Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKOX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 3.12% | 9.13% | 7.82% | 2.27% | 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 |
|---|---|---|
| FOKOX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 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 (%) | -1.07 | 9.13 | 7.82 | 2.27 | NA | NA | NA | … | … | 3.12 | 10.76 | 5.28 | 9.32 | -15.42 | 6.77 | 7.90 |
| Sharpe Ratio | NA | 1.29 | 0.77 | -0.03 | NA | NA | NA | … | … | 0.73 | 1.41 | -0.22 | 0.77 | -1.42 | 1.02 | 3.83 |
| Standard Deviation(%) | NA | 4.83 | 5.97 | 7.57 | NA | NA | NA | … | … | 5.93 | 5.72 | 5.80 | 6.65 | 11.89 | 6.60 | 7.81 |
| Draw Down(%) | NA | 3.81 | 6.65 | 21.69 | NA | NA | NA | … | … | 3.81 | 4.97 | 3.08 | 6.65 | 20.48 | 3.46 | 3.40 |
| 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 |
|---|---|---|---|---|
| FOKOX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
-1.67%
Apr 2021 – Apr 2024 |
2.46%
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 |
|---|---|---|---|---|
| FOKOX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
9.69%
Sep 2022 – Sep 2025 |
4.64%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart