Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOAFX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 0.19% | 3.05% | 4.21% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOAFX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 06/23/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.05 | 4.21 | NA | NA | NA | NA | … | … | 0.19 | 5.34 | 3.55 | 5.05 | -7.14 | -1.31 |
| Sharpe Ratio | NA | 0.42 | 0.49 | NA | NA | NA | NA | … | … | -0.87 | 1.28 | -1.29 | 0.25 | -2.51 | -1.61 |
| Standard Deviation(%) | NA | 1.89 | 2.30 | NA | NA | NA | NA | … | … | 2.06 | 1.98 | 2.36 | 3.25 | 3.41 | 1.55 |
| Draw Down(%) | NA | 1.42 | 1.42 | NA | NA | NA | NA | … | … | 1.42 | 1.09 | 1.30 | 2.04 | 9.07 | 1.90 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOAFX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
-0.50%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOAFX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
5.06%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart