Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODMX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) | 16.06% | 38.51% | 31.33% | 13.34% | 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 |
|---|---|---|
| FODMX (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 | 38.51 | 31.33 | 13.34 | NA | NA | NA | … | … | 16.06 | 23.23 | 41.51 | 45.62 | -38.79 | 12.27 | 22.62 |
| Sharpe Ratio | NA | 2.12 | 1.31 | 0.42 | NA | NA | NA | … | … | 1.90 | 0.80 | 1.73 | 2.22 | -1.11 | 0.57 | 4.57 |
| Standard Deviation(%) | NA | 18.28 | 21.89 | 25.05 | NA | NA | NA | … | … | 21.27 | 26.02 | 20.44 | 18.86 | 36.14 | 21.49 | 22.34 |
| Draw Down(%) | NA | 16.37 | 26.70 | 44.55 | NA | NA | NA | … | … | 15.11 | 26.70 | 14.08 | 13.54 | 40.44 | 13.78 | 8.81 |
| 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 |
|---|---|---|---|---|
| FODMX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
0.03%
Nov 2020 – Nov 2023 |
8.29%
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 |
|---|---|---|---|---|
| FODMX (Oklahoma College Savings Plan – Oklahomadream 529 Growth Opportunity Portfolio Fund) |
34.77%
Dec 2022 – Dec 2025 |
15.72%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart