Advisor Managed Portfolios (RVER) Performance
RVER total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.5% since Dec 31, 2025
- 1 year
- −1.3% total return
- Since first price
- +30.0% since 2024
RVER trailing returns vs SPY, QQQ, AGG
| Period | RVER total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −12.9% | −12.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.0% | −4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.5% | +5.5% | +7.8% | +8.4% | −1.5% |
| YTD | +4.5% | +4.5% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.3% | −3.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionApr 3, 2024 | +30.0% | +27.9% | — | — | — |
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: RVER vs SPY
From Apr 3, 2024: RVER grew to $13,005, SPY to $15,063.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RVER returns by calendar year
1 of 1 full years positive. Best 2025 (+5.7%), worst 2025 (+5.7%). 2026 is year to date.
RVER annual returns table
| Year | RVER | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.5% | −21.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.7% | −26.2% | +17.7% | +20.8% | +7.2% |
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.
RVER largest drawdowns
Now 14.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −26.2% | Apr 8, 2025 | Jul 10, 2025 | 49 days | 5 months |
| Oct 8, 2025 | −21.6% | Mar 30, 2026 | May 29, 2026 | 6 months | 8 months |
| Jul 16, 2024 | −18.0% | Aug 7, 2024 | Sep 26, 2024 | 22 days | 2 months |
| Sep 22, 2026 | −14.9% | Oct 23, 2026 | not yet | 31 days | 31 days so far |
| Jun 2, 2026 | −14.5% | Jul 29, 2026 | Sep 22, 2026 | 57 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RVER risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +19.4% |
| Volatility (annualized) | 21.0% |
| Sharpe ratio | 0.75 |
| Sortino ratio | 1.46 |
| Best month | +16.5% |
| Worst month | −11.3% |
| Best 12 months | +29.4% |
| Worst 12 months | −1.6% |
| Positive months | 62% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
RVER rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 19 | −1.6% | +13.1% | +29.4% | 89% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
RVER performance overview
Advisor Managed Portfolios (RVER) returned −1.3% over the past year, with distributions reinvested. Since its first recorded price on Apr 3, 2024 it has returned +30.0%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −26.2%, from Feb 18, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 21.0% a year.
Related: RVER chart, RVER holdings, RVER dividends, RVER valuation. See the RVER overview for the latest quote and fund facts.
RVER performance FAQ
What is the RVER return over the past year?
RVER returned −1.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.0%.
How much would $10,000 invested in RVER be worth?
$10,000 invested in RVER at its first recorded close on April 3, 2024 would be worth about $13,005 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of RVER?
The largest peak-to-trough decline was −26.2% between February 18, 2025 and April 8, 2025. It recovered to the old high on July 10, 2025, 3 months after the bottom.
How volatile is RVER?
Over the past history RVER had an annualized volatility of 21.0% and a Sharpe ratio of 0.75 (excess return over 1–3 month T-bills per unit of risk).