Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) | 6.27% | 21.70% | 25.71% | 13.89% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) | 09/17/2020 | 06/10/2026 |
| 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 (%) | -4.08 | 21.70 | 25.71 | 13.89 | NA | NA | NA | … | … | 6.27 | 23.75 | 34.64 | 35.54 | -28.05 | 18.85 | 10.90 |
| Sharpe Ratio | NA | 1.53 | 1.39 | 0.63 | NA | NA | NA | … | … | 1.01 | 1.02 | 1.96 | 2.32 | -1.08 | 1.98 | 2.09 |
| Standard Deviation(%) | NA | 14.65 | 17.00 | 19.20 | NA | NA | NA | … | … | 16.63 | 20.80 | 15.52 | 13.60 | 27.23 | 15.69 | 20.50 |
| Draw Down(%) | NA | 10.50 | 20.10 | 32.96 | NA | NA | NA | … | … | 10.50 | 20.10 | 10.87 | 7.14 | 31.36 | 8.11 | 8.13 |
| 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 06/10/2026, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
6.39%
Nov 2020 – Nov 2023 |
13.42%
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 |
|---|---|---|---|---|
| FAODX (Oklahoma College Savings Plan – Oklahomadream 529 New Insights Portfolio Fund) |
30.87%
Sep 2022 – Sep 2025 |
17.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart