RIVRX vs. FOCKX

Last updated Jul 3, 2026

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 11.62%/yr vs 22.84%/yr for FOCKX. Their correlation of 0.86 suggests significant overlap in exposure. RIVRX charges 1.25%/yr vs 0.73%/yr for FOCKX.

Performance

RIVRX vs. FOCKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Riverbridge Growth Fund (RIVRX) and Fidelity OTC Portfolio Class K (FOCKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RIVRX achieves a -6.61% return, which is significantly lower than FOCKX's 25.77% return. Over the past 10 years, RIVRX has underperformed FOCKX with an annualized return of 11.62%, while FOCKX has yielded a comparatively higher 22.84% annualized return.

RIVRX

• 1D: 1.41%
• 1M: -1.81%
• 6M: -6.61%
• YTD: -6.61%
• 1Y: -5.31%
• 3Y*: 8.26%
• 5Y*: 2.14%
• 10Y*: 11.62%

FOCKX

• 1D: -1.75%
• 1M: -1.47%
• 6M: 25.77%
• YTD: 25.77%
• 1Y: 49.05%
• 3Y*: 32.93%
• 5Y*: 17.31%
• 10Y*: 22.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RIVRX vs. FOCKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RIVRX Riverbridge Growth Fund	-6.61%	4.55%	22.07%	31.71%	-30.87%	9.07%	44.03%	30.21%	3.81%	25.11%
FOCKX Fidelity OTC Portfolio Class K	25.77%	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 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.76
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.86
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 FOCKX has dropped to 0.60 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

Return for Risk

RIVRX vs. FOCKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIVRX

RIVRX Risk / Return Rank: 2
RIVRX Sharpe Ratio Rank: 2
RIVRX Sortino Ratio Rank: 2
RIVRX Omega Ratio Rank: 2
RIVRX Calmar Ratio Rank: 2
RIVRX Martin Ratio Rank: 2

FOCKX

FOCKX Risk / Return Rank: 88
FOCKX Sharpe Ratio Rank: 89
FOCKX Sortino Ratio Rank: 81
FOCKX Omega Ratio Rank: 80
FOCKX Calmar Ratio Rank: 93
FOCKX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio: Return per unit of total volatility	-0.39	2.52	-2.91
Sortino ratio: Return per unit of downside risk	-0.44	3.20	-3.64
Omega ratio: Gain probability vs. loss probability	0.95	1.43	-0.48
Calmar ratio: Return relative to maximum drawdown	-0.30	4.50	-4.80
Martin ratio: Return relative to average drawdown	-0.71	18.32	-19.04

RIVRX vs. FOCKX - Sharpe Ratio Comparison

The current RIVRX Sharpe Ratio is -0.39, which is lower than the FOCKX Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of RIVRX and FOCKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	RIVRX	FOCKX	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-10.26%	-3.02%	-7.24%
Average Drawdown Average peak-to-trough decline	-7.05%	-8.36%	+1.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.79%	2.76%	+5.03%

Volatility

RIVRX vs. FOCKX - Volatility Comparison

The current volatility for Riverbridge Growth Fund (RIVRX) is 5.24%, while Fidelity OTC Portfolio Class K (FOCKX) has a volatility of 10.14%. 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.

Volatility by Period

	RIVRX	FOCKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.24%	10.14%	-4.90%
Volatility (6M) Calculated over the trailing 6-month period	11.51%	16.53%	-5.02%
Volatility (1Y) Calculated over the trailing 1-year period	14.22%	20.15%	-5.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.72%	23.07%	-2.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.26%	22.56%	-2.30%

RIVRX vs. FOCKX - Expense Ratio Comparison

RIVRX has a 1.25% expense ratio, which is higher than FOCKX's 0.73% expense ratio.

Dividends

RIVRX vs. FOCKX - Dividend Comparison

RIVRX's dividend yield for the trailing twelve months is around 30.02%, more than FOCKX's 6.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FOCKX Fidelity OTC Portfolio Class K	6.01%	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	30.02%	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

Can I hold both RIVRX and FOCKX in my portfolio?

RIVRX and FOCKX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RIVRX or FOCKX?

FOCKX has higher volatility (10.14%) compared to RIVRX (5.24%). In terms of maximum drawdown, RIVRX dropped -38.45% vs FOCKX's -53.33%.

Which has better risk-adjusted returns?

FOCKX currently has the higher Sharpe Ratio (2.52 vs -0.39), 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.