Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODLX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) | 15.82% | 37.82% | 30.47% | 12.36% | 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 |
|---|---|---|
| FODLX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity 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 (%) | 0.35 | 37.82 | 30.47 | 12.36 | NA | NA | NA | … | … | 15.82 | 22.71 | 40.60 | 43.78 | -39.46 | 11.19 | 23.09 |
| Sharpe Ratio | NA | 2.09 | 1.26 | 0.38 | NA | NA | NA | … | … | 1.88 | 0.78 | 1.68 | 2.11 | -1.13 | 0.52 | 4.76 |
| Standard Deviation(%) | NA | 18.26 | 21.91 | 25.10 | NA | NA | NA | … | … | 21.21 | 26.04 | 20.48 | 18.93 | 36.21 | 21.59 | 22.44 |
| Draw Down(%) | NA | 16.54 | 26.75 | 45.29 | NA | NA | NA | … | … | 15.18 | 26.75 | 14.11 | 13.81 | 41.10 | 13.91 | 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODLX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
-1.12%
Nov 2020 – Nov 2023 |
7.34%
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 |
|---|---|---|---|---|
| FODLX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
33.70%
Dec 2022 – Dec 2025 |
14.66%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart