RIVRX vs. BBLIX
RIVRX (Riverbridge Growth Fund) and BBLIX (BBH Select Series - Large Cap Fund) are both Large Cap Growth Equities funds. Over the past 5 years, RIVRX returned 1.76%/yr vs 7.28%/yr for BBLIX. Their correlation of 0.82 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 0.70%/yr for BBLIX.
Performance
RIVRX vs. BBLIX - 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 BBLIX's 1.58% 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%
BBLIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.58%
- YTD
- 1.58%
- 1Y
- 5.32%
- 3Y*
- 11.67%
- 5Y*
- 7.28%
- 10Y*
- —
- ALL TIME*
- 9.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RIVRX vs. BBLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RIVRX Riverbridge Growth Fund | -6.40% | 4.55% | 22.07% | 31.71% | -30.87% | 9.07% | 44.03% | 6.26% |
BBLIX BBH Select Series - Large Cap Fund | 1.58% | 12.07% | 15.83% | 23.86% | -20.59% | 27.23% | 12.30% | 3.63% |
Correlation
The correlation between RIVRX and BBLIX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2019 | 0.82 |
Over the past year, the correlation between RIVRX and BBLIX has dropped to 0.37 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. BBLIX — Risk / Return Rank
RIVRX
BBLIX
RIVRX vs. BBLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and BBH Select Series - Large Cap Fund (BBLIX). 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 | BBLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.18 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.17 | -1.60 |
| Martin ratioReturn relative to average drawdown | -0.97 | 2.11 | -3.08 |
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Drawdowns
RIVRX vs. BBLIX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, which is greater than BBLIX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for RIVRX and BBLIX.
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Drawdown Indicators
| RIVRX | BBLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -33.49% | -4.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -3.63% | -14.96% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -14.68% | -5.71% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -28.06% | -10.39% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | — | — |
Current DrawdownCurrent decline from peak | -10.06% | -1.80% | -8.26% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -6.24% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 1.84% | +6.45% |
Volatility
RIVRX vs. BBLIX - Volatility Comparison
Riverbridge Growth Fund (RIVRX) has a higher volatility of 3.86% compared to BBH Select Series - Large Cap Fund (BBLIX) at 0.00%. This indicates that RIVRX's price experiences larger fluctuations and is considered to be riskier than BBLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | BBLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 0.00% | +3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 1.93% | +9.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 6.77% | +7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 15.83% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 18.33% | +1.93% |
RIVRX vs. BBLIX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than BBLIX's 0.70% expense ratio.
Dividends
RIVRX vs. BBLIX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than BBLIX's 9.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBLIX BBH Select Series - Large Cap Fund | 9.39% | 9.54% | 4.20% | 0.28% | 1.45% | 3.27% | 0.34% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
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 BBLIX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIVRX has higher volatility (3.86%) compared to BBLIX (0.00%). In terms of maximum drawdown, RIVRX dropped -38.45% vs BBLIX's -33.49%.
BBLIX currently has the higher Sharpe Ratio (0.63 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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