RPXIX vs. WPGTX

In the year-to-date period, RPXIX achieves a -7.07% return, which is significantly higher than WPGTX's -11.39% return. Over the past 10 years, RPXIX has outperformed WPGTX with an annualized return of 9.81%, while WPGTX has yielded a comparatively lower 0.31% annualized return.

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

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.

The current RPXIX Sharpe Ratio is 0.35, which is higher than the WPGTX Sharpe Ratio of -0.53. 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.

RPXIX's dividend yield for the trailing twelve months is around 7.77%, more than WPGTX's 0.93% yield.

The maximum RPXIX drawdown since its inception was -54.53%, 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.

RiverPark Large Growth Fund (RPXIX) has a higher volatility of 16.15% compared to WPG Partners Small/Micro Cap Value Fund (WPGTX) at 13.96%. 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.