RCKSX Mutual Fund

RCKSX Mutual Fund

NAV$24.34
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Returns Overview

1 Month
+3.53%
3 Months
+1.82%
6 Months
+9.60%
YTD
+21.88%
1 Year
+23.29%
3 Years (annualized)
+22.46%
5 Years (annualized)
+8.85%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCKSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Mid Cap Index(^MUSMCMCI)
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+8.01%
vs Peers
+13.88%

RCKSX Mutual Fund Performance

RCKSX performance across multiple time periods: 1-month 3.53%, YTD 21.88%, 1-year 23.29%, 3-year 22.46%, 5-year 8.85%, 10-year 11.20%.

RCKSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

RCKSX vs another fund shows side-by-side returns. RCKSX alternatives are available in the Mutual Fund Screener.