SCRZX vs. RIVSX
Compare and contrast key facts about AB Small Cap Core Portfolio (SCRZX) and River Oak Discovery Fund (RIVSX).
SCRZX is managed by AllianceBernstein. It was launched on Dec 29, 2015. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
SCRZX vs. RIVSX - Performance Comparison
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SCRZX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCRZX AB Small Cap Core Portfolio | -2.23% | 7.75% | 7.72% | 20.91% | -18.89% | 23.27% | 12.41% | 24.28% | -13.25% | 7.40% |
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Returns By Period
In the year-to-date period, SCRZX achieves a -2.23% return, which is significantly lower than RIVSX's 4.25% return. Over the past 10 years, SCRZX has underperformed RIVSX with an annualized return of 8.10%, while RIVSX has yielded a comparatively higher 9.61% annualized return.
SCRZX
- 1D
- -1.30%
- 1M
- -7.69%
- YTD
- -2.23%
- 6M
- -1.32%
- 1Y
- 16.11%
- 3Y*
- 9.89%
- 5Y*
- 3.88%
- 10Y*
- 8.10%
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%
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SCRZX vs. RIVSX - Expense Ratio Comparison
SCRZX has a 0.87% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
SCRZX vs. RIVSX — Risk / Return Rank
SCRZX
RIVSX
SCRZX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Core Portfolio (SCRZX) and River Oak Discovery Fund (RIVSX). 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.
| SCRZX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.09 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.67 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.73 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.00 | 6.62 | -2.63 |
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
| SCRZX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.09 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.44 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.33 | +0.02 |
Correlation
The correlation between SCRZX and RIVSX is 0.91, 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
SCRZX vs. RIVSX - Dividend Comparison
SCRZX's dividend yield for the trailing twelve months is around 10.98%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCRZX AB Small Cap Core Portfolio | 10.98% | 10.74% | 15.00% | 8.51% | 8.47% | 5.95% | 0.51% | 0.47% | 8.63% | 6.37% | 0.28% | 0.00% |
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% |
Drawdowns
SCRZX vs. RIVSX - Drawdown Comparison
The maximum SCRZX drawdown since its inception was -44.82%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for SCRZX and RIVSX.
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Drawdown Indicators
| SCRZX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.82% | -60.61% | +15.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -12.41% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -25.75% | -3.49% |
Max Drawdown (10Y)Largest decline over 10 years | -44.82% | -41.45% | -3.37% |
Current DrawdownCurrent decline from peak | -9.37% | -9.11% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -10.57% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.24% | +0.21% |
Volatility
SCRZX vs. RIVSX - Volatility Comparison
AB Small Cap Core Portfolio (SCRZX) has a higher volatility of 6.23% compared to River Oak Discovery Fund (RIVSX) at 5.47%. This indicates that SCRZX's price experiences larger fluctuations and is considered to be riskier than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCRZX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 5.47% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 13.56% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 22.40% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 20.34% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.17% | 21.87% | +1.30% |