RIGS vs AMAX

Comparison between RIVERFRONT STRATEGIC INCOME FUND (RIGS, ETF) and ADAPTIVE HEDGED MULTI-ASSET INCOME ETF (AMAX, ETF).

5-Year PerformanceAMAX has outperformed RIGS, delivering a return of +3.4% compared to +2.1%

RIGS vs AMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIGS(ETF)	AMAX(ETF)
Net Assets	$64M	$64M
Expense Ratio	0.45%	1.36%
Max Drawdown	18.27%	28.31%
Sharpe Ratio	0.12	0.52
5Y Beta	0.08	0.38
5Y Dividends CAGR	6.50%	N/A

Net Assets

RIGS

$64M

Winner

AMAX

$64M

Expense Ratio

Winner

RIGS

0.45%

AMAX

1.36%

Max Drawdown

Winner

RIGS

18.27%

AMAX

28.31%

Sharpe Ratio

RIGS

0.12

Winner

AMAX

0.52

5Y Beta

Winner

RIGS

0.08

AMAX

0.38

5Y Dividends CAGR

RIGS

6.50%

AMAX

N/A

RIGS vs AMAX - Historical Returns

Returns include dividend reinvestment.

Period	RIGS	AMAX
1 month	+0.58%	-3.87%
3 months	+0.85%	-0.71%
6 months	+1.42%	+1.56%
1 year	+4.36%	+8.30%
5 years(CAGR)	+2.10%	+3.38%
10 years(CAGR)	+3.18%	N/A
Max(CAGR)	+3.31%	+3.38%

Winner

RIGS

+0.58%

AMAX

-3.87%

Winner

RIGS

+0.85%

AMAX

-0.71%

RIGS

+1.42%

Winner

AMAX

+1.56%

RIGS

+4.36%

Winner

AMAX

+8.30%

5Y(CAGR)

RIGS

+2.10%

Winner

AMAX

+3.38%

10Y(CAGR)

RIGS

+3.18%

AMAX

N/A

Max(CAGR)

RIGS

+3.31%

Winner

AMAX

+3.38%

RIGS vs AMAX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	RIGS	AMAX
2026	+1.06%	+2.58%
2025	+5.94%	+10.82%
2024	+5.48%	+10.07%
2023	+6.00%	+6.91%
2022	-5.44%	-12.46%
2021	+1.67%	-0.20%
2020	+3.32%	N/A
2019	+7.56%	N/A
2018	-0.27%	N/A
2017	+4.32%	N/A
2016	+8.78%	N/A
2015	+0.62%	N/A
2014	+2.04%	N/A
2013	+2.53%	N/A

RIGS vs AMAX Drawdown Comparison

The maximum drawdown for RIGS was -15.31%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The maximum drawdown for AMAX was -16.26%, occurring on Oct 14, 2022. Recovery took 595 trading sessions.

The current RIGS drawdown is -1.38%. The current AMAX drawdown is -4.29%.

Rank	RIGS	AMAX
#1	-15.31% Jan 16, 2020 - Jun 8, 2020	-16.26% Nov 17, 2021 - Apr 3, 2024
#2	-9.03% Aug 20, 2021 - Jun 13, 2024	-9.26% Feb 19, 2025 - May 14, 2025
#3	-5.18% Apr 3, 2025 - Jun 30, 2025	-7.51% Jan 28, 2026 - May 8, 2026
#4	-4.79% Jun 1, 2015 - Mar 1, 2016	-5.73% Jul 17, 2024 - Aug 19, 2024
#5	-4.55% Sep 22, 2025 - Oct 1, 2025	-5.47% May 11, 2026 - Jun 10, 2026
#6	-3.86% Jul 8, 2014 - Jan 29, 2015	-5.38% Oct 20, 2025 - Jan 22, 2026
#7	-3.48% Jul 24, 2025 - Sep 2, 2025	-3.54% Apr 3, 2024 - May 20, 2024
#8	-3.33% Sep 17, 2024 - Feb 28, 2025	-2.95% Dec 11, 2024 - Jan 22, 2025
#9	-2.89% Jun 8, 2020 - Jul 16, 2020	-2.23% Nov 8, 2024 - Dec 11, 2024
#10	-2.85% Feb 28, 2025 - Mar 28, 2025	-2.01% Jan 31, 2025 - Feb 19, 2025
#11	-2.56% Oct 19, 2016 - Jan 4, 2017	-2.00% Jan 22, 2025 - Jan 31, 2025
#12	-2.39% Jan 4, 2018 - Aug 20, 2018	-1.89% Jun 13, 2025 - Jul 2, 2025
#13	-1.93% Mar 1, 2017 - Apr 18, 2017	-1.69% May 20, 2025 - Jun 6, 2025
#14	-1.85% Jun 23, 2016 - Jul 1, 2016	-1.62% May 20, 2024 - Jun 17, 2024
#15	-1.75% Jun 25, 2024 - Jul 11, 2024	-1.62% Jun 20, 2024 - Jul 9, 2024

Correlation

Correlation between RIGS and AMAX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

RIGS vs AMAX dividend yield comparison.

Year	RIGS	AMAX
2026	1.97%	5.18%
2025	4.84%	9.19%
2024	4.48%	7.36%
2023	3.48%	6.99%
2022	2.71%	11.22%
2021	2.47%	1.00%
2020	3.77%	0.00%
2019	3.87%	0.00%
2018	4.54%	0.00%
2017	4.45%	0.00%
2016	4.46%	0.00%
2015	3.61%	0.00%
2014	3.31%	0.00%
2013	0.46%	0.00%