Performance analysis of RSF (RiverNorth Capital and Income Fund)
Annual Return
Over the past 3 years, RSF has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RSF has had an average annual return of +5.76%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 22, 2016, RSF has had an average annual return of +4.45%, underperforming the benchmark SPY, which returned +15.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.47% | +4.59% | +9.25% | +3.80% | -1.63% | +27.61% | +3.14% | -12.10% | -1.41% | +5.37% | +2.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.86% | +0.05% | +2.25% | +1.29% | +0.93% | -0.07% | +6.47% | ||||||
| 2025 | -1.01% | +0.83% | +1.33% | +1.13% | -0.88% | -1.12% | +1.98% | +1.78% | +0.21% | +1.47% | -1.08% | -0.08% | +4.59% |
| 2024 | +1.85% | +1.95% | -0.45% | -2.97% | -0.33% | +2.93% | +0.19% | +0.75% | +2.02% | +0.30% | +1.14% | +1.62% | +9.25% |
| 2023 | -1.81% | -3.65% | -1.07% | +0.40% | +0.46% | +1.86% | +3.99% | -3.26% | +1% | -0.33% | +4.32% | +2.18% | +3.80% |
| 2022 | +1.90% | +0.08% | +1.71% | -2.61% | -1.30% | -0.71% | +1.39% | +0.84% | -4.18% | +2.03% | +1.02% | -1.59% | -1.63% |
| 2021 | +3.16% | +3.50% | +3.76% | +4% | +3.12% | +6.25% | -1.22% | +1.24% | -1.23% | +3.24% | +0.21% | -1.08% | +27.61% |
| 2020 | +1.60% | -0.27% | -9.71% | -3.89% | -0.33% | -0.60% | +0.66% | +1.19% | +0.98% | +1.11% | +6.74% | +6.66% | +3.14% |
| 2019 | +0.23% | -1.48% | -0.05% | -0.23% | -1.83% | -4.76% | -7.88% | +3.15% | +2.19% | -0.70% | -0.83% | -0.16% | -12.10% |
| 2018 | +0.45% | +0.06% | +0.08% | +0.04% | +0.13% | -0.05% | +0.13% | +0.09% | +0.05% | -0.17% | -2.12% | -0.09% | -1.41% |
| 2017 | +0.56% | +0.52% | +0.58% | +0.52% | +0.59% | +0.51% | +0.25% | +0.51% | +0.21% | +0.27% | +0.51% | +0.21% | +5.37% |
Drawdown analysis of RSF (RiverNorth Capital and Income Fund)
The maximum drawdown for the RSF was -30.60%, occurring on Mar 18, 2020. Recovery took 273 trading sessions.
The current RSF drawdown is -1.36%.
Since Sep 22, 2016 RSF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.60% | Aug 24, 2018 | 392 | Mar 18, 2020 | 273 | Apr 19, 2021 | 665 |
| -13.14% | Aug 23, 2022 | 140 | Mar 15, 2023 | 222 | Feb 1, 2024 | 362 |
| -10.01% | Mar 31, 2022 | 29 | May 12, 2022 | 65 | Aug 16, 2022 | 94 |
| -6.16% | Mar 25, 2024 | 18 | Apr 19, 2024 | 104 | Sep 18, 2024 | 122 |
| -5.82% | Jul 7, 2021 | 6 | Jul 15, 2021 | 43 | Sep 15, 2021 | 49 |
| -4.23% | Apr 3, 2025 | 2 | Apr 7, 2025 | 100 | Aug 29, 2025 | 102 |
| -3.92% | Mar 26, 2026 | 2 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -3.42% | Sep 15, 2021 | 10 | Sep 29, 2021 | 5 | Oct 6, 2021 | 15 |
| -3.30% | Jan 13, 2022 | 6 | Jan 24, 2022 | 47 | Mar 31, 2022 | 53 |
| -3.02% | Nov 17, 2021 | 20 | Dec 16, 2021 | 13 | Jan 5, 2022 | 33 |
| -2.94% | Oct 30, 2025 | 15 | Nov 20, 2025 | 15 | Dec 12, 2025 | 30 |
| -2.76% | Mar 16, 2026 | 5 | Mar 23, 2026 | 3 | Mar 26, 2026 | 8 |
| -2.65% | Dec 17, 2024 | 15 | Jan 10, 2025 | 24 | Feb 14, 2025 | 39 |
| -1.88% | Feb 18, 2025 | 6 | Feb 26, 2025 | 24 | Apr 1, 2025 | 30 |
| -1.81% | Dec 12, 2025 | 10 | Dec 29, 2025 | 9 | Jan 12, 2026 | 19 |
| -1.57% | Jan 27, 2026 | 7 | Feb 5, 2026 | 24 | Mar 12, 2026 | 31 |
| -1.41% | Apr 28, 2021 | 1 | Apr 29, 2021 | 2 | May 3, 2021 | 3 |
| -1.36% | Oct 14, 2021 | 8 | Oct 26, 2021 | 9 | Nov 8, 2021 | 17 |
| -1.36% | Oct 18, 2024 | 8 | Oct 30, 2024 | 25 | Dec 5, 2024 | 33 |
| -1.30% | May 7, 2021 | 4 | May 13, 2021 | 5 | May 20, 2021 | 9 |
| -1.04% | Sep 18, 2024 | 3 | Sep 23, 2024 | 5 | Sep 30, 2024 | 8 |
| -1.00% | Mar 13, 2024 | 3 | Mar 18, 2024 | 3 | Mar 21, 2024 | 6 |
| -0.86% | Feb 21, 2024 | 9 | Mar 5, 2024 | 6 | Mar 13, 2024 | 15 |
| -0.77% | Oct 4, 2024 | 1 | Oct 7, 2024 | 3 | Oct 10, 2024 | 4 |
| -0.77% | Oct 3, 2025 | 1 | Oct 6, 2025 | 8 | Oct 16, 2025 | 9 |