Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODKX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) | 16.17% | 38.82% | 31.44% | 13.21% | 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 |
|---|---|---|
| FODKX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity 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 (%) | 0.33 | 38.82 | 31.44 | 13.21 | NA | NA | NA | … | … | 16.17 | 23.65 | 41.67 | 44.82 | -39.02 | 11.97 | 22.42 |
| Sharpe Ratio | NA | 2.14 | 1.31 | 0.42 | NA | NA | NA | … | … | 1.93 | 0.81 | 1.74 | 2.16 | -1.12 | 0.55 | 4.53 |
| Standard Deviation(%) | NA | 18.32 | 21.93 | 25.07 | NA | NA | NA | … | … | 21.25 | 26.07 | 20.43 | 18.98 | 36.12 | 21.56 | 22.28 |
| Draw Down(%) | NA | 16.29 | 26.65 | 44.79 | NA | NA | NA | … | … | 15.06 | 26.65 | 14.03 | 13.69 | 40.69 | 13.87 | 8.90 |
| 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 |
|---|---|---|---|---|
| FODKX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
-0.40%
Nov 2020 – Nov 2023 |
8.15%
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 |
|---|---|---|---|---|
| FODKX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
34.71%
Dec 2022 – Dec 2025 |
15.51%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart