RCKSX vs. JIISX
Compare and contrast key facts about Rock Oak Core Growth Fund (RCKSX) and JPMorgan U.S. Sustainable Leaders Fund (JIISX).
RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004. JIISX is managed by JPMorgan. It was launched on Feb 28, 2003.
Performance
RCKSX vs. JIISX - Performance Comparison
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RCKSX vs. JIISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIISX JPMorgan U.S. Sustainable Leaders Fund | -7.76% | 14.34% | 25.57% | 25.31% | -21.20% | 30.95% | 19.74% | 30.02% | -4.76% | 21.28% |
Returns By Period
In the year-to-date period, RCKSX achieves a 7.71% return, which is significantly higher than JIISX's -7.76% return. Over the past 10 years, RCKSX has underperformed JIISX with an annualized return of 10.38%, while JIISX has yielded a comparatively higher 12.86% annualized return.
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%
JIISX
- 1D
- 2.99%
- 1M
- -5.80%
- YTD
- -7.76%
- 6M
- -6.07%
- 1Y
- 11.22%
- 3Y*
- 15.74%
- 5Y*
- 9.18%
- 10Y*
- 12.86%
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RCKSX vs. JIISX - Expense Ratio Comparison
RCKSX has a 1.25% expense ratio, which is higher than JIISX's 0.39% expense ratio.
Return for Risk
RCKSX vs. JIISX — Risk / Return Rank
RCKSX
JIISX
RCKSX vs. JIISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and JPMorgan U.S. Sustainable Leaders Fund (JIISX). 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.
| RCKSX | JIISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.64 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.04 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.01 | +1.08 |
Martin ratioReturn relative to average drawdown | 10.93 | 3.70 | +7.23 |
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
| RCKSX | JIISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.64 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.53 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.56 | -0.20 |
Correlation
The correlation between RCKSX and JIISX is 0.88, 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
RCKSX vs. JIISX - Dividend Comparison
RCKSX's dividend yield for the trailing twelve months is around 5.81%, less than JIISX's 10.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIISX JPMorgan U.S. Sustainable Leaders Fund | 10.70% | 9.87% | 0.75% | 0.98% | 1.21% | 3.96% | 1.76% | 7.31% | 9.03% | 6.83% | 1.22% | 1.94% |
Drawdowns
RCKSX vs. JIISX - Drawdown Comparison
The maximum RCKSX drawdown since its inception was -57.88%, roughly equal to the maximum JIISX drawdown of -59.25%. Use the drawdown chart below to compare losses from any high point for RCKSX and JIISX.
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Drawdown Indicators
| RCKSX | JIISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.88% | -59.25% | +1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -12.08% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -27.83% | +4.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.10% | -32.26% | -0.84% |
Current DrawdownCurrent decline from peak | -1.74% | -9.39% | +7.65% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -8.80% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 3.30% | -1.14% |
Volatility
RCKSX vs. JIISX - Volatility Comparison
The current volatility for Rock Oak Core Growth Fund (RCKSX) is 3.72%, while JPMorgan U.S. Sustainable Leaders Fund (JIISX) has a volatility of 5.64%. This indicates that RCKSX experiences smaller price fluctuations and is considered to be less risky than JIISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCKSX | JIISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.64% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 9.55% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.54% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 17.49% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 18.41% | -0.82% |