Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODZX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 0.63% | 4.12% | 5.28% | 2.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODZX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 09/23/2020 | 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 (%) | 0.09 | 4.12 | 5.28 | 2.06 | NA | NA | NA | … | … | 0.63 | 6.36 | 4.54 | 5.99 | -6.12 | -1.19 | 0.80 |
| Sharpe Ratio | NA | 0.88 | 0.91 | -0.18 | NA | NA | NA | … | … | -0.44 | 1.71 | -0.85 | 0.52 | -2.20 | -0.83 | 2.48 |
| Standard Deviation(%) | NA | 1.98 | 2.38 | 2.70 | NA | NA | NA | … | … | 2.15 | 2.08 | 2.41 | 3.36 | 3.42 | 1.46 | 1.17 |
| Draw Down(%) | NA | 1.35 | 1.35 | 9.52 | NA | NA | NA | … | … | 1.35 | 1.13 | 1.15 | 1.89 | 8.43 | 1.59 | 0.20 |
| 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 09/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODZX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
-1.49%
Oct 2020 – Oct 2023 |
1.85%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODZX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
6.12%
Oct 2022 – Oct 2025 |
2.14%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart