Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKCX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) | 2.77% | 7.12% | 6.19% | 2.46% | 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 |
|---|---|---|
| FOKCX (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 | 7.12 | 6.19 | 2.46 | NA | NA | NA | … | … | 2.77 | 8.22 | 3.58 | 7.05 | -9.13 | 2.51 | 3.19 |
| Sharpe Ratio | NA | 1.56 | 0.79 | -0.01 | NA | NA | NA | … | … | 1.17 | 1.50 | -0.76 | 0.61 | -1.70 | 0.86 | 4.23 |
| Standard Deviation(%) | NA | 3.17 | 3.99 | 4.44 | NA | NA | NA | … | … | 3.77 | 3.65 | 3.96 | 4.61 | 6.20 | 2.90 | 2.73 |
| Draw Down(%) | NA | 2.54 | 3.78 | 13.27 | NA | NA | NA | … | … | 2.54 | 2.56 | 2.46 | 3.78 | 12.62 | 1.91 | 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 |
|---|---|---|---|---|
| FOKCX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
-0.98%
Oct 2020 – Oct 2023 |
2.22%
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 |
|---|---|---|---|---|
| FOKCX (Oklahoma College Savings Plan – Oklahomadream Dream 529 Fund) |
7.09%
Oct 2022 – Oct 2025 |
2.93%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart