Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 11.73% | 22.60% | 14.60% | 7.96% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) | 09/16/2020 | 06/05/2026 |
| 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 (%) | -0.43 | 22.60 | 14.60 | 7.96 | NA | NA | NA | … | … | 11.73 | 13.56 | 11.74 | 8.88 | -9.81 | 19.50 | 9.39 |
| Sharpe Ratio | NA | 2.36 | 1.15 | 0.50 | NA | NA | NA | … | … | 2.81 | 0.92 | 0.63 | 0.49 | -0.72 | 2.13 | 2.76 |
| Standard Deviation(%) | NA | 8.46 | 9.86 | 11.16 | NA | NA | NA | … | … | 9.62 | 11.86 | 8.32 | 9.46 | 15.60 | 9.13 | 12.93 |
| Draw Down(%) | NA | 5.82 | 12.65 | 17.25 | NA | NA | NA | … | … | 5.82 | 11.44 | 5.90 | 9.07 | 17.25 | 4.63 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| FRODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
2.80%
Apr 2021 – Apr 2024 |
7.82%
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 |
|---|---|---|---|---|
| FRODX (Oklahoma College Savings Plan – Oklahomadream 529 Strategic Dividend and Income Portfolio Fund) |
15.33%
May 2023 – May 2026 |
10.53%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart