Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOAAX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) | 21.83% | 41.41% | 18.87% | 10.43% | 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 |
|---|---|---|
| FOAAX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies 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 (%) | 1.17 | 41.41 | 18.87 | 10.43 | NA | NA | NA | … | … | 21.83 | 9.54 | 8.83 | 19.52 | -7.20 | 32.94 | 22.83 |
| Sharpe Ratio | NA | 2.19 | 0.84 | 0.39 | NA | NA | NA | … | … | 3.06 | 0.30 | 0.15 | 0.83 | -0.33 | 1.85 | 4.24 |
| Standard Deviation(%) | NA | 17.03 | 18.55 | 20.17 | NA | NA | NA | … | … | 17.74 | 22.35 | 15.55 | 18.52 | 25.72 | 17.79 | 23.93 |
| Draw Down(%) | NA | 9.82 | 26.94 | 26.94 | NA | NA | NA | … | … | 9.82 | 23.25 | 9.61 | 15.63 | 21.68 | 8.58 | 6.99 |
| 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 |
|---|---|---|---|---|
| FOAAX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
2.70%
Apr 2022 – Apr 2025 |
9.38%
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 |
|---|---|---|---|---|
| FOAAX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
19.78%
May 2023 – May 2026 |
15.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart