Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKBX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) | 1.91% | 6.25% | 5.37% | 1.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKBX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) | 09/18/2020 | 06/05/2026 |
| 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 (%) | -0.71 | 6.25 | 5.37 | 1.43 | NA | NA | NA | … | … | 1.91 | 7.93 | 3.02 | 5.76 | -10.24 | 1.26 | 2.79 |
| Sharpe Ratio | NA | 1.48 | 0.64 | -0.20 | NA | NA | NA | … | … | 1.08 | 1.44 | -0.90 | 0.33 | -1.87 | 0.43 | 3.55 |
| Standard Deviation(%) | NA | 3.15 | 3.97 | 4.44 | NA | NA | NA | … | … | 3.75 | 3.58 | 3.97 | 4.62 | 6.25 | 2.84 | 2.83 |
| Draw Down(%) | NA | 2.58 | 4.12 | 14.31 | NA | NA | NA | … | … | 2.58 | 2.58 | 2.58 | 4.12 | 13.49 | 2.01 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| FOKBX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
-2.19%
Oct 2020 – Oct 2023 |
1.30%
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 |
|---|---|---|---|---|
| FOKBX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
6.30%
Oct 2022 – Oct 2025 |
1.97%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart