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RIGS vs SPY

Comparison between RIVERFRONT STRATEGIC INCOME FUND (RIGS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RIGS, delivering a return of +13.3% compared to +1.6%

RIGS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RIGS
$66M
Winner
SPY
$735B
Expense Ratio
RIGS
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
RIGS
18.27%
SPY
56.47%
Sharpe Ratio
RIGS
-0.24
Winner
SPY
1.62
5Y Beta
Winner
RIGS
0.07
SPY
1.00
P/E Ratio
RIGS
N/A
SPY
28.99
Forward P/E
RIGS
N/A
SPY
22.37
5Y Dividends CAGR
Winner
RIGS
6.50%
SPY
5.43%
5Y EPS CAGR
RIGS
N/A
SPY
26.05%
Debt to Equity
RIGS
N/A
SPY
32.40%
P/S Ratio
RIGS
N/A
SPY
3.74
P/B Ratio
RIGS
N/A
SPY
5.61

RIGS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RIGS
-2.73%
Winner
SPY
+1.90%
3M
RIGS
-3.00%
Winner
SPY
+8.55%
6M
RIGS
-2.07%
Winner
SPY
+8.18%
1Y
RIGS
+1.57%
Winner
SPY
+25.79%
5Y(CAGR)
RIGS
+1.58%
Winner
SPY
+13.32%
10Y(CAGR)
RIGS
+2.87%
Winner
SPY
+15.19%
Max(CAGR)
RIGS
+3.07%
Winner
SPY
+8.47%

RIGS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRIGSSPY
2026-1.97%+8.26%
2025+5.94%+18.00%
2024+5.48%+25.59%
2023+6.00%+26.72%
2022-5.44%-18.64%
2021+1.67%+30.52%
2020+3.32%+17.28%
2019+7.56%+31.09%
2018-0.27%-5.24%
2017+4.32%+20.78%
2016+8.78%+13.59%
2015+0.62%+1.31%
2014+2.04%+14.56%
2013+2.53%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RIGS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RIGS drawdown is -4.35%. The current SPY drawdown is -2.90%.

RankRIGSSPY
#1-15.31%
Jan 16, 2020 - Jun 8, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.03%
Aug 20, 2021 - Jun 13, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.18%
Apr 3, 2025 - Jun 30, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.79%
Jun 1, 2015 - Mar 1, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.55%
Sep 22, 2025 - Oct 1, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.86%
Jul 8, 2014 - Jan 29, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.48%
Jul 24, 2025 - Sep 2, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.33%
Sep 17, 2024 - Feb 28, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.89%
Jun 8, 2020 - Jul 16, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.85%
Feb 28, 2025 - Mar 28, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.56%
Oct 19, 2016 - Jan 4, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.39%
Jan 4, 2018 - Aug 20, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.93%
Mar 1, 2017 - Apr 18, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.85%
Jun 23, 2016 - Jul 1, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.75%
Jun 25, 2024 - Jul 11, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RIGS and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

RIGS vs SPY dividend yield comparison.

YearRIGSSPY
20262.03%0.24%
20254.84%1.07%
20244.48%1.21%
20233.48%1.40%
20222.71%1.65%
20212.47%1.20%
20203.77%1.52%
20193.87%1.75%
20184.54%2.04%
20174.45%1.80%
20164.46%2.03%
20153.61%2.06%
20143.31%1.87%
20130.46%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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