RIV vs JXI
Comparison between RiverNorth Opportunities Fund Inc (RIV, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
5-Year PerformanceJXI has outperformed RIV, delivering a return of +9.5% compared to +5.3%
RIV vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RIV vs JXI - Historical Returns
Returns include dividend reinvestment.
RIV vs JXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RIV | JXI |
|---|---|---|
| 2026 | +3.50% | +5.50% |
| 2025 | +16.40% | +25.05% |
| 2024 | +18.97% | +12.72% |
| 2023 | +0.35% | +0.76% |
| 2022 | -14.10% | -3.75% |
| 2021 | +12.99% | +12.21% |
| 2020 | +14.24% | +5.98% |
| 2019 | +13.45% | +25.43% |
| 2018 | -8.51% | +2.68% |
| 2017 | +17.64% | +15.13% |
| 2016 | +8.14% | +7.20% |
| 2015 | +0.25% | -7.16% |
| 2014 | N/A | +17.43% |
| 2013 | N/A | +10.81% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | -3.41% |
| 2010 | N/A | -2.83% |
| 2009 | N/A | +6.14% |
| 2008 | N/A | -28.31% |
| 2007 | N/A | +22.04% |
| 2006 | N/A | +14.27% |
RIV vs JXI Drawdown Comparison
The maximum drawdown for RIV was -42.87%, occurring on Mar 23, 2020. Recovery took 147 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current RIV drawdown is -2.72%. The current JXI drawdown is -6.21%.
| Rank | RIV | JXI |
|---|---|---|
| #1 | -42.87% Feb 12, 2020 - Sep 11, 2020 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -28.99% Aug 9, 2021 - Jul 15, 2024 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -27.47% Jun 13, 2018 - Feb 10, 2020 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -19.61% Dec 30, 2015 - Apr 20, 2016 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -15.19% Feb 18, 2025 - May 19, 2025 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -11.72% Sep 14, 2020 - Dec 3, 2020 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -8.67% Dec 3, 2024 - Feb 13, 2025 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -7.65% Feb 25, 2026 - Apr 22, 2026 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -6.80% Sep 15, 2025 - Jan 6, 2026 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -6.39% Sep 7, 2016 - Jan 20, 2017 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -6.31% Sep 13, 2017 - Jan 8, 2018 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -5.60% Jul 14, 2021 - Aug 6, 2021 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -4.99% Jul 16, 2024 - Aug 12, 2024 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -4.89% Jun 9, 2016 - Jul 5, 2016 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -4.89% May 7, 2021 - May 26, 2021 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between RIV and JXI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
RIV vs JXI dividend yield comparison.
| Year | RIV | JXI |
|---|---|---|
| 2026 | 5.70% | 0.00% |
| 2025 | 12.80% | 2.56% |
| 2024 | 13.46% | 3.02% |
| 2023 | 13.96% | 3.58% |
| 2022 | 16.61% | 3.13% |
| 2021 | 14.31% | 2.78% |
| 2020 | 13.42% | 2.65% |
| 2019 | 12.34% | 3.43% |
| 2018 | 15.51% | 3.16% |
| 2017 | 10.14% | 3.62% |
| 2016 | 13.01% | 4.77% |
| 2015 | 0.00% | 3.78% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 4.30% |
| 2012 | 0.00% | 4.19% |
| 2011 | 0.00% | 4.67% |
| 2010 | 0.00% | 4.24% |
| 2009 | 0.00% | 3.49% |
| 2008 | 0.00% | 5.23% |
| 2007 | 0.00% | 0.78% |
| 2006 | 0.00% | 0.58% |
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