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) Strategic Asset Allocation – Optimal Moderate | NA | 19.80% | 4.08% | 10.17% | 8.82% | 10.70% | 7.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 19.80 | 4.08 | 10.17 | 8.82 | 10.70 | 7.37 | … | … | 0.36 | 9.63 | 13.99 | -9.83 | 17.02 | 20.75 | 25.76 | -8.86 | 11.90 | 9.27 | 5.85 | 9.28 | 16.35 | 14.91 | 13.75 | 12.18 | 15.32 | -33.52 | 6.20 | 6.18 | 5.46 | 6.59 | 14.03 | -13.22 | 2.31 |
| Sharpe Ratio | NA | 0.72 | 0.06 | 0.62 | 0.71 | NA | NA | … | … | 0.04 | 0.48 | 0.91 | -0.72 | 1.52 | 1.61 | 1.96 | -0.95 | 2.55 | 1.13 | 0.53 | 1.30 | 2.24 | 1.33 | 0.93 | 1.01 | 0.63 | -0.89 | 0.32 | 0.43 | 0.59 | 0.85 | 1.43 | -1.10 | 0.01 |
| Standard Deviation(%) | NA | 6.37 | 11.54 | 11.72 | 10.75 | NA | NA | … | … | 8.59 | 6.34 | 10.68 | 15.66 | 11.19 | 12.71 | 12.41 | 10.70 | 4.41 | 8.06 | 10.99 | 7.15 | 7.29 | 11.20 | 14.78 | 11.97 | 24.26 | 38.79 | 9.90 | 6.84 | 5.58 | 6.62 | 9.35 | 13.02 | 0.05 |
| Draw Down(%) | NA | 3.91 | 16.75 | 19.59 | 19.59 | NA | NA | … | … | 0.55 | 3.91 | 7.86 | 17.73 | 5.02 | 13.70 | 6.06 | 17.22 | 1.86 | 6.35 | 7.50 | 7.27 | 5.75 | 10.32 | 10.42 | 9.97 | 27.81 | 45.23 | 6.41 | 6.60 | 3.91 | 6.77 | 7.27 | 18.89 | 0.00 |
| Yield(%) | NA | 0.00 | 0.41 | 0.48 | 0.66 | NA | NA | … | … | NA | 0.00 | 0.00 | 0.47 | 0.78 | 0.51 | 0.80 | 0.68 | 0.00 | 0.84 | 2.04 | 0.80 | 0.69 | 0.78 | 1.12 | 0.57 | 0.00 | 0.00 | 0.00 | 0.46 | 0.14 | 0.06 | 0.32 | 0.61 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
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) Strategic Asset Allocation – Optimal Moderate |
-15.30%
Feb 2006 – Feb 2009 |
-7.65%
Feb 2004 – Feb 2009 |
0.75%
Sep 2001 – Sep 2011 |
4.28%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Oklahoma 529 College Saving Plan (Direct Plan) Strategic Asset Allocation – Optimal Moderate |
25.58%
Feb 2009 – Feb 2012 |
19.75%
Feb 2009 – Feb 2014 |
13.58%
Feb 2009 – Feb 2019 |
12.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart