Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 6.12% | 17.05% | 14.11% | 5.74% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) | 09/16/2020 | 06/05/2026 |
| 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 (%) | -2.05 | 17.05 | 14.11 | 5.74 | NA | NA | NA | … | … | 6.12 | 18.24 | 10.88 | 15.53 | -18.84 | 10.66 | 13.24 |
| Sharpe Ratio | NA | 1.43 | 0.99 | 0.26 | NA | NA | NA | … | … | 0.97 | 1.28 | 0.45 | 1.10 | -1.02 | 1.45 | 3.75 |
| Standard Deviation(%) | NA | 10.10 | 11.01 | 13.27 | NA | NA | NA | … | … | 12.69 | 12.20 | 9.69 | 10.32 | 19.84 | 11.85 | 14.06 |
| Draw Down(%) | NA | 7.71 | 11.89 | 27.39 | NA | NA | NA | … | … | 7.71 | 11.89 | 5.89 | 10.05 | 25.92 | 4.42 | 5.97 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FBOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
0.50%
Apr 2021 – Apr 2024 |
5.64%
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 |
|---|---|---|---|---|
| FBOKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2037 Fund) |
16.78%
Sep 2022 – Sep 2025 |
10.04%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart