FSKAX vs. RCKSX
FSKAX (Fidelity Total Market Index Fund) and RCKSX (Rock Oak Core Growth Fund) are both Large Cap Blend Equities funds. Over the past 10 years, FSKAX returned 14.61%/yr vs 11.29%/yr for RCKSX. Their correlation of 0.88 means they have usually moved in the same direction. FSKAX charges 0.01%/yr vs 1.25%/yr for RCKSX.
Performance
FSKAX vs. RCKSX - Performance Comparison
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Returns By Period
In the year-to-date period, FSKAX achieves a 12.20% return, which is significantly lower than RCKSX's 22.11% return. Over the past 10 years, FSKAX has outperformed RCKSX with an annualized return of 14.61%, while RCKSX has yielded a comparatively lower 11.29% annualized return.
FSKAX
- 1D
- 1.53%
- 1M
- 1.30%
- 6M
- 10.71%
- YTD
- 12.20%
- 1Y
- 21.69%
- 3Y*
- 20.42%
- 5Y*
- 12.08%
- 10Y*
- 14.61%
- ALL TIME*
- 14.60%
RCKSX
- 1D
- 0.97%
- 1M
- 2.84%
- 6M
- 15.57%
- YTD
- 22.11%
- 1Y
- 26.41%
- 3Y*
- 19.64%
- 5Y*
- 9.11%
- 10Y*
- 11.29%
- ALL TIME*
- 8.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSKAX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 12.20% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
RCKSX Rock Oak Core Growth Fund | 22.11% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Correlation
The correlation between FSKAX and RCKSX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2011 | 0.88 |
Over the past year, the correlation between FSKAX and RCKSX has dropped to 0.61 - well below their long-term average of 0.88, suggesting their price drivers have been diverging.
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Return for Risk
FSKAX vs. RCKSX — Risk / Return Rank
FSKAX
RCKSX
FSKAX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Market Index Fund (FSKAX) 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.
| FSKAX | RCKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.43 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 6.87 | -4.21 |
| Martin ratioReturn relative to average drawdown | 11.39 | 22.46 | -11.07 |
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Drawdowns
FSKAX vs. RCKSX - Drawdown Comparison
The maximum FSKAX drawdown since its inception was -35.01%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for FSKAX and RCKSX.
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Drawdown Indicators
| FSKAX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.01% | -57.88% | +22.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -4.14% | -4.78% |
Max Drawdown (3Y)Largest decline over 3 years | -19.43% | -18.22% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -22.54% | -2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -33.10% | -1.91% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -9.43% | +5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.26% | +0.81% |
Volatility
FSKAX vs. RCKSX - Volatility Comparison
Fidelity Total Market Index Fund (FSKAX) has a higher volatility of 3.80% compared to Rock Oak Core Growth Fund (RCKSX) at 2.60%. This indicates that FSKAX'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
| FSKAX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 2.60% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 7.56% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.20% | 11.27% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 15.56% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.47% | 17.40% | +1.07% |
FSKAX vs. RCKSX - Expense Ratio Comparison
FSKAX has a 0.02% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Dividends
FSKAX vs. RCKSX - Dividend Comparison
FSKAX's dividend yield for the trailing twelve months is around 0.93%, less than RCKSX's 5.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 0.93% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
RCKSX Rock Oak Core Growth Fund | 5.12% | 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
FSKAX and RCKSX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSKAX has higher volatility (3.80%) compared to RCKSX (2.60%). In terms of maximum drawdown, FSKAX dropped -35.01% vs RCKSX's -57.88%.
RCKSX currently has the higher Sharpe Ratio (2.53 vs 1.80), 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.
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