Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) | 12.46% | 28.38% | 20.51% | 10.82% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) | 09/17/2020 | 06/17/2026 |
| 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 (%) | 4.03 | 28.38 | 20.51 | 10.82 | NA | NA | NA | … | … | 12.46 | 24.98 | 17.02 | 20.19 | -17.52 | 17.64 | 15.25 |
| Sharpe Ratio | NA | 1.66 | 1.19 | 0.48 | NA | NA | NA | … | … | 1.49 | 1.35 | 0.86 | 1.28 | -0.82 | 1.31 | 4.13 |
| Standard Deviation(%) | NA | 14.06 | 14.49 | 16.41 | NA | NA | NA | … | … | 17.34 | 16.68 | 12.24 | 12.59 | 23.14 | 13.50 | 15.28 |
| Draw Down(%) | NA | 10.11 | 16.24 | 27.57 | NA | NA | NA | … | … | 10.11 | 16.24 | 8.45 | 10.92 | 26.33 | 6.49 | 6.50 |
| 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 06/17/2026, 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 |
|---|---|---|---|---|
| FLOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
3.67%
Apr 2021 – Apr 2024 |
9.30%
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 |
|---|---|---|---|---|
| FLOKX (Oklahoma College Savings Plan – Oklahomadream 529 Aggressive Growth Portfolio Fund) |
22.82%
Sep 2022 – Sep 2025 |
14.33%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart