Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) | 13.14% | 33.57% | 25.31% | 14.31% | 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 |
|---|---|---|
| FYOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio 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 (%) | -2.91 | 33.57 | 25.31 | 14.31 | NA | NA | NA | … | … | 13.14 | 23.23 | 28.10 | 16.70 | -12.34 | 18.71 | 15.58 |
| Sharpe Ratio | NA | 2.22 | 1.35 | 0.71 | NA | NA | NA | … | … | 1.88 | 1.02 | 1.47 | 1.05 | -0.67 | 2.25 | 3.60 |
| Standard Deviation(%) | NA | 13.95 | 16.39 | 16.73 | NA | NA | NA | … | … | 16.46 | 20.28 | 14.77 | 11.99 | 20.60 | 13.71 | 18.29 |
| Draw Down(%) | NA | 10.19 | 21.41 | 21.41 | NA | NA | NA | … | … | 10.19 | 21.41 | 9.88 | 8.40 | 20.54 | 4.51 | 6.84 |
| 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 |
|---|---|---|---|---|
| FYOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
8.10%
Apr 2021 – Apr 2024 |
13.14%
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 |
|---|---|---|---|---|
| FYOKX (Oklahoma College Savings Plan – Oklahomadream 529 Dividend Growth Portfolio Fund) |
27.49%
May 2023 – May 2026 |
18.58%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart