BASMX vs. RCKSX
BASMX (iShares Total U.S. Stock Market Index Fund Investor A Shares) and RCKSX (Rock Oak Core Growth Fund) are both Large Cap Blend Equities funds. Over the past 10 years, BASMX returned 14.96%/yr vs 11.43%/yr for RCKSX. Their correlation of 0.86 suggests significant overlap in exposure. BASMX charges 0.33%/yr vs 1.25%/yr for RCKSX.
Performance
BASMX vs. RCKSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BASMX achieves a 9.92% return, which is significantly lower than RCKSX's 15.47% return. Over the past 10 years, BASMX has outperformed RCKSX with an annualized return of 14.96%, while RCKSX has yielded a comparatively lower 11.43% annualized return.
BASMX
- 1D
- -0.32%
- 1M
- 0.44%
- YTD
- 9.92%
- 6M
- 8.79%
- 1Y
- 25.13%
- 3Y*
- 20.74%
- 5Y*
- 12.12%
- 10Y*
- 14.96%
RCKSX
- 1D
- 0.00%
- 1M
- 0.60%
- YTD
- 15.47%
- 6M
- 13.64%
- 1Y
- 20.17%
- 3Y*
- 19.37%
- 5Y*
- 8.00%
- 10Y*
- 11.43%
BASMX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 9.92% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 30.71% | -5.57% | 20.65% |
RCKSX Rock Oak Core Growth Fund | 15.47% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Correlation
The correlation between BASMX and RCKSX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.86 |
Over the past year, the correlation between BASMX and RCKSX has dropped to 0.65 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BASMX vs. RCKSX — Risk / Return Rank
BASMX
RCKSX
BASMX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BASMX | RCKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.31 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 5.35 | -2.38 |
| Martin ratioReturn relative to average drawdown | 13.21 | 14.75 | -1.54 |
Loading charts...
Drawdowns
BASMX vs. RCKSX - Drawdown Comparison
The maximum BASMX drawdown since its inception was -34.95%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for BASMX and RCKSX.
Loading charts...
Drawdown Indicators
| BASMX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.95% | -57.88% | +22.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -4.14% | -4.78% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -18.22% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -22.54% | -2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -34.95% | -33.10% | -1.85% |
Current DrawdownCurrent decline from peak | -1.51% | -0.46% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -9.48% | +4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.50% | +0.50% |
Volatility
BASMX vs. RCKSX - Volatility Comparison
iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) has a higher volatility of 4.74% compared to Rock Oak Core Growth Fund (RCKSX) at 3.29%. This indicates that BASMX'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.
Loading charts...
Volatility by Period
| BASMX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 3.29% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 8.07% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.77% | 11.75% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 15.64% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 17.55% | +0.90% |
BASMX vs. RCKSX - Expense Ratio Comparison
BASMX has a 0.33% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Dividends
BASMX vs. RCKSX - Dividend Comparison
BASMX's dividend yield for the trailing twelve months is around 0.79%, less than RCKSX's 5.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 0.79% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% | 0.00% |
RCKSX Rock Oak Core Growth Fund | 5.42% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
Frequently Asked Questions
BASMX and RCKSX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BASMX has higher volatility (4.74%) compared to RCKSX (3.29%). In terms of maximum drawdown, BASMX dropped -34.95% vs RCKSX's -57.88%.
BASMX currently has the higher Sharpe Ratio (2.08 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BASMX and RCKSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer