Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 8.85% | 20.29% | 15.32% | 6.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 09/17/2020 | 06/04/2026 |
| 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 (%) | 0.33 | 20.29 | 15.32 | 6.84 | NA | NA | NA | … | … | 8.85 | 18.51 | 11.12 | 15.78 | -18.68 | 11.65 | 14.08 |
| Sharpe Ratio | NA | 1.89 | 1.13 | 0.33 | NA | NA | NA | … | … | 1.58 | 1.31 | 0.47 | 1.13 | -1.02 | 1.59 | 4.09 |
| Standard Deviation(%) | NA | 9.70 | 10.92 | 13.21 | NA | NA | NA | … | … | 12.24 | 12.16 | 9.76 | 10.28 | 19.78 | 11.86 | 14.05 |
| Draw Down(%) | NA | 7.67 | 11.88 | 27.14 | NA | NA | NA | … | … | 7.67 | 11.88 | 5.90 | 10.01 | 25.79 | 4.32 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| FCOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
0.96%
Apr 2021 – Apr 2024 |
6.08%
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 |
|---|---|---|---|---|
| FCOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
17.08%
Sep 2022 – Sep 2025 |
10.56%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart