Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) | 7.79% | 18.70% | 14.71% | 6.68% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) | 09/17/2020 | 06/11/2026 |
| 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 (%) | -1.22 | 18.70 | 14.71 | 6.68 | NA | NA | NA | … | … | 7.79 | 19.05 | 11.19 | 15.19 | -17.37 | 11.79 | 10.91 |
| Sharpe Ratio | NA | 1.53 | 1.08 | 0.34 | NA | NA | NA | … | … | 1.05 | 1.40 | 0.52 | 1.16 | -1.10 | 1.25 | 3.95 |
| Standard Deviation(%) | NA | 10.01 | 10.58 | 11.96 | NA | NA | NA | … | … | 12.60 | 11.77 | 9.06 | 9.53 | 17.15 | 9.41 | 10.86 |
| Draw Down(%) | NA | 7.66 | 11.30 | 25.10 | NA | NA | NA | … | … | 7.66 | 11.30 | 5.30 | 9.42 | 23.85 | 4.68 | 4.79 |
| 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 06/11/2026, 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 |
|---|---|---|---|---|
| FMOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
0.99%
Apr 2021 – Apr 2024 |
6.11%
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 |
|---|---|---|---|---|
| FMOKX (Oklahoma College Savings Plan – Oklahomadream 529 Moderate Growth Portfolio Fund) |
16.70%
Sep 2022 – Sep 2025 |
9.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart