Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 6.91% | 18.71% | 13.39% | 6.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) | 09/17/2020 | 06/05/2026 |
| 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 (%) | -2.11 | 18.71 | 13.39 | 6.36 | NA | NA | NA | … | … | 6.91 | 16.82 | 10.21 | 14.14 | -15.97 | 12.15 | 9.78 |
| Sharpe Ratio | NA | 1.69 | 1.03 | 0.36 | NA | NA | NA | … | … | 1.21 | 1.29 | 0.45 | 1.17 | -1.09 | 1.46 | 3.88 |
| Standard Deviation(%) | NA | 9.53 | 9.79 | 11.02 | NA | NA | NA | … | … | 11.87 | 11.01 | 8.25 | 8.50 | 15.94 | 8.33 | 9.79 |
| Draw Down(%) | NA | 7.22 | 10.96 | 22.43 | NA | NA | NA | … | … | 7.22 | 10.96 | 4.83 | 8.64 | 21.75 | 3.90 | 4.52 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FSOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
1.01%
Apr 2021 – Apr 2024 |
5.83%
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 |
|---|---|---|---|---|
| FSOKX (Oklahoma College Savings Plan – Oklahomadream 529 Asset Manager 60% Portfolio Fund) |
14.71%
May 2023 – May 2026 |
8.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart