Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | NA | 7.40% | 6.10% | 1.78% | NA | NA | NA | … | … |
Data as of 12/23/2025, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) | 09/17/2020 | 12/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.40 | 6.10 | 1.78 | NA | NA | NA | … | … | 7.50 | 3.75 | 7.21 | -13.23 | 4.48 | 6.04 |
| Sharpe Ratio | NA | 1.18 | 0.60 | -0.09 | NA | NA | NA | … | … | 1.26 | -0.65 | 0.56 | -1.63 | 0.89 | 3.71 |
| Standard Deviation(%) | NA | 3.78 | 4.53 | 5.80 | NA | NA | NA | … | … | 3.81 | 4.37 | 5.28 | 8.99 | 5.04 | 6.03 |
| Draw Down(%) | NA | 2.81 | 5.01 | 18.34 | NA | NA | NA | … | … | 2.81 | 2.62 | 5.01 | 17.25 | 2.73 | 2.74 |
| 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 12/23/2025, 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 |
|---|---|---|---|---|
| FOKKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
-1.86%
Apr 2021 – Apr 2024 |
2.14%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKKX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2025 Fund) |
7.30%
Sep 2022 – Sep 2025 |
3.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart