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Rock Oak Core Growth (RCKSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.54+0.13 (+0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.40%
5-Year Average Return5.13%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)49.92%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return49.92%
Worst 3-Yr Total Return0.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRCKSXCategory
YTD4.05%17.04%
1-Month-5.10%-0.01%
3-Month3.86%5.47%
1-Year21.16%50.44%
3-Year-0.59%13.15%
5-Year4.99%13.75%
10-Year7.02%11.35%
Last Bull Market25.68%25.95%
Last Bear Market-12.00%-22.55%

Annual Total Return (%) History

Year
RCKSXCategory
2024
N/AN/A
2023
15.57%N/A
2022
-18.09%N/A
2021
9.91%N/A
2020
13.87%12.39%
2019
19.04%26.21%
2018
-2.15%-11.15%
2017
22.69%15.93%
2016
13.01%14.14%
2015
-7.80%-4.75%
2014
8.44%7.80%
2013
35.41%34.10%
2012
14.26%16.15%
2011
-9.81%-3.81%
2010
19.66%22.52%
2009
49.92%37.39%
2008
-47.35%-39.18%
2007
21.67%4.85%
2006
3.73%14.03%
2005
4.60%9.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.64%N/AN/AN/A
20230.75%4.47%-2.08%12.12%
2022-6.70%-12.00%-4.25%4.20%
20217.88%-0.49%-2.61%5.13%
2020-21.60%19.55%5.59%15.05%
201912.16%-2.70%-2.35%11.69%
20187.68%7.66%5.24%-19.80%
20178.30%1.51%5.53%5.76%
2016-0.58%-0.17%9.05%4.41%
2015-0.52%-0.97%-9.43%3.34%
20143.21%4.13%-2.71%3.71%
20137.26%1.85%9.44%13.26%
201220.17%-12.30%7.41%0.94%
20115.87%-0.32%-19.22%5.80%
20102.71%-11.33%16.08%13.19%
2009-0.30%21.57%15.76%6.86%
2008-13.94%5.15%-22.83%-24.60%
20070.65%7.23%7.69%4.69%
20067.17%-6.69%-1.53%5.34%
2005-4.10%1.25%5.97%1.65%

Rank In Category (By Total Return)

YTD28
1-Month25
3-Month57
1-Year16
3-Year86
5-Year95

Load Adjusted Returns

1-Year21.16%
3-Year-0.59%
5-Year4.99%
10-Year7.02%