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RIGS vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RIGS vs. EINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverFront Strategic Income Fund (RIGS) and VanEck Energy Income ETF (EINC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RIGS achieves a -0.47% return, which is significantly lower than EINC's 28.74% return. Over the past 10 years, RIGS has underperformed EINC with an annualized return of 2.78%, while EINC has yielded a comparatively higher 11.77% annualized return.


RIGS

1D
-1.67%
1M
-1.52%
6M
-0.90%
YTD
-0.47%
1Y
2.77%
3Y*
4.17%
5Y*
1.74%
10Y*
2.78%

EINC

1D
1.55%
1M
1.87%
6M
30.32%
YTD
28.74%
1Y
32.69%
3Y*
28.67%
5Y*
22.43%
10Y*
11.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIGS vs. EINC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RIGS
RiverFront Strategic Income Fund
-0.47%4.63%4.45%6.07%-5.72%1.93%3.58%7.60%-0.11%4.48%
EINC
VanEck Energy Income ETF
28.74%7.11%42.79%15.55%19.18%38.05%-19.89%16.98%-19.85%-3.45%

Correlation

The correlation between RIGS and EINC is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Oct 9, 2013

0.21

The correlation between RIGS and EINC shifts across timeframes, from -0.17 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RIGS vs. EINC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIGS
RIGS Risk / Return Rank: 1515
Overall Rank
RIGS Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
RIGS Sortino Ratio Rank: 1212
Sortino Ratio Rank
RIGS Omega Ratio Rank: 1313
Omega Ratio Rank
RIGS Calmar Ratio Rank: 1818
Calmar Ratio Rank
RIGS Martin Ratio Rank: 1818
Martin Ratio Rank

EINC
EINC Risk / Return Rank: 8181
Overall Rank
EINC Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 8282
Sortino Ratio Rank
EINC Omega Ratio Rank: 8080
Omega Ratio Rank
EINC Calmar Ratio Rank: 8989
Calmar Ratio Rank
EINC Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIGS vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) and VanEck Energy Income ETF (EINC). 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.


RIGSEINCDifference
Sharpe ratioReturn per unit of total volatility

-1.87

Sortino ratioReturn per unit of downside risk

-2.44

Omega ratioGain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.61

4.16

-3.55

Martin ratioReturn relative to average drawdown

1.40

10.24

-8.84

RIGS vs. EINC - Sharpe Ratio Comparison

The current RIGS Sharpe Ratio is 0.27, which is lower than the EINC Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of RIGS and EINC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RIGS vs. EINC - Drawdown Comparison

The maximum RIGS drawdown since its inception was -15.31%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for RIGS and EINC.


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Drawdown Indicators


RIGSEINCDifference

Max Drawdown

Largest peak-to-trough decline

-15.31%

-87.55%

+72.24%

Max Drawdown (1Y)

Largest decline over 1 year

-4.55%

-7.89%

+3.34%

Max Drawdown (3Y)

Largest decline over 3 years

-5.18%

-16.01%

+10.83%

Max Drawdown (5Y)

Largest decline over 5 years

-9.03%

-19.87%

+10.84%

Max Drawdown (10Y)

Largest decline over 10 years

-15.31%

-68.85%

+53.54%

Current Drawdown

Current decline from peak

-2.89%

-2.40%

-0.49%

Average Drawdown

Average peak-to-trough decline

-1.60%

-44.01%

+42.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

3.20%

-1.22%

Volatility

RIGS vs. EINC - Volatility Comparison

The current volatility for RiverFront Strategic Income Fund (RIGS) is 3.83%, while VanEck Energy Income ETF (EINC) has a volatility of 6.06%. This indicates that RIGS experiences smaller price fluctuations and is considered to be less risky than EINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RIGSEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.83%

6.06%

-2.23%

Volatility (6M)

Calculated over the trailing 6-month period

6.65%

12.30%

-5.65%

Volatility (1Y)

Calculated over the trailing 1-year period

10.41%

15.42%

-5.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.83%

19.58%

-11.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.88%

25.34%

-17.46%

RIGS vs. EINC - Expense Ratio Comparison

RIGS has a 0.48% expense ratio, which is higher than EINC's 0.45% expense ratio.


Dividends

RIGS vs. EINC - Dividend Comparison

RIGS's dividend yield for the trailing twelve months is around 4.92%, more than EINC's 3.44% yield.


PositionTTM20252024202320222021202020192018201720162015
EINC
VanEck Energy Income ETF
3.44%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%
RIGS
RiverFront Strategic Income Fund
4.92%4.84%4.49%3.48%2.71%2.47%3.77%3.87%4.54%4.45%4.46%3.61%

Frequently Asked Questions


RIGS and EINC have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EINC has higher volatility (6.06%) compared to RIGS (3.83%). In terms of maximum drawdown, RIGS dropped -15.31% vs EINC's -87.55%.

On 10-year performance, EINC leads with 11.77% vs 2.78% for RIGS. On fees, EINC is cheaper at 0.45% per year. On volatility, RIGS has been the lower-risk option at 3.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, EINC has performed better with a 11.77% return vs 2.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EINC is cheaper with a 0.45% expense ratio, compared with 0.48% for RIGS.

RIGS has the higher dividend yield at 4.92%, compared with 3.44% for EINC.

RIGS is categorized as High Yield Bonds, while EINC is Energy Equities. They also come from different issuers: SS&C and VanEck. Their fees differ too: 0.48% for RIGS and 0.45% for EINC.

EINC currently has the higher Sharpe Ratio (2.13 vs 0.27), 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.

Portfolio Optimizer

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