RCKTX Mutual Fund

RCKTX Mutual Fund

NAV$24.55
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Returns Overview

1 Month
+1.39%
3 Months
+0.57%
6 Months
+5.50%
YTD
+8.60%
1 Year
+15.13%
3 Years (annualized)
+15.97%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCKTX 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
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🏦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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+8.76%
vs Peers
-0.16%

RCKTX Mutual Fund Performance

RCKTX performance across multiple time periods: 1-month 1.39%, YTD 8.60%, 1-year 15.13%, 3-year 15.97%, 5-year 7.77%, 10-year 10.72%.

RCKTX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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