Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOAGX (Oklahoma College Savings Plan – Oklahomadream 529 Small Capital Portfolio Fund) | 16.37% | 35.16% | 18.68% | 8.27% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOAGX (Oklahoma College Savings Plan – Oklahomadream 529 Small Capital Portfolio Fund) | 09/16/2020 | 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 (%) | -1.64 | 35.16 | 18.68 | 8.27 | NA | NA | NA | … | … | 16.37 | 14.68 | 11.17 | 17.95 | -20.32 | 31.27 | 21.07 |
| Sharpe Ratio | NA | 2.08 | 0.84 | 0.29 | NA | NA | NA | … | … | 2.49 | 0.55 | 0.25 | 0.74 | -0.75 | 1.59 | 4.94 |
| Standard Deviation(%) | NA | 17.62 | 19.59 | 21.65 | NA | NA | NA | … | … | 19.47 | 21.81 | 18.44 | 18.71 | 29.16 | 19.60 | 18.59 |
| Draw Down(%) | NA | 9.36 | 26.28 | 32.39 | NA | NA | NA | … | … | 9.36 | 23.16 | 9.40 | 14.78 | 29.84 | 9.88 | 7.16 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOAGX (Oklahoma College Savings Plan – Oklahomadream 529 Small Capital Portfolio Fund) |
1.49%
Dec 2021 – Dec 2024 |
6.91%
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 |
|---|---|---|---|---|
| FOAGX (Oklahoma College Savings Plan – Oklahomadream 529 Small Capital Portfolio Fund) |
20.46%
May 2023 – May 2026 |
12.97%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart