WPLCX vs. RPXIX

In the year-to-date period, WPLCX achieves a 0.00% return, which is significantly lower than RPXIX's 0.25% return. Over the past 10 years, WPLCX has underperformed RPXIX with an annualized return of 5.06%, while RPXIX has yielded a comparatively higher 10.63% annualized return.

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WPLCX has a 2.33% expense ratio, which is higher than RPXIX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) 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 WPLCX Sharpe Ratio is 0.33, which is lower than the RPXIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of WPLCX 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.

WPLCX has not paid dividends to shareholders, while RPXIX's dividend yield for the trailing twelve months is around 7.20%.

The maximum WPLCX drawdown since its inception was -66.21%, which is greater than RPXIX's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for WPLCX and RPXIX.

WP Large Cap Income Plus Fund (WPLCX) has a higher volatility of 6.16% compared to RiverPark Large Growth Fund (RPXIX) at 5.86%. This indicates that WPLCX'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.