IHFAX vs. RSIIX
IHFAX (Integrity High Income Fund) and RSIIX (RiverPark Strategic Income Fund) are both High Yield Bonds funds. Over the past 10 years, IHFAX returned 5.49%/yr vs 5.17%/yr for RSIIX. At a 0.39 correlation, their price movements are largely independent. IHFAX charges 0.99%/yr vs 1.18%/yr for RSIIX.
Performance
IHFAX vs. RSIIX - Performance Comparison
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Returns By Period
In the year-to-date period, IHFAX achieves a 1.23% return, which is significantly lower than RSIIX's 1.69% return. Over the past 10 years, IHFAX has outperformed RSIIX with an annualized return of 5.49%, while RSIIX has yielded a comparatively lower 5.17% annualized return.
IHFAX
- 1D
- 0.00%
- 1M
- 0.59%
- YTD
- 1.23%
- 6M
- 1.93%
- 1Y
- 6.18%
- 3Y*
- 8.41%
- 5Y*
- 3.86%
- 10Y*
- 5.49%
RSIIX
- 1D
- 0.00%
- 1M
- 0.29%
- YTD
- 1.69%
- 6M
- 1.57%
- 1Y
- 5.22%
- 3Y*
- 7.06%
- 5Y*
- 5.23%
- 10Y*
- 5.17%
IHFAX vs. RSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHFAX Integrity High Income Fund | 1.23% | 8.27% | 7.72% | 10.95% | -9.28% | 4.91% | 6.15% | 14.34% | -2.06% | 7.22% |
RSIIX RiverPark Strategic Income Fund | 1.69% | 6.04% | 8.44% | 9.59% | -3.31% | 11.60% | 3.42% | 3.50% | 1.36% | 4.84% |
Correlation
The correlation between IHFAX and RSIIX is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.39 |
The correlation between IHFAX and RSIIX shifts across timeframes, from 0.34 (3 years) to 0.45 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IHFAX vs. RSIIX — Risk / Return Rank
IHFAX
RSIIX
IHFAX vs. RSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity High Income Fund (IHFAX) and RiverPark Strategic Income Fund (RSIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IHFAX | RSIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.55 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | 3.07 | +0.19 |
| Martin ratioReturn relative to average drawdown | 14.70 | 20.64 | -5.94 |
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Drawdowns
IHFAX vs. RSIIX - Drawdown Comparison
The maximum IHFAX drawdown since its inception was -49.81%, which is greater than RSIIX's maximum drawdown of -15.55%. Use the drawdown chart below to compare losses from any high point for IHFAX and RSIIX.
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Drawdown Indicators
| IHFAX | RSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.81% | -15.55% | -34.26% |
Max Drawdown (1Y)Largest decline over 1 year | -1.95% | -1.79% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -3.39% | -1.79% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -13.49% | -5.61% | -7.88% |
Max Drawdown (10Y)Largest decline over 10 years | -21.32% | -15.55% | -5.77% |
Current DrawdownCurrent decline from peak | -0.26% | -0.24% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -1.16% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 0.27% | +0.16% |
Volatility
IHFAX vs. RSIIX - Volatility Comparison
Integrity High Income Fund (IHFAX) has a higher volatility of 0.72% compared to RiverPark Strategic Income Fund (RSIIX) at 0.47%. This indicates that IHFAX's price experiences larger fluctuations and is considered to be riskier than RSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHFAX | RSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.72% | 0.47% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.34% | 2.84% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.05% | 3.09% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.09% | 2.52% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.73% | 2.88% | +2.85% |
IHFAX vs. RSIIX - Expense Ratio Comparison
IHFAX has a 0.99% expense ratio, which is lower than RSIIX's 1.18% expense ratio.
Dividends
IHFAX vs. RSIIX - Dividend Comparison
IHFAX's dividend yield for the trailing twelve months is around 5.48%, less than RSIIX's 7.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHFAX Integrity High Income Fund | 5.48% | 4.99% | 5.34% | 5.16% | 4.79% | 3.41% | 4.43% | 5.21% | 5.48% | 5.14% | 5.16% | 5.17% |
RSIIX RiverPark Strategic Income Fund | 7.42% | 7.75% | 7.67% | 7.61% | 6.58% | 5.12% | 5.77% | 4.84% | 4.59% | 4.98% | 5.10% | 6.57% |
Frequently Asked Questions
IHFAX and RSIIX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IHFAX has higher volatility (0.72%) compared to RSIIX (0.47%). In terms of maximum drawdown, IHFAX dropped -49.81% vs RSIIX's -15.55%.
IHFAX currently has the higher Sharpe Ratio (2.09 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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