Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKSX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 3.93% | 11.64% | 9.75% | 3.13% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKSX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 09/18/2020 | 06/05/2026 |
| 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 (%) | -1.48 | 11.64 | 9.75 | 3.13 | NA | NA | NA | … | … | 3.93 | 13.32 | 6.77 | 11.09 | -17.15 | 9.23 | 10.39 |
| Sharpe Ratio | NA | 1.33 | 0.83 | 0.08 | NA | NA | NA | … | … | 0.81 | 1.34 | 0.03 | 0.86 | -1.27 | 1.10 | 4.12 |
| Standard Deviation(%) | NA | 6.78 | 7.81 | 9.58 | NA | NA | NA | … | … | 8.49 | 7.96 | 7.22 | 8.00 | 14.67 | 8.40 | 10.01 |
| Draw Down(%) | NA | 5.30 | 8.23 | 24.34 | NA | NA | NA | … | … | 5.30 | 7.28 | 3.61 | 8.23 | 22.97 | 4.35 | 4.34 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FOKSX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
-1.35%
Apr 2021 – Apr 2024 |
3.26%
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 |
|---|---|---|---|---|
| FOKSX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
11.85%
Sep 2022 – Sep 2025 |
6.18%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart