Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCKSX (ROCK OAK CORE GROWTH FUND ROCK OAK CORE GROWTH FUND) | 14.35% | 20.67% | 19.98% | 6.23% | 8.61% | 8.06% | 7.05% | … | … |
Data as of 06/05/2026, Common starting date is 01/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCKSX (ROCK OAK CORE GROWTH FUND ROCK OAK CORE GROWTH FUND) | 01/12/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 20.67 | 19.98 | 6.23 | 8.61 | 8.06 | 7.05 | … | … | 14.35 | 14.96 | 15.12 | 15.57 | -18.62 | 5.37 | -2.26 | 19.05 | -2.14 | 22.69 | 13.01 | -7.76 | 8.61 | 35.79 | 14.26 | -9.81 | 19.97 | 49.92 | -47.35 | 21.67 | 3.73 | 7.50 |
| Sharpe Ratio | NA | 1.55 | 1.22 | 0.23 | 0.38 | NA | NA | … | … | 2.94 | 0.74 | 0.90 | 0.94 | -0.93 | 0.35 | -0.07 | 1.16 | -0.18 | 2.31 | 0.77 | -0.47 | 0.60 | 2.85 | 0.85 | -0.34 | 0.96 | 1.71 | -1.11 | 0.94 | 0.02 | 0.39 |
| Standard Deviation(%) | NA | 11.64 | 13.73 | 15.71 | 18.33 | NA | NA | … | … | 11.63 | 16.63 | 12.79 | 12.76 | 21.62 | 15.41 | 34.28 | 15.20 | 19.44 | 9.57 | 16.63 | 16.69 | 14.27 | 12.54 | 16.83 | 29.13 | 20.79 | 29.18 | 43.57 | 19.81 | 15.40 | 13.92 |
| Draw Down(%) | NA | 4.14 | 18.22 | 26.26 | 33.10 | NA | NA | … | … | 4.14 | 15.52 | 8.52 | 10.47 | 21.53 | 8.90 | 30.61 | 13.11 | 25.44 | 4.09 | 12.98 | 16.03 | 12.05 | 6.88 | 17.13 | 24.46 | 15.03 | 18.67 | 56.61 | 11.16 | 16.17 | 12.34 |
| Yield(%) | 0.00 | 6.22 | 3.41 | 1.65 | 2.64 | 4.26 | 4.01 | … | … | 0.00 | 6.68 | 0.54 | 0.82 | 0.28 | 0.00 | 0.15 | 3.66 | 0.57 | 6.80 | 0.81 | 2.87 | 7.80 | 23.69 | 1.60 | 0.00 | 0.27 | 0.00 | 0.00 | 5.25 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCKSX (ROCK OAK CORE GROWTH FUND ROCK OAK CORE GROWTH FUND) |
-16.43%
Feb 2006 – Feb 2009 |
-3.78%
Sep 2018 – Sep 2023 |
4.11%
Oct 2013 – Oct 2023 |
3.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCKSX (ROCK OAK CORE GROWTH FUND ROCK OAK CORE GROWTH FUND) |
27.16%
Feb 2009 – Feb 2012 |
23.62%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
10.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart