Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODEX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 9.73% | 21.95% | 22.39% | 12.94% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODEX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) | 09/17/2020 | 06/09/2026 |
| 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 (%) | -4.58 | 21.95 | 22.39 | 12.94 | NA | NA | NA | … | … | 9.73 | 15.18 | 30.86 | 35.30 | -24.71 | 23.69 | 14.78 |
| Sharpe Ratio | NA | 1.19 | 1.03 | 0.53 | NA | NA | NA | … | … | 1.04 | 0.56 | 1.52 | 2.09 | -0.92 | 1.40 | 3.05 |
| Standard Deviation(%) | NA | 16.90 | 18.50 | 20.46 | NA | NA | NA | … | … | 19.82 | 22.23 | 16.18 | 14.98 | 28.50 | 16.88 | 19.96 |
| Draw Down(%) | NA | 12.91 | 23.18 | 29.69 | NA | NA | NA | … | … | 11.69 | 23.18 | 11.52 | 10.04 | 28.17 | 8.91 | 7.03 |
| 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 06/09/2026, 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 |
|---|---|---|---|---|
| FODEX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
7.57%
Oct 2020 – Oct 2023 |
11.04%
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 |
|---|---|---|---|---|
| FODEX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Growth Portfolio Fund) |
26.37%
Sep 2022 – Sep 2025 |
16.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart