Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FROKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 6.08% | 16.68% | 11.78% | 5.02% | 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 |
|---|---|---|
| FROKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio 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 (%) | -2.88 | 16.68 | 11.78 | 5.02 | NA | NA | NA | … | … | 6.08 | 15.86 | 8.88 | 12.87 | -17.03 | 10.74 | 10.03 |
| Sharpe Ratio | NA | 1.63 | 0.93 | 0.26 | NA | NA | NA | … | … | 1.17 | 1.20 | 0.28 | 1.02 | -1.16 | 1.29 | 4.05 |
| Standard Deviation(%) | NA | 9.55 | 9.81 | 11.04 | NA | NA | NA | … | … | 11.95 | 10.99 | 8.30 | 8.53 | 15.95 | 8.33 | 9.80 |
| Draw Down(%) | NA | 7.21 | 11.23 | 23.31 | NA | NA | NA | … | … | 7.21 | 11.09 | 4.90 | 8.86 | 22.49 | 3.95 | 4.62 |
| 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 |
|---|---|---|---|---|
| FROKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
-0.20%
Apr 2021 – Apr 2024 |
4.68%
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 |
|---|---|---|---|---|
| FROKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
13.64%
May 2023 – May 2026 |
7.50%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart