Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKNX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 3.46% | 9.96% | 8.62% | 3.03% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKNX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 09/18/2020 | 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 (%) | -1.10 | 9.96 | 8.62 | 3.03 | NA | NA | NA | … | … | 3.46 | 11.53 | 6.15 | 10.06 | -14.77 | 7.58 | 8.52 |
| Sharpe Ratio | NA | 1.43 | 0.91 | 0.08 | NA | NA | NA | … | … | 0.85 | 1.55 | -0.07 | 0.88 | -1.36 | 1.13 | 4.14 |
| Standard Deviation(%) | NA | 4.93 | 5.98 | 7.61 | NA | NA | NA | … | … | 6.09 | 5.70 | 5.75 | 6.64 | 11.96 | 6.69 | 8.00 |
| Draw Down(%) | NA | 3.80 | 6.42 | 21.09 | NA | NA | NA | … | … | 3.80 | 4.81 | 2.91 | 6.42 | 19.95 | 3.43 | 3.50 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKNX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
-0.94%
Apr 2021 – Apr 2024 |
3.22%
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 |
|---|---|---|---|---|
| FOKNX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
10.52%
Sep 2022 – Sep 2025 |
5.43%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart