Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODPX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) | 3.00% | 8.71% | 8.72% | 3.34% | 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 |
|---|---|---|
| FODPX (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 | 8.71 | 8.72 | 3.34 | NA | NA | NA | … | … | 3.00 | 8.23 | 7.82 | 9.65 | -13.05 | 3.17 | 3.79 |
| Sharpe Ratio | NA | 2.42 | 1.63 | 0.16 | NA | NA | NA | … | … | 1.50 | 1.46 | 0.41 | 1.01 | -1.63 | 1.11 | 3.23 |
| Standard Deviation(%) | NA | 2.99 | 3.66 | 5.33 | NA | NA | NA | … | … | 3.33 | 3.76 | 3.06 | 5.37 | 8.89 | 2.85 | 4.30 |
| Draw Down(%) | NA | 2.14 | 4.09 | 16.43 | NA | NA | NA | … | … | 2.14 | 4.09 | 1.82 | 4.69 | 16.20 | 2.51 | 1.59 |
| 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 |
|---|---|---|---|---|
| FODPX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
-1.57%
Oct 2020 – Oct 2023 |
2.89%
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 |
|---|---|---|---|---|
| FODPX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
9.63%
Sep 2022 – Sep 2025 |
3.63%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart