Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODSX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) | 1.33% | 4.40% | 3.66% | 0.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODSX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) | 09/21/2020 | 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 | 4.40 | 3.66 | 0.85 | NA | NA | NA | … | … | 1.33 | 6.58 | 1.44 | 3.18 | -12.13 | 5.72 | 1.50 |
| Sharpe Ratio | NA | 0.65 | 0.11 | -0.28 | NA | NA | NA | … | … | 0.36 | 0.86 | -1.14 | -0.16 | -1.53 | 1.24 | 1.92 |
| Standard Deviation(%) | NA | 3.45 | 4.77 | 6.02 | NA | NA | NA | … | … | 3.52 | 4.40 | 4.53 | 6.82 | 8.85 | 4.58 | 2.80 |
| Draw Down(%) | NA | 2.05 | 4.67 | 14.76 | NA | NA | NA | … | … | 2.05 | 2.90 | 3.71 | 6.42 | 14.21 | 2.94 | 1.10 |
| 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 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODSX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
-2.68%
Dec 2021 – Dec 2024 |
0.73%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODSX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
4.26%
Sep 2022 – Sep 2025 |
1.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart