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RPXIX vs. WPGTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RPXIX and WPGTX is 0.67, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

RPXIX vs. WPGTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
154.08%
40.31%
RPXIX
WPGTX

Key characteristics

Sharpe Ratio

RPXIX:

-0.33

WPGTX:

-0.83

Sortino Ratio

RPXIX:

-0.30

WPGTX:

-1.00

Omega Ratio

RPXIX:

0.96

WPGTX:

0.87

Calmar Ratio

RPXIX:

-0.18

WPGTX:

-0.38

Martin Ratio

RPXIX:

-0.94

WPGTX:

-1.88

Ulcer Index

RPXIX:

6.71%

WPGTX:

7.99%

Daily Std Dev

RPXIX:

19.36%

WPGTX:

18.21%

Max Drawdown

RPXIX:

-59.98%

WPGTX:

-79.00%

Current Drawdown

RPXIX:

-35.03%

WPGTX:

-39.06%

Returns By Period

In the year-to-date period, RPXIX achieves a -11.58% return, which is significantly higher than WPGTX's -12.78% return. Over the past 10 years, RPXIX has outperformed WPGTX with an annualized return of 2.98%, while WPGTX has yielded a comparatively lower 0.16% annualized return.


RPXIX

YTD

-11.58%

1M

-10.31%

6M

-12.14%

1Y

-6.25%

5Y*

7.35%

10Y*

2.98%

WPGTX

YTD

-12.78%

1M

-6.60%

6M

-18.70%

1Y

-15.29%

5Y*

14.62%

10Y*

0.16%

*Annualized

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. WPGTX - Expense Ratio Comparison

RPXIX has a 0.91% expense ratio, which is lower than WPGTX's 1.10% expense ratio.


WPGTX
WPG Partners Small/Micro Cap Value Fund
Expense ratio chart for WPGTX: current value is 1.10%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
WPGTX: 1.10%
Expense ratio chart for RPXIX: current value is 0.91%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RPXIX: 0.91%

Risk-Adjusted Performance

RPXIX vs. WPGTX — Risk-Adjusted Performance Rank

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

RPXIX
The Risk-Adjusted Performance Rank of RPXIX is 1818
Overall Rank
The Sharpe Ratio Rank of RPXIX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of RPXIX is 1818
Sortino Ratio Rank
The Omega Ratio Rank of RPXIX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of RPXIX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of RPXIX is 1616
Martin Ratio Rank

WPGTX
The Risk-Adjusted Performance Rank of WPGTX is 22
Overall Rank
The Sharpe Ratio Rank of WPGTX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of WPGTX is 11
Sortino Ratio Rank
The Omega Ratio Rank of WPGTX is 22
Omega Ratio Rank
The Calmar Ratio Rank of WPGTX is 66
Calmar Ratio Rank
The Martin Ratio Rank of WPGTX is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RPXIX vs. WPGTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX). 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.


Sharpe ratio
The chart of Sharpe ratio for RPXIX, currently valued at -0.33, compared to the broader market-1.000.001.002.003.004.00
RPXIX: -0.33
WPGTX: -0.83
The chart of Sortino ratio for RPXIX, currently valued at -0.30, compared to the broader market-2.000.002.004.006.008.0010.00
RPXIX: -0.30
WPGTX: -1.00
The chart of Omega ratio for RPXIX, currently valued at 0.96, compared to the broader market1.002.003.00
RPXIX: 0.96
WPGTX: 0.87
The chart of Calmar ratio for RPXIX, currently valued at -0.18, compared to the broader market0.005.0010.0015.0020.00
RPXIX: -0.18
WPGTX: -0.64
The chart of Martin ratio for RPXIX, currently valued at -0.94, compared to the broader market0.0020.0040.0060.00
RPXIX: -0.94
WPGTX: -1.88

The current RPXIX Sharpe Ratio is -0.33, which is higher than the WPGTX Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of RPXIX and WPGTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.33
-0.83
RPXIX
WPGTX

Dividends

RPXIX vs. WPGTX - Dividend Comparison

RPXIX has not paid dividends to shareholders, while WPGTX's dividend yield for the trailing twelve months is around 0.94%.


TTM20242023202220212020201920182017201620152014
RPXIX
RiverPark Large Growth Fund
0.00%0.00%0.00%0.01%0.00%0.00%0.00%0.00%0.04%0.66%0.15%0.26%
WPGTX
WPG Partners Small/Micro Cap Value Fund
0.94%0.82%1.16%0.52%0.32%0.64%0.44%0.40%0.35%0.42%0.72%0.75%

Drawdowns

RPXIX vs. WPGTX - Drawdown Comparison

The maximum RPXIX drawdown since its inception was -59.98%, smaller than the maximum WPGTX drawdown of -79.00%. Use the drawdown chart below to compare losses from any high point for RPXIX and WPGTX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-35.03%
-23.53%
RPXIX
WPGTX

Volatility

RPXIX vs. WPGTX - Volatility Comparison

RiverPark Large Growth Fund (RPXIX) has a higher volatility of 9.89% compared to WPG Partners Small/Micro Cap Value Fund (WPGTX) at 9.15%. This indicates that RPXIX's price experiences larger fluctuations and is considered to be riskier than WPGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
9.89%
9.15%
RPXIX
WPGTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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