Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODFX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 14.60% | 29.22% | 24.78% | 14.60% | 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 |
|---|---|---|
| FODFX (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 (%) | 0.49 | 29.22 | 24.78 | 14.60 | NA | NA | NA | … | … | 14.60 | 16.07 | 31.89 | 35.00 | -24.90 | 23.54 | 14.79 |
| Sharpe Ratio | NA | 1.71 | 1.21 | 0.58 | NA | NA | NA | … | … | 1.87 | 0.61 | 1.58 | 2.08 | -0.93 | 1.39 | 3.04 |
| Standard Deviation(%) | NA | 16.33 | 18.33 | 20.36 | NA | NA | NA | … | … | 18.95 | 22.22 | 16.20 | 14.95 | 28.51 | 16.88 | 20.03 |
| Draw Down(%) | NA | 12.64 | 23.06 | 29.77 | NA | NA | NA | … | … | 11.54 | 23.06 | 11.50 | 10.10 | 28.30 | 8.93 | 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 |
|---|---|---|---|---|
| FODFX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
7.37%
Oct 2020 – Oct 2023 |
11.30%
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 |
|---|---|---|---|---|
| FODFX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
26.78%
Sep 2022 – Sep 2025 |
16.80%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart