Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 6.42% | 17.91% | 14.95% | 6.54% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 09/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 17.91 | 14.95 | 6.54 | NA | NA | NA | … | … | 6.42 | 19.14 | 11.71 | 16.35 | -18.28 | 11.24 | 13.99 |
| Sharpe Ratio | NA | 1.94 | 1.18 | 0.36 | NA | NA | NA | … | … | 1.64 | 1.36 | 0.53 | 1.18 | -1.00 | 1.53 | 4.06 |
| Standard Deviation(%) | NA | 9.71 | 10.94 | 13.23 | NA | NA | NA | … | … | 12.22 | 12.20 | 9.73 | 10.33 | 19.84 | 11.82 | 14.07 |
| Draw Down(%) | NA | 7.62 | 11.84 | 26.88 | NA | NA | NA | … | … | 7.62 | 11.84 | 5.86 | 9.99 | 25.52 | 4.33 | 5.87 |
| 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 |
Data as of 06/05/2026, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
1.24%
Apr 2021 – Apr 2024 |
6.44%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
17.67%
Sep 2022 – Sep 2025 |
10.87%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart