Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 9.80% | 22.00% | 14.11% | 6.72% | 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 |
|---|---|---|
| FQOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% 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 (%) | 0.31 | 22.00 | 14.11 | 6.72 | NA | NA | NA | … | … | 9.80 | 16.67 | 9.67 | 13.80 | -16.45 | 11.61 | 9.78 |
| Sharpe Ratio | NA | 2.18 | 1.15 | 0.38 | NA | NA | NA | … | … | 1.93 | 1.29 | 0.38 | 1.13 | -1.12 | 1.40 | 3.86 |
| Standard Deviation(%) | NA | 9.14 | 9.67 | 10.95 | NA | NA | NA | … | … | 11.41 | 10.92 | 8.24 | 8.53 | 15.96 | 8.29 | 9.83 |
| Draw Down(%) | NA | 7.17 | 11.02 | 22.70 | NA | NA | NA | … | … | 7.17 | 11.02 | 4.91 | 8.66 | 22.02 | 3.92 | 4.52 |
| 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 |
|---|---|---|---|---|
| FQOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
0.56%
Apr 2021 – Apr 2024 |
5.45%
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 |
|---|---|---|---|---|
| FQOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
14.49%
May 2023 – May 2026 |
8.30%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart