RCKSX vs. SWPPX
Compare and contrast key facts about Rock Oak Core Growth Fund (RCKSX) and Schwab S&P 500 Index Fund (SWPPX).
RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
RCKSX vs. SWPPX - Performance Comparison
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RCKSX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCKSX Rock Oak Core Growth Fund | 6.05% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, RCKSX achieves a 6.05% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, RCKSX has underperformed SWPPX with an annualized return of 10.21%, while SWPPX has yielded a comparatively higher 13.71% annualized return.
RCKSX
- 1D
- -0.32%
- 1M
- -2.56%
- YTD
- 6.05%
- 6M
- 6.54%
- 1Y
- 21.02%
- 3Y*
- 16.53%
- 5Y*
- 5.89%
- 10Y*
- 10.21%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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RCKSX vs. SWPPX - Expense Ratio Comparison
RCKSX has a 1.25% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
RCKSX vs. SWPPX — Risk / Return Rank
RCKSX
SWPPX
RCKSX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.84 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.30 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.06 | +0.70 |
Martin ratioReturn relative to average drawdown | 9.21 | 5.14 | +4.07 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.84 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.68 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.76 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.48 | -0.12 |
Correlation
The correlation between RCKSX and SWPPX is 0.87, 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. SWPPX - Dividend Comparison
RCKSX's dividend yield for the trailing twelve months is around 5.90%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCKSX Rock Oak Core Growth Fund | 5.90% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
RCKSX vs. SWPPX - Drawdown Comparison
The maximum RCKSX drawdown since its inception was -57.88%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for RCKSX and SWPPX.
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Drawdown Indicators
| RCKSX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.88% | -55.06% | -2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -12.10% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -24.51% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.10% | -33.80% | +0.70% |
Current DrawdownCurrent decline from peak | -3.25% | -8.89% | +5.64% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.00% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.49% | -0.34% |
Volatility
RCKSX vs. SWPPX - Volatility Comparison
The current volatility for Rock Oak Core Growth Fund (RCKSX) is 3.42%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.29%. This indicates that RCKSX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCKSX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.29% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 9.11% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 18.14% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 16.89% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 18.19% | -0.61% |