Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) | 10.40% | 23.53% | 17.82% | 8.46% | 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 |
|---|---|---|
| FHOKX (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 | 23.53 | 17.82 | 8.46 | NA | NA | NA | … | … | 10.40 | 21.05 | 13.56 | 17.96 | -18.14 | 16.44 | 14.76 |
| Sharpe Ratio | NA | 1.99 | 1.23 | 0.41 | NA | NA | NA | … | … | 1.72 | 1.36 | 0.66 | 1.24 | -0.91 | 1.28 | 4.14 |
| Standard Deviation(%) | NA | 10.79 | 12.06 | 14.45 | NA | NA | NA | … | … | 13.56 | 13.63 | 10.65 | 11.18 | 21.52 | 12.86 | 14.67 |
| Draw Down(%) | NA | 8.41 | 13.30 | 27.68 | NA | NA | NA | … | … | 8.41 | 13.30 | 6.75 | 10.42 | 26.31 | 6.22 | 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 |
|---|---|---|---|---|
| FHOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
2.05%
Apr 2021 – Apr 2024 |
7.45%
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 |
|---|---|---|---|---|
| FHOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2039 Fund) |
19.59%
Sep 2022 – Sep 2025 |
12.19%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart