ONERX vs. MRFOX
Compare and contrast key facts about One Rock Fund (ONERX) and Marshfield Concentrated Opportunity Fund (MRFOX).
ONERX is managed by Wrona Investment Management. It was launched on Mar 6, 2020. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
ONERX vs. MRFOX - Performance Comparison
Loading graphics...
ONERX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ONERX One Rock Fund | -1.48% | 49.37% | 21.76% | 72.41% | -42.06% | 45.70% | 104.46% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 30.68% |
Returns By Period
In the year-to-date period, ONERX achieves a -1.48% return, which is significantly higher than MRFOX's -2.97% return.
ONERX
- 1D
- 7.72%
- 1M
- -7.71%
- YTD
- -1.48%
- 6M
- -2.85%
- 1Y
- 79.18%
- 3Y*
- 35.95%
- 5Y*
- 20.20%
- 10Y*
- —
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ONERX vs. MRFOX - Expense Ratio Comparison
ONERX has a 1.75% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Return for Risk
ONERX vs. MRFOX — Risk / Return Rank
ONERX
MRFOX
ONERX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for One Rock Fund (ONERX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| ONERX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.33 | +1.63 |
Sortino ratioReturn per unit of downside risk | 2.42 | 0.57 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.07 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 4.49 | 0.68 | +3.80 |
Martin ratioReturn relative to average drawdown | 15.11 | 1.75 | +13.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ONERX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.33 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.92 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 1.06 | -1.02 |
Correlation
The correlation between ONERX and MRFOX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ONERX vs. MRFOX - Dividend Comparison
ONERX's dividend yield for the trailing twelve months is around 24.48%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ONERX One Rock Fund | 24.48% | 24.12% | 0.00% | 0.00% | 10.57% | 28.88% | 18.66% | 0.00% | 0.00% | 0.00% | 0.00% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% |
Drawdowns
ONERX vs. MRFOX - Drawdown Comparison
The maximum ONERX drawdown since its inception was -96.43%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for ONERX and MRFOX.
Loading graphics...
Drawdown Indicators
| ONERX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.43% | -29.10% | -67.33% |
Max Drawdown (1Y)Largest decline over 1 year | -17.63% | -7.09% | -10.54% |
Max Drawdown (5Y)Largest decline over 5 years | -96.43% | -12.98% | -83.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.10% | — |
Current DrawdownCurrent decline from peak | -92.58% | -5.32% | -87.26% |
Average DrawdownAverage peak-to-trough decline | -30.62% | -2.37% | -28.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.77% | +2.47% |
Volatility
ONERX vs. MRFOX - Volatility Comparison
One Rock Fund (ONERX) has a higher volatility of 18.51% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that ONERX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ONERX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.51% | 3.04% | +15.47% |
Volatility (6M)Calculated over the trailing 6-month period | 31.07% | 7.08% | +23.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.95% | 11.83% | +30.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 821.63% | 12.04% | +809.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 747.39% | 14.29% | +733.10% |