RIV vs IBCA
Comparison between RiverNorth Opportunities Fund Inc (RIV, ETF) and ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF).
RIV vs IBCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RIV
$335M
IBCA
$334M
Expense Ratio
RIV
N/A
IBCA
0.10%
Max Drawdown
Winner
RIV
54.84%
IBCA
95.89%
Sharpe Ratio
Winner
RIV
0.79
IBCA
0.34
5Y Beta
RIV
0.44
Winner
IBCA
0.11
5Y Dividends CAGR
RIV
-4.12%
IBCA
N/A
RIV vs IBCA - Historical Returns
Returns include dividend reinvestment.
1M
RIV
-1.36%
Winner
IBCA
-0.32%
3M
Winner
RIV
+1.09%
IBCA
-1.13%
6M
Winner
RIV
+3.83%
IBCA
-0.14%
1Y
Winner
RIV
+11.14%
IBCA
+5.91%
5Y(CAGR)
RIV
+5.26%
IBCA
N/A
10Y(CAGR)
Winner
RIV
+8.88%
IBCA
+8.35%
Max(CAGR)
Winner
RIV
+8.45%
IBCA
+4.41%
RIV vs IBCA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RIV | IBCA |
|---|---|---|
| 2026 | +3.50% | -0.14% |
| 2025 | +16.40% | +7.15% |
| 2024 | +18.97% | N/A |
| 2023 | +0.35% | N/A |
| 2022 | -14.10% | N/A |
| 2021 | +12.99% | N/A |
| 2020 | +14.24% | N/A |
| 2019 | +13.45% | N/A |
| 2018 | -8.51% | N/A |
| 2017 | +17.64% | N/A |
| 2016 | +8.14% | N/A |
| 2015 | +0.25% | +7.80% |
| 2014 | N/A | +36.63% |
| 2013 | N/A | +94.56% |
| 2012 | N/A | +47.35% |
| 2011 | N/A | -14.24% |
| 2010 | N/A | -12.54% |
| 2009 | N/A | -22.82% |
| 2008 | N/A | -74.83% |
| 2007 | N/A | -51.41% |
| 2006 | N/A | +34.94% |
| 2005 | N/A | +28.57% |
| 2004 | N/A | +33.19% |
| 2003 | N/A | +41.27% |
| 2002 | N/A | +50.00% |
| 2001 | N/A | +97.33% |
| 2000 | N/A | -44.44% |
| 1999 | N/A | -30.56% |
RIV vs IBCA Drawdown Comparison
The maximum drawdown for RIV was -42.87%, occurring on Mar 23, 2020. Recovery took 147 trading sessions.
The maximum drawdown for IBCA was -95.73%, occurring on Oct 12, 2010. This drawdown has not yet recovered.
The current RIV drawdown is -2.72%. The current IBCA drawdown is -39.65%.
| Rank | RIV | IBCA |
|---|---|---|
| #1 | -42.87% Feb 12, 2020 - Sep 11, 2020 | -95.73% Jul 25, 2006 - Oct 12, 2010 |
| #2 | -28.99% Aug 9, 2021 - Jul 15, 2024 | -61.11% Nov 1, 1999 - Jan 23, 2002 |
| #3 | -27.47% Jun 13, 2018 - Feb 10, 2020 | -22.48% Jul 17, 2002 - Sep 11, 2002 |
| #4 | -19.61% Dec 30, 2015 - Apr 20, 2016 | -21.05% Sep 11, 2002 - Mar 20, 2003 |
| #5 | -15.19% Feb 18, 2025 - May 19, 2025 | -16.92% Jan 24, 2002 - Apr 17, 2002 |
| #6 | -11.72% Sep 14, 2020 - Dec 3, 2020 | -16.85% Mar 8, 2004 - Oct 26, 2004 |
| #7 | -8.67% Dec 3, 2024 - Feb 13, 2025 | -13.95% Sep 12, 2005 - Oct 21, 2005 |
| #8 | -7.65% Feb 25, 2026 - Apr 22, 2026 | -13.26% Dec 8, 2005 - Jan 23, 2006 |
| #9 | -6.80% Sep 15, 2025 - Jan 6, 2026 | -12.76% Feb 4, 2005 - Jul 13, 2005 |
| #10 | -6.39% Sep 7, 2016 - Jan 20, 2017 | -9.56% Jun 5, 2006 - Jul 6, 2006 |
| #11 | -6.31% Sep 13, 2017 - Jan 8, 2018 | -8.95% Aug 2, 2005 - Aug 29, 2005 |
| #12 | -5.60% Jul 14, 2021 - Aug 6, 2021 | -7.68% Apr 28, 2006 - May 26, 2006 |
| #13 | -4.99% Jul 16, 2024 - Aug 12, 2024 | -6.94% Dec 31, 2004 - Feb 4, 2005 |
| #14 | -4.89% Jun 9, 2016 - Jul 5, 2016 | -6.80% Apr 2, 2003 - Jun 4, 2003 |
| #15 | -4.89% May 7, 2021 - May 26, 2021 | -6.31% Apr 18, 2002 - Jul 3, 2002 |
Correlation
Correlation between RIV and IBCA is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2007 - 2026)
RIV vs IBCA dividend yield comparison.
| Year | RIV | IBCA |
|---|---|---|
| 2026 | 5.70% | 2.02% |
| 2025 | 12.80% | 3.19% |
| 2024 | 13.46% | 0.00% |
| 2023 | 13.96% | 0.00% |
| 2022 | 16.61% | 0.00% |
| 2021 | 14.31% | 0.00% |
| 2020 | 13.42% | 0.00% |
| 2019 | 12.34% | 0.00% |
| 2018 | 15.51% | 0.00% |
| 2017 | 10.14% | 0.00% |
| 2016 | 13.01% | 0.00% |
| 2015 | 0.00% | 0.46% |
| 2014 | 0.00% | 1.49% |
| 2008 | 0.00% | 6.27% |
| 2007 | 0.00% | 1.45% |
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