Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 12.56% | 22.63% | 13.91% | 7.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 09/17/2020 | 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 (%) | 0.40 | 22.63 | 13.91 | 7.26 | NA | NA | NA | … | … | 12.56 | 12.46 | 10.56 | 7.82 | -10.63 | 18.12 | 9.85 |
| Sharpe Ratio | NA | 2.40 | 1.09 | 0.42 | NA | NA | NA | … | … | 3.03 | 0.82 | 0.48 | 0.38 | -0.77 | 1.98 | 2.99 |
| Standard Deviation(%) | NA | 8.28 | 9.86 | 11.16 | NA | NA | NA | … | … | 9.45 | 11.86 | 8.37 | 9.50 | 15.62 | 9.13 | 12.80 |
| Draw Down(%) | NA | 5.86 | 12.93 | 17.88 | NA | NA | NA | … | … | 5.86 | 11.55 | 5.96 | 9.26 | 17.88 | 4.61 | 5.75 |
| 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 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
1.77%
Apr 2021 – Apr 2024 |
6.74%
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 |
|---|---|---|---|---|
| FOODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
14.18%
May 2023 – May 2026 |
9.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart