Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKRX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 3.78% | 11.67% | 10.11% | 3.77% | 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 |
|---|---|---|
| FOKRX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 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 (%) | -1.89 | 11.67 | 10.11 | 3.77 | NA | NA | NA | … | … | 3.78 | 14.19 | 7.47 | 12.07 | -16.57 | 10.11 | 10.58 |
| Sharpe Ratio | NA | 1.43 | 0.94 | 0.16 | NA | NA | NA | … | … | 0.89 | 1.47 | 0.13 | 1.00 | -1.23 | 1.19 | 4.24 |
| Standard Deviation(%) | NA | 6.79 | 7.74 | 9.54 | NA | NA | NA | … | … | 8.55 | 7.85 | 7.19 | 7.89 | 14.63 | 8.47 | 9.95 |
| Draw Down(%) | NA | 5.22 | 8.05 | 23.80 | NA | NA | NA | … | … | 5.22 | 7.20 | 3.51 | 8.05 | 22.50 | 4.23 | 4.24 |
| 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 |
|---|---|---|---|---|
| FOKRX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
-0.62%
Apr 2021 – Apr 2024 |
4.03%
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 |
|---|---|---|---|---|
| FOKRX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
12.68%
Sep 2022 – Sep 2025 |
6.98%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart