WPOPX vs. RPXIX

In the year-to-date period, WPOPX achieves a -0.23% return, which is significantly lower than RPXIX's 0.25% return. Over the past 10 years, WPOPX has underperformed RPXIX with an annualized return of 5.17%, while RPXIX has yielded a comparatively higher 10.63% annualized return.

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WPOPX has a 1.43% expense ratio, which is higher than RPXIX's 0.91% expense ratio.

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.

The current WPOPX Sharpe Ratio is 0.70, which is comparable to the RPXIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of WPOPX 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.

WPOPX's dividend yield for the trailing twelve months is around 7.05%, less than RPXIX's 7.20% yield.

The maximum WPOPX drawdown since its inception was -57.55%, which is greater than RPXIX's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for WPOPX and RPXIX.

The current volatility for Weitz Partners III Opportunity Fund (WPOPX) is 5.08%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 5.86%. 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.