Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) | 18.44% | 30.27% | 17.07% | 7.66% | 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 |
|---|---|---|
| FKODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio 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 (%) | 1.82 | 30.27 | 17.07 | 7.66 | NA | NA | NA | … | … | 18.44 | 11.37 | 11.07 | 15.52 | -14.59 | 21.64 | 20.39 |
| Sharpe Ratio | NA | 1.63 | 0.76 | 0.24 | NA | NA | NA | … | … | 2.35 | 0.41 | 0.32 | 0.65 | -0.60 | 1.25 | 4.09 |
| Standard Deviation(%) | NA | 16.08 | 18.19 | 20.05 | NA | NA | NA | … | … | 18.37 | 21.25 | 16.03 | 17.42 | 26.72 | 17.31 | 21.91 |
| Draw Down(%) | NA | 8.77 | 23.18 | 24.80 | NA | NA | NA | … | … | 8.77 | 21.38 | 8.49 | 14.69 | 24.11 | 8.51 | 6.41 |
| 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 |
|---|---|---|---|---|
| FKODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) |
1.15%
Apr 2021 – Apr 2024 |
6.07%
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 |
|---|---|---|---|---|
| FKODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) |
17.69%
May 2023 – May 2026 |
11.53%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart