RiverSource Series Competition

Mutual Funds . USA . 
Fund . Riversource Series Trust
RCEAX Fund  USD 12.18  0.27  2.27%   
The fund is listed under the China Region category and is part of the RBC Global Asset Management. family. Riversource Series Trust is often compared with GOLDMAN SACHS, NEBRASKA MUNICIPAL, VANGUARD LIMITED-TERM, TAXABLE MUNICIPAL, and T ROWE and additional peers. Interest coverage ratios across RiverSource Series' peer set reveal which firms carry the most financial risk.

Pair Correlation for RiverSource Series and T ROWE Overview

Weak diversification
The correlation between RiverSource Series and T ROWE is 0.41, which Macroaxis classifies as Weak diversification for the selected horizon. A 0.41 reading means RiverSource Series and T ROWE have partial price overlap, offering some diversification benefit.

Moving together with RiverSource Mutual Fund

  0.61FCHKX Fidelity China RegionPairCorr
Specify up to 10 symbols:
Experienced market participants anticipate that RiverSource Series' price will even out over time. Periods when RiverSource Series' deviates significantly from its historical mean may warrant further fundamental analysis.
Hype
Prediction
LowEstimatedHigh
10.9312.1813.43
Details
Intrinsic
Valuation
LowRealHigh
11.0712.3213.57
Details
Analyzing RiverSource Series in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

RiverSource Series Competition Correlation Matrix

Correlation analysis between Riversource Series Trust and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

High positive correlations

VMLTX
+ 0.98
GUIRX
PRFHX
+ 0.98
GUIRX
PRFHX
+ 0.98
VMLTX
PRFHX
+ 0.96
LCPMX
PRFHX
+ 0.95
NEMUX
LCPMX
+ 0.95
VMLTX
  

High negative correlations

PRFHX
- 0.0
TIMXX
DUTMX
- 0.0
TIMXX
LCPMX
- 0.0
TIMXX
VMLTX
- 0.0
TIMXX
NEMUX
- 0.0
TIMXX
TIMXX
- 0.0
GUIRX

Risk-Adjusted Indicators

Strong recent returns in RiverSource Mutual Fund do not always mean RiverSource Series Mutual Fund is outperforming peers on business quality. Risk-adjusted metrics help compare RiverSource Series' efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

