Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) | 0.29% | 4.69% | 4.54% | 0.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) | 09/23/2020 | 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 (%) | 0.10 | 4.69 | 4.54 | 0.55 | NA | NA | NA | … | … | 0.29 | 7.22 | 1.92 | 6.36 | -12.87 | -0.39 | 1.60 |
| Sharpe Ratio | NA | 0.69 | 0.30 | -0.35 | NA | NA | NA | … | … | -0.39 | 1.02 | -0.89 | 0.32 | -1.96 | -0.14 | 2.21 |
| Standard Deviation(%) | NA | 3.73 | 5.17 | 5.58 | NA | NA | NA | … | … | 3.98 | 4.36 | 5.25 | 6.66 | 7.28 | 3.02 | 2.68 |
| Draw Down(%) | NA | 2.69 | 5.93 | 17.99 | NA | NA | NA | … | … | 2.69 | 2.74 | 3.54 | 6.65 | 16.93 | 3.05 | 0.90 |
| 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 09/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
-4.61%
Oct 2020 – Oct 2023 |
0.20%
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 |
|---|---|---|---|---|
| FWODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
6.22%
Oct 2022 – Oct 2025 |
0.87%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart