Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) | 10.25% | 23.16% | 17.52% | 8.17% | 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 |
|---|---|---|
| FEOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 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 (%) | 0.41 | 23.16 | 17.52 | 8.17 | NA | NA | NA | … | … | 10.25 | 20.80 | 13.21 | 17.70 | -18.78 | 12.02 | 14.66 |
| Sharpe Ratio | NA | 1.96 | 1.20 | 0.39 | NA | NA | NA | … | … | 1.69 | 1.34 | 0.63 | 1.20 | -0.94 | 1.52 | 4.10 |
| Standard Deviation(%) | NA | 10.79 | 12.06 | 14.50 | NA | NA | NA | … | … | 13.59 | 13.61 | 10.64 | 11.29 | 21.56 | 12.77 | 14.71 |
| Draw Down(%) | NA | 8.41 | 13.31 | 27.89 | NA | NA | NA | … | … | 8.41 | 13.31 | 6.74 | 10.49 | 26.46 | 4.60 | 6.23 |
| 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 |
|---|---|---|---|---|
| FEOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
1.80%
Apr 2021 – Apr 2024 |
7.17%
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 |
|---|---|---|---|---|
| FEOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
19.30%
Sep 2022 – Sep 2025 |
11.91%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart