Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKTX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 5.68% | 13.98% | 11.53% | 4.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKTX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 09/16/2020 | 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 (%) | 0.13 | 13.98 | 11.53 | 4.62 | NA | NA | NA | … | … | 5.68 | 14.65 | 8.58 | 11.50 | -16.40 | 10.54 | 9.91 |
| Sharpe Ratio | NA | 1.83 | 1.11 | 0.22 | NA | NA | NA | … | … | 1.40 | 1.52 | 0.28 | 0.92 | -1.22 | 1.27 | 3.86 |
| Standard Deviation(%) | NA | 6.57 | 7.70 | 9.51 | NA | NA | NA | … | … | 8.27 | 7.90 | 7.12 | 7.96 | 14.66 | 8.28 | 9.82 |
| Draw Down(%) | NA | 5.21 | 8.11 | 23.53 | NA | NA | NA | … | … | 5.21 | 7.02 | 3.41 | 8.11 | 22.29 | 4.21 | 4.33 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKTX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
-0.54%
Apr 2021 – Apr 2024 |
4.32%
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 |
|---|---|---|---|---|
| FOKTX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
13.01%
Sep 2022 – Sep 2025 |
7.33%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart