RPXIX vs. MMRIX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and MainStay Moderate Allocation Fund (MMRIX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. MMRIX is managed by New York Life. It was launched on Apr 3, 2005.
Performance
RPXIX vs. MMRIX - Performance Comparison
Loading graphics...
RPXIX vs. MMRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | -13.34% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
MMRIX MainStay Moderate Allocation Fund | -3.07% | 11.38% | 8.84% | 13.65% | -13.76% | 12.21% | 13.01% | 18.20% | -8.86% | 12.11% |
Returns By Period
In the year-to-date period, RPXIX achieves a -13.34% return, which is significantly lower than MMRIX's -3.07% return. Over the past 10 years, RPXIX has outperformed MMRIX with an annualized return of 10.12%, while MMRIX has yielded a comparatively lower 6.30% annualized return.
RPXIX
- 1D
- 0.28%
- 1M
- -8.04%
- YTD
- -13.34%
- 6M
- -12.24%
- 1Y
- 5.71%
- 3Y*
- 16.04%
- 5Y*
- -1.11%
- 10Y*
- 10.12%
MMRIX
- 1D
- 0.00%
- 1M
- -6.27%
- YTD
- -3.07%
- 6M
- -0.93%
- 1Y
- 9.58%
- 3Y*
- 8.70%
- 5Y*
- 4.63%
- 10Y*
- 6.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RPXIX vs. MMRIX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is higher than MMRIX's 0.09% expense ratio.
Return for Risk
RPXIX vs. MMRIX — Risk / Return Rank
RPXIX
MMRIX
RPXIX vs. MMRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and MainStay Moderate Allocation Fund (MMRIX). 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 | MMRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.96 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.39 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.10 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.71 | 5.01 | -4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RPXIX | MMRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.96 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.45 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.52 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between RPXIX and MMRIX is 0.86, 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.
Dividends
RPXIX vs. MMRIX - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 10.56%, more than MMRIX's 5.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 10.56% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
MMRIX MainStay Moderate Allocation Fund | 5.69% | 5.51% | 6.88% | 0.60% | 5.92% | 9.74% | 5.89% | 4.16% | 7.98% | 3.23% | 1.73% | 5.26% |
Drawdowns
RPXIX vs. MMRIX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -58.56%, which is greater than MMRIX's maximum drawdown of -35.91%. Use the drawdown chart below to compare losses from any high point for RPXIX and MMRIX.
Loading graphics...
Drawdown Indicators
| RPXIX | MMRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -35.91% | -22.65% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -7.72% | -7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -20.40% | -38.16% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -24.34% | -34.22% |
Current DrawdownCurrent decline from peak | -20.17% | -6.40% | -13.77% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -4.52% | -7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 1.70% | +2.60% |
Volatility
RPXIX vs. MMRIX - Volatility Comparison
RiverPark Large Growth Fund (RPXIX) has a higher volatility of 4.87% compared to MainStay Moderate Allocation Fund (MMRIX) at 3.33%. This indicates that RPXIX's price experiences larger fluctuations and is considered to be riskier than MMRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RPXIX | MMRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 3.33% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 5.85% | +4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 10.14% | +11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 10.31% | +16.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.71% | 12.16% | +12.55% |