RIVRX vs. ADX
RIVRX (Riverbridge Growth Fund) and ADX (Adams Diversified Equity Fund, Inc.) are both mutual funds - RIVRX is a Large Cap Growth Equities fund managed by Riverbridge, while ADX is a Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 18.30%/yr for ADX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. RIVRX charges 1.25%/yr vs 0.59%/yr for ADX.
Performance
RIVRX vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, RIVRX achieves a -6.40% return, which is significantly lower than ADX's 16.11% return. Over the past 10 years, RIVRX has underperformed ADX with an annualized return of 11.28%, while ADX has yielded a comparatively higher 18.30% annualized return.
RIVRX
- 1D
- 0.12%
- 1M
- -0.72%
- 6M
- -3.84%
- YTD
- -6.40%
- 1Y
- -5.68%
- 3Y*
- 7.40%
- 5Y*
- 1.76%
- 10Y*
- 11.28%
- ALL TIME*
- 11.46%
ADX
- 1D
- 1.27%
- 1M
- 1.69%
- 6M
- 14.25%
- YTD
- 16.11%
- 1Y
- 30.61%
- 3Y*
- 26.36%
- 5Y*
- 17.06%
- 10Y*
- 18.30%
- ALL TIME*
- 8.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.83M | $7.82M | $6.92M | |
| $0.00 | $0.00 | $0.00 |
RIVRX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIVRX Riverbridge Growth Fund | -6.40% | 4.55% | 22.07% | 31.71% | -30.87% | 9.07% | 44.03% | 30.21% | 3.81% | 25.11% |
ADX Adams Diversified Equity Fund, Inc. | 16.11% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Correlation
The correlation between RIVRX and ADX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.80 |
Over the past year, the correlation between RIVRX and ADX has dropped to 0.58 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. ADX — Risk / Return Rank
RIVRX
ADX
RIVRX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| RIVRX | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.32 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 2.76 | -3.19 |
| Martin ratioReturn relative to average drawdown | -0.97 | 13.65 | -14.62 |
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Drawdowns
RIVRX vs. ADX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for RIVRX and ADX.
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Drawdown Indicators
| RIVRX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -71.60% | +33.15% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -10.16% | -8.43% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -18.29% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -25.07% | -13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -37.17% | -1.28% |
Current DrawdownCurrent decline from peak | -10.06% | -1.32% | -8.74% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -22.06% | +14.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 2.05% | +6.24% |
Volatility
RIVRX vs. ADX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 4.93%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.93% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 11.88% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 14.86% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 17.49% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 18.07% | +2.19% |
RIVRX vs. ADX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than ADX's 0.59% expense ratio.
Dividends
RIVRX vs. ADX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than ADX's 7.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.48% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
RIVRX Riverbridge Growth Fund | 29.95% | 28.03% | 4.56% | 0.00% | 0.00% | 4.28% | 3.29% | 1.43% | 7.91% | 0.09% | 3.61% | 2.18% |
Frequently Asked Questions
RIVRX and ADX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADX has higher volatility (4.93%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs ADX's -71.60%.
ADX currently has the higher Sharpe Ratio (1.89 vs -0.56), 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.
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