9.60 | 9.01 | 14.62 | 14.24 |
| Draw Down(%) | NA | 9.40 | 12.52 | 20.35 | 20.35 | NA | NA | 41.80 | 8.53 | 5.39 | 7.26 | 20.32 | 4.08 | 20.31 | 3.36 | 10.26 | 1.93 | 6.06 | 8.92 | 4.38 | 8.45 | 6.00 | 14.13 | 10.46 | 17.90 | 38.98 | 7.07 | 8.78 | 5.13 | 9.39 | 6.81 | 22.81 | 16.17 |
| Yield(%) | NA | 3.96 | 3.07 | 2.56 | 2.33 | NA | NA | 2.21 | NA | 1.06 | 3.54 | 2.56 | 2.30 | 1.45 | 2.07 | 1.57 | 0.29 | 3.34 | 2.77 | 2.46 | 1.88 | 2.76 | 2.69 | 2.01 | 2.12 | 1.53 | 2.50 | 2.85 | 3.27 | 1.87 | 1.75 | 0.94 | 1.28 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Strategic Asset Allocation - Equal Weight Moderate |
-8.81%
Feb 2006 - Feb 2009 |
-0.69%
Feb 2004 - Feb 2009 |
2.35%
Oct 2013 - Oct 2023 |
2.25%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| iShares 529 Custom Portfolios Plan Strategic Asset Allocation - Equal Weight Moderate |
20.48%
Mar 2003 - Mar 2006 |
16.38%
Oct 2002 - Oct 2007 |
9.22%
Mar 2003 - Mar 2013 |
7.88%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart