Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODWX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 0.64% | 3.97% | 5.12% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODWX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 06/23/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.97 | 5.12 | NA | NA | NA | NA | … | … | 0.64 | 6.22 | 4.37 | 5.92 | -6.35 | -0.80 |
| Sharpe Ratio | NA | 0.86 | 0.86 | NA | NA | NA | NA | … | … | -0.46 | 1.67 | -0.96 | 0.50 | -2.27 | -0.99 |
| Standard Deviation(%) | NA | 1.88 | 2.32 | NA | NA | NA | NA | … | … | 2.04 | 2.05 | 2.31 | 3.35 | 3.42 | 1.56 |
| Draw Down(%) | NA | 1.36 | 1.36 | NA | NA | NA | NA | … | … | 1.36 | 1.14 | 1.16 | 2.00 | 8.47 | 1.59 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODWX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
0.33%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODWX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
5.96%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart