Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) | 8.96% | 23.83% | 19.58% | 9.66% | 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 |
|---|---|---|
| FKOKX (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 (%) | -2.68 | 23.83 | 19.58 | 9.66 | NA | NA | NA | … | … | 8.96 | 24.12 | 16.38 | 20.31 | -17.48 | 18.01 | 15.53 |
| Sharpe Ratio | NA | 1.97 | 1.25 | 0.49 | NA | NA | NA | … | … | 1.77 | 1.30 | 0.81 | 1.28 | -0.82 | 1.34 | 4.16 |
| Standard Deviation(%) | NA | 13.20 | 14.30 | 16.27 | NA | NA | NA | … | … | 16.54 | 16.68 | 12.25 | 12.63 | 23.14 | 13.39 | 15.50 |
| Draw Down(%) | NA | 10.17 | 16.28 | 27.54 | NA | NA | NA | … | … | 10.17 | 16.28 | 8.53 | 10.90 | 26.30 | 6.52 | 6.40 |
| 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 |
|---|---|---|---|---|
| FKOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
3.72%
Apr 2021 – Apr 2024 |
9.04%
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 |
|---|---|---|---|---|
| FKOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
22.41%
Sep 2022 – Sep 2025 |
14.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart