RIVRX vs. MRFOX
RIVRX (Riverbridge Growth Fund) and MRFOX (Marshfield Concentrated Opportunity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 15.92%/yr for MRFOX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. RIVRX charges 1.25%/yr vs 1.05%/yr for MRFOX.
Performance
RIVRX vs. MRFOX - 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 MRFOX's 4.87% return. Over the past 10 years, RIVRX has underperformed MRFOX with an annualized return of 11.28%, while MRFOX has yielded a comparatively higher 15.92% 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%
MRFOX
- 1D
- -1.24%
- 1M
- -0.50%
- 6M
- 3.84%
- YTD
- 4.87%
- 1Y
- 11.84%
- 3Y*
- 13.29%
- 5Y*
- 11.49%
- 10Y*
- 15.92%
- ALL TIME*
- 15.58%
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. MRFOX - 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% |
MRFOX Marshfield Concentrated Opportunity Fund | 4.87% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Correlation
The correlation between RIVRX and MRFOX 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. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.71 |
The correlation between RIVRX and MRFOX shifts across timeframes, from 0.53 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RIVRX vs. MRFOX — Risk / Return Rank
RIVRX
MRFOX
RIVRX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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 | MRFOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.19 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.55 | -1.98 |
| Martin ratioReturn relative to average drawdown | -0.97 | 4.55 | -5.52 |
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Drawdowns
RIVRX vs. MRFOX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for RIVRX and MRFOX.
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Drawdown Indicators
| RIVRX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -29.10% | -9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -7.03% | -11.56% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -7.91% | -12.48% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -12.98% | -25.47% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -29.10% | -9.35% |
Current DrawdownCurrent decline from peak | -10.06% | -1.37% | -8.69% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -2.34% | -4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 2.38% | +5.91% |
Volatility
RIVRX vs. MRFOX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while Marshfield Concentrated Opportunity Fund (MRFOX) has a volatility of 4.45%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVRX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.45% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 7.80% | +3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 10.40% | +4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 12.17% | +8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 14.18% | +6.08% |
RIVRX vs. MRFOX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Dividends
RIVRX vs. MRFOX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, more than MRFOX's 1.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 1.54% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 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 MRFOX 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.
MRFOX has higher volatility (4.45%) compared to RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs MRFOX's -29.10%.
MRFOX currently has the higher Sharpe Ratio (1.05 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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