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RCKSX vs. AMFEX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RCKSX vs. AMFEX

Last updated Jun 24, 2026

RCKSX (Rock Oak Core Growth Fund) and AMFEX (AAMA Equity Fund) are both Large Cap Blend Equities funds. Over the past 5 years, RCKSX returned 8.00%/yr vs 11.35%/yr for AMFEX. Their correlation of 0.85 suggests significant overlap in exposure. RCKSX charges 1.25%/yr vs 1.17%/yr for AMFEX.

Performance

RCKSX vs. AMFEX - Performance Comparison

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

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Returns By Period

In the year-to-date period, RCKSX achieves a 15.47% return, which is significantly higher than AMFEX's 13.15% return.

RCKSX

1D
0.00%
1M
0.60%
YTD
15.47%
6M
13.64%
1Y
20.17%
3Y*
19.37%
5Y*
8.00%
10Y*
11.43%

AMFEX

1D
-0.14%
1M
0.47%
YTD
13.15%
6M
12.42%
1Y
27.35%
3Y*
18.64%
5Y*
11.35%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

RCKSX vs. AMFEX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
RCKSX
Rock Oak Core Growth Fund		15.47%12.99%15.12%15.57%-18.09%9.96%13.75%19.05%-11.38%
AMFEX
AAMA Equity Fund		13.15%17.33%16.28%17.32%-14.08%22.58%12.70%24.62%-9.60%

Correlation

The correlation between RCKSX and AMFEX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Nov 7, 2018

0.85

The correlation between RCKSX and AMFEX shifts across timeframes, from 0.66 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.

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Rock Oak Core Growth Fund

AAMA Equity Fund

Often compared with RCKSX:
RCKSX vs. LOGSXRCKSX vs. LMISXRCKSX vs. SWPPXRCKSX vs. RIVSXRCKSX vs. FSKAXRCKSX vs. PRBLXRCKSX vs. BOGSX
Often compared with AMFEX:
AMFEX vs. SWPPXAMFEX vs. VDIGXAMFEX vs. PRCOXAMFEX vs. QQQAMFEX vs. VINIXAMFEX vs. AMFIXAMFEX vs. VFFSX

Return for Risk

RCKSX vs. AMFEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RCKSX
RCKSX Risk / Return Rank: 6363
Overall Rank
RCKSX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
RCKSX Sortino Ratio Rank: 4949
Sortino Ratio Rank
RCKSX Omega Ratio Rank: 3939
Omega Ratio Rank
RCKSX Calmar Ratio Rank: 9595
Calmar Ratio Rank
RCKSX Martin Ratio Rank: 8585
Martin Ratio Rank
AMFEX
AMFEX Risk / Return Rank: 9090
Overall Rank
AMFEX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
AMFEX Sortino Ratio Rank: 8787
Sortino Ratio Rank
AMFEX Omega Ratio Rank: 8484
Omega Ratio Rank
AMFEX Calmar Ratio Rank: 9292
Calmar Ratio Rank
AMFEX Martin Ratio Rank: 9595
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.

RCKSX vs. AMFEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and AAMA Equity Fund (AMFEX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

RCKSXAMFEXDifference
Sharpe ratioReturn per unit of total volatility
1.89
2.88

-1.00

Sortino ratioReturn per unit of downside risk
2.72
3.88

-1.16

Omega ratioGain probability vs. loss probability

1.31

1.52

-0.21

Calmar ratioReturn relative to maximum drawdown

5.35

4.70

+0.65

Martin ratioReturn relative to average drawdown

14.75

19.87

-5.12

RCKSX vs. AMFEX - Sharpe Ratio Comparison

The current RCKSX Sharpe Ratio is 1.89, which is lower than the AMFEX Sharpe Ratio of 2.88. The chart below compares the historical Sharpe Ratios of RCKSX and AMFEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

RCKSX vs. AMFEX - Drawdown Comparison

The maximum RCKSX drawdown since its inception was -57.88%, which is greater than AMFEX's maximum drawdown of -30.41%. Use the drawdown chart below to compare losses from any high point for RCKSX and AMFEX.

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Drawdown Indicators

RCKSXAMFEXDifference

Max Drawdown

Largest peak-to-trough decline

-57.88%

-30.41%

-27.47%

Max Drawdown (1Y)

Largest decline over 1 year

-4.14%

-6.07%

+1.93%

Max Drawdown (3Y)

Largest decline over 3 years

-18.22%

-15.23%

-2.99%

Max Drawdown (5Y)

Largest decline over 5 years

-22.54%

-21.21%

-1.33%

Max Drawdown (10Y)

Largest decline over 10 years

-33.10%

—

—

Current Drawdown

Current decline from peak

-0.46%

-0.79%

+0.33%

Average Drawdown

Average peak-to-trough decline

-9.48%

-4.28%

-5.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.50%

1.43%

+0.07%

Volatility

RCKSX vs. AMFEX - Volatility Comparison

The current volatility for Rock Oak Core Growth Fund (RCKSX) is 3.29%, while AAMA Equity Fund (AMFEX) has a volatility of 3.68%. This indicates that RCKSX experiences smaller price fluctuations and is considered to be less risky than AMFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RCKSXAMFEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.29%

3.68%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

8.07%

7.68%

+0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

11.75%

9.90%

+1.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.64%

14.23%

+1.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.55%

16.93%

+0.62%

RCKSX vs. AMFEX - Expense Ratio Comparison

RCKSX has a 1.25% expense ratio, which is higher than AMFEX's 1.17% expense ratio.

Dividends

RCKSX vs. AMFEX - Dividend Comparison

RCKSX's dividend yield for the trailing twelve months is around 5.42%, less than AMFEX's 10.60% yield.

PositionTTM20252024202320222021202020192018201720162015
AMFEX
AAMA Equity Fund		10.60%11.99%9.19%0.92%4.82%0.22%0.44%0.78%0.83%0.00%0.00%0.00%
RCKSX
Rock Oak Core Growth Fund		5.42%6.26%0.47%0.71%1.00%4.31%16.56%3.18%0.59%5.91%0.70%3.21%

Frequently Asked Questions

RCKSX and AMFEX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AMFEX has higher volatility (3.68%) compared to RCKSX (3.29%). In terms of maximum drawdown, RCKSX dropped -57.88% vs AMFEX's -30.41%.

AMFEX currently has the higher Sharpe Ratio (2.88 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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