Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) | 8.77% | 20.01% | 14.73% | 6.33% | 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 |
|---|---|---|
| FNOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth 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 (%) | 0.30 | 20.01 | 14.73 | 6.33 | NA | NA | NA | … | … | 8.77 | 18.22 | 10.37 | 14.29 | -17.61 | 11.02 | 10.62 |
| Sharpe Ratio | NA | 1.86 | 1.11 | 0.32 | NA | NA | NA | … | … | 1.57 | 1.33 | 0.42 | 1.05 | -1.12 | 1.17 | 3.84 |
| Standard Deviation(%) | NA | 9.69 | 10.52 | 11.92 | NA | NA | NA | … | … | 12.27 | 11.78 | 9.07 | 9.60 | 17.10 | 9.42 | 10.84 |
| Draw Down(%) | NA | 7.73 | 11.39 | 25.63 | NA | NA | NA | … | … | 7.73 | 11.39 | 5.30 | 9.62 | 24.32 | 4.80 | 4.80 |
| 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 |
|---|---|---|---|---|
| FNOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
0.22%
Apr 2021 – Apr 2024 |
5.30%
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 |
|---|---|---|---|---|
| FNOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
15.82%
Sep 2022 – Sep 2025 |
8.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart