Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODGX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 8.56% | 21.09% | 15.01% | 9.15% | 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 |
|---|---|---|
| FODGX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income 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 (%) | 0.42 | 21.09 | 15.01 | 9.15 | NA | NA | NA | … | … | 8.56 | 14.38 | 12.42 | 10.51 | -0.99 | 22.66 | 14.40 |
| Sharpe Ratio | NA | 1.79 | 1.00 | 0.50 | NA | NA | NA | … | … | 1.74 | 0.83 | 0.59 | 0.52 | -0.13 | 1.88 | 2.89 |
| Standard Deviation(%) | NA | 10.28 | 11.76 | 13.42 | NA | NA | NA | … | … | 10.70 | 14.13 | 10.02 | 12.18 | 18.15 | 12.01 | 20.76 |
| Draw Down(%) | NA | 7.48 | 13.27 | 15.74 | NA | NA | NA | … | … | 7.48 | 11.15 | 7.26 | 9.98 | 15.74 | 6.44 | 7.12 |
| 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 |
|---|---|---|---|---|
| FODGX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
5.81%
May 2021 – May 2024 |
9.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODGX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
15.71%
May 2023 – May 2026 |
14.02%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart