Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODHX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 8.54% | 19.36% | 13.74% | 8.46% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODHX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) | 09/18/2020 | 06/09/2026 |
| 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 (%) | 0.54 | 19.36 | 13.74 | 8.46 | NA | NA | NA | … | … | 8.54 | 13.48 | 11.60 | 9.67 | -1.72 | 21.76 | 14.10 |
| Sharpe Ratio | NA | 1.70 | 0.93 | 0.43 | NA | NA | NA | … | … | 1.64 | 0.76 | 0.51 | 0.45 | -0.17 | 1.83 | 2.85 |
| Standard Deviation(%) | NA | 10.30 | 11.75 | 13.43 | NA | NA | NA | … | … | 10.70 | 14.16 | 10.01 | 12.14 | 18.25 | 11.90 | 20.57 |
| Draw Down(%) | NA | 7.50 | 13.48 | 16.00 | NA | NA | NA | … | … | 7.50 | 11.24 | 7.27 | 10.07 | 16.00 | 5.99 | 7.12 |
| 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 06/09/2026, 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 |
|---|---|---|---|---|
| FODHX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
5.02%
May 2021 – May 2024 |
8.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODHX (Oklahoma College Savings Plan – Oklahomadream 529 Equity Income Portfolio Fund) |
14.81%
May 2023 – May 2026 |
13.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart