WPOPX vs. RPXIX
Compare and contrast key facts about Weitz Partners III Opportunity Fund (WPOPX) and RiverPark Large Growth Fund (RPXIX).
WPOPX is managed by Weitz. It was launched on Dec 29, 2005. RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
WPOPX vs. RPXIX - Performance Comparison
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WPOPX vs. RPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPOPX Weitz Partners III Opportunity Fund | -9.58% | 3.23% | 16.32% | 17.35% | -22.53% | 12.55% | 9.45% | 34.24% | -5.26% | 5.48% |
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, WPOPX achieves a -9.58% return, which is significantly higher than RPXIX's -13.34% return. Over the past 10 years, WPOPX has underperformed RPXIX with an annualized return of 5.41%, while RPXIX has yielded a comparatively higher 10.12% annualized return.
WPOPX
- 1D
- 0.86%
- 1M
- -7.28%
- YTD
- -9.58%
- 6M
- -8.92%
- 1Y
- -6.23%
- 3Y*
- 7.33%
- 5Y*
- 0.70%
- 10Y*
- 5.41%
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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WPOPX vs. RPXIX - Expense Ratio Comparison
WPOPX has a 1.43% expense ratio, which is higher than RPXIX's 0.91% expense ratio.
Return for Risk
WPOPX vs. RPXIX — Risk / Return Rank
WPOPX
RPXIX
WPOPX vs. RPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners III Opportunity Fund (WPOPX) 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.
| WPOPX | RPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.34 | 0.28 | -0.62 |
Sortino ratioReturn per unit of downside risk | -0.40 | 0.56 | -0.96 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.08 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.64 | 0.20 | -0.84 |
Martin ratioReturn relative to average drawdown | -1.93 | 0.71 | -2.64 |
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
| WPOPX | RPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 0.28 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | -0.04 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.41 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.46 | -0.08 |
Correlation
The correlation between WPOPX and RPXIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WPOPX vs. RPXIX - Dividend Comparison
WPOPX's dividend yield for the trailing twelve months is around 6.22%, less than RPXIX's 10.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPOPX Weitz Partners III Opportunity Fund | 6.22% | 5.62% | 7.04% | 6.85% | 8.47% | 11.86% | 12.50% | 6.51% | 7.99% | 4.65% | 1.35% | 13.50% |
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
WPOPX vs. RPXIX - Drawdown Comparison
The maximum WPOPX drawdown since its inception was -55.70%, roughly equal to the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for WPOPX and RPXIX.
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Drawdown Indicators
| WPOPX | RPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -58.56% | +2.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -15.28% | +2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -58.56% | +29.83% |
Max Drawdown (10Y)Largest decline over 10 years | -28.73% | -58.56% | +29.83% |
Current DrawdownCurrent decline from peak | -11.69% | -20.17% | +8.48% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -11.64% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 4.30% | -0.17% |
Volatility
WPOPX vs. RPXIX - Volatility Comparison
The current volatility for Weitz Partners III Opportunity Fund (WPOPX) is 4.30%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 4.87%. This indicates that WPOPX experiences smaller price fluctuations and is considered to be less risky 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
| WPOPX | RPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.87% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 10.79% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 21.14% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 26.37% | -10.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.94% | 24.71% | -8.77% |