Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKPX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 3.05% | 9.65% | 9.35% | 3.55% | 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 |
|---|---|---|
| FOKPX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 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 (%) | -1.07 | 9.65 | 9.35 | 3.55 | NA | NA | NA | … | … | 3.05 | 12.05 | 7.21 | 10.85 | -14.50 | 8.11 | 8.61 |
| Sharpe Ratio | NA | 1.87 | 1.13 | 0.18 | NA | NA | NA | … | … | 1.37 | 1.63 | 0.11 | 1.00 | -1.34 | 1.22 | 4.20 |
| Standard Deviation(%) | NA | 4.72 | 5.97 | 7.57 | NA | NA | NA | … | … | 5.82 | 5.76 | 5.76 | 6.66 | 11.89 | 6.65 | 7.98 |
| Draw Down(%) | NA | 3.83 | 6.25 | 20.80 | NA | NA | NA | … | … | 3.83 | 4.76 | 2.85 | 6.25 | 19.73 | 3.33 | 3.49 |
| 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 |
|---|---|---|---|---|
| FOKPX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
-0.38%
Apr 2021 – Apr 2024 |
3.82%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKPX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
11.38%
Sep 2022 – Sep 2025 |
6.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart