MUHLX vs. RCKSX
Compare and contrast key facts about Muhlenkamp Fund (MUHLX) and Rock Oak Core Growth Fund (RCKSX).
MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
MUHLX vs. RCKSX - Performance Comparison
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MUHLX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
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, MUHLX achieves a 9.11% return, which is significantly higher than RCKSX's 7.71% return. Both investments have delivered pretty close results over the past 10 years, with MUHLX having a 10.68% annualized return and RCKSX not far behind at 10.38%.
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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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MUHLX vs. RCKSX - Expense Ratio Comparison
MUHLX has a 1.14% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
MUHLX vs. RCKSX — Risk / Return Rank
MUHLX
RCKSX
MUHLX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Muhlenkamp Fund (MUHLX) 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.
| MUHLX | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.40 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.06 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.09 | +0.28 |
Martin ratioReturn relative to average drawdown | 8.57 | 10.93 | -2.36 |
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
| MUHLX | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.40 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.38 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.59 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.37 | +0.15 |
Correlation
The correlation between MUHLX and RCKSX is 0.85, 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
MUHLX vs. RCKSX - Dividend Comparison
MUHLX's dividend yield for the trailing twelve months is around 3.06%, less than RCKSX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
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
MUHLX vs. RCKSX - Drawdown Comparison
The maximum MUHLX drawdown since its inception was -62.05%, which is greater than RCKSX's maximum drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for MUHLX and RCKSX.
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Drawdown Indicators
| MUHLX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.05% | -57.88% | -4.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -11.29% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -23.50% | +4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -40.85% | -33.10% | -7.75% |
Current DrawdownCurrent decline from peak | -5.65% | -1.74% | -3.91% |
Average DrawdownAverage peak-to-trough decline | -10.81% | -9.58% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.16% | +0.67% |
Volatility
MUHLX vs. RCKSX - Volatility Comparison
Muhlenkamp Fund (MUHLX) has a higher volatility of 6.01% compared to Rock Oak Core Growth Fund (RCKSX) at 3.72%. This indicates that MUHLX'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
| MUHLX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 3.72% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 8.88% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 16.40% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 15.78% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 17.59% | -0.55% |