MEQFX vs. RCKSX
Compare and contrast key facts about AMG River Road Large Cap Value Select Fund (MEQFX) and Rock Oak Core Growth Fund (RCKSX).
MEQFX is managed by AMG. It was launched on Aug 14, 1992. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
MEQFX vs. RCKSX - Performance Comparison
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MEQFX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | -4.94% | -2.58% | 24.99% | 19.53% | -9.50% | 43.58% | -4.00% | 16.01% | 8.16% | 15.35% |
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, MEQFX achieves a -4.94% return, which is significantly lower than RCKSX's 7.71% return. Both investments have delivered pretty close results over the past 10 years, with MEQFX having a 10.62% annualized return and RCKSX not far behind at 10.38%.
MEQFX
- 1D
- 1.30%
- 1M
- -6.65%
- YTD
- -4.94%
- 6M
- -12.14%
- 1Y
- -10.02%
- 3Y*
- 9.93%
- 5Y*
- 10.34%
- 10Y*
- 10.62%
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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MEQFX vs. RCKSX - Expense Ratio Comparison
MEQFX has a 0.64% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
MEQFX vs. RCKSX — Risk / Return Rank
MEQFX
RCKSX
MEQFX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Large Cap Value Select Fund (MEQFX) 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.
| MEQFX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | 1.40 | -1.89 |
Sortino ratioReturn per unit of downside risk | -0.52 | 2.06 | -2.58 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.28 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.09 | -2.68 |
Martin ratioReturn relative to average drawdown | -1.55 | 10.93 | -12.47 |
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
| MEQFX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 1.40 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.38 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.59 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.37 | -0.05 |
Correlation
The correlation between MEQFX and RCKSX is 0.84, 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
MEQFX vs. RCKSX - Dividend Comparison
MEQFX has not paid dividends to shareholders, while RCKSX's dividend yield for the trailing twelve months is around 5.81%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
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
MEQFX vs. RCKSX - Drawdown Comparison
The maximum MEQFX drawdown since its inception was -55.38%, roughly equal to the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for MEQFX and RCKSX.
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Drawdown Indicators
| MEQFX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -57.88% | +2.50% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -11.29% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -23.50% | +4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -28.69% | -33.10% | +4.41% |
Current DrawdownCurrent decline from peak | -16.13% | -1.74% | -14.39% |
Average DrawdownAverage peak-to-trough decline | -12.17% | -9.58% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 2.16% | +4.49% |
Volatility
MEQFX vs. RCKSX - Volatility Comparison
AMG River Road Large Cap Value Select Fund (MEQFX) and Rock Oak Core Growth Fund (RCKSX) have volatilities of 3.85% and 3.72%, 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
| MEQFX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 3.72% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 15.01% | 8.88% | +6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 16.40% | +3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 15.78% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 17.59% | +1.97% |