RCKSX Mutual Fund

RCKSX Mutual Fund

NAV$25.39
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Returns Overview

1 Month
+2.91%
3 Months
+7.65%
6 Months
+14.99%
YTD
+20.94%
1 Year
+26.08%
3 Years (annualized)
+19.20%
5 Years (annualized)
+9.81%
10 Years (annualized)
+11.63%

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)
+20.94%
Peer Avg (YTD)
+9.54%
vs Peers
+11.40%

RCKSX Mutual Fund Performance

RCKSX performance across multiple time periods: 1-month 2.91%, YTD 20.94%, 1-year 26.08%, 3-year 19.20%, 5-year 9.81%, 10-year 11.63%.

RCKSX returns outperform the peer average of 9.54% 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.