Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 12.94% | 23.52% | 14.75% | 8.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 09/16/2020 | 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 (%) | 0.38 | 23.52 | 14.75 | 8.06 | NA | NA | NA | … | … | 12.94 | 13.24 | 11.46 | 8.51 | -9.92 | 19.07 | 9.19 |
| Sharpe Ratio | NA | 2.48 | 1.18 | 0.50 | NA | NA | NA | … | … | 3.09 | 0.89 | 0.60 | 0.45 | -0.73 | 2.09 | 2.68 |
| Standard Deviation(%) | NA | 8.36 | 9.85 | 11.14 | NA | NA | NA | … | … | 9.59 | 11.84 | 8.30 | 9.49 | 15.58 | 9.12 | 12.99 |
| Draw Down(%) | NA | 5.85 | 12.66 | 17.40 | NA | NA | NA | … | … | 5.85 | 11.44 | 5.91 | 9.14 | 17.40 | 4.57 | 5.75 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
2.55%
Apr 2021 – Apr 2024 |
7.54%
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 |
|---|---|---|---|---|
| FNODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
15.03%
May 2023 – May 2026 |
10.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart