Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVSX (RIVER OAK DISCOVERY FUND RIVER OAK DISCOVERY FUND) | 32.26% | 53.73% | 18.24% | 5.57% | 8.84% | 8.21% | 7.28% | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVSX (RIVER OAK DISCOVERY FUND RIVER OAK DISCOVERY FUND) | 07/20/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 53.73 | 18.24 | 5.57 | 8.84 | 8.21 | 7.28 | … | … | 32.26 | 11.20 | 4.42 | 8.18 | -14.53 | 6.46 | 12.69 | 30.36 | -13.72 | 11.33 | 15.11 | -4.20 | 4.36 | 38.70 | 7.63 | -5.72 | 14.48 | 62.01 | -45.82 | 17.22 | 8.61 | 2.37 |
| Sharpe Ratio | NA | 2.65 | 0.71 | 0.12 | 0.31 | NA | NA | … | … | 4.64 | 0.38 | 0.04 | 0.27 | -0.68 | 0.25 | 0.29 | 1.76 | -0.83 | 0.88 | 0.83 | -0.26 | 0.27 | 2.56 | 0.42 | -0.19 | 0.66 | 2.00 | -1.14 | 0.69 | 0.29 | 0.18 |
| Standard Deviation(%) | NA | 18.63 | 19.75 | 21.13 | 22.85 | NA | NA | … | … | 18.50 | 22.35 | 19.30 | 16.97 | 23.65 | 25.57 | 42.15 | 16.41 | 18.33 | 12.21 | 17.95 | 16.01 | 16.24 | 15.10 | 18.35 | 29.61 | 21.83 | 30.93 | 40.92 | 20.45 | 17.73 | 15.36 |
| Draw Down(%) | NA | 9.11 | 24.52 | 36.65 | 41.45 | NA | NA | … | … | 9.11 | 21.54 | 12.19 | 17.03 | 25.45 | 16.33 | 41.45 | 8.73 | 27.52 | 7.22 | 12.71 | 16.39 | 12.25 | 6.93 | 16.01 | 29.92 | 15.14 | 22.27 | 58.18 | 13.64 | 17.84 | 8.42 |
| Yield(%) | 0.00 | 0.33 | 0.12 | 0.08 | 2.64 | 4.25 | 4.00 | … | … | 0.00 | 0.31 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 4.76 | 12.83 | 5.73 | 0.00 | 0.11 | 21.67 | 10.15 | 0.00 | 0.00 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVSX (RIVER OAK DISCOVERY FUND RIVER OAK DISCOVERY FUND) |
-17.74%
Feb 2006 – Feb 2009 |
-1.60%
Oct 2007 – Oct 2012 |
3.30%
Apr 2015 – Apr 2025 |
3.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVSX (RIVER OAK DISCOVERY FUND RIVER OAK DISCOVERY FUND) |
31.20%
Feb 2009 – Feb 2012 |
24.85%
Feb 2009 – Feb 2014 |
14.10%
Feb 2009 – Feb 2019 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart