RIVSX vs. BDSKX
Compare and contrast key facts about River Oak Discovery Fund (RIVSX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX).
RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005. BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013.
Performance
RIVSX vs. BDSKX - Performance Comparison
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RIVSX vs. BDSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 7.17% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 10.36% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 1.50% | 13.76% | 11.96% | 16.49% | -19.20% | 14.87% | 19.60% | 33.45% | -8.80% | 9.97% |
Returns By Period
In the year-to-date period, RIVSX achieves a 7.17% return, which is significantly higher than BDSKX's 1.50% return.
RIVSX
- 1D
- 2.80%
- 1M
- -5.29%
- YTD
- 7.17%
- 6M
- 10.76%
- 1Y
- 26.82%
- 3Y*
- 8.46%
- 5Y*
- 4.05%
- 10Y*
- 9.92%
BDSKX
- 1D
- 3.47%
- 1M
- -5.45%
- YTD
- 1.50%
- 6M
- 4.28%
- 1Y
- 26.46%
- 3Y*
- 13.58%
- 5Y*
- 4.26%
- 10Y*
- —
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RIVSX vs. BDSKX - Expense Ratio Comparison
RIVSX has a 1.18% expense ratio, which is higher than BDSKX's 0.45% expense ratio.
Return for Risk
RIVSX vs. BDSKX — Risk / Return Rank
RIVSX
BDSKX
RIVSX vs. BDSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for River Oak Discovery Fund (RIVSX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX). 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.
| RIVSX | BDSKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.14 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.69 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.90 | +0.34 |
Martin ratioReturn relative to average drawdown | 8.50 | 7.52 | +0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RIVSX | BDSKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.14 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.19 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.05 |
Correlation
The correlation between RIVSX and BDSKX is 0.90, 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.
Dividends
RIVSX vs. BDSKX - Dividend Comparison
RIVSX's dividend yield for the trailing twelve months is around 0.27%, less than BDSKX's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 0.27% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 4.73% | 4.80% | 0.81% | 1.01% | 3.59% | 12.08% | 2.59% | 1.72% | 5.70% | 2.33% | 0.00% | 0.00% |
Drawdowns
RIVSX vs. BDSKX - Drawdown Comparison
The maximum RIVSX drawdown since its inception was -60.61%, which is greater than BDSKX's maximum drawdown of -43.30%. Use the drawdown chart below to compare losses from any high point for RIVSX and BDSKX.
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Drawdown Indicators
| RIVSX | BDSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.61% | -43.30% | -17.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.88% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -31.65% | +5.90% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | — | — |
Current DrawdownCurrent decline from peak | -6.56% | -6.75% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -9.66% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.50% | -0.23% |
Volatility
RIVSX vs. BDSKX - Volatility Comparison
The current volatility for River Oak Discovery Fund (RIVSX) is 6.25%, while BlackRock Advantage Small Cap Core Fund Class K (BDSKX) has a volatility of 7.73%. This indicates that RIVSX experiences smaller price fluctuations and is considered to be less risky than BDSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVSX | BDSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 7.73% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 14.77% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 23.36% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.37% | 22.58% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.88% | 23.89% | -2.01% |