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RIVRX vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RIVRX and QQQ is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

RIVRX vs. QQQ - Performance Comparison

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

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
1.21%
9.93%
RIVRX
QQQ

Key characteristics

Sharpe Ratio

RIVRX:

0.63

QQQ:

1.30

Sortino Ratio

RIVRX:

0.95

QQQ:

1.78

Omega Ratio

RIVRX:

1.12

QQQ:

1.24

Calmar Ratio

RIVRX:

0.58

QQQ:

1.76

Martin Ratio

RIVRX:

2.62

QQQ:

6.08

Ulcer Index

RIVRX:

3.68%

QQQ:

3.92%

Daily Std Dev

RIVRX:

15.26%

QQQ:

18.35%

Max Drawdown

RIVRX:

-41.10%

QQQ:

-82.98%

Current Drawdown

RIVRX:

-9.95%

QQQ:

-2.49%

Returns By Period

In the year-to-date period, RIVRX achieves a -2.03% return, which is significantly lower than QQQ's 2.90% return. Over the past 10 years, RIVRX has underperformed QQQ with an annualized return of 8.94%, while QQQ has yielded a comparatively higher 18.06% annualized return.


RIVRX

YTD

-2.03%

1M

-5.63%

6M

1.21%

1Y

7.19%

5Y*

6.70%

10Y*

8.94%

QQQ

YTD

2.90%

1M

-1.02%

6M

9.93%

1Y

20.80%

5Y*

18.77%

10Y*

18.06%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RIVRX vs. QQQ - Expense Ratio Comparison

RIVRX has a 1.25% expense ratio, which is higher than QQQ's 0.20% expense ratio.


RIVRX
Riverbridge Growth Fund
Expense ratio chart for RIVRX: current value at 1.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.25%
Expense ratio chart for QQQ: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Risk-Adjusted Performance

RIVRX vs. QQQ — Risk-Adjusted Performance Rank

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

RIVRX
The Risk-Adjusted Performance Rank of RIVRX is 3636
Overall Rank
The Sharpe Ratio Rank of RIVRX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of RIVRX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of RIVRX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of RIVRX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of RIVRX is 4141
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 5656
Overall Rank
The Sharpe Ratio Rank of QQQ is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 5252
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 5454
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6161
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RIVRX vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and Invesco QQQ (QQQ). 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.


Sharpe ratio
The chart of Sharpe ratio for RIVRX, currently valued at 0.63, compared to the broader market-1.000.001.002.003.004.000.631.30
The chart of Sortino ratio for RIVRX, currently valued at 0.95, compared to the broader market0.002.004.006.008.0010.0012.000.951.78
The chart of Omega ratio for RIVRX, currently valued at 1.12, compared to the broader market1.002.003.004.001.121.24
The chart of Calmar ratio for RIVRX, currently valued at 0.58, compared to the broader market0.005.0010.0015.0020.000.581.76
The chart of Martin ratio for RIVRX, currently valued at 2.62, compared to the broader market0.0020.0040.0060.0080.002.626.08
RIVRX
QQQ

The current RIVRX Sharpe Ratio is 0.63, which is lower than the QQQ Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of RIVRX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.63
1.30
RIVRX
QQQ

Dividends

RIVRX vs. QQQ - Dividend Comparison

RIVRX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.54%.


TTM20242023202220212020201920182017201620152014
RIVRX
Riverbridge Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QQQ
Invesco QQQ
0.54%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

Drawdowns

RIVRX vs. QQQ - Drawdown Comparison

The maximum RIVRX drawdown since its inception was -41.10%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for RIVRX and QQQ. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.95%
-2.49%
RIVRX
QQQ

Volatility

RIVRX vs. QQQ - Volatility Comparison

The current volatility for Riverbridge Growth Fund (RIVRX) is 3.81%, while Invesco QQQ (QQQ) has a volatility of 5.02%. This indicates that RIVRX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
3.81%
5.02%
RIVRX
QQQ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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