Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 3.03% | 9.58% | 8.62% | 3.14% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 09/18/2020 | 06/10/2026 |
| 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 (%) | -1.31 | 9.58 | 8.62 | 3.14 | NA | NA | NA | … | … | 3.03 | 11.82 | 6.37 | 10.40 | -14.62 | 7.94 | 8.51 |
| Sharpe Ratio | NA | 1.51 | 0.95 | 0.11 | NA | NA | NA | … | … | 0.86 | 1.59 | -0.03 | 0.93 | -1.35 | 1.18 | 4.17 |
| Standard Deviation(%) | NA | 4.88 | 5.98 | 7.59 | NA | NA | NA | … | … | 6.08 | 5.74 | 5.74 | 6.67 | 11.88 | 6.70 | 7.93 |
| Draw Down(%) | NA | 3.75 | 6.46 | 20.93 | NA | NA | NA | … | … | 3.75 | 4.84 | 2.88 | 6.46 | 19.86 | 3.34 | 3.49 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
-0.68%
Apr 2021 – Apr 2024 |
3.48%
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 |
|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
10.77%
Sep 2022 – Sep 2025 |
5.70%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart