FULVX vs. RCKSX

Last updated Jun 24, 2026

FULVX (Fidelity U.S. Low Volatility Equity Fund) and RCKSX (Rock Oak Core Growth Fund) are both Large Cap Blend Equities funds. A 0.80 correlation means they provide meaningful diversification when combined. FULVX charges 0.66%/yr vs 1.25%/yr for RCKSX.

Performance

FULVX vs. RCKSX - Performance Comparison

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

Returns By Period

FULVX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FULVX vs. RCKSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
FULVX Fidelity U.S. Low Volatility Equity Fund	-0.01%	5.23%	17.76%	6.38%	-10.43%	17.79%	3.83%	4.30%
RCKSX Rock Oak Core Growth Fund	15.47%	12.99%	15.12%	15.57%	-18.09%	9.96%	13.75%	6.52%

Correlation

The correlation between FULVX and RCKSX is 0.62, 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	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.76
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (All Time) Calculated using the full available price history since Nov 5, 2019	0.80

The correlation between FULVX and RCKSX shifts across timeframes, from 0.62 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

FULVX vs. RCKSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FULVX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RCKSX

RCKSX Risk / Return Rank: 63
RCKSX Sharpe Ratio Rank: 48
RCKSX Sortino Ratio Rank: 49
RCKSX Omega Ratio Rank: 39
RCKSX Calmar Ratio Rank: 95
RCKSX Martin Ratio Rank: 85

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.

FULVX vs. RCKSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Low Volatility Equity Fund (FULVX) 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.

	FULVX	RCKSX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.89	—
Sortino ratio: Return per unit of downside risk	—	2.72	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	5.35	—
Martin ratio: Return relative to average drawdown	—	14.75	—

Drawdowns

Drawdown Indicators

	FULVX	RCKSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-57.88%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-4.14%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.22%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.54%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.10%	—
Current Drawdown Current decline from peak	—	-0.46%	—
Average Drawdown Average peak-to-trough decline	—	-9.48%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.50%	—

Volatility

Volatility by Period

	FULVX	RCKSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.07%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.75%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.64%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.55%	—

FULVX vs. RCKSX - Expense Ratio Comparison

FULVX has a 0.66% expense ratio, which is lower than RCKSX's 1.25% expense ratio.

Dividends

FULVX vs. RCKSX - Dividend Comparison

FULVX's dividend yield for the trailing twelve months is around 8.06%, more than RCKSX's 5.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FULVX Fidelity U.S. Low Volatility Equity Fund	8.06%	6.82%	5.76%	1.65%	4.98%	5.35%	0.62%	0.28%	0.00%	0.00%	0.00%	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

Can I hold both FULVX and RCKSX in my portfolio?

FULVX and RCKSX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.