RPXIX vs. BPT

Last updated Apr 2, 2026

Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and BP Prudhoe Bay Royalty Trust (BPT).

RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.

Performance

RPXIX vs. BPT - Performance Comparison

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

RPXIX vs. BPT - Yearly Performance Comparison

	2026 (YTD)
RPXIX RiverPark Large Growth Fund	-5.91%
BPT BP Prudhoe Bay Royalty Trust	0.00%

Returns By Period

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%

BPT

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

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

RPXIX vs. BPT — Risk / Return Rank

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

RPXIX

RPXIX Risk / Return Rank: 16
RPXIX Sharpe Ratio Rank: 14
RPXIX Sortino Ratio Rank: 16
RPXIX Omega Ratio Rank: 16
RPXIX Calmar Ratio Rank: 18
RPXIX Martin Ratio Rank: 18

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.

RPXIX vs. BPT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and BP Prudhoe Bay Royalty Trust (BPT). 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.

	RPXIX	BPT	Difference
Sharpe ratio Return per unit of total volatility	0.44	—	—
Sortino ratio Return per unit of downside risk	0.79	—	—
Omega ratio Gain probability vs. loss probability	1.11	—	—
Calmar ratio Return relative to maximum drawdown	0.62	—	—
Martin ratio Return relative to average drawdown	2.17	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RPXIX	BPT	Difference
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

RPXIX vs. BPT - Dividend Comparison

RPXIX's dividend yield for the trailing twelve months is around 10.21%, while BPT has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

RPXIX vs. BPT - Drawdown Comparison

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

Drawdown Indicators

	RPXIX	BPT	Difference
Max Drawdown Largest peak-to-trough decline	-58.56%	0.00%	-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	-17.48%	0.00%	-17.48%
Average Drawdown Average peak-to-trough decline	-11.64%	0.00%	-11.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.37%	—	—

Volatility

Volatility by Period

	RPXIX	BPT	Difference
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	21.36%	0.00%	+21.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.39%	0.00%	+26.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.73%	0.00%	+24.73%