PortfoliosLab logoPortfoliosLab logo
RPXIX vs. RLSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RPXIX vs. RLSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverPark Large Growth Fund (RPXIX) and RiverPark Long/Short Opportunity Fund (RLSIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

RPXIX vs. RLSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
RLSIX
RiverPark Long/Short Opportunity Fund
-12.16%8.57%16.06%43.85%-53.89%2.10%54.74%20.00%-2.20%22.10%

Returns By Period

In the year-to-date period, RPXIX achieves a -13.34% return, which is significantly lower than RLSIX's -12.16% return. Over the past 10 years, RPXIX has outperformed RLSIX with an annualized return of 10.12%, while RLSIX has yielded a comparatively lower 5.37% 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%

RLSIX

1D
0.15%
1M
-6.41%
YTD
-12.16%
6M
-12.05%
1Y
1.19%
3Y*
11.41%
5Y*
-5.17%
10Y*
5.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. RLSIX - Expense Ratio Comparison

RPXIX has a 0.91% expense ratio, which is lower than RLSIX's 1.75% expense ratio.


Return for Risk

RPXIX vs. RLSIX — Risk / Return Rank

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

RPXIX
RPXIX Risk / Return Rank: 1111
Overall Rank
RPXIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
RPXIX Sortino Ratio Rank: 1313
Sortino Ratio Rank
RPXIX Omega Ratio Rank: 1313
Omega Ratio Rank
RPXIX Calmar Ratio Rank: 1010
Calmar Ratio Rank
RPXIX Martin Ratio Rank: 1010
Martin Ratio Rank

RLSIX
RLSIX Risk / Return Rank: 66
Overall Rank
RLSIX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
RLSIX Sortino Ratio Rank: 77
Sortino Ratio Rank
RLSIX Omega Ratio Rank: 77
Omega Ratio Rank
RLSIX Calmar Ratio Rank: 66
Calmar Ratio Rank
RLSIX Martin Ratio Rank: 55
Martin Ratio Rank
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. RLSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and RiverPark Long/Short Opportunity Fund (RLSIX). 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.


RPXIXRLSIXDifference

Sharpe ratio

Return per unit of total volatility

0.28

0.09

+0.20

Sortino ratio

Return per unit of downside risk

0.56

0.24

+0.32

Omega ratio

Gain probability vs. loss probability

1.08

1.03

+0.05

Calmar ratio

Return relative to maximum drawdown

0.20

-0.05

+0.25

Martin ratio

Return relative to average drawdown

0.71

-0.17

+0.88

RPXIX vs. RLSIX - Sharpe Ratio Comparison

The current RPXIX Sharpe Ratio is 0.28, which is higher than the RLSIX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of RPXIX and RLSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


RPXIXRLSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.09

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

-0.21

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.25

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.34

+0.12

Correlation

The correlation between RPXIX and RLSIX is 0.88, 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. RLSIX - Dividend Comparison

RPXIX's dividend yield for the trailing twelve months is around 10.56%, while RLSIX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
RLSIX
RiverPark Long/Short Opportunity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%11.94%11.66%1.26%0.00%0.00%

Drawdowns

RPXIX vs. RLSIX - Drawdown Comparison

The maximum RPXIX drawdown since its inception was -58.56%, roughly equal to the maximum RLSIX drawdown of -60.82%. Use the drawdown chart below to compare losses from any high point for RPXIX and RLSIX.


Loading graphics...

Drawdown Indicators


RPXIXRLSIXDifference

Max Drawdown

Largest peak-to-trough decline

-58.56%

-60.82%

+2.26%

Max Drawdown (1Y)

Largest decline over 1 year

-15.28%

-14.56%

-0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-58.56%

-60.82%

+2.26%

Max Drawdown (10Y)

Largest decline over 10 years

-58.56%

-60.82%

+2.26%

Current Drawdown

Current decline from peak

-20.17%

-34.87%

+14.70%

Average Drawdown

Average peak-to-trough decline

-11.64%

-14.92%

+3.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

4.36%

-0.06%

Volatility

RPXIX vs. RLSIX - Volatility Comparison

RiverPark Large Growth Fund (RPXIX) has a higher volatility of 4.87% compared to RiverPark Long/Short Opportunity Fund (RLSIX) at 3.92%. This indicates that RPXIX's price experiences larger fluctuations and is considered to be riskier than RLSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


RPXIXRLSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.87%

3.92%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

10.79%

8.89%

+1.90%

Volatility (1Y)

Calculated over the trailing 1-year period

21.14%

16.58%

+4.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

25.20%

+1.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.71%

21.52%

+3.19%