Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODUX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) | 1.58% | 4.81% | 4.04% | 1.22% | 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 |
|---|---|---|
| FODUX (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 | 4.81 | 4.04 | 1.22 | NA | NA | NA | … | … | 1.58 | 6.87 | 1.73 | 3.68 | -11.87 | 6.10 | 1.70 |
| Sharpe Ratio | NA | 0.71 | 0.18 | -0.22 | NA | NA | NA | … | … | 0.47 | 0.91 | -1.09 | -0.08 | -1.50 | 1.32 | 2.35 |
| Standard Deviation(%) | NA | 3.57 | 4.81 | 6.03 | NA | NA | NA | … | … | 3.53 | 4.48 | 4.49 | 6.81 | 8.86 | 4.61 | 2.61 |
| Draw Down(%) | NA | 1.92 | 4.52 | 14.30 | NA | NA | NA | … | … | 1.92 | 2.95 | 3.66 | 6.16 | 14.11 | 2.84 | 1.00 |
| 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 |
|---|---|---|---|---|
| FODUX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
-2.34%
Dec 2021 – Dec 2024 |
1.09%
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 |
|---|---|---|---|---|
| FODUX (Oklahoma College Savings Plan – Oklahomadream 529 Inflation Protection Bond Portfolio Fund) |
4.66%
Sep 2022 – Sep 2025 |
1.67%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart