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RNCOX: RIVERNORTH CORE OPPORTUNITY FUND CLASS R (MUTUAL FUND)
Basic Info 7.97 0.04(0.50%) July 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/13/2007 |
| Last Dividend Date: | 05/29/2025 |
| 12-Mo. Yield | 5.87% |
| Expenses | 3.92% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/13/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 8.9 | 11.2 | 12.3 | 6.6 | 5.4 | 7.1 | 6.5 | 13.5 | 13.1 | -12.0 | -4.0 | 2.9 | 22.1 | -8.0 | 17.8 | 12.2 | -5.8 | 6.5 | 15.2 | 14.6 | -2.2 | 17.5 | 48.9 | -27.6 | 6.8 |
| Sharpe Ratio | NA | 1.41 | 0.86 | 0.96 | 0.36 | 0.28 | NA | 0.35 | 1.45 | 1.16 | -1.03 | -0.2 | 0.08 | 3.19 | -0.96 | 3.96 | 1.22 | -0.6 | 0.98 | 2.1 | 1.89 | -0.14 | 1.47 | 2.41 | -0.77 | 0.53 |
| Draw Down(%) | NA | 10.9 | 10.9 | 11.6 | 33.3 | 39.1 | NA | 45.7 | 4.8 | 7.8 | 18.3 | 19.2 | 39.1 | 4.1 | 15.3 | 1.9 | 11.0 | 13.5 | 6.2 | 5.7 | 6.6 | 15.9 | 9.6 | 21.7 | 45.6 | 6.8 |
| Standard Deviation(%) | NA | 11.0 | 9.2 | 9.3 | 12.5 | 14.5 | NA | 15.7 | 6.8 | 8.2 | 13.2 | 19.8 | 32.0 | 6.5 | 9.7 | 4.3 | 9.8 | 9.8 | 6.5 | 7.2 | 7.7 | 16.1 | 11.8 | 20.3 | 36.8 | 10.5 |
| Treynor Ratio | NA | 0.25 | 0.13 | 0.13 | 0.07 | 0.04 | NA | 0.05 | 0.16 | 0.12 | -0.19 | -0.08 | 0.02 | 0.25 | -0.1 | 0.19 | 0.11 | -0.06 | 0.07 | 0.16 | 0.15 | -0.02 | 0.18 | 0.45 | -0.23 | 0.06 |
| Alpha | NA | 0.04 | 0.01 | 0.01 | 0.0 | -0.01 | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.04 | -0.06 | 0.01 | -0.02 | 0.02 | 0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.03 | 0.02 | 0.08 | 0.01 | 0.0 |
| Beta | NA | 0.61 | 0.61 | 0.69 | 0.68 | 0.95 | NA | 1.04 | 0.63 | 0.77 | 0.72 | 0.52 | 1.32 | 0.82 | 0.94 | 0.88 | 1.04 | 1.0 | 0.92 | 0.94 | 0.95 | 1.14 | 0.95 | 1.09 | 1.26 | 0.94 |
| RSquared | NA | 0.69 | 0.66 | 0.72 | 0.41 | 0.58 | NA | 0.65 | 0.61 | 0.71 | 0.76 | 0.06 | 0.76 | 0.81 | 0.88 | 0.67 | 0.69 | 0.78 | 0.87 | 0.8 | 0.81 | 0.93 | 0.73 | 0.79 | 0.64 | 0.74 |
| Yield(%) | N/A | 2.7 | 5.9 | 5.4 | 4.8 | 7.2 | 8.3 | N/A | 5.9 | 4.1 | 3.9 | 4.8 | 4.0 | 5.4 | 24.3 | 21.0 | 5.0 | 7.1 | 9.6 | 7.8 | 8.0 | 8.3 | 3.0 | 5.8 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -49.7 | 40.2 | -3.3 | -74.2 | N/A | N/A | N/A | 54.7 | -9.8 | -25.8 | 15.7 | -12.7 | -85.0 | 11.2 | 358.7 | -39.5 | -28.3 | 29.5 | 4.9 | -14.0 | 218.1 | -29.3 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/2007
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