Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODIX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 8.81% | 20.94% | 14.76% | 9.17% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODIX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 09/18/2020 | 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 (%) | 0.61 | 20.94 | 14.76 | 9.17 | NA | NA | NA | … | … | 8.81 | 13.91 | 11.92 | 10.55 | -0.63 | 23.24 | 14.50 |
| Sharpe Ratio | NA | 1.68 | 0.98 | 0.49 | NA | NA | NA | … | … | 1.66 | 0.80 | 0.54 | 0.52 | -0.11 | 1.94 | 2.93 |
| Standard Deviation(%) | NA | 10.19 | 11.78 | 13.42 | NA | NA | NA | … | … | 10.71 | 14.12 | 10.03 | 12.12 | 18.22 | 12.00 | 20.67 |
| Draw Down(%) | NA | 7.48 | 13.36 | 15.51 | NA | NA | NA | … | … | 7.48 | 11.21 | 7.27 | 9.95 | 15.51 | 6.41 | 7.20 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODIX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
5.97%
May 2021 – May 2024 |
9.12%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODIX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
15.27%
May 2023 – May 2026 |
14.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart