HSTAX vs. RCKSX
Compare and contrast key facts about Hartford Stock HLS Fund (HSTAX) and Rock Oak Core Growth Fund (RCKSX).
HSTAX is managed by Hartford. It was launched on Aug 31, 1977. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
HSTAX vs. RCKSX - Performance Comparison
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HSTAX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | -7.06% | 7.84% | 8.78% | 7.76% | -5.43% | 25.01% | 11.93% | 31.03% | -0.16% | 19.84% |
RCKSX Rock Oak Core Growth Fund | 6.05% | 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, HSTAX achieves a -7.06% return, which is significantly lower than RCKSX's 6.05% return. Both investments have delivered pretty close results over the past 10 years, with HSTAX having a 9.73% annualized return and RCKSX not far ahead at 10.21%.
HSTAX
- 1D
- 0.14%
- 1M
- -8.71%
- YTD
- -7.06%
- 6M
- -4.29%
- 1Y
- 0.21%
- 3Y*
- 5.52%
- 5Y*
- 5.88%
- 10Y*
- 9.73%
RCKSX
- 1D
- -0.32%
- 1M
- -2.56%
- YTD
- 6.05%
- 6M
- 6.54%
- 1Y
- 21.02%
- 3Y*
- 16.53%
- 5Y*
- 5.89%
- 10Y*
- 10.21%
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HSTAX vs. RCKSX - Expense Ratio Comparison
HSTAX has a 0.51% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
HSTAX vs. RCKSX — Risk / Return Rank
HSTAX
RCKSX
HSTAX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) 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.
| HSTAX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.33 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.96 | -1.71 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.26 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.76 | -1.78 |
Martin ratioReturn relative to average drawdown | -0.08 | 9.21 | -9.29 |
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
| HSTAX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.33 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.38 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.58 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.36 | -0.36 |
Correlation
The correlation between HSTAX and RCKSX is 0.83, 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
HSTAX vs. RCKSX - Dividend Comparison
HSTAX's dividend yield for the trailing twelve months is around 17.01%, more than RCKSX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTAX Hartford Stock HLS Fund | 17.01% | 15.81% | 4.69% | 6.22% | 12.74% | 4.55% | 7.87% | 9.95% | 1.70% | 1.73% | 1.87% | 1.72% |
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
HSTAX vs. RCKSX - Drawdown Comparison
The maximum HSTAX drawdown since its inception was -92.92%, which is greater than RCKSX's maximum drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for HSTAX and RCKSX.
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Drawdown Indicators
| HSTAX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.92% | -57.88% | -35.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -11.29% | +1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.70% | -23.50% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -33.10% | -0.28% |
Current DrawdownCurrent decline from peak | -9.00% | -3.25% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -31.30% | -9.58% | -21.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.15% | +0.27% |
Volatility
HSTAX vs. RCKSX - Volatility Comparison
Hartford Stock HLS Fund (HSTAX) and Rock Oak Core Growth Fund (RCKSX) have volatilities of 3.35% and 3.42%, 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
| HSTAX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.42% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 8.76% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.37% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 15.77% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 17.58% | -2.11% |