RCKSX Mutual Fund

RCKSX Mutual Fund

NAV$24.98
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Returns Overview

1 Month
-4.06%
3 Months
+1.20%
6 Months
+10.42%
YTD
+17.73%
1 Year
+19.53%
3 Years (annualized)
+20.36%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.31%

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)
+17.73%
Peer Avg (YTD)
+6.72%
vs Peers
+11.01%

RCKSX Mutual Fund Performance

RCKSX performance across multiple time periods: 1-month -4.06%, YTD 17.73%, 1-year 19.53%, 3-year 20.36%, 5-year 9.15%, 10-year 11.31%.

RCKSX returns outperform the peer average of 6.72% 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.