Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKYX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 5.75% | 15.60% | 12.84% | 5.49% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKYX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 09/16/2020 | 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 (%) | -1.80 | 15.60 | 12.84 | 5.49 | NA | NA | NA | … | … | 5.75 | 16.98 | 9.76 | 14.35 | -17.17 | 12.60 | 11.73 |
| Sharpe Ratio | NA | 1.51 | 1.03 | 0.26 | NA | NA | NA | … | … | 0.97 | 1.43 | 0.38 | 1.11 | -1.08 | 1.24 | 3.89 |
| Standard Deviation(%) | NA | 8.40 | 9.38 | 11.38 | NA | NA | NA | … | … | 10.58 | 10.07 | 8.45 | 9.14 | 17.16 | 10.18 | 11.80 |
| Draw Down(%) | NA | 6.49 | 9.56 | 25.38 | NA | NA | NA | … | … | 6.49 | 9.56 | 4.62 | 9.05 | 23.99 | 5.03 | 5.15 |
| 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 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKYX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
0.43%
Apr 2021 – Apr 2024 |
5.40%
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 |
|---|---|---|---|---|
| FOKYX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
15.39%
Sep 2022 – Sep 2025 |
9.08%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart