RCKSX Mutual Fund

NAV$25.12

Returns Overview

1 Month
+3.53%
3 Months
+9.11%
6 Months
+17.52%
YTD
+16.33%
1 Year
+21.24%
3 Years (annualized)
+18.83%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.86%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Mid Cap Index(^MUSMCMCI)
This Mutual Fund (YTD)
+16.33%
Peer Avg (YTD)
+10.82%
vs Peers
+5.51%

RCKSX Mutual Fund Performance

RCKSX performance across multiple time periods: 1-month 3.53%, YTD 16.33%, 1-year 21.24%, 3-year 18.83%, 5-year 9.06%, 10-year 11.86%.

RCKSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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