RIVRX vs. IOLZX
RIVRX (Riverbridge Growth Fund) and IOLZX (ICON Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 14.43%/yr for IOLZX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. RIVRX charges 1.25%/yr vs 1.04%/yr for IOLZX.
Performance
RIVRX vs. IOLZX - 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 IOLZX's 28.40% return. Over the past 10 years, RIVRX has underperformed IOLZX with an annualized return of 11.28%, while IOLZX has yielded a comparatively higher 14.43% 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%
IOLZX
- 1D
- 2.38%
- 1M
- 1.29%
- 6M
- 21.25%
- YTD
- 28.40%
- 1Y
- 43.63%
- 3Y*
- 20.92%
- 5Y*
- 10.81%
- 10Y*
- 14.43%
- ALL TIME*
- 8.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IOLZX ICON Equity Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
RIVRX vs. IOLZX - 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% |
IOLZX ICON Equity Fund | 28.40% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Correlation
The correlation between RIVRX and IOLZX is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.76 |
Over the past year, the correlation between RIVRX and IOLZX has dropped to 0.50 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
RIVRX vs. IOLZX — Risk / Return Rank
RIVRX
IOLZX
RIVRX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and ICON Equity Fund (IOLZX). 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 | IOLZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -3.40 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.33 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 2.74 | -3.18 |
| Martin ratioReturn relative to average drawdown | -0.97 | 9.60 | -10.57 |
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Drawdowns
RIVRX vs. IOLZX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for RIVRX and IOLZX.
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Drawdown Indicators
| RIVRX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -56.03% | +17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -14.35% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -24.71% | +4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -27.77% | -10.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -41.04% | +2.59% |
Current DrawdownCurrent decline from peak | -10.06% | -1.89% | -8.17% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -12.56% | +5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 4.10% | +4.19% |
Volatility
RIVRX vs. IOLZX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while ICON Equity Fund (IOLZX) has a volatility of 5.99%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 5.99% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 16.34% | -4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 20.18% | -5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 21.55% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 22.33% | -2.07% |
RIVRX vs. IOLZX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than IOLZX's 1.04% expense ratio.
Dividends
RIVRX vs. IOLZX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than IOLZX's 8.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOLZX ICON Equity Fund | 8.32% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 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 IOLZX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IOLZX has higher volatility (5.99%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs IOLZX's -56.03%.
IOLZX currently has the higher Sharpe Ratio (1.95 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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