REBYX vs. RIVSX
Compare and contrast key facts about Russell Investments U.S. Small Cap Equity Fund (REBYX) and River Oak Discovery Fund (RIVSX).
REBYX is managed by Russell. It was launched on Mar 29, 2000. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
REBYX vs. RIVSX - Performance Comparison
Loading graphics...
REBYX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REBYX Russell Investments U.S. Small Cap Equity Fund | 2.15% | 8.86% | 8.16% | 13.81% | -16.14% | 26.28% | 13.04% | 23.74% | -12.22% | 2.12% |
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, REBYX achieves a 2.15% return, which is significantly lower than RIVSX's 7.17% return. Over the past 10 years, REBYX has underperformed RIVSX with an annualized return of 8.32%, while RIVSX has yielded a comparatively higher 9.92% annualized return.
REBYX
- 1D
- 3.03%
- 1M
- -5.18%
- YTD
- 2.15%
- 6M
- 6.27%
- 1Y
- 22.41%
- 3Y*
- 10.27%
- 5Y*
- 4.00%
- 10Y*
- 8.32%
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.
REBYX vs. RIVSX - Expense Ratio Comparison
REBYX has a 0.90% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
REBYX vs. RIVSX — Risk / Return Rank
REBYX
RIVSX
REBYX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Small Cap Equity Fund (REBYX) 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.
| REBYX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.24 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.87 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.24 | -0.66 |
Martin ratioReturn relative to average drawdown | 6.36 | 8.50 | -2.14 |
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
| REBYX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.24 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.45 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.33 | -0.02 |
Correlation
The correlation between REBYX and RIVSX is 0.90, 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
REBYX vs. RIVSX - Dividend Comparison
REBYX's dividend yield for the trailing twelve months is around 8.11%, more than RIVSX's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REBYX Russell Investments U.S. Small Cap Equity Fund | 8.11% | 8.28% | 13.03% | 2.64% | 5.30% | 31.12% | 0.64% | 4.46% | 18.61% | 0.33% | 0.88% | 8.23% |
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
REBYX vs. RIVSX - Drawdown Comparison
The maximum REBYX drawdown since its inception was -62.03%, roughly equal to the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for REBYX and RIVSX.
Loading graphics...
Drawdown Indicators
| REBYX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.03% | -60.61% | -1.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.85% | -12.41% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -32.68% | -25.75% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -44.79% | -41.45% | -3.34% |
Current DrawdownCurrent decline from peak | -6.41% | -6.56% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -10.57% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.27% | +0.17% |
Volatility
REBYX vs. RIVSX - Volatility Comparison
Russell Investments U.S. Small Cap Equity Fund (REBYX) has a higher volatility of 6.85% compared to River Oak Discovery Fund (RIVSX) at 6.25%. This indicates that REBYX'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
| REBYX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 6.25% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 13.82% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 22.52% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 20.37% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.49% | 21.88% | +1.61% |