Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVRF (River Financial Corporation) | NA | 17.83% | 2.36% | 15.33% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVRF (River Financial Corporation) | 10/09/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 17.83 | 2.36 | 15.33 | NA | NA | NA | … | … | 11.88 | 1.89 | -7.52 | 23.37 | 35.87 | -24.04 | -6.67 | 42.86 |
| Sharpe Ratio | NA | 0.81 | -0.12 | 0.36 | NA | NA | NA | … | … | 0.92 | -0.39 | -0.77 | 1.31 | 0.49 | -0.36 | -1.66 | 5.24 |
| Standard Deviation(%) | NA | 15.74 | 13.42 | 35.36 | NA | NA | NA | … | … | 14.71 | 11.92 | 15.50 | 16.83 | 72.99 | 66.65 | 4.87 | 75.66 |
| Draw Down(%) | NA | 8.33 | 14.71 | 41.08 | NA | NA | NA | … | … | 8.33 | 5.88 | 14.71 | 5.32 | 40.85 | 39.29 | 6.67 | 0.00 |
| Yield(%) | 0.00 | 1.80 | 1.49 | 2.55 | 1.30 | 0.86 | 0.65 | … | … | 1.74 | 1.61 | 1.41 | 1.57 | 1.90 | 1.29 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVRF (River Financial Corporation) |
-11.51%
Jun 2021 – Jun 2024 |
1.24%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVRF (River Financial Corporation) |
27.82%
Apr 2020 – Apr 2023 |
16.49%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart