Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 7.23% | 19.40% | 13.55% | 6.45% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 09/17/2020 | 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 (%) | -2.10 | 19.40 | 13.55 | 6.45 | NA | NA | NA | … | … | 7.23 | 16.99 | 10.13 | 14.24 | -16.05 | 12.15 | 9.78 |
| Sharpe Ratio | NA | 1.77 | 1.05 | 0.16 | NA | NA | NA | … | … | 1.28 | 1.31 | 0.44 | 1.19 | -1.10 | 0.23 | 3.86 |
| Standard Deviation(%) | NA | 9.49 | 9.76 | 25.33 | NA | NA | NA | … | … | 11.86 | 10.98 | 8.23 | 8.48 | 15.90 | 51.71 | 9.82 |
| Draw Down(%) | NA | 7.15 | 11.04 | 32.32 | NA | NA | NA | … | … | 7.15 | 11.04 | 4.75 | 8.64 | 21.75 | 32.32 | 4.52 |
| 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 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
1.01%
Apr 2021 – Apr 2024 |
5.89%
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 |
|---|---|---|---|---|
| FTOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
14.91%
May 2023 – May 2026 |
8.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart