• INCEPTION (11/13/2000)

  • 18 YRS
  • AVG. ANNUAL RETURN

  • 8.96%
  • S&P RETURN

  • 6.04%
(RCAP) Rivers Capital

RCAP Growth of $10,000

RCAP Model*
RCAP Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/20/2018

RCAP Month By Month (As Of: 11/16/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RCAP YTD S&P (TR) YTD
20186.58%-7.00%-3.98%-0.01%-0.02%4.17%4.08%1.49%2.31%-5.12%0.72%-2.35% 0.98%
20175.94%3.00%-0.02%-1.00%-2.87%0.91%3.12%-0.39%0.26%-1.20%6.23%2.87%17.71% 21.83%
2016-7.43%4.36%9.14%7.42%-1.25%-0.71%3.86%1.26%-2.12%0.98%5.78%2.30%24.91% 11.96%
2015-2.96%5.00%-3.14%3.09%0.92%-2.71%1.14%-5.98%-2.93%7.04%0.08%-4.71%-5.86% 1.38%
2014-4.18%3.02%3.72%1.65%0.07%0.99%-2.60%3.49%-1.28%0.84%2.26%-1.26%6.58% 13.69%
20139.10%1.66%6.55%-2.34%3.88%-2.61%1.64%0.22%3.34%2.52%3.17%4.58%35.95% 32.39%
201210.11%2.87%3.69%-1.12%-9.03%6.84%-2.77%5.93%0.20%-1.04%-1.09%3.60%18.13% 16.00%
20111.03%5.52%-0.84%2.05%-3.66%1.07%-2.26%-5.75%-7.02%13.01%-0.11%0.75%2.33% 2.11%
2010-4.70%2.54%5.87%0.15%-9.78%-3.78%8.11%-3.50%8.06%5.22%-1.89%10.98%16.17% 15.06%
2009-10.84%-12.06%12.50%22.24%-1.81%0.72%12.60%1.47%2.85%-3.46%3.01%7.26%33.66% 26.46%
2008-3.62%-2.72%-5.07%6.44%3.76%-12.87%0.62%3.73%-3.90%-18.80%-11.42%6.89%-33.95% -37.00%
20070.52%-0.22%2.97%3.09%4.58%-0.81%-2.58%2.51%2.78%2.21%-2.99%0.96%13.49% 5.49%
20063.67%-2.71%4.26%0.43%-1.51%-2.27%-1.12%2.03%4.51%4.70%3.47%1.80%18.21% 15.79%
2005-0.63%1.50%-3.15%-3.88%4.47%0.95%2.41%-0.29%0.45%-3.44%2.89%-1.37%-0.48% 4.91%
20044.58%0.06%-3.11%-5.40%1.59%2.37%-3.60%0.90%0.82%5.11%5.55%1.80%10.46% 10.88%
2003-3.17%-4.69%-1.31%6.27%5.95%-0.40%6.91%3.44%1.42%4.42%1.44%2.29%24.14% 28.68%
2002-1.51%0.10%3.63%-0.81%2.25%-5.87%-4.41%2.95%-7.29%1.68%8.04%-3.97%-6.13% -22.10%
20013.36%-4.13%-0.68%7.68%2.35%-0.16%0.40%0.62%0.07%-1.09%0.21%5.10%14.04% -11.89%
2000-----------1.32%-4.50%-5.77% -2.14%
Returns greater than 5%
Returns less than -5%

RCAP Composite Month By Month (As Of: 10/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RCAP YTD S&P (TR) YTD
2018-0.61%-6.49%-3.78%0.49%-0.85%5.83%4.38%1.74%3.62%-4.67%---1.08% 0.98%
2017--0.06%-0.85%-2.69%1.48%3.35%-0.23%0.44%-1.01%6.38%3.18%10.24% 14.86% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.