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BPT vs. RPXIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BPT vs. RPXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BP Prudhoe Bay Royalty Trust (BPT) and RiverPark Large Growth Fund (RPXIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BPT

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

RPXIX

1D
-1.37%
1M
2.54%
YTD
1.10%
6M
0.62%
1Y
13.17%
3Y*
18.85%
5Y*
1.25%
10Y*
11.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BPT vs. RPXIX - Yearly Performance Comparison


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Return for Risk

BPT vs. RPXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BPT

RPXIX
RPXIX Risk / Return Rank: 1111
Overall Rank
RPXIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
RPXIX Sortino Ratio Rank: 1212
Sortino Ratio Rank
RPXIX Omega Ratio Rank: 1212
Omega Ratio Rank
RPXIX Calmar Ratio Rank: 99
Calmar Ratio Rank
RPXIX Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BPT vs. RPXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BP Prudhoe Bay Royalty Trust (BPT) and RiverPark Large Growth Fund (RPXIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BPT vs. RPXIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BPTRPXIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

Drawdowns

BPT vs. RPXIX - Drawdown Comparison

The maximum BPT drawdown since its inception was 0.00%, smaller than the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for BPT and RPXIX.


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Drawdown Indicators


BPTRPXIXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-58.56%

+58.56%

Max Drawdown (1Y)

Largest decline over 1 year

-15.28%

Max Drawdown (3Y)

Largest decline over 3 years

-21.93%

Max Drawdown (5Y)

Largest decline over 5 years

-58.56%

Max Drawdown (10Y)

Largest decline over 10 years

-58.56%

Current Drawdown

Current decline from peak

0.00%

-6.87%

+6.87%

Average Drawdown

Average peak-to-trough decline

0.00%

-11.63%

+11.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

Volatility

BPT vs. RPXIX - Volatility Comparison


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Volatility by Period


BPTRPXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.10%

Volatility (6M)

Calculated over the trailing 6-month period

10.95%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

14.31%

-14.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

26.27%

-26.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

24.74%

-24.74%

Dividends

BPT vs. RPXIX - Dividend Comparison

BPT has not paid dividends to shareholders, while RPXIX's dividend yield for the trailing twelve months is around 9.05%.


PositionTTM20252024202320222021202020192018201720162015
BPT
BP Prudhoe Bay Royalty Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RPXIX
RiverPark Large Growth Fund
9.05%9.15%7.22%0.00%0.01%3.79%6.69%11.76%15.17%9.01%0.54%1.72%
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