Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKWX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 7.69% | 17.19% | 12.20% | 5.03% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKWX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) | 09/17/2020 | 06/18/2026 |
| 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 (%) | 1.54 | 17.19 | 12.20 | 5.03 | NA | NA | NA | … | … | 7.69 | 15.84 | 8.64 | 13.24 | -18.02 | 11.59 | 11.78 |
| Sharpe Ratio | NA | 1.41 | 0.92 | 0.18 | NA | NA | NA | … | … | 1.15 | 1.31 | 0.25 | 0.99 | -1.13 | 1.14 | 3.93 |
| Standard Deviation(%) | NA | 8.67 | 9.47 | 11.46 | NA | NA | NA | … | … | 10.76 | 10.09 | 8.49 | 9.16 | 17.28 | 10.15 | 11.92 |
| Draw Down(%) | NA | 6.58 | 9.62 | 26.06 | NA | NA | NA | … | … | 6.58 | 9.62 | 4.73 | 9.31 | 24.61 | 5.09 | 5.16 |
| 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 06/18/2026, 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 |
|---|---|---|---|---|
| FOKWX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
-0.58%
Apr 2021 – Apr 2024 |
4.35%
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 |
|---|---|---|---|---|
| FOKWX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2034 Fund) |
14.23%
Sep 2022 – Sep 2025 |
8.00%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart