RIVRX vs. CHAIX
RIVRX (Riverbridge Growth Fund) and CHAIX (Chase Growth Fund Institutional Class) are both Large Cap Growth Equities funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 17.48%/yr for CHAIX. Their correlation of 0.84 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 1.00%/yr for CHAIX.
Performance
RIVRX vs. CHAIX - 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 CHAIX's 22.42% return. Over the past 10 years, RIVRX has underperformed CHAIX with an annualized return of 11.28%, while CHAIX has yielded a comparatively higher 17.48% 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%
CHAIX
- 1D
- 2.62%
- 1M
- -0.74%
- 6M
- 18.58%
- YTD
- 22.42%
- 1Y
- 37.43%
- 3Y*
- 30.19%
- 5Y*
- 16.79%
- 10Y*
- 17.48%
- ALL TIME*
- 11.73%
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. CHAIX - 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% |
CHAIX Chase Growth Fund Institutional Class | 22.42% | 20.67% | 38.77% | 26.00% | -20.32% | 22.36% | 18.41% | 41.69% | -3.87% | 24.73% |
Correlation
The correlation between RIVRX and CHAIX is 0.54, 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. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.84 |
Over the past year, the correlation between RIVRX and CHAIX has dropped to 0.54 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. CHAIX — Risk / Return Rank
RIVRX
CHAIX
RIVRX vs. CHAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Chase Growth Fund Institutional Class (CHAIX). 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 | CHAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.36 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.31 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 3.53 | -3.96 |
| Martin ratioReturn relative to average drawdown | -0.97 | 13.85 | -14.82 |
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Drawdowns
RIVRX vs. CHAIX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum CHAIX drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for RIVRX and CHAIX.
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Drawdown Indicators
| RIVRX | CHAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -50.61% | +12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -9.86% | -8.73% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -23.40% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -24.58% | -13.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -30.36% | -8.09% |
Current DrawdownCurrent decline from peak | -10.06% | -3.76% | -6.30% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.33% | +3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 2.51% | +5.78% |
Volatility
RIVRX vs. CHAIX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Chase Growth Fund Institutional Class (CHAIX) has a volatility of 6.41%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than CHAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | CHAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.41% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 15.32% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 19.27% | -4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 18.88% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 19.18% | +1.08% |
RIVRX vs. CHAIX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than CHAIX's 1.00% expense ratio.
Dividends
RIVRX vs. CHAIX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than CHAIX's 6.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAIX Chase Growth Fund Institutional Class | 6.70% | 8.20% | 18.32% | 5.36% | 5.09% | 18.78% | 7.39% | 21.65% | 12.33% | 11.44% | 8.83% | 9.93% |
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 CHAIX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAIX has higher volatility (6.41%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs CHAIX's -50.61%.
CHAIX currently has the higher Sharpe Ratio (1.81 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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