Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOABX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) | 21.44% | 40.39% | 17.98% | 9.59% | 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 |
|---|---|---|
| FOABX (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 (%) | 1.18 | 40.39 | 17.98 | 9.59 | NA | NA | NA | … | … | 21.44 | 8.74 | 7.96 | 18.62 | -7.92 | 31.97 | 22.64 |
| Sharpe Ratio | NA | 2.13 | 0.79 | 0.35 | NA | NA | NA | … | … | 3.00 | 0.27 | 0.09 | 0.78 | -0.36 | 1.81 | 4.17 |
| Standard Deviation(%) | NA | 17.02 | 18.55 | 20.15 | NA | NA | NA | … | … | 17.71 | 22.33 | 15.56 | 18.54 | 25.75 | 17.65 | 24.05 |
| Draw Down(%) | NA | 9.90 | 27.14 | 27.14 | NA | NA | NA | … | … | 9.90 | 23.38 | 9.68 | 15.74 | 21.93 | 8.69 | 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 |
|---|---|---|---|---|
| FOABX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
1.91%
Apr 2022 – Apr 2025 |
8.55%
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 |
|---|---|---|---|---|
| FOABX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
18.90%
May 2023 – May 2026 |
14.51%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart