Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOKUX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 3.87% | 11.90% | 10.36% | 4.02% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOKUX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) | 09/18/2020 | 06/10/2026 |
| 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 (%) | -1.86 | 11.90 | 10.36 | 4.02 | NA | NA | NA | … | … | 3.87 | 14.53 | 7.84 | 12.29 | -16.36 | 10.37 | 10.68 |
| Sharpe Ratio | NA | 1.49 | 0.98 | 0.19 | NA | NA | NA | … | … | 0.93 | 1.51 | 0.18 | 1.02 | -1.22 | 1.24 | 4.30 |
| Standard Deviation(%) | NA | 6.80 | 7.75 | 9.52 | NA | NA | NA | … | … | 8.53 | 7.89 | 7.13 | 7.99 | 14.59 | 8.35 | 9.90 |
| Draw Down(%) | NA | 5.22 | 7.99 | 23.59 | NA | NA | NA | … | … | 5.22 | 7.12 | 3.48 | 7.99 | 22.35 | 4.14 | 4.33 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| FOKUX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
-0.37%
Apr 2021 – Apr 2024 |
4.29%
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 |
|---|---|---|---|---|
| FOKUX (Oklahoma College Savings Plan – Oklahomadream 529 Portfolio 2031 Fund) |
13.01%
Sep 2022 – Sep 2025 |
7.26%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart