Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOAEX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 6.97% | 17.17% | 13.27% | 5.81% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOAEX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 09/16/2020 | 06/03/2026 |
| 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 | 17.17 | 13.27 | 5.81 | NA | NA | NA | … | … | 6.97 | 16.18 | 9.50 | 14.83 | -17.03 | 12.94 | 11.72 |
| Sharpe Ratio | NA | 1.83 | 1.11 | 0.29 | NA | NA | NA | … | … | 1.49 | 1.35 | 0.35 | 1.17 | -1.07 | 1.27 | 3.87 |
| Standard Deviation(%) | NA | 8.12 | 9.31 | 11.34 | NA | NA | NA | … | … | 10.24 | 10.04 | 8.44 | 9.09 | 17.19 | 10.16 | 11.84 |
| Draw Down(%) | NA | 6.55 | 9.64 | 25.23 | NA | NA | NA | … | … | 6.55 | 9.64 | 4.66 | 8.98 | 23.90 | 4.94 | 5.15 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| FOAEX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
0.67%
Apr 2021 – Apr 2024 |
5.34%
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 |
|---|---|---|---|---|
| FOAEX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
15.30%
Sep 2022 – Sep 2025 |
9.11%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart