Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKAX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) | 2.97% | 7.66% | 6.42% | 2.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKAX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) | 09/18/2020 | 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 (%) | 0.08 | 7.66 | 6.42 | 2.40 | NA | NA | NA | … | … | 2.97 | 8.71 | 3.84 | 6.50 | -9.66 | 2.03 | 3.09 |
| Sharpe Ratio | NA | 1.68 | 0.84 | -0.02 | NA | NA | NA | … | … | 1.22 | 1.64 | -0.70 | 0.49 | -1.78 | 0.71 | 3.90 |
| Standard Deviation(%) | NA | 3.23 | 3.99 | 4.44 | NA | NA | NA | … | … | 3.83 | 3.64 | 3.94 | 4.62 | 6.21 | 2.84 | 2.87 |
| Draw Down(%) | NA | 2.56 | 3.84 | 13.63 | NA | NA | NA | … | … | 2.56 | 2.50 | 2.32 | 3.84 | 12.97 | 2.00 | 1.19 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKAX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
-1.46%
Oct 2020 – Oct 2023 |
2.06%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKAX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
7.09%
Oct 2022 – Oct 2025 |
2.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart