FTHNX vs. RIVSX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and River Oak Discovery Fund (RIVSX).
FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
FTHNX vs. RIVSX - Performance Comparison
Loading graphics...
FTHNX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.58% | 11.69% | 15.81% | 22.18% | -7.73% | 30.44% | 10.05% | 27.74% | -13.45% | 17.25% |
RIVSX River Oak Discovery Fund | 7.17% | 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, FTHNX achieves a 0.58% return, which is significantly lower than RIVSX's 7.17% return. Over the past 10 years, FTHNX has outperformed RIVSX with an annualized return of 13.10%, while RIVSX has yielded a comparatively lower 9.92% annualized return.
FTHNX
- 1D
- 2.44%
- 1M
- -5.62%
- YTD
- 0.58%
- 6M
- 1.72%
- 1Y
- 19.98%
- 3Y*
- 15.26%
- 5Y*
- 9.50%
- 10Y*
- 13.10%
RIVSX
- 1D
- 2.80%
- 1M
- -5.29%
- YTD
- 7.17%
- 6M
- 10.76%
- 1Y
- 26.82%
- 3Y*
- 8.46%
- 5Y*
- 4.05%
- 10Y*
- 9.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTHNX vs. RIVSX - Expense Ratio Comparison
FTHNX has a 1.03% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
FTHNX vs. RIVSX — Risk / Return Rank
FTHNX
RIVSX
FTHNX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) 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.
| FTHNX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.24 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.87 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.24 | -0.52 |
Martin ratioReturn relative to average drawdown | 6.65 | 8.50 | -1.84 |
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
| FTHNX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.24 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.20 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.45 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.33 | +0.28 |
Correlation
The correlation between FTHNX and RIVSX is 0.88, 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
FTHNX vs. RIVSX - Dividend Comparison
FTHNX's dividend yield for the trailing twelve months is around 0.28%, more than RIVSX's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.28% | 0.28% | 7.84% | 1.60% | 0.95% | 3.55% | 0.11% | 0.11% | 0.21% | 0.09% | 0.00% | 15.47% |
RIVSX River Oak Discovery Fund | 0.27% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Drawdowns
FTHNX vs. RIVSX - Drawdown Comparison
The maximum FTHNX drawdown since its inception was -37.78%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for FTHNX and RIVSX.
Loading graphics...
Drawdown Indicators
| FTHNX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.78% | -60.61% | +22.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -12.41% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -25.75% | +1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -37.78% | -41.45% | +3.67% |
Current DrawdownCurrent decline from peak | -7.24% | -6.56% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -10.57% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.27% | -0.06% |
Volatility
FTHNX vs. RIVSX - Volatility Comparison
The current volatility for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) is 5.74%, while River Oak Discovery Fund (RIVSX) has a volatility of 6.25%. This indicates that FTHNX experiences smaller price fluctuations and is considered to be less risky than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTHNX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 6.25% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 13.82% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 22.52% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 20.37% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 21.88% | -1.78% |