RIVSX vs. QQQ

In the year-to-date period, RIVSX achieves a -7.86% return, which is significantly lower than QQQ's 1.69% return. Over the past 10 years, RIVSX has underperformed QQQ with an annualized return of 6.42%, while QQQ has yielded a comparatively higher 17.69% annualized return.

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RIVSX has a 1.18% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for River Oak Discovery Fund (RIVSX) 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.

The current RIVSX Sharpe Ratio is -0.10, which is lower than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of RIVSX 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.

RIVSX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.

The maximum RIVSX drawdown since its inception was -60.61%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for RIVSX and QQQ.

River Oak Discovery Fund (RIVSX) and Invesco QQQ (QQQ) have volatilities of 5.67% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.