Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FJOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) | 8.86% | 23.56% | 19.05% | 8.90% | 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 |
|---|---|---|
| FJOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio 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 (%) | -2.67 | 23.56 | 19.05 | 8.90 | NA | NA | NA | … | … | 8.86 | 23.79 | 15.85 | 19.16 | -18.41 | 16.51 | 14.86 |
| Sharpe Ratio | NA | 1.95 | 1.21 | 0.44 | NA | NA | NA | … | … | 1.76 | 1.28 | 0.77 | 1.19 | -0.86 | 1.23 | 3.96 |
| Standard Deviation(%) | NA | 13.20 | 14.30 | 16.27 | NA | NA | NA | … | … | 16.46 | 16.70 | 12.24 | 12.60 | 23.10 | 13.43 | 15.46 |
| Draw Down(%) | NA | 10.22 | 16.36 | 28.32 | NA | NA | NA | … | … | 10.22 | 16.36 | 8.52 | 11.09 | 26.96 | 6.56 | 6.60 |
| 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 |
|---|---|---|---|---|
| FJOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
2.63%
Apr 2021 – Apr 2024 |
8.23%
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 |
|---|---|---|---|---|
| FJOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
21.62%
Sep 2022 – Sep 2025 |
13.21%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart