JUESX vs. RCKSX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Rock Oak Core Growth Fund (RCKSX).
JUESX is managed by JPMorgan. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
JUESX vs. RCKSX - Performance Comparison
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JUESX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
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, JUESX achieves a -7.67% return, which is significantly lower than RCKSX's 7.71% return. Over the past 10 years, JUESX has outperformed RCKSX with an annualized return of 14.45%, while RCKSX has yielded a comparatively lower 10.38% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
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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JUESX vs. RCKSX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
JUESX vs. RCKSX — Risk / Return Rank
JUESX
RCKSX
JUESX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.40 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.06 | 2.06 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.09 | -1.03 |
Martin ratioReturn relative to average drawdown | 3.88 | 10.93 | -7.05 |
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
| JUESX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.40 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.38 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.59 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.37 | +0.02 |
Correlation
The correlation between JUESX 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
JUESX vs. RCKSX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, more than RCKSX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
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
JUESX vs. RCKSX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, roughly equal to the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for JUESX and RCKSX.
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Drawdown Indicators
| JUESX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -57.88% | -0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -11.29% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -23.50% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -33.10% | -0.31% |
Current DrawdownCurrent decline from peak | -9.36% | -1.74% | -7.62% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -9.58% | -2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.16% | +1.11% |
Volatility
JUESX vs. RCKSX - Volatility Comparison
JPMorgan US Equity Fund Class I (JUESX) has a higher volatility of 5.55% compared to Rock Oak Core Growth Fund (RCKSX) at 3.72%. This indicates that JUESX'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
| JUESX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 3.72% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 8.88% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 16.40% | +2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 15.78% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 17.59% | +0.97% |