Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Tactical Asset Allocation Moderate | NA | 23.07% | 5.20% | 9.97% | 5.65% | 4.60% | 4.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Tactical Asset Allocation Moderate | 12/31/2002 | 01/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 23.07 | 5.20 | 9.97 | 5.65 | 4.60 | 4.66 | … | … | 0.40 | 12.34 | 11.78 | -7.06 | 12.62 | 18.05 | 6.52 | -2.95 | 4.94 | 2.78 | -0.11 | 4.53 | 7.60 | 1.52 | -2.73 | -1.72 | 9.65 | 1.68 | 7.25 | 6.05 | -0.31 | 6.58 | 6.11 | 0.00 |
| Sharpe Ratio | NA | 0.92 | 0.21 | 0.71 | 0.56 | NA | NA | … | … | 0.04 | 0.70 | 1.08 | -0.82 | 1.42 | 1.50 | 0.77 | -0.94 | 1.70 | 0.83 | -0.03 | 0.79 | 1.80 | 1.22 | -0.24 | -0.25 | 1.37 | 0.32 | 0.55 | 0.47 | -0.67 | 0.89 | 2.25 | NA |
| Standard Deviation(%) | NA | 8.24 | 8.63 | 9.42 | 7.35 | NA | NA | … | … | 8.74 | 8.22 | 6.99 | 10.33 | 8.86 | 11.87 | 6.61 | 4.51 | 2.54 | 3.12 | 4.08 | 5.69 | 4.20 | 1.20 | 11.44 | 7.36 | 6.98 | 2.36 | 7.77 | 5.95 | 3.70 | 6.31 | 2.41 | NA |
| Draw Down(%) | NA | 4.72 | 12.38 | 15.03 | 15.03 | NA | NA | … | … | 0.56 | 4.72 | 6.08 | 13.16 | 4.72 | 13.21 | 6.00 | 7.71 | 1.22 | 2.12 | 3.72 | 3.62 | 2.61 | 0.54 | 11.45 | 7.10 | 4.77 | 2.25 | 5.23 | 5.56 | 3.96 | 5.33 | 1.98 | 0.00 |
| Yield(%) | NA | 1.62 | 1.78 | 1.53 | 1.12 | NA | NA | … | … | NA | 0.01 | 3.38 | 1.07 | 0.81 | 0.52 | 2.30 | 1.30 | 0.39 | 0.55 | 0.50 | 0.39 | 1.34 | 0.18 | 0.01 | 0.04 | 0.06 | 0.68 | 1.24 | 1.38 | 1.11 | 0.21 | 0.37 | 0.00 |
Data as of 10/31/2024, Common starting date is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Tactical Asset Allocation Moderate |
-2.05%
Apr 2010 – Apr 2013 |
0.59%
Mar 2015 – Mar 2020 |
1.07%
Mar 2010 – Mar 2020 |
2.57%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Tactical Asset Allocation Moderate |
12.29%
Dec 2018 – Dec 2021 |
10.55%
Nov 2019 – Nov 2024 |
5.93%
Nov 2014 – Nov 2024 |
4.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart