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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPGTX or RPXIX.
Key characteristics
| WPGTX | RPXIX | |
|---|---|---|
| YTD Return | 17.63% | 23.61% |
| 1Y Return | 25.37% | 38.49% |
| 3Y Return (Ann) | 1.47% | -6.99% |
| 5Y Return (Ann) | 9.36% | 5.82% |
| 10Y Return (Ann) | 1.82% | 4.97% |
| Sharpe Ratio | 1.60 | 2.62 |
| Sortino Ratio | 2.21 | 3.41 |
| Omega Ratio | 1.29 | 1.47 |
| Calmar Ratio | 0.70 | 0.95 |
| Martin Ratio | 9.03 | 15.75 |
| Ulcer Index | 2.91% | 2.58% |
| Daily Std Dev | 16.45% | 15.48% |
| Max Drawdown | -79.00% | -59.98% |
| Current Drawdown | -21.67% | -20.72% |
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.
Performance
WPGTX vs. RPXIX - Performance Comparison
In the year-to-date period, WPGTX achieves a 17.63% return, which is significantly lower than RPXIX's 23.61% return. Over the past 10 years, WPGTX has underperformed RPXIX with an annualized return of 1.82%, while RPXIX has yielded a comparatively higher 4.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
WPGTX vs. RPXIX - Risk-Adjusted Performance 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.
Dividends
WPGTX vs. RPXIX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 0.99%, while RPXIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 0.99% | 1.16% | 0.52% | 0.32% | 0.64% | 0.44% | 0.40% | 0.35% | 0.42% | 0.72% | 0.75% | 0.12% |
RPXIX RiverPark Large Growth Fund | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.66% | 0.15% | 0.26% | 0.20% |
Drawdowns
WPGTX vs. RPXIX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -79.00%, which is greater than RPXIX's maximum drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for WPGTX and RPXIX. For additional features, visit the drawdowns tool.
Volatility
WPGTX vs. RPXIX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 4.57% compared to RiverPark Large Growth Fund (RPXIX) at 4.11%. 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.