Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 12.71% | 22.96% | 14.67% | 8.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 09/18/2020 | 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 (%) | 0.38 | 22.96 | 14.67 | 8.21 | NA | NA | NA | … | … | 12.71 | 12.82 | 11.58 | 9.08 | -9.49 | 19.57 | 10.90 |
| Sharpe Ratio | NA | 2.44 | 1.17 | 0.51 | NA | NA | NA | … | … | 3.04 | 0.86 | 0.60 | 0.51 | -0.70 | 2.13 | 3.34 |
| Standard Deviation(%) | NA | 8.28 | 9.86 | 11.14 | NA | NA | NA | … | … | 9.55 | 11.83 | 8.37 | 9.48 | 15.55 | 9.16 | 13.05 |
| Draw Down(%) | NA | 5.83 | 12.83 | 17.08 | NA | NA | NA | … | … | 5.83 | 11.52 | 6.00 | 8.94 | 17.08 | 4.55 | 5.84 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
3.00%
Apr 2021 – Apr 2024 |
7.72%
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 |
|---|---|---|---|---|
| FQODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
14.94%
May 2023 – May 2026 |
10.51%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart