RCKSX vs. PXWGX
RCKSX (Rock Oak Core Growth Fund) and PXWGX (Pax U.S. Sustainable Economy Fund) are both Large Cap Blend Equities funds. Over the past 10 years, RCKSX returned 11.49%/yr vs 14.04%/yr for PXWGX. Their correlation of 0.89 suggests significant overlap in exposure. RCKSX charges 1.25%/yr vs 0.70%/yr for PXWGX.
Performance
RCKSX vs. PXWGX - Performance Comparison
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Returns By Period
In the year-to-date period, RCKSX achieves a 16.11% return, which is significantly higher than PXWGX's 9.90% return. Over the past 10 years, RCKSX has underperformed PXWGX with an annualized return of 11.49%, while PXWGX has yielded a comparatively higher 14.04% annualized return.
RCKSX
- 1D
- 0.51%
- 1M
- 1.28%
- YTD
- 16.11%
- 6M
- 14.01%
- 1Y
- 21.58%
- 3Y*
- 19.59%
- 5Y*
- 7.69%
- 10Y*
- 11.49%
PXWGX
- 1D
- -0.04%
- 1M
- -0.97%
- YTD
- 9.90%
- 6M
- 8.67%
- 1Y
- 25.03%
- 3Y*
- 19.37%
- 5Y*
- 11.93%
- 10Y*
- 14.04%
RCKSX vs. PXWGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCKSX Rock Oak Core Growth Fund | 16.11% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
PXWGX Pax U.S. Sustainable Economy Fund | 9.90% | 15.75% | 20.64% | 24.46% | -18.33% | 30.27% | 13.35% | 27.16% | -4.54% | 21.89% |
Correlation
The correlation between RCKSX and PXWGX is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.89 |
Over the past year, the correlation between RCKSX and PXWGX has dropped to 0.64 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
RCKSX vs. PXWGX — Risk / Return Rank
RCKSX
PXWGX
RCKSX vs. PXWGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and Pax U.S. Sustainable Economy Fund (PXWGX). 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.
| RCKSX | PXWGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.91 | 2.72 | +2.19 |
| Martin ratioReturn relative to average drawdown | 13.57 | 11.56 | +2.01 |
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Drawdowns
RCKSX vs. PXWGX - Drawdown Comparison
The maximum RCKSX drawdown since its inception was -57.88%, roughly equal to the maximum PXWGX drawdown of -57.59%. Use the drawdown chart below to compare losses from any high point for RCKSX and PXWGX.
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Drawdown Indicators
| RCKSX | PXWGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.88% | -57.59% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.14% | -9.25% | +5.11% |
Max Drawdown (3Y)Largest decline over 3 years | -18.22% | -26.98% | +8.76% |
Max Drawdown (5Y)Largest decline over 5 years | -22.54% | -26.98% | +4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.10% | -33.81% | +0.71% |
Current DrawdownCurrent decline from peak | 0.00% | -3.02% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -14.52% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 2.17% | -0.67% |
Volatility
RCKSX vs. PXWGX - Volatility Comparison
The current volatility for Rock Oak Core Growth Fund (RCKSX) is 3.14%, while Pax U.S. Sustainable Economy Fund (PXWGX) has a volatility of 5.15%. This indicates that RCKSX experiences smaller price fluctuations and is considered to be less risky than PXWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCKSX | PXWGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 5.15% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 10.39% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 13.12% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 18.93% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 18.58% | -1.09% |
RCKSX vs. PXWGX - Expense Ratio Comparison
RCKSX has a 1.25% expense ratio, which is higher than PXWGX's 0.70% expense ratio.
Dividends
RCKSX vs. PXWGX - Dividend Comparison
RCKSX's dividend yield for the trailing twelve months is around 5.39%, more than PXWGX's 4.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWGX Pax U.S. Sustainable Economy Fund | 4.99% | 5.39% | 16.28% | 5.95% | 7.66% | 21.85% | 1.92% | 3.36% | 7.95% | 4.53% | 10.42% | 6.37% |
RCKSX Rock Oak Core Growth Fund | 5.39% | 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 PXWGX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXWGX has higher volatility (5.15%) compared to RCKSX (3.14%). In terms of maximum drawdown, RCKSX dropped -57.88% vs PXWGX's -57.59%.
PXWGX currently has the higher Sharpe Ratio (1.93 vs 1.75), 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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