RPXIX vs. WPSGX

In the year-to-date period, RPXIX achieves a 24.26% return, which is significantly higher than WPSGX's 15.55% return. Over the past 10 years, RPXIX has underperformed WPSGX with an annualized return of 4.88%, while WPSGX has yielded a comparatively higher 7.92% annualized return.

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RPXIX has a 0.91% expense ratio, which is higher than WPSGX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and AB Concentrated Growth Fund (WPSGX). 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 2.14, which is comparable to the WPSGX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of RPXIX and WPSGX, 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 has not paid dividends to shareholders, while WPSGX's dividend yield for the trailing twelve months is around 0.31%.

The maximum RPXIX drawdown since its inception was -59.98%, smaller than the maximum WPSGX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for RPXIX and WPSGX. For additional features, visit the drawdowns tool.

The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.14%, while AB Concentrated Growth Fund (WPSGX) has a volatility of 4.63%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than WPSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.