Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BONAX (CollegeAdvantage 529 Savings Plan – BlackRock GNMA Option) | 0.82% | 6.29% | 4.12% | -0.15% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BONAX (CollegeAdvantage 529 Savings Plan – BlackRock GNMA Option) | 06/01/2021 | 06/11/2026 |
| 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 (%) | 0.15 | 6.29 | 4.12 | -0.15 | NA | NA | NA | … | … | 0.82 | 8.15 | 0.57 | 4.33 | -12.42 | -0.29 |
| Sharpe Ratio | NA | 0.82 | 0.14 | -0.41 | NA | NA | NA | … | … | -0.29 | 1.08 | -1.04 | 0.01 | -1.50 | -1.13 |
| Standard Deviation(%) | NA | 4.16 | 6.03 | 6.68 | NA | NA | NA | … | … | 4.44 | 4.97 | 5.82 | 8.36 | 9.22 | 1.15 |
| Draw Down(%) | NA | 2.85 | 7.32 | 18.15 | NA | NA | NA | … | … | 2.85 | 2.87 | 4.12 | 8.91 | 16.95 | 0.44 |
| 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 06/11/2026, 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 |
|---|---|---|---|---|
| BONAX (CollegeAdvantage 529 Savings Plan – BlackRock GNMA Option) |
-2.85%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| BONAX (CollegeAdvantage 529 Savings Plan – BlackRock GNMA Option) |
5.25%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart