Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKVX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 7.72% | 17.39% | 12.72% | 5.67% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKVX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 09/17/2020 | 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 (%) | 1.98 | 17.39 | 12.72 | 5.67 | NA | NA | NA | … | … | 7.72 | 16.70 | 9.42 | 14.15 | -17.38 | 12.35 | 12.07 |
| Sharpe Ratio | NA | 1.51 | 1.01 | 0.25 | NA | NA | NA | … | … | 1.22 | 1.40 | 0.34 | 1.10 | -1.09 | 1.21 | 4.06 |
| Standard Deviation(%) | NA | 8.62 | 9.43 | 11.42 | NA | NA | NA | … | … | 10.74 | 10.04 | 8.47 | 9.12 | 17.21 | 10.17 | 11.87 |
| Draw Down(%) | NA | 6.51 | 9.59 | 25.54 | NA | NA | NA | … | … | 6.51 | 9.59 | 4.59 | 9.11 | 24.14 | 4.97 | 5.15 |
| 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 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOKVX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
0.19%
Apr 2021 – Apr 2024 |
5.13%
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 |
|---|---|---|---|---|
| FOKVX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
15.10%
Sep 2022 – Sep 2025 |
8.81%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart