Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) | 7.05% | 19.25% | 15.88% | 7.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) | 09/17/2020 | 06/05/2026 |
| 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 (%) | -2.23 | 19.25 | 15.88 | 7.19 | NA | NA | NA | … | … | 7.05 | 20.15 | 12.66 | 17.14 | -17.99 | 16.65 | 15.05 |
| Sharpe Ratio | NA | 1.90 | 1.16 | 0.37 | NA | NA | NA | … | … | 1.65 | 1.30 | 0.58 | 1.16 | -0.90 | 1.29 | 4.22 |
| Standard Deviation(%) | NA | 10.80 | 12.03 | 14.48 | NA | NA | NA | … | … | 13.58 | 13.56 | 10.65 | 11.19 | 21.59 | 12.92 | 14.76 |
| Draw Down(%) | NA | 8.45 | 13.30 | 27.56 | NA | NA | NA | … | … | 8.45 | 13.30 | 6.78 | 10.56 | 26.20 | 6.20 | 6.13 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FGOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
1.85%
Apr 2021 – Apr 2024 |
7.00%
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 |
|---|---|---|---|---|
| FGOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
18.78%
Sep 2022 – Sep 2025 |
11.81%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart