JIISX vs. RCKSX
Compare and contrast key facts about JPMorgan U.S. Sustainable Leaders Fund (JIISX) and Rock Oak Core Growth Fund (RCKSX).
JIISX is managed by JPMorgan. It was launched on Feb 28, 2003. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
JIISX vs. RCKSX - Performance Comparison
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JIISX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIISX JPMorgan U.S. Sustainable Leaders Fund | -10.44% | 14.34% | 25.57% | 25.31% | -21.20% | 30.95% | 19.74% | 30.02% | -4.76% | 21.28% |
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, JIISX achieves a -10.44% return, which is significantly lower than RCKSX's 6.05% return. Over the past 10 years, JIISX has outperformed RCKSX with an annualized return of 12.53%, while RCKSX has yielded a comparatively lower 10.21% annualized return.
JIISX
- 1D
- -0.14%
- 1M
- -8.55%
- YTD
- -10.44%
- 6M
- -8.29%
- 1Y
- 8.50%
- 3Y*
- 14.60%
- 5Y*
- 8.86%
- 10Y*
- 12.53%
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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JIISX vs. RCKSX - Expense Ratio Comparison
JIISX has a 0.39% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
JIISX vs. RCKSX — Risk / Return Rank
JIISX
RCKSX
JIISX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Sustainable Leaders Fund (JIISX) 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.
| JIISX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.33 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.96 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.76 | -1.21 |
Martin ratioReturn relative to average drawdown | 2.04 | 9.21 | -7.17 |
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
| JIISX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.33 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.38 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.36 | +0.19 |
Correlation
The correlation between JIISX and RCKSX is 0.88, 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
JIISX vs. RCKSX - Dividend Comparison
JIISX's dividend yield for the trailing twelve months is around 11.02%, more than RCKSX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIISX JPMorgan U.S. Sustainable Leaders Fund | 11.02% | 9.87% | 0.75% | 0.98% | 1.21% | 3.96% | 1.76% | 7.31% | 9.03% | 6.83% | 1.22% | 1.94% |
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
JIISX vs. RCKSX - Drawdown Comparison
The maximum JIISX drawdown since its inception was -59.25%, roughly equal to the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for JIISX and RCKSX.
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Drawdown Indicators
| JIISX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.25% | -57.88% | -1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.08% | -11.29% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.83% | -23.50% | -4.33% |
Max Drawdown (10Y)Largest decline over 10 years | -32.26% | -33.10% | +0.84% |
Current DrawdownCurrent decline from peak | -12.03% | -3.25% | -8.78% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -9.58% | +0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.15% | +1.09% |
Volatility
JIISX vs. RCKSX - Volatility Comparison
JPMorgan U.S. Sustainable Leaders Fund (JIISX) has a higher volatility of 4.52% compared to Rock Oak Core Growth Fund (RCKSX) at 3.42%. This indicates that JIISX'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
| JIISX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 3.42% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 8.76% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 16.37% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 15.77% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.58% | +0.81% |