RIVRX vs. CTCAX
RIVRX (Riverbridge Growth Fund) and CTCAX (Columbia Global Technology Growth Fund Class A) are both mutual funds - RIVRX is a Large Cap Growth Equities fund managed by Riverbridge, while CTCAX is a Technology Equities fund managed by Columbia. Over the past 10 years, RIVRX returned 11.28%/yr vs 22.83%/yr for CTCAX. Their correlation of 0.86 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 1.18%/yr for CTCAX.
Performance
RIVRX vs. CTCAX - 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 CTCAX's 18.39% return. Over the past 10 years, RIVRX has underperformed CTCAX with an annualized return of 11.28%, while CTCAX has yielded a comparatively higher 22.83% 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%
CTCAX
- 1D
- 5.75%
- 1M
- -3.72%
- 6M
- 16.09%
- YTD
- 18.39%
- 1Y
- 32.88%
- 3Y*
- 27.89%
- 5Y*
- 16.25%
- 10Y*
- 22.83%
- ALL TIME*
- 17.93%
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. CTCAX - 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% |
CTCAX Columbia Global Technology Growth Fund Class A | 18.39% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Correlation
The correlation between RIVRX and CTCAX is 0.53, 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. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.86 |
Over the past year, the correlation between RIVRX and CTCAX has dropped to 0.53 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. CTCAX — Risk / Return Rank
RIVRX
CTCAX
RIVRX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.26 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.20 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.94 | -2.37 |
| Martin ratioReturn relative to average drawdown | -0.97 | 6.18 | -7.15 |
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Drawdowns
RIVRX vs. CTCAX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for RIVRX and CTCAX.
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Drawdown Indicators
| RIVRX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -61.04% | +22.59% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -15.22% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -26.67% | +6.28% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -39.55% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -39.55% | +1.10% |
Current DrawdownCurrent decline from peak | -10.06% | -10.35% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.65% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 4.77% | +3.52% |
Volatility
RIVRX vs. CTCAX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 10.69%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 10.69% | -6.83% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 22.57% | -11.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 26.35% | -11.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 26.92% | -6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 25.27% | -5.01% |
RIVRX vs. CTCAX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than CTCAX's 1.18% expense ratio.
Dividends
RIVRX vs. CTCAX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than CTCAX's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 2.78% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
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 CTCAX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTCAX has higher volatility (10.69%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs CTCAX's -61.04%.
CTCAX currently has the higher Sharpe Ratio (1.12 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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