| ROKT | |
|---|---|
| Total return | +282.6% |
| Annualised (CAGR) | +18.5% |
| Volatility (annualised) | +24.6% |
| Sharpe (rf = 0) | 0.75 |
| Deepest drawdown | -43.2% |
| Drawdown peak → trough | 2020-02-11 → 2020-03-23 |
Over the 7.9 years to 2026-09-21 the fund returned +282.6% in total (+18.5% a year), with a deepest drawdown of -43.2% from 2020-02-11 to 2020-03-23. Its worst calendar year was 2018 (-13.2%), its best 2025 (+50.5%).
| Year | ROKT |
|---|---|
| 2026 | +26.7% |
| 2025 | +50.5% |
| 2024 | +27.9% |
| 2023 | +14.4% |
| 2022 | -0.8% |
| 2021 | +4.6% |
| 2020 | +8.0% |
| 2019 | +40.9% |
| 2018 | -13.2% |
It does not say ROKT is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -43.2% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
More in International · Countries: OPPJ · HEWJ · EWT · all fund pages