Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 9.21% | 21.15% | 16.19% | 7.52% | 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 |
|---|---|---|
| FDOKX (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 (%) | 0.32 | 21.15 | 16.19 | 7.52 | NA | NA | NA | … | … | 9.21 | 19.35 | 12.01 | 16.62 | -18.08 | 11.41 | 14.09 |
| Sharpe Ratio | NA | 1.96 | 1.21 | 0.38 | NA | NA | NA | … | … | 1.65 | 1.38 | 0.57 | 1.21 | -0.99 | 1.55 | 4.09 |
| Standard Deviation(%) | NA | 9.75 | 10.94 | 13.22 | NA | NA | NA | … | … | 12.30 | 12.19 | 9.71 | 10.32 | 19.82 | 11.85 | 14.08 |
| Draw Down(%) | NA | 7.63 | 11.84 | 26.73 | NA | NA | NA | … | … | 7.63 | 11.84 | 5.81 | 9.85 | 25.37 | 4.41 | 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 |
|---|---|---|---|---|
| FDOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
1.52%
Apr 2021 – Apr 2024 |
6.71%
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 |
|---|---|---|---|---|
| FDOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
17.98%
Sep 2022 – Sep 2025 |
11.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart