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BPT vs. RPXIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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BPT vs. RPXIX - Yearly Performance Comparison


Returns By Period


BPT

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

RPXIX

1D
3.36%
1M
-4.91%
YTD
-10.42%
6M
-9.63%
1Y
8.55%
3Y*
17.33%
5Y*
-0.85%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 1616
Overall Rank
RPXIX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
RPXIX Sortino Ratio Rank: 1616
Sortino Ratio Rank
RPXIX Omega Ratio Rank: 1616
Omega Ratio Rank
RPXIX Calmar Ratio Rank: 1818
Calmar Ratio Rank
RPXIX Martin Ratio Rank: 1818
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

0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

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 10.21%.


TTM20252024202320222021202020192018201720162015
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
10.21%9.15%7.22%0.00%0.01%3.79%6.69%11.76%15.17%9.01%0.54%1.72%

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 (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%

-17.48%

+17.48%

Average Drawdown

Average peak-to-trough decline

0.00%

-11.64%

+11.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.37%

Volatility

BPT vs. RPXIX - Volatility Comparison


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Volatility by Period


BPTRPXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.12%

Volatility (6M)

Calculated over the trailing 6-month period

11.30%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

21.36%

-21.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

26.39%

-26.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

24.73%

-24.73%