Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOACX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) | 21.54% | 40.74% | 18.32% | 9.94% | 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 |
|---|---|---|
| FOACX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies 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 (%) | 1.15 | 40.74 | 18.32 | 9.94 | NA | NA | NA | … | … | 21.54 | 8.98 | 8.38 | 18.90 | -7.50 | 32.47 | 23.36 |
| Sharpe Ratio | NA | 2.15 | 0.81 | 0.36 | NA | NA | NA | … | … | 3.01 | 0.28 | 0.12 | 0.80 | -0.35 | 1.82 | 4.40 |
| Standard Deviation(%) | NA | 17.04 | 18.59 | 20.18 | NA | NA | NA | … | … | 17.74 | 22.38 | 15.61 | 18.54 | 25.68 | 17.83 | 24.18 |
| Draw Down(%) | NA | 9.89 | 27.07 | 27.07 | NA | NA | NA | … | … | 9.89 | 23.34 | 9.65 | 15.71 | 21.84 | 8.63 | 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 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOACX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
2.26%
Apr 2022 – Apr 2025 |
8.89%
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 |
|---|---|---|---|---|
| FOACX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
19.24%
May 2023 – May 2026 |
14.96%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart