Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) | 0.38% | 5.01% | 4.89% | 0.90% | 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 |
|---|---|---|
| FZODX (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 (%) | 0.00 | 5.01 | 4.89 | 0.90 | NA | NA | NA | … | … | 0.38 | 7.61 | 2.22 | 6.88 | -12.89 | 0.59 | 1.80 |
| Sharpe Ratio | NA | 0.79 | 0.38 | -0.28 | NA | NA | NA | … | … | -0.33 | 1.11 | -0.83 | 0.39 | -1.98 | 0.29 | 2.54 |
| Standard Deviation(%) | NA | 3.77 | 5.19 | 5.60 | NA | NA | NA | … | … | 4.06 | 4.35 | 5.27 | 6.74 | 7.25 | 3.08 | 2.63 |
| Draw Down(%) | NA | 2.73 | 5.76 | 17.62 | NA | NA | NA | … | … | 2.73 | 2.79 | 3.58 | 6.27 | 16.73 | 2.95 | 0.80 |
| 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 |
|---|---|---|---|---|
| FZODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
-4.24%
Oct 2020 – Oct 2023 |
0.56%
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 |
|---|---|---|---|---|
| FZODX (Oklahoma College Savings Plan – Oklahomadream 529 Total Bond Portfolio Fund) |
6.62%
Oct 2022 – Oct 2025 |
1.23%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart