HASCX vs. RIVSX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and River Oak Discovery Fund (RIVSX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
HASCX vs. RIVSX - Performance Comparison
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HASCX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 8.12% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.63% |
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, HASCX achieves a 8.12% return, which is significantly higher than RIVSX's 4.25% return. Over the past 10 years, HASCX has outperformed RIVSX with an annualized return of 10.24%, while RIVSX has yielded a comparatively lower 9.61% annualized return.
HASCX
- 1D
- -1.56%
- 1M
- -8.37%
- YTD
- 8.12%
- 6M
- 10.62%
- 1Y
- 24.67%
- 3Y*
- 10.76%
- 5Y*
- 5.48%
- 10Y*
- 10.24%
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%
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HASCX vs. RIVSX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
HASCX vs. RIVSX — Risk / Return Rank
HASCX
RIVSX
HASCX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) 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.
| HASCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.09 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.67 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.73 | -0.25 |
Martin ratioReturn relative to average drawdown | 5.74 | 6.62 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HASCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.09 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.20 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.44 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.33 | +0.11 |
Correlation
The correlation between HASCX and RIVSX is 0.89, 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
HASCX vs. RIVSX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 3.16%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 3.16% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
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
HASCX vs. RIVSX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -58.90%, roughly equal to the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for HASCX and RIVSX.
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Drawdown Indicators
| HASCX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.90% | -60.61% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -12.41% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -28.34% | -25.75% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -42.15% | -41.45% | -0.70% |
Current DrawdownCurrent decline from peak | -9.89% | -9.11% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -10.57% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.24% | +0.54% |
Volatility
HASCX vs. RIVSX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 7.21% compared to River Oak Discovery Fund (RIVSX) at 5.47%. This indicates that HASCX'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.
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Volatility by Period
| HASCX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 5.47% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 13.56% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 22.40% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 20.34% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 21.87% | +0.93% |