Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) | 11.66% | 29.51% | 28.55% | 15.74% | 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 |
|---|---|---|
| FDODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio 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 (%) | 1.61 | 29.51 | 28.55 | 15.74 | NA | NA | NA | … | … | 11.66 | 24.07 | 37.09 | 35.88 | -27.80 | 19.01 | 11.00 |
| Sharpe Ratio | NA | 1.89 | 1.49 | 0.66 | NA | NA | NA | … | … | 1.41 | 1.04 | 1.99 | 2.33 | -1.07 | 1.98 | 2.10 |
| Standard Deviation(%) | NA | 14.19 | 16.89 | 19.15 | NA | NA | NA | … | … | 15.94 | 20.80 | 15.49 | 13.71 | 27.25 | 15.77 | 20.63 |
| Draw Down(%) | NA | 10.43 | 20.06 | 32.77 | NA | NA | NA | … | … | 10.43 | 20.06 | 10.87 | 7.16 | 31.18 | 8.18 | 8.04 |
| 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 |
|---|---|---|---|---|
| FDODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
6.68%
Nov 2020 – Nov 2023 |
13.73%
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 |
|---|---|---|---|---|
| FDODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
31.22%
Sep 2022 – Sep 2025 |
17.41%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart