Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODQX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) | 3.68% | 10.15% | 10.03% | 4.57% | 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 |
|---|---|---|
| FODQX (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 | 10.15 | 10.03 | 4.57 | NA | NA | NA | … | … | 3.68 | 9.44 | 9.41 | 10.61 | -11.92 | 4.40 | 4.29 |
| Sharpe Ratio | NA | 2.88 | 1.99 | 0.40 | NA | NA | NA | … | … | 1.99 | 1.79 | 0.95 | 1.18 | -1.51 | 1.56 | 3.75 |
| Standard Deviation(%) | NA | 3.02 | 3.68 | 5.31 | NA | NA | NA | … | … | 3.39 | 3.74 | 3.03 | 5.42 | 8.82 | 2.81 | 4.21 |
| Draw Down(%) | NA | 2.08 | 4.04 | 15.48 | NA | NA | NA | … | … | 2.08 | 4.04 | 1.75 | 4.55 | 15.40 | 2.29 | 1.49 |
| 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 |
|---|---|---|---|---|
| FODQX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
-0.40%
Oct 2020 – Oct 2023 |
4.09%
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 |
|---|---|---|---|---|
| FODQX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
10.90%
Sep 2022 – Sep 2025 |
4.85%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart