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River Oak Discovery (RIVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.50+0.01 (+0.06%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.80%
5-year average return11.11%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)62.01%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return62.01%
Worst 3-yr total return3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIVSXCategory
YTD2.04%20.19%
1-month1.68%0.02%
3-month-0.06%4.36%
1-year5.66%60.18%
3-year0.89%11.32%
5-year11.32%13.88%
10-year7.86%11.19%
Last bull market18.98%27.98%
Last bear market-10.16%-24.08%

Annual total return (%) history

Year
RIVSXCategory
2024
N/AN/A
2023
8.18%N/A
2022
-14.53%N/A
2021
24.41%N/A
2020
28.99%10.99%
2019
30.34%23.75%
2018
-13.86%-12.72%
2017
11.30%12.28%
2016
15.11%20.78%
2015
-4.20%-5.38%
2014
3.68%3.79%
2013
38.53%37.39%
2012
7.63%15.46%
2011
-5.72%-4.07%
2010
14.48%25.61%
2009
62.01%31.80%
2008
-45.82%-36.56%
2007
20.71%-1.10%
2006
8.61%15.03%
2005
N/A6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.09%-0.06%N/AN/A
20233.52%0.91%-6.99%11.33%
2022-12.78%-10.16%-3.15%12.62%
202112.12%1.94%2.05%6.67%
2020-29.25%25.14%5.97%37.50%
201910.03%4.93%-2.45%15.74%
20181.20%4.49%-3.68%-15.43%
20171.39%1.18%4.00%4.33%
20161.31%-1.15%9.86%4.62%
20152.99%2.90%-11.67%2.34%
20142.61%-1.05%-3.78%6.12%
201310.41%3.14%10.98%9.60%
201216.19%-8.57%1.98%-0.65%
201110.64%-4.05%-22.74%14.94%
20100.00%-7.04%6.77%15.34%
2009-1.74%27.46%23.15%5.05%
2008-18.33%7.66%-16.63%-26.09%
20071.19%11.88%7.00%-0.36%
200613.06%-3.36%-6.36%6.15%
20055.40%2.47%N/AN/A

Rank in category (by total return)

YTD48
1-month1
3-month2
1-year90
3-year49
5-year8

Load adjusted returns

1-year5.66%
3-year0.89%
5-year11.32%
10-year7.86%