Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKMX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | NA | 8.50% | 7.17% | 2.82% | NA | NA | NA | … | … |
Data as of 12/23/2025, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKMX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | 09/18/2020 | 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 | 8.50 | 7.17 | 2.82 | NA | NA | NA | … | … | 8.59 | 4.73 | 8.34 | -12.33 | 5.58 | 6.65 |
| Sharpe Ratio | NA | 1.48 | 0.83 | 0.09 | NA | NA | NA | … | … | 1.56 | -0.42 | 0.77 | -1.53 | 1.10 | 4.20 |
| Standard Deviation(%) | NA | 3.76 | 4.55 | 5.83 | NA | NA | NA | … | … | 3.78 | 4.40 | 5.35 | 9.03 | 5.06 | 6.00 |
| Draw Down(%) | NA | 2.76 | 4.86 | 17.51 | NA | NA | NA | … | … | 2.76 | 2.42 | 4.86 | 16.56 | 2.72 | 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKMX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
-0.85%
Apr 2021 – Apr 2024 |
3.20%
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 |
|---|---|---|---|---|
| FOKMX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
8.38%
Sep 2022 – Sep 2025 |
4.21%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart