Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 3.23% | 9.20% | 7.93% | 3.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 09/21/2020 | 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 (%) | 0.24 | 9.20 | 7.93 | 3.25 | NA | NA | NA | … | … | 3.23 | 8.83 | 5.82 | 9.04 | -11.17 | 3.74 | 4.71 |
| Sharpe Ratio | NA | 2.11 | 1.27 | 0.16 | NA | NA | NA | … | … | 1.23 | 1.79 | -0.20 | 0.99 | -1.93 | 1.57 | 5.51 |
| Standard Deviation(%) | NA | 3.34 | 3.92 | 4.51 | NA | NA | NA | … | … | 4.20 | 3.40 | 3.70 | 4.87 | 6.52 | 2.37 | 3.21 |
| Draw Down(%) | NA | 2.44 | 4.07 | 15.34 | NA | NA | NA | … | … | 2.44 | 2.83 | 2.06 | 4.07 | 14.87 | 1.61 | 1.39 |
| 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 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
-0.68%
Oct 2020 – Oct 2023 |
2.94%
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 |
|---|---|---|---|---|
| FVODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
8.73%
Oct 2022 – Oct 2025 |
3.95%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
