BQLCX vs. RCKSX
Compare and contrast key facts about Bright Rock Quality Large Cap Fund (BQLCX) and Rock Oak Core Growth Fund (RCKSX).
BQLCX is managed by Bright Rock. It was launched on May 26, 2010. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
BQLCX vs. RCKSX - Performance Comparison
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BQLCX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BQLCX Bright Rock Quality Large Cap Fund | -2.93% | 9.54% | 6.70% | 20.96% | -10.58% | 27.60% | 9.54% | 29.95% | -5.58% | 16.33% |
RCKSX Rock Oak Core Growth Fund | 7.71% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Returns By Period
In the year-to-date period, BQLCX achieves a -2.93% return, which is significantly lower than RCKSX's 7.71% return. Over the past 10 years, BQLCX has underperformed RCKSX with an annualized return of 9.74%, while RCKSX has yielded a comparatively higher 10.38% annualized return.
BQLCX
- 1D
- 1.68%
- 1M
- -4.62%
- YTD
- -2.93%
- 6M
- -1.59%
- 1Y
- 7.32%
- 3Y*
- 9.20%
- 5Y*
- 7.39%
- 10Y*
- 9.74%
RCKSX
- 1D
- 1.56%
- 1M
- -1.74%
- YTD
- 7.71%
- 6M
- 8.21%
- 1Y
- 22.14%
- 3Y*
- 17.13%
- 5Y*
- 5.93%
- 10Y*
- 10.38%
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BQLCX vs. RCKSX - Expense Ratio Comparison
BQLCX has a 0.87% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
BQLCX vs. RCKSX — Risk / Return Rank
BQLCX
RCKSX
BQLCX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Rock Quality Large Cap Fund (BQLCX) 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.
| BQLCX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.40 | -0.90 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.06 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 2.09 | -1.30 |
Martin ratioReturn relative to average drawdown | 3.38 | 10.93 | -7.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BQLCX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.40 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.38 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.59 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.37 | +0.31 |
Correlation
The correlation between BQLCX and RCKSX is 0.81, 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
BQLCX vs. RCKSX - Dividend Comparison
BQLCX's dividend yield for the trailing twelve months is around 8.03%, more than RCKSX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQLCX Bright Rock Quality Large Cap Fund | 8.03% | 7.75% | 0.92% | 2.88% | 15.70% | 8.41% | 3.51% | 5.05% | 5.11% | 2.71% | 3.59% | 3.26% |
RCKSX Rock Oak Core Growth Fund | 5.81% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
Drawdowns
BQLCX vs. RCKSX - Drawdown Comparison
The maximum BQLCX drawdown since its inception was -34.47%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for BQLCX and RCKSX.
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Drawdown Indicators
| BQLCX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.47% | -57.88% | +23.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -11.29% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -21.25% | -23.50% | +2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -33.10% | -1.37% |
Current DrawdownCurrent decline from peak | -5.66% | -1.74% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -9.58% | +6.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.16% | +0.37% |
Volatility
BQLCX vs. RCKSX - Volatility Comparison
Bright Rock Quality Large Cap Fund (BQLCX) and Rock Oak Core Growth Fund (RCKSX) have volatilities of 3.82% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BQLCX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.72% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 8.88% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 16.40% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.08% | 15.78% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 17.59% | -0.78% |