RCKTX Mutual Fund

NAV$24.94

Returns Overview

1 Month
+0.32%
3 Months
+12.02%
6 Months
+9.05%
YTD
+8.33%
1 Year
+17.81%
3 Years (annualized)
+16.06%
5 Years (annualized)
+8.36%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCKTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+7.64%
vs Peers
+0.69%

RCKTX Mutual Fund Performance

RCKTX performance across multiple time periods: 1-month 0.32%, YTD 8.33%, 1-year 17.81%, 3-year 16.06%, 5-year 8.36%, 10-year 11.08%.

RCKTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

RCKTX performance comparison shows side-by-side returns with another fund. RCKTX alternatives are available in the Mutual Fund Screener.