Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODRX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) | 3.36% | 9.81% | 10.05% | 4.54% | 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 |
|---|---|---|
| FODRX (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 | 9.81 | 10.05 | 4.54 | NA | NA | NA | … | … | 3.36 | 9.63 | 9.12 | 11.18 | -12.20 | 4.41 | 4.19 |
| Sharpe Ratio | NA | 2.83 | 1.99 | 0.39 | NA | NA | NA | … | … | 1.83 | 1.82 | 0.83 | 1.32 | -1.54 | 1.59 | 3.58 |
| Standard Deviation(%) | NA | 2.98 | 3.69 | 5.31 | NA | NA | NA | … | … | 3.34 | 3.79 | 3.11 | 5.30 | 8.86 | 2.76 | 4.30 |
| Draw Down(%) | NA | 2.08 | 4.04 | 15.58 | NA | NA | NA | … | … | 2.08 | 4.04 | 1.74 | 4.47 | 15.58 | 2.29 | 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 |
|---|---|---|---|---|
| FODRX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
-0.34%
Oct 2020 – Oct 2023 |
4.13%
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 |
|---|---|---|---|---|
| FODRX (Oklahoma College Savings Plan – Oklahomadream 529 High Income Portfolio Fund) |
11.01%
Sep 2022 – Sep 2025 |
4.89%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart