Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKJX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | NA | 8.24% | 6.89% | 2.53% | NA | NA | NA | … | … |
Data as of 12/23/2025, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKJX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | 09/17/2020 | 12/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.24 | 6.89 | 2.53 | NA | NA | NA | … | … | 8.34 | 4.59 | 8.00 | -12.57 | 5.31 | 6.24 |
| Sharpe Ratio | NA | 1.45 | 0.77 | 0.04 | NA | NA | NA | … | … | 1.53 | -0.46 | 0.71 | -1.55 | 1.05 | 3.89 |
| Standard Deviation(%) | NA | 3.67 | 4.51 | 5.81 | NA | NA | NA | … | … | 3.70 | 4.32 | 5.33 | 9.04 | 5.04 | 5.95 |
| Draw Down(%) | NA | 2.71 | 4.90 | 17.67 | NA | NA | NA | … | … | 2.71 | 2.45 | 4.90 | 16.73 | 2.63 | 2.64 |
| 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 12/23/2025, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKJX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
-1.13%
Apr 2021 – Apr 2024 |
2.92%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKJX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
8.10%
Sep 2022 – Sep 2025 |
3.94%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart