RCKTX Mutual Fund

RCKTX Mutual Fund

NAV$24.46
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Returns Overview

1 Month
-2.02%
3 Months
-1.78%
6 Months
+10.02%
YTD
+6.40%
1 Year
+10.14%
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)
+6.40%
Peer Avg (YTD)
+7.09%
vs Peers
-0.68%

RCKTX Mutual Fund Performance

RCKTX performance across multiple time periods: 1-month -2.02%, YTD 6.40%, 1-year 10.14%, 3-year 15.97%, 5-year 7.77%, 10-year 10.72%.

RCKTX returns trail the peer average of 7.09% 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.