WPGTX vs. RPXIX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and RiverPark Large Growth Fund (RPXIX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
WPGTX vs. RPXIX - Performance Comparison
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WPGTX vs. RPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 1.86% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
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% |
Returns By Period
In the year-to-date period, WPGTX achieves a 1.86% return, which is significantly higher than RPXIX's -13.34% return. Over the past 10 years, WPGTX has underperformed RPXIX with an annualized return of 8.93%, while RPXIX has yielded a comparatively higher 10.12% annualized return.
WPGTX
- 1D
- -0.52%
- 1M
- -7.70%
- YTD
- 1.86%
- 6M
- 4.01%
- 1Y
- 17.79%
- 3Y*
- 10.08%
- 5Y*
- 9.29%
- 10Y*
- 8.93%
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%
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WPGTX vs. RPXIX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is higher than RPXIX's 0.91% expense ratio.
Return for Risk
WPGTX vs. RPXIX — Risk / Return Rank
WPGTX
RPXIX
WPGTX vs. RPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WPG Partners Small/Micro Cap Value Fund (WPGTX) and RiverPark Large Growth Fund (RPXIX). 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.
| WPGTX | RPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.28 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.56 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.08 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.20 | +0.87 |
Martin ratioReturn relative to average drawdown | 4.17 | 0.71 | +3.45 |
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
| WPGTX | RPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.28 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | -0.04 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.46 | -0.01 |
Correlation
The correlation between WPGTX and RPXIX 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
WPGTX vs. RPXIX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.96%, less than RPXIX's 10.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.96% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
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% |
Drawdowns
WPGTX vs. RPXIX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, roughly equal to the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for WPGTX and RPXIX.
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Drawdown Indicators
| WPGTX | RPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -58.56% | -2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -15.28% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -58.56% | +32.66% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -58.56% | +8.53% |
Current DrawdownCurrent decline from peak | -9.70% | -20.17% | +10.47% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -11.64% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 4.30% | -0.59% |
Volatility
WPGTX vs. RPXIX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 5.34% compared to RiverPark Large Growth Fund (RPXIX) at 4.87%. This indicates that WPGTX's price experiences larger fluctuations and is considered to be riskier than RPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPGTX | RPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.87% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 10.79% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 21.14% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 26.37% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 24.71% | -2.26% |