Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOADX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) | 19.50% | 38.90% | 18.36% | 10.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOADX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) | 09/17/2020 | 06/05/2026 |
| 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 (%) | -0.67 | 38.90 | 18.36 | 10.29 | NA | NA | NA | … | … | 19.50 | 9.79 | 9.10 | 19.77 | -6.92 | 33.59 | 23.26 |
| Sharpe Ratio | NA | 2.22 | 0.86 | 0.40 | NA | NA | NA | … | … | 3.09 | 0.32 | 0.16 | 0.84 | -0.32 | 1.88 | 4.40 |
| Standard Deviation(%) | NA | 17.01 | 18.56 | 20.16 | NA | NA | NA | … | … | 17.71 | 22.36 | 15.57 | 18.53 | 25.65 | 17.86 | 24.05 |
| Draw Down(%) | NA | 9.81 | 26.87 | 26.87 | NA | NA | NA | … | … | 9.81 | 23.20 | 9.61 | 15.65 | 21.57 | 8.55 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| FOADX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
2.96%
Apr 2022 – Apr 2025 |
9.71%
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 |
|---|---|---|---|---|
| FOADX (Oklahoma College Savings Plan – Oklahomadream 529 Value Strategies Portfolio Fund) |
20.08%
May 2023 – May 2026 |
15.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart