RPXIX vs. WPGTX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972.
Performance
RPXIX vs. WPGTX - Performance Comparison
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RPXIX vs. WPGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | -10.42% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
WPGTX WPG Partners Small/Micro Cap Value Fund | 4.41% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
Returns By Period
In the year-to-date period, RPXIX achieves a -10.42% return, which is significantly lower than WPGTX's 4.41% return. Over the past 10 years, RPXIX has outperformed WPGTX with an annualized return of 10.49%, while WPGTX has yielded a comparatively lower 9.20% annualized return.
RPXIX
- 1D
- 3.36%
- 1M
- -4.91%
- YTD
- -10.42%
- 6M
- -9.63%
- 1Y
- 8.55%
- 3Y*
- 17.33%
- 5Y*
- -0.85%
- 10Y*
- 10.49%
WPGTX
- 1D
- 2.50%
- 1M
- -5.44%
- YTD
- 4.41%
- 6M
- 6.24%
- 1Y
- 20.47%
- 3Y*
- 10.99%
- 5Y*
- 9.43%
- 10Y*
- 9.20%
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RPXIX vs. WPGTX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is lower than WPGTX's 1.10% expense ratio.
Return for Risk
RPXIX vs. WPGTX — Risk / Return Rank
RPXIX
WPGTX
RPXIX vs. WPGTX - Risk-Adjusted Trends 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.
| RPXIX | WPGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.00 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.47 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.42 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.17 | 5.49 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RPXIX | WPGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.00 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.48 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.41 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.45 | +0.02 |
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.
Dividends
RPXIX vs. WPGTX - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 10.21%, more than WPGTX's 9.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 10.21% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.72% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
Drawdowns
RPXIX vs. WPGTX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -58.56%, roughly equal to the maximum WPGTX drawdown of -60.60%. Use the drawdown chart below to compare losses from any high point for RPXIX and WPGTX.
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Drawdown Indicators
| RPXIX | WPGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -60.60% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -14.46% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -25.90% | -32.66% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -50.03% | -8.53% |
Current DrawdownCurrent decline from peak | -17.48% | -7.44% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -13.05% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 3.74% | +0.63% |
Volatility
RPXIX vs. WPGTX - Volatility Comparison
RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX) have volatilities of 6.12% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPXIX | WPGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 6.05% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 12.00% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.36% | 20.86% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.39% | 19.84% | +6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.73% | 22.46% | +2.27% |