PCKPX vs. RIVSX

Last updated Aug 1, 2026

PCKPX (PIMCO StocksPLUS Small Fund) and RIVSX (River Oak Discovery Fund) are both Small Cap Blend Equities funds. Over the past 10 years, PCKPX returned 10.13%/yr vs 11.51%/yr for RIVSX. Their correlation of 0.89 means they have usually moved in the same direction. PCKPX charges 0.80%/yr vs 1.18%/yr for RIVSX.

Performance

PCKPX vs. RIVSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO StocksPLUS Small Fund (PCKPX) and River Oak Discovery Fund (RIVSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PCKPX achieves a 18.54% return, which is significantly lower than RIVSX's 29.08% return. Over the past 10 years, PCKPX has underperformed RIVSX with an annualized return of 10.13%, while RIVSX has yielded a comparatively higher 11.51% annualized return.

PCKPX

• 1D: 1.38%
• 1M: -2.15%
• 6M: 12.63%
• YTD: 18.54%
• 1Y: 35.73%
• 3Y*: 13.94%
• 5Y*: 5.28%
• 10Y*: 10.13%
• ALL TIME*: 11.09%

RIVSX

• 1D: 1.65%
• 1M: -3.48%
• 6M: 19.20%
• YTD: 29.08%
• 1Y: 46.56%
• 3Y*: 14.41%
• 5Y*: 8.30%
• 10Y*: 11.51%
• ALL TIME*: 8.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PCKPX PIMCO StocksPLUS Small Fund	$0.00	$0.00	$0.00
RIVSX River Oak Discovery Fund	$0.00	$0.00	$0.00

PCKPX vs. RIVSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PCKPX PIMCO StocksPLUS Small Fund	18.54%	10.58%	11.55%	15.90%	-23.99%	14.03%	19.39%	26.69%	-12.23%	17.59%
RIVSX River Oak Discovery Fund	29.08%	9.11%	4.42%	8.18%	-14.53%	24.78%	29.00%	30.36%	-13.72%	11.33%

Correlation

The correlation between PCKPX and RIVSX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.88
Correlation (5Y) Shows whether the relationship held over a longer period.	0.90
Correlation (10Y) Provides a long-term view across more market conditions.	0.89
Correlation (All Time) Calculated using the full available price history since Apr 30, 2008	0.89

The correlation between PCKPX and RIVSX has been stable across timeframes, ranging from 0.82 to 0.90 - a consistent structural relationship.

Return for Risk

PCKPX vs. RIVSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PCKPX

PCKPX Risk / Return Rank: 67
PCKPX Sharpe Ratio Rank: 63
PCKPX Sortino Ratio Rank: 63
PCKPX Omega Ratio Rank: 54
PCKPX Calmar Ratio Rank: 79
PCKPX Martin Ratio Rank: 76

RIVSX

RIVSX Risk / Return Rank: 89
RIVSX Sharpe Ratio Rank: 89
RIVSX Sortino Ratio Rank: 86
RIVSX Omega Ratio Rank: 82
RIVSX Calmar Ratio Rank: 96
RIVSX Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PCKPX vs. RIVSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PCKPX	RIVSX	Difference
Sharpe ratio: Return per unit of total volatility	1.57	2.22	-0.64
Sortino ratio: Return per unit of downside risk	2.26	3.11	-0.85
Omega ratio: Gain probability vs. loss probability	1.27	1.38	-0.12
Calmar ratio: Return relative to maximum drawdown	2.65	4.68	-2.03
Martin ratio: Return relative to average drawdown	9.48	15.06	-5.58

PCKPX vs. RIVSX - Sharpe Ratio Comparison

The current PCKPX Sharpe Ratio is 1.57, which is comparable to the RIVSX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of PCKPX and RIVSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PCKPX vs. RIVSX - Drawdown Comparison

The maximum PCKPX drawdown since its inception was -55.77%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for PCKPX and RIVSX.

Drawdown Indicators

	PCKPX	RIVSX	Difference
Max Drawdown Largest peak-to-trough decline	-55.77%	-60.61%	+4.84%
Max Drawdown (1Y) Largest decline over 1 year	-12.25%	-9.11%	-3.14%
Max Drawdown (3Y) Largest decline over 3 years	-29.79%	-24.52%	-5.27%
Max Drawdown (5Y) Largest decline over 5 years	-35.71%	-25.75%	-9.96%
Max Drawdown (10Y) Largest decline over 10 years	-46.38%	-41.45%	-4.93%
Current Drawdown Current decline from peak	-3.05%	-5.79%	+2.74%
Average Drawdown Average peak-to-trough decline	-10.38%	-10.43%	+0.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.41%	2.83%	+0.58%

Volatility

PCKPX vs. RIVSX - Volatility Comparison

The current volatility for PIMCO StocksPLUS Small Fund (PCKPX) is 4.17%, while River Oak Discovery Fund (RIVSX) has a volatility of 5.45%. This indicates that PCKPX 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.

Volatility by Period

	PCKPX	RIVSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	5.45%	-1.28%
Volatility (6M) Calculated over the trailing 6-month period	15.13%	13.32%	+1.81%
Volatility (1Y) Calculated over the trailing 1-year period	20.61%	19.24%	+1.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.44%	20.34%	+3.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.22%	21.84%	+2.38%

PCKPX vs. RIVSX - Expense Ratio Comparison

PCKPX has a 0.80% expense ratio, which is lower than RIVSX's 1.18% expense ratio.

Dividends

PCKPX vs. RIVSX - Dividend Comparison

PCKPX's dividend yield for the trailing twelve months is around 3.65%, more than RIVSX's 0.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PCKPX PIMCO StocksPLUS Small Fund	3.65%	4.23%	3.52%	1.45%	26.78%	19.38%	5.69%	5.92%	12.87%	5.82%	3.37%	8.93%
RIVSX River Oak Discovery Fund	0.22%	0.29%	0.00%	0.00%	0.15%	16.84%	14.54%	3.81%	17.54%	5.48%	0.00%	0.11%

Frequently Asked Questions

Can I hold both PCKPX and RIVSX in my portfolio?

PCKPX and RIVSX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PCKPX or RIVSX?

RIVSX has higher volatility (5.45%) compared to PCKPX (4.17%). In terms of maximum drawdown, PCKPX dropped -55.77% vs RIVSX's -60.61%.

Which has better risk-adjusted returns?

RIVSX currently has the higher Sharpe Ratio (2.22 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.