Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 4.69% | 11.26% | 8.93% | 3.60% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) | 09/18/2020 | 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 (%) | 1.10 | 11.26 | 8.93 | 3.60 | NA | NA | NA | … | … | 4.69 | 11.82 | 6.37 | 10.40 | -14.62 | 7.94 | 8.51 |
| Sharpe Ratio | NA | 1.53 | 0.96 | 0.11 | NA | NA | NA | … | … | 1.14 | 1.59 | -0.03 | 0.93 | -1.35 | 1.18 | 4.17 |
| Standard Deviation(%) | NA | 4.98 | 6.00 | 7.60 | NA | NA | NA | … | … | 6.16 | 5.74 | 5.74 | 6.67 | 11.88 | 6.70 | 7.93 |
| Draw Down(%) | NA | 3.75 | 6.46 | 20.93 | NA | NA | NA | … | … | 3.75 | 4.84 | 2.88 | 6.46 | 19.86 | 3.34 | 3.49 |
| 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 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
-0.68%
Apr 2021 – Apr 2024 |
3.48%
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 |
|---|---|---|---|---|
| FOKQX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2028 Fund) |
10.77%
Sep 2022 – Sep 2025 |
5.70%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart