MPGFX vs. RCKSX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Rock Oak Core Growth Fund (RCKSX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
MPGFX vs. RCKSX - Performance Comparison
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MPGFX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
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, MPGFX achieves a -3.78% return, which is significantly lower than RCKSX's 7.71% return. Over the past 10 years, MPGFX has outperformed RCKSX with an annualized return of 11.50%, while RCKSX has yielded a comparatively lower 10.38% annualized return.
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
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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MPGFX vs. RCKSX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
MPGFX vs. RCKSX — Risk / Return Rank
MPGFX
RCKSX
MPGFX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) 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.
| MPGFX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.40 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.06 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.09 | -1.01 |
Martin ratioReturn relative to average drawdown | 4.17 | 10.93 | -6.75 |
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
| MPGFX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.40 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.38 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 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 MPGFX 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
MPGFX vs. RCKSX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than RCKSX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
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
MPGFX vs. RCKSX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than RCKSX's maximum drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for MPGFX and RCKSX.
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Drawdown Indicators
| MPGFX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -57.88% | -3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.29% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -23.50% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -33.10% | +0.02% |
Current DrawdownCurrent decline from peak | -6.65% | -1.74% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -9.58% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.16% | +0.72% |
Volatility
MPGFX vs. RCKSX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to Rock Oak Core Growth Fund (RCKSX) at 3.72%. This indicates that MPGFX'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
| MPGFX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 3.72% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 8.88% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 16.40% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 15.78% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 17.59% | +0.48% |