RPXIX vs. AGRFX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and AB Growth Fund (AGRFX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPXIX or AGRFX.
Key characteristics
| RPXIX | AGRFX | |
|---|---|---|
| YTD Return | 23.61% | 32.66% |
| 1Y Return | 38.49% | 34.38% |
| 3Y Return (Ann) | -6.99% | 2.40% |
| 5Y Return (Ann) | 5.82% | 10.18% |
| 10Y Return (Ann) | 4.97% | 7.91% |
| Sharpe Ratio | 2.62 | 2.10 |
| Sortino Ratio | 3.41 | 2.67 |
| Omega Ratio | 1.47 | 1.40 |
| Calmar Ratio | 0.95 | 1.52 |
| Martin Ratio | 15.75 | 10.37 |
| Ulcer Index | 2.58% | 3.55% |
| Daily Std Dev | 15.48% | 17.47% |
| Max Drawdown | -59.98% | -61.88% |
| Current Drawdown | -20.72% | -0.32% |
Correlation
The correlation between RPXIX and AGRFX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RPXIX vs. AGRFX - Performance Comparison
In the year-to-date period, RPXIX achieves a 23.61% return, which is significantly lower than AGRFX's 32.66% return. Over the past 10 years, RPXIX has underperformed AGRFX with an annualized return of 4.97%, while AGRFX has yielded a comparatively higher 7.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RPXIX vs. AGRFX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is lower than AGRFX's 1.12% expense ratio.
Risk-Adjusted Performance
RPXIX vs. AGRFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and AB Growth Fund (AGRFX). 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.
Dividends
RPXIX vs. AGRFX - Dividend Comparison
Neither RPXIX nor AGRFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.66% | 0.15% | 0.26% | 0.20% |
AGRFX AB Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPXIX vs. AGRFX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -59.98%, roughly equal to the maximum AGRFX drawdown of -61.88%. Use the drawdown chart below to compare losses from any high point for RPXIX and AGRFX. For additional features, visit the drawdowns tool.
Volatility
RPXIX vs. AGRFX - Volatility Comparison
The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.11%, while AB Growth Fund (AGRFX) has a volatility of 4.97%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than AGRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.