Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMOGX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) | 6.57% | 18.28% | 14.90% | 6.73% | 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 |
|---|---|---|
| FMOGX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate 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 (%) | -2.07 | 18.28 | 14.90 | 6.73 | NA | NA | NA | … | … | 6.57 | 19.48 | 10.79 | 15.40 | -16.77 | 12.06 | 10.91 |
| Sharpe Ratio | NA | 1.98 | 1.22 | 0.41 | NA | NA | NA | … | … | 1.67 | 1.44 | 0.55 | 1.18 | -1.06 | 1.29 | 3.92 |
| Standard Deviation(%) | NA | 9.69 | 10.51 | 11.90 | NA | NA | NA | … | … | 12.26 | 11.77 | 9.11 | 9.55 | 17.11 | 9.36 | 10.94 |
| Draw Down(%) | NA | 7.68 | 11.26 | 24.90 | NA | NA | NA | … | … | 7.68 | 11.26 | 5.26 | 9.36 | 23.72 | 4.59 | 4.70 |
| 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 |
|---|---|---|---|---|
| FMOGX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
1.23%
Apr 2021 – Apr 2024 |
6.36%
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 |
|---|---|---|---|---|
| FMOGX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
16.99%
Sep 2022 – Sep 2025 |
9.68%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart