RiverPark Large Growth Fund (RPXIX)
The fund seeks long-term capital appreciation by investing in equity securities of large capitalization companies that RiverPark believes have above-average growth prospects. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of large capitalization companies. The fund invests primarily in common stocks. The fund's managers consider companies with market capitalizations in excess of $5 billion to be large capitalization companies.
Fund Info
US76882K1088
76882K108
Sep 30, 2010
$50,000
Large-Cap
Growth
Expense Ratio
RPXIX has an expense ratio of 0.91%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
RiverPark Large Growth Fund (RPXIX) returned 1.07% year-to-date (YTD) and 7.00% over the past 12 months. Over the past 10 years, RPXIX returned 4.07% annually, underperforming the S&P 500 benchmark at 10.89%.
RPXIX
1.07%
15.65%
-5.23%
7.00%
3.81%
4.07%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of RPXIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.98% | -2.25% | -8.70% | 0.54% | 8.34% | 1.07% | |||||||
| 2024 | 2.73% | 5.31% | 0.94% | -5.48% | 2.96% | 5.78% | -2.53% | 3.71% | 2.61% | 0.70% | 7.24% | -9.02% | 14.57% |
| 2023 | 13.88% | -3.58% | 6.18% | 0.32% | 5.33% | 7.16% | 5.75% | -3.71% | -5.83% | -2.14% | 15.74% | 5.72% | 51.57% |
| 2022 | -11.75% | -7.03% | -1.98% | -19.82% | -5.59% | -12.69% | 11.79% | -3.66% | -10.21% | 6.44% | 3.68% | -7.21% | -47.37% |
| 2021 | -1.33% | 6.75% | -2.68% | 7.24% | -1.87% | 7.49% | 2.19% | 1.36% | -6.57% | 5.82% | -7.13% | -11.47% | -2.38% |
| 2020 | 4.33% | -8.52% | -10.81% | 19.69% | 10.98% | 4.44% | 7.45% | 5.23% | -1.97% | 0.32% | 10.59% | 0.03% | 45.26% |
| 2019 | 10.45% | 2.51% | 2.21% | 6.54% | -4.81% | 5.89% | 1.80% | -1.55% | -1.22% | 0.88% | 3.68% | -8.16% | 18.17% |
| 2018 | 7.69% | -3.19% | -1.56% | 1.67% | 2.64% | 0.97% | 2.09% | 4.71% | -0.43% | -9.35% | 0.17% | -20.47% | -16.87% |
| 2017 | 4.05% | 2.80% | 2.63% | 2.76% | 1.77% | 0.71% | 2.80% | 0.32% | 2.45% | 3.36% | 2.95% | -8.07% | 19.49% |
| 2016 | -6.33% | -0.86% | 7.65% | -0.63% | 2.54% | -4.56% | 7.43% | -0.06% | 1.10% | -3.31% | 3.54% | 0.97% | 6.68% |
| 2015 | -3.55% | 5.66% | -0.91% | 2.65% | 0.21% | -1.63% | 1.81% | -6.45% | -5.10% | 9.30% | -0.43% | -5.04% | -4.55% |
| 2014 | -2.11% | 4.88% | -1.41% | -1.51% | 2.31% | 2.07% | -0.59% | 1.83% | -3.17% | 1.42% | 2.69% | -4.03% | 1.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RPXIX is 36, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
RiverPark Large Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.12 | $0.03 | $0.05 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.66% | 0.15% | 0.26% |
Monthly Dividends
The table displays the monthly dividend distributions for RiverPark Large Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2016 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 |
| 2014 | $0.02 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the RiverPark Large Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the RiverPark Large Growth Fund was 59.98%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current RiverPark Large Growth Fund drawdown is 25.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.98% | Jul 26, 2021 | 310 | Oct 14, 2022 | — | — | — |
| -37.83% | Aug 30, 2018 | 389 | Mar 18, 2020 | 64 | Jun 18, 2020 | 453 |
| -22.27% | Jul 21, 2015 | 143 | Feb 11, 2016 | 239 | Jan 24, 2017 | 382 |
| -17.43% | Jul 25, 2011 | 20 | Aug 19, 2011 | 108 | Jan 25, 2012 | 128 |
| -12.3% | Apr 4, 2012 | 41 | Jun 1, 2012 | 71 | Sep 13, 2012 | 112 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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