RPHIX vs. FTEC

In the year-to-date period, RPHIX achieves a 1.53% return, which is significantly higher than FTEC's -2.27% return. Over the past 10 years, RPHIX has underperformed FTEC with an annualized return of 3.10%, while FTEC has yielded a comparatively higher 19.54% annualized return.

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RPHIX has a 0.89% expense ratio, which is higher than FTEC's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for RiverPark Short Term High Yield Fund (RPHIX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.

The current RPHIX Sharpe Ratio is 4.74, which is higher than the FTEC Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of RPHIX and FTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RPHIX's dividend yield for the trailing twelve months is around 5.06%, more than FTEC's 0.50% yield.

The maximum RPHIX drawdown since its inception was -3.16%, smaller than the maximum FTEC drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for RPHIX and FTEC.

The current volatility for RiverPark Short Term High Yield Fund (RPHIX) is 0.48%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 6.73%. This indicates that RPHIX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.