Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODBX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) | 13.25% | 33.89% | 25.62% | 14.60% | 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 |
|---|---|---|
| FODBX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth 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 (%) | -2.90 | 33.89 | 25.62 | 14.60 | NA | NA | NA | … | … | 13.25 | 23.60 | 26.90 | 16.98 | -11.89 | 28.39 | 14.43 |
| Sharpe Ratio | NA | 2.24 | 1.37 | 0.73 | NA | NA | NA | … | … | 1.89 | 1.04 | 1.50 | 1.08 | -0.65 | 2.06 | 3.15 |
| Standard Deviation(%) | NA | 13.94 | 16.37 | 16.73 | NA | NA | NA | … | … | 16.47 | 20.26 | 14.77 | 11.91 | 20.60 | 13.79 | 18.76 |
| Draw Down(%) | NA | 10.20 | 21.32 | 21.32 | NA | NA | NA | … | … | 10.20 | 21.32 | 9.83 | 8.34 | 20.39 | 5.26 | 6.84 |
| 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 |
|---|---|---|---|---|
| FODBX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
8.36%
Apr 2021 – Apr 2024 |
13.43%
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 |
|---|---|---|---|---|
| FODBX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
27.84%
May 2023 – May 2026 |
18.90%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart