Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODTX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) | 0.99% | 3.46% | 2.77% | 0.00% | 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 |
|---|---|---|
| FODTX (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 (%) | -0.10 | 3.46 | 2.77 | 0.00 | NA | NA | NA | … | … | 0.99 | 5.67 | 0.53 | 2.27 | -12.91 | 4.84 | 1.30 |
| Sharpe Ratio | NA | 0.37 | -0.08 | -0.41 | NA | NA | NA | … | … | 0.12 | 0.65 | -1.36 | -0.29 | -1.60 | 1.05 | 1.73 |
| Standard Deviation(%) | NA | 3.55 | 4.76 | 6.04 | NA | NA | NA | … | … | 3.49 | 4.42 | 4.49 | 6.77 | 8.96 | 4.60 | 2.68 |
| Draw Down(%) | NA | 2.05 | 4.89 | 16.04 | NA | NA | NA | … | … | 2.05 | 2.92 | 3.85 | 6.77 | 14.76 | 2.95 | 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 |
|---|---|---|---|---|
| FODTX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
-3.55%
Dec 2021 – Dec 2024 |
-0.14%
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 |
|---|---|---|---|---|
| FODTX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
3.39%
Sep 2022 – Sep 2025 |
0.46%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart