Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 1.83% | 7.36% | 6.47% | 1.92% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 09/21/2020 | 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 (%) | -0.77 | 7.36 | 6.47 | 1.92 | NA | NA | NA | … | … | 1.83 | 7.71 | 4.72 | 8.09 | -12.07 | 2.69 | 4.52 |
| Sharpe Ratio | NA | 1.42 | 0.86 | -0.10 | NA | NA | NA | … | … | 0.52 | 1.47 | -0.50 | 0.80 | -2.06 | 1.09 | 5.51 |
| Standard Deviation(%) | NA | 3.44 | 3.93 | 4.52 | NA | NA | NA | … | … | 4.33 | 3.35 | 3.71 | 4.82 | 6.56 | 2.44 | 3.07 |
| Draw Down(%) | NA | 2.58 | 4.29 | 16.23 | NA | NA | NA | … | … | 2.58 | 2.87 | 2.13 | 4.38 | 15.53 | 1.71 | 1.39 |
| 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 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
-1.64%
Oct 2020 – Oct 2023 |
1.91%
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 |
|---|---|---|---|---|
| FTODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
7.62%
Oct 2022 – Oct 2025 |
2.92%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
