Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKZX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) | 0.39% | 4.86% | 4.69% | 0.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKZX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) | 09/23/2020 | 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 (%) | 0.10 | 4.86 | 4.69 | 0.71 | NA | NA | NA | … | … | 0.39 | 7.38 | 2.02 | 6.57 | -12.75 | -0.30 | 1.70 |
| Sharpe Ratio | NA | 0.73 | 0.33 | -0.32 | NA | NA | NA | … | … | -0.40 | 1.06 | -0.88 | 0.35 | -1.94 | -0.10 | 2.43 |
| Standard Deviation(%) | NA | 3.73 | 5.16 | 5.60 | NA | NA | NA | … | … | 3.94 | 4.34 | 5.22 | 6.72 | 7.32 | 3.06 | 2.60 |
| Draw Down(%) | NA | 2.76 | 5.91 | 17.77 | NA | NA | NA | … | … | 2.76 | 2.72 | 3.52 | 6.52 | 16.80 | 3.15 | 0.80 |
| 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 09/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKZX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
-4.50%
Oct 2020 – Oct 2023 |
0.33%
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 |
|---|---|---|---|---|
| FOKZX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
6.41%
Oct 2022 – Oct 2025 |
1.02%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart