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RPXIX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RPXIX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverPark Large Growth Fund (RPXIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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RPXIX vs. VIGIX - 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%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-13.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

The year-to-date returns for both stocks are quite close, with RPXIX having a -13.34% return and VIGIX slightly lower at -13.83%. Over the past 10 years, RPXIX has underperformed VIGIX with an annualized return of 10.12%, while VIGIX has yielded a comparatively higher 15.58% 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%

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RPXIX vs. VIGIX - Expense Ratio Comparison

RPXIX has a 0.91% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


Return for Risk

RPXIX vs. VIGIX — 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

VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
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. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


RPXIXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

0.28

0.61

-0.33

Sortino ratio

Return per unit of downside risk

0.56

1.04

-0.48

Omega ratio

Gain probability vs. loss probability

1.08

1.15

-0.07

Calmar ratio

Return relative to maximum drawdown

0.20

0.66

-0.46

Martin ratio

Return relative to average drawdown

0.71

2.38

-1.66

RPXIX vs. VIGIX - Sharpe Ratio Comparison

The current RPXIX Sharpe Ratio is 0.28, which is lower than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of RPXIX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RPXIXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.61

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.49

-0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.73

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.43

+0.03

Correlation

The correlation between RPXIX and VIGIX is 0.93, 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. VIGIX - Dividend Comparison

RPXIX's dividend yield for the trailing twelve months is around 10.56%, more than VIGIX's 0.47% yield.


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%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

RPXIX vs. VIGIX - Drawdown Comparison

The maximum RPXIX drawdown since its inception was -58.56%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for RPXIX and VIGIX.


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Drawdown Indicators


RPXIXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-58.56%

-56.95%

-1.61%

Max Drawdown (1Y)

Largest decline over 1 year

-15.28%

-16.51%

+1.23%

Max Drawdown (5Y)

Largest decline over 5 years

-58.56%

-35.62%

-22.94%

Max Drawdown (10Y)

Largest decline over 10 years

-58.56%

-35.62%

-22.94%

Current Drawdown

Current decline from peak

-20.17%

-16.51%

-3.66%

Average Drawdown

Average peak-to-trough decline

-11.64%

-16.36%

+4.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

4.56%

-0.26%

Volatility

RPXIX vs. VIGIX - Volatility Comparison

The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.87%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RPXIXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.87%

5.52%

-0.65%

Volatility (6M)

Calculated over the trailing 6-month period

10.79%

12.10%

-1.31%

Volatility (1Y)

Calculated over the trailing 1-year period

21.14%

22.69%

-1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

22.30%

+4.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.71%

21.49%

+3.22%