RiverFront Strategic Income Fund (RIGS) Performance
RIGS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.4% since Dec 31, 2025
- 1 year
- +0.2% total return
- 5 years
- +2.0% a year
- 10 years
- +2.6% a year
- Since first price
- +3.1% a year since 2013
RIGS trailing returns vs SPY, QQQ, AGG
| Period | RIGS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.1% | −1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.3% | −2.8% | +7.8% | +8.4% | −1.5% |
| YTD | +0.4% | −3.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +0.2% | −4.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +17.6%+5.6%/yr | +1.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +10.2%+2.0%/yr | −9.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +29.9%+2.6%/yr | −12.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionOct 9, 2013 | +49.6%+3.1%/yr | −9.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RIGS vs SPY
From Oct 9, 2013: RIGS grew to $14,960, SPY to $57,093.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RIGS returns by calendar year
10 of 12 full years positive. Best 2016 (+8.8%), worst 2022 (−5.7%). 2026 is year to date.
RIGS annual returns table
| Year | RIGS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +0.4% | −3.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.6% | −5.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.5% | −2.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.1% | −4.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −5.7% | −8.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +1.9% | −1.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +3.2% | −15.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +7.6% | −0.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.1% | −2.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +4.5% | −1.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +8.8% | −2.6% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.9% | −4.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +2.5% | −3.9% | +13.5% | +19.2% | +6.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RIGS largest drawdowns
Now 2.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 16, 2020 | −15.3% | Mar 23, 2020 | Jun 8, 2020 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RIGS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +4.3% | +1.5% | +2.5% | +2.9% |
| Volatility (annualized) | 4.5% | 4.9% | 5.0% | 4.7% |
| Sharpe ratio | -0.01 | -0.42 | 0.06 | 0.25 |
| Sortino ratio | -0.02 | -0.56 | 0.07 | 0.34 |
| Best month | +3.4% | +3.4% | +4.8% | +4.8% |
| Worst month | −2.8% | −2.8% | −8.3% | −8.3% |
| Best 12 months | +10.7% | +10.7% | +13.9% | +13.9% |
| Worst 12 months | −1.5% | −7.9% | −7.9% | −7.9% |
| Positive months | 64% | 57% | 62% | 65% |
| Beta vs S&P 500 | 0.18 | 0.21 | 0.22 | — |
| Correlation with S&P 500 | 0.50 | 0.68 | 0.68 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RIGS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 145 | −7.9% | +3.3% | +13.9% | 87% |
| 3-year (a year) | 121 | −1.1% | +3.8% | +5.9% | 93% |
| 5-year (a year) | 97 | +0.8% | +2.4% | +4.8% | 100% |
| 10-year (a year) | 37 | +2.3% | +3.0% | +3.6% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
RIGS performance overview
RiverFront Strategic Income Fund (RIGS) returned +0.2% over the past year and +2.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +3.1% a year, turning $10,000 into about $14,960. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.3%, from Jan 16, 2020 to Mar 23, 2020, and it took 3 months to get back to the old high. RIGS finished 10 of its 12 full calendar years with a gain; the best year was 2016 (+8.8%) and the worst 2022 (−5.7%). Volatility has been 4.7% a year.
Related: RIGS chart, RIGS dividends. See the RIGS overview for the latest quote and fund facts.
RIGS performance FAQ
What is the RIGS return over the past year?
RIGS returned +0.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.6%.
What is the average annual return of RIGS?
RIGS has returned +2.0% a year over 5 years, +2.6% a year over 10 years, +3.1% a year since October 9, 2013 (total return, distributions reinvested).
How much would $10,000 invested in RIGS be worth?
$10,000 invested in RIGS at its first recorded close on October 9, 2013 would be worth about $14,960 on October 23, 2026 with distributions reinvested.
What was the worst year for RIGS?
The worst calendar year was 2022, with a total return of −5.7%. The best was 2016 at +8.8%.
What is the biggest drawdown of RIGS?
The largest peak-to-trough decline was −15.3% between January 16, 2020 and March 23, 2020. It recovered to the old high on June 8, 2020, 3 months after the bottom.
How volatile is RIGS?
Over the past 3 years RIGS had an annualized volatility of 4.5% and a Sharpe ratio of -0.01 (excess return over 1–3 month T-bills per unit of risk).