Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) | 16.65% | 36.92% | 25.77% | 14.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) | 09/16/2020 | 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 (%) | 0.08 | 36.92 | 25.77 | 14.37 | NA | NA | NA | … | … | 16.65 | 22.32 | 25.64 | 15.81 | -12.99 | 18.23 | 13.35 |
| Sharpe Ratio | NA | 2.62 | 1.40 | 0.71 | NA | NA | NA | … | … | 2.63 | 0.98 | 1.40 | 0.98 | -0.70 | 2.18 | 2.91 |
| Standard Deviation(%) | NA | 13.50 | 16.28 | 16.65 | NA | NA | NA | … | … | 15.88 | 20.23 | 14.77 | 11.88 | 20.61 | 13.76 | 18.26 |
| Draw Down(%) | NA | 10.27 | 21.50 | 21.50 | NA | NA | NA | … | … | 10.27 | 21.50 | 9.89 | 8.51 | 20.99 | 4.60 | 6.94 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
7.28%
Apr 2021 – Apr 2024 |
12.31%
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 |
|---|---|---|---|---|
| FZOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
26.55%
May 2023 – May 2026 |
17.72%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart