Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODCX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 9.60% | 23.42% | 22.69% | 12.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODCX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 09/18/2020 | 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 (%) | -3.82 | 23.42 | 22.69 | 12.93 | NA | NA | NA | … | … | 9.60 | 15.71 | 31.47 | 34.64 | -25.00 | 23.13 | 15.95 |
| Sharpe Ratio | NA | 1.23 | 1.05 | 0.53 | NA | NA | NA | … | … | 1.08 | 0.59 | 1.55 | 2.05 | -0.93 | 1.37 | 3.38 |
| Standard Deviation(%) | NA | 16.93 | 18.49 | 20.45 | NA | NA | NA | … | … | 19.84 | 22.22 | 16.20 | 14.96 | 28.49 | 16.88 | 20.04 |
| Draw Down(%) | NA | 12.73 | 23.16 | 29.94 | NA | NA | NA | … | … | 11.57 | 23.16 | 11.51 | 10.18 | 28.42 | 8.93 | 7.04 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODCX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
7.06%
Oct 2020 – Oct 2023 |
11.02%
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 |
|---|---|---|---|---|
| FODCX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
26.47%
Sep 2022 – Sep 2025 |
16.48%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart