RIVRX vs. FOKFX
RIVRX (Riverbridge Growth Fund) and FOKFX (Fidelity OTC K6 Portfolio) are both Large Cap Growth Equities funds. Over the past 5 years, RIVRX returned 1.76%/yr vs 14.43%/yr for FOKFX. Their correlation of 0.86 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 0.50%/yr for FOKFX.
Performance
RIVRX vs. FOKFX - 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 FOKFX's 17.71% 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%
FOKFX
- 1D
- 2.72%
- 1M
- -3.54%
- 6M
- 15.23%
- YTD
- 17.71%
- 1Y
- 33.55%
- 3Y*
- 26.35%
- 5Y*
- 14.43%
- 10Y*
- —
- ALL TIME*
- 21.57%
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. FOKFX - 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% | 8.32% |
FOKFX Fidelity OTC K6 Portfolio | 17.71% | 20.30% | 34.58% | 43.48% | -32.32% | 25.95% | 47.52% | 17.08% |
Correlation
The correlation between RIVRX and FOKFX is 0.57, 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. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2019 | 0.86 |
Over the past year, the correlation between RIVRX and FOKFX has dropped to 0.57 - 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. FOKFX — Risk / Return Rank
RIVRX
FOKFX
RIVRX vs. FOKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Fidelity OTC K6 Portfolio (FOKFX). 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 | FOKFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.26 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 2.53 | -2.96 |
| Martin ratioReturn relative to average drawdown | -0.97 | 8.60 | -9.57 |
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Drawdowns
RIVRX vs. FOKFX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, roughly equal to the maximum FOKFX drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for RIVRX and FOKFX.
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Drawdown Indicators
| RIVRX | FOKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -37.26% | -1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -12.53% | -6.06% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -24.81% | +4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -37.26% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | — | — |
Current DrawdownCurrent decline from peak | -10.06% | -8.04% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -9.09% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 3.67% | +4.62% |
Volatility
RIVRX vs. FOKFX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Fidelity OTC K6 Portfolio (FOKFX) has a volatility of 6.26%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than FOKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | FOKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.26% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 17.69% | -6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 21.42% | -7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 23.47% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 24.72% | -4.46% |
RIVRX vs. FOKFX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than FOKFX's 0.50% expense ratio.
Dividends
RIVRX vs. FOKFX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than FOKFX's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOKFX Fidelity OTC K6 Portfolio | 3.57% | 4.20% | 4.58% | 0.24% | 0.08% | 3.81% | 0.39% | 0.32% | 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 FOKFX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FOKFX has higher volatility (6.26%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs FOKFX's -37.26%.
FOKFX currently has the higher Sharpe Ratio (1.48 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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