RiverSource Series Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
RCEAX GUIRX TIMXX NEMUX VMLTX LCPMX DUTMX PRFHX
 2.27 
12.18
RiverSource
 0.07 
15.09
GOLDMAN
 0.00 
1.00
RBC
 0.44 
9.10
NEBRASKA
 0.27 
10.94
VANGUARD
 0.23 
8.63
Lind
 0.54 
7.39
TAXABLE
 0.18 
11.01
PRFHX
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Weak
Weak
Weak
Weak
Mild
Contained
Soft
Soft
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Fair
Low
Low
Fair
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Sell
Hold
Strong Hold
Cautious Hold
Cautious Hold
Cautious Hold
Cautious Hold
Holdings Turnover
1.00 %
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
4.17 M
2.72 B
3.18 B
26.75 M
34.59 B
N/A
10.97 M
3.49 B
Minimum Initial Investment
10 K
N/A
N/A
N/A
N/A
N/A
100
2.5 K
Price To Book
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.68 X
Five Year Return
N/A
1.25 %
N/A
-0.51 %
1.91 %
N/A
-1.67 %
1.49 %
One Year Return
-10.19 %
2.82 %
N/A
3.03 %
4.52 %
N/A
4.29 %
3.78 %
Last Dividend Paid
0.28
0.03
N/A
N/A
N/A
N/A
0.02
0.03
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.02 X
Price To Sales
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.94 X
Cash Position Weight
2.15 %
3.39 %
N/A
N/A
4.74 %
N/A
N/A
0.19 %
Equity Positions Weight
97.70 %
N/A
N/A
N/A
N/A
N/A
N/A
0.01 %
Three Year Return
17.39 %
3.73 %
N/A
1.28 %
3.73 %
N/A
3.18 %
5.14 %
Annual Yield
0.03 %
0.0037 %
0.04 %
0.0042 %
0.03 %
N/A
0.04 %
0.04 %
Year To Date Return
11.83 %
0.98 %
N/A
0.80 %
0.91 %
N/A
0.78 %
0.46 %
Bond Positions Weight
N/A
96.52 %
N/A
N/A
1.08 %
N/A
100.00 %
99.68 %
Ten Year Return
N/A
4.10 %
N/A
3.25 %
1.82 %
N/A
N/A
4.72 %
Day Typical Price
12.18
15.09
1.0
9.1
10.94
8.63
7.39
11.01
Period Momentum Indicator
0.27
0.01
N/A
-0.04
-0.03
0.02
0.04
0.02
Rate Of Daily Change
1.02
1.0
1.0
1.0
1.0
1.0
1.01
1.0
Day Median Price
12.18
15.09
1.0
9.1
10.94
8.63
7.39
11.01
Price Action Indicator
0.13
0.005
N/A
-0.02
-0.01
0.01
0.02
0.01
Relative Strength Index
47.5
40.25
N/A
47.89
43.37
49.47
41.68
43.12
Coefficient Of Variation
5165.74
127013.83
N/A
136143.91
2436.14
1285.74
3808.52
2943.12
Mean Deviation
0.9053
0.0953
N/A
0.0791
0.056
0.1463
0.2542
0.1359
Jensen Alpha
0.0534
-0.01
N/A
-0.01
-0.0049
0.0105
0.0027
2.0E-4
Total Risk Alpha
0.0959
9.0E-4
N/A
2.0E-4
0.0011
0.0235
0.0213
0.0112
Sortino Ratio
0.0501
0.1677
N/A
0.1445
0.2538
0.1585
0.1341
0.1566
Downside Variance
1.91
0.0742
N/A
0.0998
0.0384
0.1603
0.1641
0.113
Standard Deviation
1.22
0.1598
N/A
0.1491
0.1026
0.2304
0.3342
0.2093
Kurtosis
0.848
3.88
N/A
3.73
4.78
3.06
0.4381
2.93
Potential Upside
2.1
0.1976
N/A
0.2188
0.0913
0.4551
0.545
0.2717
Treynor Ratio
0.019
-0.44
N/A
3.19
-0.37
0.1679
-0.02
-0.05
Maximum Drawdown
6.46
0.9879
N/A
0.8734
0.7299
1.38
1.62
1.27
Variance
1.49
0.0255
N/A
0.0222
0.0105
0.0531
0.1117
0.0438
Market Risk Adjusted Performance
0.029
-0.43
N/A
3.2
-0.36
0.1779
-0.01
-0.04
Risk Adjusted Performance
0.0192
-0.04
N/A
-0.04
-0.04
0.0383
0.007
-0.0013
Skewness
-0.38
-0.99
N/A
-1.07
-0.21
-0.89
-0.47
-0.93
Semi Deviation
1.32
0.1649
N/A
0.135
0.0512
0.1795
0.3217
0.1963
Information Ratio
0.0567
0.2858
N/A
0.3062
0.4848
0.2754
0.1625
0.2515
Value At Risk
-1.96
-0.26
N/A
-0.33
-0.18
-0.45
-0.54
-0.36
Expected Short fall
-0.85
-0.12
N/A
-0.16
-0.13
-0.20
-0.29
-0.17
Downside Deviation
1.38
0.2723
N/A
0.3159
0.196
0.4003
0.4051
0.3362
Semi Variance
1.75
0.0272
N/A
0.0182
0.0026
0.0322
0.1035
0.0385

RiverSource Series Competition Peer Performance Charts

How to Analyze RiverSource Series Against Peers

RiverSource Series' peer analysis compares RiverSource Series with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether RiverSource Series trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where RiverSource Series leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

RiverSource Series has a wider economic moat score than the average competitor, based on return spread and reinvestment patterns. Two companies in the same sector can have very different risk profiles once you look past revenue size. Relative comparison helps show where RiverSource Series is stronger or weaker against peers.

Data shown for Riversource Series Trust is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 25th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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