Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) | 9.92% | 22.27% | 16.63% | 7.37% | 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 |
|---|---|---|
| FFOKX (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 (%) | 0.38 | 22.27 | 16.63 | 7.37 | NA | NA | NA | … | … | 9.92 | 19.90 | 12.38 | 16.85 | -18.99 | 15.41 | 14.17 |
| Sharpe Ratio | NA | 1.88 | 1.13 | 0.33 | NA | NA | NA | … | … | 1.63 | 1.28 | 0.55 | 1.13 | -0.95 | 1.19 | 3.93 |
| Standard Deviation(%) | NA | 10.78 | 12.04 | 14.49 | NA | NA | NA | … | … | 13.56 | 13.60 | 10.61 | 11.22 | 21.61 | 12.95 | 14.74 |
| Draw Down(%) | NA | 8.50 | 13.39 | 28.33 | NA | NA | NA | … | … | 8.50 | 13.39 | 6.82 | 10.65 | 26.85 | 6.30 | 6.33 |
| 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 |
|---|---|---|---|---|
| FFOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
1.03%
Apr 2021 – Apr 2024 |
6.38%
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 |
|---|---|---|---|---|
| FFOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
18.40%
Sep 2022 – Sep 2025 |
11.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart