TSTFX vs. RCKSX
TSTFX (Transamerica Stock Index) and RCKSX (Rock Oak Core Growth Fund) are both Large Cap Blend Equities funds. Over the past 5 years, TSTFX returned 4.85%/yr vs 8.92%/yr for RCKSX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. TSTFX charges 0.30%/yr vs 1.25%/yr for RCKSX.
Performance
TSTFX vs. RCKSX - Performance Comparison
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Returns By Period
In the year-to-date period, TSTFX achieves a 9.17% return, which is significantly lower than RCKSX's 20.84% return.
TSTFX
- 1D
- 1.71%
- 1M
- -0.58%
- 6M
- 7.61%
- YTD
- 9.17%
- 1Y
- -16.19%
- 3Y*
- 5.71%
- 5Y*
- 4.85%
- 10Y*
- —
- ALL TIME*
- 10.46%
RCKSX
- 1D
- 0.49%
- 1M
- 1.77%
- 6M
- 14.90%
- YTD
- 20.84%
- 1Y
- 26.97%
- 3Y*
- 19.18%
- 5Y*
- 8.92%
- 10Y*
- 11.23%
- ALL TIME*
- 8.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TSTFX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSTFX Transamerica Stock Index | 9.17% | -17.03% | 24.66% | 25.99% | -18.27% | 28.84% | 18.10% | 31.17% | -4.75% | 14.78% |
RCKSX Rock Oak Core Growth Fund | 20.84% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 15.74% |
Correlation
The correlation between TSTFX and RCKSX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.79 |
Over the past year, the correlation between TSTFX and RCKSX has dropped to 0.46 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
TSTFX vs. RCKSX — Risk / Return Rank
TSTFX
RCKSX
TSTFX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Stock Index (TSTFX) and Rock Oak Core Growth Fund (RCKSX). 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.
| TSTFX | RCKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.70 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.36 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 5.87 | -6.39 |
| Martin ratioReturn relative to average drawdown | -0.82 | 19.20 | -20.01 |
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Drawdowns
TSTFX vs. RCKSX - Drawdown Comparison
The maximum TSTFX drawdown since its inception was -34.74%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for TSTFX and RCKSX.
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Drawdown Indicators
| TSTFX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.74% | -57.88% | +23.14% |
Max Drawdown (1Y)Largest decline over 1 year | -34.74% | -4.14% | -30.60% |
Max Drawdown (3Y)Largest decline over 3 years | -34.74% | -18.22% | -16.52% |
Max Drawdown (5Y)Largest decline over 5 years | -34.74% | -22.54% | -12.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.10% | — |
Current DrawdownCurrent decline from peak | -23.27% | -0.28% | -22.99% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -9.44% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.02% | 1.28% | +19.74% |
Volatility
TSTFX vs. RCKSX - Volatility Comparison
Transamerica Stock Index (TSTFX) has a higher volatility of 3.47% compared to Rock Oak Core Growth Fund (RCKSX) at 2.54%. This indicates that TSTFX's price experiences larger fluctuations and is considered to be riskier than RCKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSTFX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.54% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 7.57% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.21% | 11.36% | +20.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 15.57% | +6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 17.39% | +3.53% |
TSTFX vs. RCKSX - Expense Ratio Comparison
TSTFX has a 0.30% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Dividends
TSTFX vs. RCKSX - Dividend Comparison
TSTFX's dividend yield for the trailing twelve months is around 0.81%, less than RCKSX's 5.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCKSX Rock Oak Core Growth Fund | 5.18% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
TSTFX Transamerica Stock Index | 0.81% | 0.70% | 2.61% | 4.32% | 6.77% | 6.57% | 4.69% | 5.60% | 4.69% | 2.85% | 0.00% | 0.00% |
Frequently Asked Questions
TSTFX and RCKSX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TSTFX has higher volatility (3.47%) compared to RCKSX (2.54%). In terms of maximum drawdown, TSTFX dropped -34.74% vs RCKSX's -57.88%.
RCKSX currently has the higher Sharpe Ratio (2.14 vs -0.56), 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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