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MAAKX vs. RCKSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAAKX vs. RCKSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mutual of America All America Fund (MAAKX) and Rock Oak Core Growth Fund (RCKSX). The values are adjusted to include any dividend payments, if applicable.

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MAAKX vs. RCKSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
MAAKX
Mutual of America All America Fund
-2.49%12.04%18.57%16.94%-18.15%24.66%890.98%
RCKSX
Rock Oak Core Growth Fund
7.71%12.99%15.12%15.57%-18.09%9.96%12.47%

Returns By Period

In the year-to-date period, MAAKX achieves a -2.49% return, which is significantly lower than RCKSX's 7.71% return.


MAAKX

1D
2.81%
1M
-5.44%
YTD
-2.49%
6M
-1.56%
1Y
14.30%
3Y*
12.90%
5Y*
7.03%
10Y*

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

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MAAKX vs. RCKSX - Expense Ratio Comparison

MAAKX has a 0.54% expense ratio, which is lower than RCKSX's 1.25% expense ratio.


Return for Risk

MAAKX vs. RCKSX — Risk / Return Rank

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

MAAKX
MAAKX Risk / Return Rank: 2626
Overall Rank
MAAKX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
MAAKX Sortino Ratio Rank: 3636
Sortino Ratio Rank
MAAKX Omega Ratio Rank: 3737
Omega Ratio Rank
MAAKX Calmar Ratio Rank: 1212
Calmar Ratio Rank
MAAKX Martin Ratio Rank: 1515
Martin Ratio Rank

RCKSX
RCKSX Risk / Return Rank: 7777
Overall Rank
RCKSX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
RCKSX Sortino Ratio Rank: 7777
Sortino Ratio Rank
RCKSX Omega Ratio Rank: 6868
Omega Ratio Rank
RCKSX Calmar Ratio Rank: 8080
Calmar Ratio Rank
RCKSX Martin Ratio Rank: 9090
Martin Ratio Rank
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.

MAAKX vs. RCKSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mutual of America All America Fund (MAAKX) 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.


MAAKXRCKSXDifference

Sharpe ratio

Return per unit of total volatility

0.86

1.40

-0.54

Sortino ratio

Return per unit of downside risk

1.35

2.06

-0.70

Omega ratio

Gain probability vs. loss probability

1.20

1.28

-0.08

Calmar ratio

Return relative to maximum drawdown

0.52

2.09

-1.57

Martin ratio

Return relative to average drawdown

2.25

10.93

-8.67

MAAKX vs. RCKSX - Sharpe Ratio Comparison

The current MAAKX Sharpe Ratio is 0.86, which is lower than the RCKSX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of MAAKX and RCKSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MAAKXRCKSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

1.40

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.38

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.37

-0.20

Correlation

The correlation between MAAKX and RCKSX is 0.76, 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

MAAKX vs. RCKSX - Dividend Comparison

MAAKX's dividend yield for the trailing twelve months is around 17.44%, more than RCKSX's 5.81% yield.


TTM20252024202320222021202020192018201720162015
MAAKX
Mutual of America All America Fund
17.44%17.01%11.32%7.30%14.64%8.33%0.00%0.00%0.00%0.00%0.00%0.00%
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

MAAKX vs. RCKSX - Drawdown Comparison

The maximum MAAKX drawdown since its inception was -35.71%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for MAAKX and RCKSX.


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Drawdown Indicators


MAAKXRCKSXDifference

Max Drawdown

Largest peak-to-trough decline

-35.71%

-57.88%

+22.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.40%

-11.29%

-1.11%

Max Drawdown (5Y)

Largest decline over 5 years

-23.93%

-23.50%

-0.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.10%

Current Drawdown

Current decline from peak

-5.97%

-1.74%

-4.23%

Average Drawdown

Average peak-to-trough decline

-6.38%

-9.58%

+3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.69%

2.16%

+1.53%

Volatility

MAAKX vs. RCKSX - Volatility Comparison

Mutual of America All America Fund (MAAKX) has a higher volatility of 4.88% compared to Rock Oak Core Growth Fund (RCKSX) at 3.72%. This indicates that MAAKX'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


MAAKXRCKSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.88%

3.72%

+1.16%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

8.88%

+0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

18.89%

16.40%

+2.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.88%

15.78%

+4.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

388.69%

17.59%

+371.10%