WOGSX vs. RIVSX
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and River Oak Discovery Fund (RIVSX).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
WOGSX vs. RIVSX - Performance Comparison
Loading graphics...
WOGSX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | -5.11% | 24.07% | 18.22% | 26.48% | -25.72% | 28.31% | 18.91% | 23.74% | -0.55% | 19.75% |
RIVSX River Oak Discovery Fund | 7.17% | 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, WOGSX achieves a -5.11% return, which is significantly lower than RIVSX's 7.17% return. Over the past 10 years, WOGSX has outperformed RIVSX with an annualized return of 13.06%, while RIVSX has yielded a comparatively lower 9.92% annualized return.
WOGSX
- 1D
- 2.70%
- 1M
- -5.36%
- YTD
- -5.11%
- 6M
- 0.79%
- 1Y
- 18.24%
- 3Y*
- 19.78%
- 5Y*
- 8.99%
- 10Y*
- 13.06%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WOGSX vs. RIVSX - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
WOGSX vs. RIVSX — Risk / Return Rank
WOGSX
RIVSX
WOGSX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) 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.
| WOGSX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.24 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.87 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.24 | -0.56 |
Martin ratioReturn relative to average drawdown | 6.04 | 8.50 | -2.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WOGSX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.24 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.20 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.45 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.33 | +0.07 |
Correlation
The correlation between WOGSX and RIVSX is 0.81, 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
WOGSX vs. RIVSX - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 8.58%, more than RIVSX's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 8.58% | 8.14% | 12.24% | 5.00% | 0.49% | 5.18% | 2.57% | 1.81% | 1.40% | 0.66% | 1.02% | 0.64% |
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% |
Drawdowns
WOGSX vs. RIVSX - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.10%, which is greater than RIVSX's maximum drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for WOGSX and RIVSX.
Loading graphics...
Drawdown Indicators
| WOGSX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.10% | -60.61% | -18.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -12.41% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -31.56% | -25.75% | -5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -41.45% | +9.89% |
Current DrawdownCurrent decline from peak | -8.80% | -6.56% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -28.53% | -10.57% | -17.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.27% | -0.16% |
Volatility
WOGSX vs. RIVSX - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 5.46%, while River Oak Discovery Fund (RIVSX) has a volatility of 6.25%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOGSX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.25% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 13.82% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 22.52% | -3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 20.37% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 21.88% | -2.00% |