Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) | 20.28% | 31.75% | 16.61% | 8.34% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) | 09/16/2020 | 06/16/2026 |
| 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 (%) | 2.22 | 31.75 | 16.61 | 8.34 | NA | NA | NA | … | … | 20.28 | 11.60 | 12.07 | 15.91 | -14.30 | 22.42 | 20.51 |
| Sharpe Ratio | NA | 1.70 | 0.74 | 0.28 | NA | NA | NA | … | … | 2.55 | 0.42 | 0.35 | 0.68 | -0.59 | 1.29 | 4.03 |
| Standard Deviation(%) | NA | 16.57 | 18.19 | 20.14 | NA | NA | NA | … | … | 18.66 | 21.24 | 16.04 | 17.42 | 26.83 | 17.31 | 21.99 |
| Draw Down(%) | NA | 8.76 | 23.09 | 24.55 | NA | NA | NA | … | … | 8.76 | 21.36 | 8.42 | 14.64 | 23.91 | 8.44 | 6.39 |
| 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 06/16/2026, 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 |
|---|---|---|---|---|
| FLODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) |
1.56%
Apr 2021 – Apr 2024 |
6.44%
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 |
|---|---|---|---|---|
| FLODX (Oklahoma College Savings Plan – Oklahomadream 529 Stock Selector Middle Capital Portfolio Fund) |
18.03%
May 2023 – May 2026 |
12.02%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart