Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) | 7.55% | 24.17% | 25.86% | 13.50% | 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 |
|---|---|---|
| FBODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio 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 (%) | -1.37 | 24.17 | 25.86 | 13.50 | NA | NA | NA | … | … | 7.55 | 22.83 | 35.73 | 34.52 | -28.60 | 18.35 | 10.60 |
| Sharpe Ratio | NA | 1.80 | 1.41 | 0.60 | NA | NA | NA | … | … | 1.32 | 0.98 | 1.90 | 2.25 | -1.10 | 1.91 | 2.02 |
| Standard Deviation(%) | NA | 14.19 | 16.90 | 19.15 | NA | NA | NA | … | … | 15.96 | 20.80 | 15.53 | 13.57 | 27.23 | 15.75 | 20.59 |
| Draw Down(%) | NA | 10.57 | 20.20 | 33.45 | NA | NA | NA | … | … | 10.57 | 20.20 | 10.95 | 7.38 | 31.80 | 8.14 | 8.14 |
| 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 |
|---|---|---|---|---|
| FBODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
5.60%
Nov 2020 – Nov 2023 |
12.58%
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 |
|---|---|---|---|---|
| FBODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
29.86%
Sep 2022 – Sep 2025 |
16.23%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart