RCKSX vs. SSSYX
Compare and contrast key facts about Rock Oak Core Growth Fund (RCKSX) and State Street Equity 500 Index Fund Class K (SSSYX).
RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
RCKSX vs. SSSYX - Performance Comparison
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RCKSX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, RCKSX achieves a 7.71% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, RCKSX has underperformed SSSYX with an annualized return of 10.38%, while SSSYX has yielded a comparatively higher 14.02% 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%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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RCKSX vs. SSSYX - Expense Ratio Comparison
RCKSX has a 1.25% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
RCKSX vs. SSSYX — Risk / Return Rank
RCKSX
SSSYX
RCKSX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.97 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.49 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.52 | +0.57 |
Martin ratioReturn relative to average drawdown | 10.93 | 7.30 | +3.63 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.97 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.11 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.11 | +0.26 |
Correlation
The correlation between RCKSX and SSSYX 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
RCKSX vs. SSSYX - Dividend Comparison
RCKSX's dividend yield for the trailing twelve months is around 5.81%, more than SSSYX's 1.51% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
RCKSX vs. SSSYX - Drawdown Comparison
The maximum RCKSX drawdown since its inception was -57.88%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for RCKSX and SSSYX.
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Drawdown Indicators
| RCKSX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.88% | -91.48% | +33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -12.10% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -24.49% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.10% | -91.48% | +58.38% |
Current DrawdownCurrent decline from peak | -1.74% | -6.22% | +4.48% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -4.20% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.52% | -0.36% |
Volatility
RCKSX vs. SSSYX - Volatility Comparison
The current volatility for Rock Oak Core Growth Fund (RCKSX) is 3.72%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that RCKSX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCKSX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.34% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 9.53% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.29% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 16.89% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 124.43% | -106.84% |