Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODOX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) | 3.34% | 9.53% | 9.63% | 4.19% | 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 |
|---|---|---|
| FODOX (Oklahoma College Savings Plan – Oklahomadream 529 High 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 (%) | 0.00 | 9.53 | 9.63 | 4.19 | NA | NA | NA | … | … | 3.34 | 9.13 | 8.82 | 10.60 | -12.41 | 4.21 | 4.19 |
| Sharpe Ratio | NA | 2.78 | 1.90 | 0.32 | NA | NA | NA | … | … | 1.88 | 1.70 | 0.75 | 1.19 | -1.55 | 1.47 | 3.58 |
| Standard Deviation(%) | NA | 2.94 | 3.65 | 5.35 | NA | NA | NA | … | … | 3.24 | 3.75 | 3.03 | 5.39 | 8.95 | 2.86 | 4.30 |
| Draw Down(%) | NA | 2.11 | 4.01 | 15.79 | NA | NA | NA | … | … | 2.11 | 4.01 | 1.86 | 4.58 | 15.72 | 2.39 | 1.50 |
| 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 |
|---|---|---|---|---|
| FODOX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
-0.64%
Oct 2020 – Oct 2023 |
3.78%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODOX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
10.61%
Sep 2022 – Sep 2025 |
4.55%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart