Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODYX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 0.00% | 3.18% | 4.37% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODYX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) | 06/23/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 3.18 | 4.37 | NA | NA | NA | NA | … | … | 0.00 | 5.63 | 3.79 | 5.18 | -6.65 | -1.00 |
| Sharpe Ratio | NA | 0.28 | 0.47 | NA | NA | NA | NA | … | … | -1.19 | 1.36 | -1.15 | 0.27 | -2.40 | -1.21 |
| Standard Deviation(%) | NA | 1.92 | 2.39 | NA | NA | NA | NA | … | … | 2.11 | 2.07 | 2.44 | 3.40 | 3.36 | 1.58 |
| Draw Down(%) | NA | 1.48 | 1.48 | NA | NA | NA | NA | … | … | 1.48 | 1.16 | 1.27 | 2.01 | 8.76 | 1.78 |
| 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 |
Data as of 06/05/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODYX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
-0.20%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODYX (Oklahoma College Savings Plan – Oklahomadream 529 Limited Term Bond Portfolio Fund) |
5.35%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart