Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODJX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 9.15% | 21.77% | 15.46% | 9.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODJX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 09/16/2020 | 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 (%) | 0.60 | 21.77 | 15.46 | 9.55 | NA | NA | NA | … | … | 9.15 | 14.63 | 12.70 | 10.80 | -0.71 | 22.90 | 12.93 |
| Sharpe Ratio | NA | 1.76 | 1.04 | 0.52 | NA | NA | NA | … | … | 1.74 | 0.85 | 0.62 | 0.55 | -0.11 | 1.91 | 2.51 |
| Standard Deviation(%) | NA | 10.24 | 11.79 | 13.40 | NA | NA | NA | … | … | 10.77 | 14.14 | 10.00 | 12.01 | 18.25 | 11.95 | 20.40 |
| Draw Down(%) | NA | 7.42 | 13.24 | 15.61 | NA | NA | NA | … | … | 7.42 | 11.14 | 7.29 | 9.85 | 15.61 | 5.85 | 7.12 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODJX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
6.06%
May 2021 – May 2024 |
9.49%
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 |
|---|---|---|---|---|
| FODJX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
15.97%
May 2023 – May 2026 |
14.31%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart