RIVRX vs. FOCKX
RIVRX (Riverbridge Growth Fund) and FOCKX (Fidelity OTC Portfolio Class K) are both Large Cap Growth Equities funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 21.08%/yr for FOCKX. Their correlation of 0.85 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 0.65%/yr for FOCKX.
Performance
RIVRX vs. FOCKX - 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 FOCKX's 18.25% return. Over the past 10 years, RIVRX has underperformed FOCKX with an annualized return of 11.28%, while FOCKX has yielded a comparatively higher 21.08% 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%
FOCKX
- 1D
- 2.60%
- 1M
- -5.20%
- 6M
- 15.57%
- YTD
- 18.25%
- 1Y
- 36.24%
- 3Y*
- 28.61%
- 5Y*
- 15.62%
- 10Y*
- 21.08%
- ALL TIME*
- 16.81%
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. FOCKX - 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% |
FOCKX Fidelity OTC Portfolio Class K | 18.25% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
Correlation
The correlation between RIVRX and FOCKX is 0.56, 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. | 0.56 |
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 | 0.85 |
Over the past year, the correlation between RIVRX and FOCKX has dropped to 0.56 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. FOCKX — Risk / Return Rank
RIVRX
FOCKX
RIVRX vs. FOCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Fidelity OTC Portfolio Class K (FOCKX). 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 | FOCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -2.91 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.28 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 3.08 | -3.51 |
| Martin ratioReturn relative to average drawdown | -0.97 | 10.58 | -11.55 |
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Drawdowns
RIVRX vs. FOCKX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum FOCKX drawdown of -53.33%. Use the drawdown chart below to compare losses from any high point for RIVRX and FOCKX.
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Drawdown Indicators
| RIVRX | FOCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -53.33% | +14.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -11.28% | -7.31% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -24.83% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -36.97% | -1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -36.97% | -1.48% |
Current DrawdownCurrent decline from peak | -10.06% | -8.82% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -8.34% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 3.27% | +5.02% |
Volatility
RIVRX vs. FOCKX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Fidelity OTC Portfolio Class K (FOCKX) has a volatility of 6.28%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | FOCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.28% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 17.28% | -5.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 20.99% | -6.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 23.17% | -2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 22.61% | -2.35% |
RIVRX vs. FOCKX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than FOCKX's 0.65% expense ratio.
Dividends
RIVRX vs. FOCKX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than FOCKX's 6.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 6.39% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
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 FOCKX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FOCKX has higher volatility (6.28%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs FOCKX's -53.33%.
FOCKX currently has the higher Sharpe Ratio (1.65 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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