RIVSX vs. CSMDX
Compare and contrast key facts about River Oak Discovery Fund (RIVSX) and Copeland SMID Cap Dividend Growth Fund (CSMDX).
RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005. CSMDX is managed by Copeland Funds. It was launched on Feb 27, 2017.
Performance
RIVSX vs. CSMDX - Performance Comparison
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RIVSX vs. CSMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 7.60% |
CSMDX Copeland SMID Cap Dividend Growth Fund | 1.51% | 2.72% | 2.24% | 18.89% | -14.89% | 22.60% | 8.29% | 29.90% | -5.20% | 10.44% |
Returns By Period
In the year-to-date period, RIVSX achieves a 4.25% return, which is significantly higher than CSMDX's 1.51% return.
RIVSX
- 1D
- -0.97%
- 1M
- -7.33%
- YTD
- 4.25%
- 6M
- 8.20%
- 1Y
- 24.27%
- 3Y*
- 7.47%
- 5Y*
- 4.09%
- 10Y*
- 9.61%
CSMDX
- 1D
- -0.39%
- 1M
- -8.78%
- YTD
- 1.51%
- 6M
- 1.88%
- 1Y
- 9.49%
- 3Y*
- 5.94%
- 5Y*
- 3.80%
- 10Y*
- —
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RIVSX vs. CSMDX - Expense Ratio Comparison
RIVSX has a 1.18% expense ratio, which is higher than CSMDX's 0.95% expense ratio.
Return for Risk
RIVSX vs. CSMDX — Risk / Return Rank
RIVSX
CSMDX
RIVSX vs. CSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for River Oak Discovery Fund (RIVSX) and Copeland SMID Cap Dividend Growth Fund (CSMDX). 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 | CSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.51 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.89 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.12 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.58 | +1.15 |
Martin ratioReturn relative to average drawdown | 6.62 | 2.19 | +4.43 |
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 | CSMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.51 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.21 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.40 | -0.07 |
Correlation
The correlation between RIVSX and CSMDX 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.
Dividends
RIVSX vs. CSMDX - Dividend Comparison
RIVSX's dividend yield for the trailing twelve months is around 0.28%, less than CSMDX's 3.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 0.28% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
CSMDX Copeland SMID Cap Dividend Growth Fund | 3.09% | 3.14% | 1.33% | 0.81% | 4.07% | 6.67% | 0.38% | 2.61% | 4.40% | 0.13% | 0.00% | 0.00% |
Drawdowns
RIVSX vs. CSMDX - Drawdown Comparison
The maximum RIVSX drawdown since its inception was -60.61%, which is greater than CSMDX's maximum drawdown of -37.28%. Use the drawdown chart below to compare losses from any high point for RIVSX and CSMDX.
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Drawdown Indicators
| RIVSX | CSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.61% | -37.28% | -23.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.33% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.60% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | — | — |
Current DrawdownCurrent decline from peak | -9.11% | -9.20% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -5.84% | -4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.52% | -0.28% |
Volatility
RIVSX vs. CSMDX - Volatility Comparison
River Oak Discovery Fund (RIVSX) has a higher volatility of 5.47% compared to Copeland SMID Cap Dividend Growth Fund (CSMDX) at 4.58%. This indicates that RIVSX's price experiences larger fluctuations and is considered to be riskier than CSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVSX | CSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 4.58% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 10.22% | +3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 19.31% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.34% | 18.12% | +2.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 19.25% | +2.62% |