AFMCX vs. RIVSX
Compare and contrast key facts about Acuitas US Microcap Fund (AFMCX) and River Oak Discovery Fund (RIVSX).
AFMCX is managed by Acuitas Investments. It was launched on Jul 18, 2014. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
AFMCX vs. RIVSX - Performance Comparison
Loading graphics...
AFMCX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMCX Acuitas US Microcap Fund | -1.58% | 13.54% | 8.32% | 17.41% | -19.11% | 29.20% | 14.07% | 21.89% | -13.26% | 10.32% |
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Returns By Period
In the year-to-date period, AFMCX achieves a -1.58% return, which is significantly lower than RIVSX's 4.25% return. Both investments have delivered pretty close results over the past 10 years, with AFMCX having a 9.56% annualized return and RIVSX not far ahead at 9.61%.
AFMCX
- 1D
- -1.32%
- 1M
- -6.84%
- YTD
- -1.58%
- 6M
- 2.75%
- 1Y
- 31.40%
- 3Y*
- 11.08%
- 5Y*
- 3.53%
- 10Y*
- 9.56%
RIVSX
- 1D
- -0.97%
- 1M
- -7.33%
- YTD
- 4.25%
- 6M
- 8.20%
- 1Y
- 24.27%
- 3Y*
- 7.47%
- 5Y*
- 4.09%
- 10Y*
- 9.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AFMCX vs. RIVSX - Expense Ratio Comparison
AFMCX has a 1.50% expense ratio, which is higher than RIVSX's 1.18% expense ratio.
Return for Risk
AFMCX vs. RIVSX — Risk / Return Rank
AFMCX
RIVSX
AFMCX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuitas US Microcap Fund (AFMCX) and River Oak Discovery Fund (RIVSX). 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.
| AFMCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.09 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.67 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.73 | +0.14 |
Martin ratioReturn relative to average drawdown | 6.64 | 6.62 | +0.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AFMCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.09 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.20 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.44 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.05 |
Correlation
The correlation between AFMCX and RIVSX 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
AFMCX vs. RIVSX - Dividend Comparison
AFMCX's dividend yield for the trailing twelve months is around 4.82%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMCX Acuitas US Microcap Fund | 4.82% | 4.74% | 3.18% | 0.00% | 6.40% | 8.34% | 0.00% | 0.10% | 28.38% | 3.58% | 0.92% | 6.58% |
RIVSX River Oak Discovery Fund | 0.28% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Drawdowns
AFMCX vs. RIVSX - Drawdown Comparison
The maximum AFMCX drawdown since its inception was -51.65%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for AFMCX and RIVSX.
Loading graphics...
Drawdown Indicators
| AFMCX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.65% | -60.61% | +8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -12.41% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.09% | -25.75% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -51.65% | -41.45% | -10.20% |
Current DrawdownCurrent decline from peak | -10.25% | -9.11% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -10.57% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.24% | +0.80% |
Volatility
AFMCX vs. RIVSX - Volatility Comparison
Acuitas US Microcap Fund (AFMCX) has a higher volatility of 7.04% compared to River Oak Discovery Fund (RIVSX) at 5.47%. This indicates that AFMCX's price experiences larger fluctuations and is considered to be riskier than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AFMCX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.47% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 15.77% | 13.56% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.32% | 22.40% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.54% | 20.34% | +3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.87% | 21.87% | +2.00% |