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AVUSX vs. RCKSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

AVUSX vs. RCKSX

Last updated Apr 2, 2026

Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Rock Oak Core Growth Fund (RCKSX).

AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.

Performance

AVUSX vs. RCKSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity Fund (AVUSX) and Rock Oak Core Growth Fund (RCKSX). The values are adjusted to include any dividend payments, if applicable.

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AVUSX vs. RCKSX - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AVUSX
Avantis U.S. Equity Fund		0.05%16.44%20.02%21.44%-14.42%27.48%18.65%4.06%
RCKSX
Rock Oak Core Growth Fund		6.05%12.99%15.12%15.57%-18.09%9.96%13.75%3.30%

Returns By Period

In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly lower than RCKSX's 6.05% return.

AVUSX

1D
2.70%
1M
-4.29%
YTD
0.05%
6M
3.00%
1Y
21.29%
3Y*
17.55%
5Y*
10.73%
10Y*
—

RCKSX

1D
-0.32%
1M
-3.25%
YTD
6.05%
6M
6.54%
1Y
20.26%
3Y*
16.53%
5Y*
5.89%
10Y*
10.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Avantis U.S. Equity Fund

Rock Oak Core Growth Fund

Often compared with AVUSX:
AVUSX vs. VTIAVUSX vs. VOOAVUSX vs. VTSAXAVUSX vs. AVUSAVUSX vs. avusAVUSX vs. SCHGAVUSX vs. DFUSX
Often compared with RCKSX:
RCKSX vs. SWPPXRCKSX vs. LOGSXRCKSX vs. LMISXRCKSX vs. RIVSXRCKSX vs. BOGSXRCKSX vs. PRBLXRCKSX vs. FITLX

AVUSX vs. RCKSX - Expense Ratio Comparison

AVUSX has a 0.15% expense ratio, which is lower than RCKSX's 1.25% expense ratio.

RCKSX
Rock Oak Core Growth Fund
AVUSX
Avantis U.S. Equity Fund

Return for Risk

AVUSX vs. RCKSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVUSX
AVUSX Risk / Return Rank: 7070
Overall Rank
AVUSX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
AVUSX Sortino Ratio Rank: 6767
Sortino Ratio Rank
AVUSX Omega Ratio Rank: 6868
Omega Ratio Rank
AVUSX Calmar Ratio Rank: 7171
Calmar Ratio Rank
AVUSX Martin Ratio Rank: 8383
Martin Ratio Rank
RCKSX
RCKSX Risk / Return Rank: 7777
Overall Rank
RCKSX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
RCKSX Sortino Ratio Rank: 7878
Sortino Ratio Rank
RCKSX Omega Ratio Rank: 7070
Omega Ratio Rank
RCKSX Calmar Ratio Rank: 7575
Calmar Ratio Rank
RCKSX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUSX vs. RCKSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Rock Oak Core Growth Fund (RCKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

AVUSXRCKSXDifference

Sharpe ratio

Return per unit of total volatility

1.18

1.33

-0.15

Sortino ratio

Return per unit of downside risk

1.74

1.96

-0.22

Omega ratio

Gain probability vs. loss probability

1.27

1.26

0.00

Calmar ratio

Return relative to maximum drawdown

1.74

1.76

-0.02

Martin ratio

Return relative to average drawdown

8.68

9.21

-0.52

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVUSX vs. RCKSX - Sharpe Ratio Comparison

The current AVUSX Sharpe Ratio is 1.18, which is comparable to the RCKSX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of AVUSX and RCKSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

AVUSXRCKSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

1.33

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.38

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.58

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.36

+0.30

Correlation

The correlation between AVUSX and RCKSX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AVUSX vs. RCKSX - Dividend Comparison

AVUSX's dividend yield for the trailing twelve months is around 2.64%, less than RCKSX's 5.90% yield.

TTM20252024202320222021202020192018201720162015
AVUSX
Avantis U.S. Equity Fund		2.64%2.64%1.36%1.19%1.63%0.92%0.94%0.15%0.00%0.00%0.00%0.00%
RCKSX
Rock Oak Core Growth Fund		5.90%6.26%0.47%0.71%1.00%4.31%16.56%3.18%0.59%5.91%0.70%3.21%

Drawdowns

AVUSX vs. RCKSX - Drawdown Comparison

The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for AVUSX and RCKSX.

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Drawdown Indicators

AVUSXRCKSXDifference

Max Drawdown

Largest peak-to-trough decline

-36.23%

-57.88%

+21.65%

Max Drawdown (1Y)

Largest decline over 1 year

-12.92%

-11.29%

-1.63%

Max Drawdown (5Y)

Largest decline over 5 years

-22.62%

-23.50%

+0.88%

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.10%

—

Current Drawdown

Current decline from peak

-4.99%

-3.25%

-1.74%

Average Drawdown

Average peak-to-trough decline

-5.41%

-9.58%

+4.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

2.15%

+0.44%

Volatility

AVUSX vs. RCKSX - Volatility Comparison

Avantis U.S. Equity Fund (AVUSX) has a higher volatility of 5.14% compared to Rock Oak Core Growth Fund (RCKSX) at 3.42%. This indicates that AVUSX's price experiences larger fluctuations and is considered to be riskier than RCKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AVUSXRCKSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

3.42%

+1.72%

Volatility (6M)

Calculated over the trailing 6-month period

9.60%

8.76%

+0.84%

Volatility (1Y)

Calculated over the trailing 1-year period

18.57%

16.37%

+2.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.34%

15.77%

+1.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.12%

17.58%

+3.54%