Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODDX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 14.08% | 27.85% | 23.53% | 13.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODDX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 09/17/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 27.85 | 23.53 | 13.44 | NA | NA | NA | … | … | 14.08 | 14.90 | 30.57 | 33.65 | -25.74 | 15.78 | 14.40 |
| Sharpe Ratio | NA | 1.64 | 1.14 | 0.53 | NA | NA | NA | … | … | 1.80 | 0.55 | 1.49 | 1.98 | -0.95 | 1.56 | 2.96 |
| Standard Deviation(%) | NA | 16.28 | 18.35 | 20.36 | NA | NA | NA | … | … | 18.95 | 22.21 | 16.23 | 14.99 | 28.50 | 16.48 | 19.93 |
| Draw Down(%) | NA | 12.99 | 23.21 | 30.41 | NA | NA | NA | … | … | 11.71 | 23.21 | 11.51 | 10.40 | 28.84 | 8.97 | 7.04 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| FODDX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
6.29%
Oct 2020 – Oct 2023 |
10.19%
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 |
|---|---|---|---|---|
| FODDX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
25.48%
Sep 2022 – Sep 2025 |
15.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart