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 - Optimal Moderate | 1.32% | 4.12% | 1.71% | 7.96% | 5.35% | 6.45% | 6.21% | 5.65% |
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 - Optimal 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 (%) | -1.34 | 4.12 | 1.71 | 7.96 | 5.35 | 6.45 | 6.21 | 5.65 | 1.32 | 6.32 | 10.98 | -17.28 | 11.51 | 14.55 | 17.92 | -5.61 | 14.44 | 10.18 | -3.05 | 5.83 | 14.85 | 11.20 | 0.37 | 13.90 | 22.45 | -20.94 | 8.61 | 12.05 | 4.76 | 9.26 | 23.97 | -11.90 | -4.34 |
| Sharpe Ratio | NA | 0.39 | 0.17 | 0.39 | 0.39 | NA | NA | 0.37 | 0.28 | 0.33 | 0.83 | -1.28 | 1.22 | 0.75 | 2.12 | -0.70 | 2.52 | 1.10 | -0.34 | 0.78 | 1.82 | 1.34 | 0.02 | 1.09 | 1.20 | -0.97 | 0.46 | 0.86 | 0.32 | 0.97 | 2.12 | -0.94 | -0.54 |
| Standard Deviation(%) | NA | 10.84 | 10.85 | 10.96 | 11.05 | NA | NA | 12.04 | 13.43 | 8.10 | 8.79 | 14.60 | 9.45 | 19.15 | 7.76 | 10.05 | 5.47 | 9.03 | 9.09 | 7.41 | 8.15 | 8.33 | 15.43 | 12.72 | 18.55 | 22.67 | 11.93 | 10.04 | 7.90 | 8.57 | 10.97 | 13.93 | 12.44 |
| Draw Down(%) | NA | 9.87 | 13.41 | 23.51 | 23.51 | NA | NA | 36.08 | 9.48 | 4.59 | 8.84 | 22.64 | 4.31 | 21.95 | 4.15 | 13.27 | 1.97 | 6.74 | 9.93 | 5.32 | 5.69 | 6.05 | 13.94 | 9.82 | 18.25 | 32.07 | 6.69 | 8.73 | 5.06 | 6.69 | 8.17 | 20.11 | 17.32 |
| Yield(%) | NA | 3.61 | 2.87 | 2.39 | 1.97 | NA | NA | 1.94 | NA | 1.03 | 3.13 | 2.45 | 2.05 | 1.30 | 2.17 | 1.83 | 1.63 | 1.59 | 1.25 | 1.45 | 1.43 | 1.80 | 1.83 | 1.59 | 2.40 | 2.85 | 2.53 | 2.49 | 2.48 | 1.29 | 1.36 | 1.18 | 1.55 |
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 - Optimal Moderate |
-6.85%
Feb 2006 - Feb 2009 |
-1.27%
Feb 2004 - Feb 2009 |
4.63%
Oct 2013 - Oct 2023 |
4.80%
Sep 2007 - Sep 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 - Optimal Moderate |
19.45%
Feb 2009 - Feb 2012 |
15.58%
Feb 2009 - Feb 2014 |
10.43%
Feb 2009 - Feb 2019 |
8.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart