RPXIX vs. CGBD
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and TCG BDC, Inc. (CGBD).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPXIX or CGBD.
Correlation
The correlation between RPXIX and CGBD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPXIX vs. CGBD - Performance Comparison
Key characteristics
RPXIX:
0.35
CGBD:
-0.35
RPXIX:
0.65
CGBD:
-0.33
RPXIX:
1.09
CGBD:
0.96
RPXIX:
0.30
CGBD:
-0.32
RPXIX:
1.38
CGBD:
-1.09
RPXIX:
5.81%
CGBD:
7.28%
RPXIX:
22.83%
CGBD:
22.68%
RPXIX:
-54.53%
CGBD:
-71.62%
RPXIX:
-16.99%
CGBD:
-18.22%
Returns By Period
In the year-to-date period, RPXIX achieves a -7.07% return, which is significantly higher than CGBD's -15.34% return.
RPXIX
-7.07%
-2.79%
-4.34%
10.03%
9.79%
9.81%
CGBD
-15.34%
-12.23%
-11.51%
-7.20%
26.15%
N/A
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Risk-Adjusted Performance
RPXIX vs. CGBD — Risk-Adjusted Performance Rank
RPXIX
CGBD
RPXIX vs. CGBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and TCG BDC, Inc. (CGBD). 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. CGBD - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 7.77%, more than CGBD's 6.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 7.77% | 7.22% | 0.00% | 0.01% | 13.26% | 6.69% | 11.76% | 15.17% | 9.01% | 0.67% | 1.86% | 3.05% |
CGBD TCG BDC, Inc. | 6.56% | 5.13% | 5.88% | 7.97% | 7.36% | 14.33% | 11.06% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPXIX vs. CGBD - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -54.53%, smaller than the maximum CGBD drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for RPXIX and CGBD. For additional features, visit the drawdowns tool.
Volatility
RPXIX vs. CGBD - Volatility Comparison
RiverPark Large Growth Fund (RPXIX) has a higher volatility of 16.15% compared to TCG BDC, Inc. (CGBD) at 15.00%. This indicates that RPXIX's price experiences larger fluctuations and is considered to be riskier than CGBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.