SMCIX vs. RIVSX
Compare and contrast key facts about Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and River Oak Discovery Fund (RIVSX).
SMCIX is managed by BlackRock. It was launched on Oct 2, 1996. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
SMCIX vs. RIVSX - Performance Comparison
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SMCIX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCIX Shelton Capital Management S&P Smallcap Index Fund | 0.53% | 6.90% | 18.13% | 15.48% | -16.41% | 26.53% | 11.27% | 30.68% | -9.07% | 3.08% |
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, SMCIX achieves a 0.53% return, which is significantly lower than RIVSX's 4.25% return. Both investments have delivered pretty close results over the past 10 years, with SMCIX having a 9.90% annualized return and RIVSX not far behind at 9.61%.
SMCIX
- 1D
- -0.71%
- 1M
- -6.69%
- YTD
- 0.53%
- 6M
- 2.04%
- 1Y
- 16.22%
- 3Y*
- 12.62%
- 5Y*
- 5.63%
- 10Y*
- 9.90%
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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SMCIX vs. RIVSX - Expense Ratio Comparison
SMCIX has a 0.81% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
SMCIX vs. RIVSX — Risk / Return Rank
SMCIX
RIVSX
SMCIX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P Smallcap Index Fund (SMCIX) 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.
| SMCIX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.09 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.67 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.73 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.43 | 6.62 | -2.19 |
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
| SMCIX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.09 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.20 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.33 | +0.06 |
Correlation
The correlation between SMCIX and RIVSX is 0.89, 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
SMCIX vs. RIVSX - Dividend Comparison
SMCIX's dividend yield for the trailing twelve months is around 8.97%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCIX Shelton Capital Management S&P Smallcap Index Fund | 8.97% | 10.78% | 19.88% | 3.48% | 10.40% | 9.40% | 4.53% | 13.88% | 9.39% | 1.63% | 4.64% | 11.58% |
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
SMCIX vs. RIVSX - Drawdown Comparison
The maximum SMCIX drawdown since its inception was -58.13%, roughly equal to the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for SMCIX and RIVSX.
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Drawdown Indicators
| SMCIX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.13% | -60.61% | +2.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -12.41% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.72% | -25.75% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.54% | -41.45% | -1.09% |
Current DrawdownCurrent decline from peak | -8.39% | -9.11% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.57% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.24% | +0.43% |
Volatility
SMCIX vs. RIVSX - Volatility Comparison
Shelton Capital Management S&P Smallcap Index Fund (SMCIX) and River Oak Discovery Fund (RIVSX) have volatilities of 5.55% and 5.47%, 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.
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Volatility by Period
| SMCIX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.47% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 13.56% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 22.40% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.93% | 20.34% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.60% | 21.87% | +1.73% |