WPGTX vs. RPXIX

In the year-to-date period, WPGTX achieves a -5.80% return, which is significantly lower than RPXIX's 0.25% return. Over the past 10 years, WPGTX has underperformed RPXIX with an annualized return of 5.96%, while RPXIX has yielded a comparatively higher 10.63% annualized return.

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

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.

The current WPGTX Sharpe Ratio is -0.16, which is lower than the RPXIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of WPGTX and RPXIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WPGTX's dividend yield for the trailing twelve months is around 6.78%, less than RPXIX's 7.20% yield.

The maximum WPGTX drawdown since its inception was -62.07%, which is greater than RPXIX's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for WPGTX and RPXIX.

WPG Partners Small/Micro Cap Value Fund (WPGTX) and RiverPark Large Growth Fund (RPXIX) have volatilities of 5.81% and 5.86%, 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.