WPSGX vs. RPXIX
WPSGX (AB Concentrated Growth Fund) and RPXIX (RiverPark Large Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, WPSGX returned 12.03%/yr vs 11.92%/yr for RPXIX. Their correlation of 0.86 suggests significant overlap in exposure. WPSGX charges 0.75%/yr vs 0.91%/yr for RPXIX.
Performance
WPSGX vs. RPXIX - Performance Comparison
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Returns By Period
In the year-to-date period, WPSGX achieves a -4.12% return, which is significantly lower than RPXIX's 1.99% return. Both investments have delivered pretty close results over the past 10 years, with WPSGX having a 12.03% annualized return and RPXIX not far behind at 11.92%.
WPSGX
- 1D
- -0.02%
- 1M
- 2.06%
- 6M
- -6.08%
- YTD
- -4.12%
- 1Y
- -2.99%
- 3Y*
- 7.06%
- 5Y*
- 2.34%
- 10Y*
- 12.03%
RPXIX
- 1D
- 0.20%
- 1M
- 3.51%
- 6M
- 0.24%
- YTD
- 1.99%
- 1Y
- 7.98%
- 3Y*
- 17.33%
- 5Y*
- -0.66%
- 10Y*
- 11.92%
WPSGX vs. RPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPSGX AB Concentrated Growth Fund | -4.12% | 6.29% | 11.16% | 19.70% | -24.61% | 31.53% | 21.22% | 44.50% | 1.56% | 22.99% |
RPXIX RiverPark Large Growth Fund | 1.99% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
Correlation
The correlation between WPSGX and RPXIX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.86 |
The correlation between WPSGX and RPXIX has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
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Return for Risk
WPSGX vs. RPXIX — Risk / Return Rank
WPSGX
RPXIX
WPSGX vs. RPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Concentrated Growth Fund (WPSGX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WPSGX | RPXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.10 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 0.48 | -0.72 |
| Martin ratioReturn relative to average drawdown | -0.57 | 1.60 | -2.17 |
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Drawdowns
WPSGX vs. RPXIX - Drawdown Comparison
The maximum WPSGX drawdown since its inception was -90.28%, which is greater than RPXIX's maximum drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for WPSGX and RPXIX.
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Drawdown Indicators
| WPSGX | RPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.28% | -58.56% | -31.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.52% | -15.28% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -18.66% | -21.93% | +3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -58.56% | +25.96% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | -58.56% | +22.34% |
Current DrawdownCurrent decline from peak | -7.26% | -6.05% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -36.61% | -11.60% | -25.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 4.62% | +1.70% |
Volatility
WPSGX vs. RPXIX - Volatility Comparison
The current volatility for AB Concentrated Growth Fund (WPSGX) is 4.35%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 4.84%. This indicates that WPSGX 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
| WPSGX | RPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.84% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 12.02% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 14.86% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 26.33% | -8.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 24.69% | -5.28% |
WPSGX vs. RPXIX - Expense Ratio Comparison
WPSGX has a 0.75% expense ratio, which is lower than RPXIX's 0.91% expense ratio.
Dividends
WPSGX vs. RPXIX - Dividend Comparison
WPSGX's dividend yield for the trailing twelve months is around 8.88%, less than RPXIX's 8.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 8.97% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
WPSGX AB Concentrated Growth Fund | 8.88% | 8.52% | 11.43% | 1.15% | 1.95% | 10.55% | 3.56% | 6.53% | 8.08% | 3.51% | 0.44% | 2.89% |
Frequently Asked Questions
WPSGX and RPXIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPXIX has higher volatility (4.84%) compared to WPSGX (4.35%). In terms of maximum drawdown, WPSGX dropped -90.28% vs RPXIX's -58.56%.
RPXIX currently has the higher Sharpe Ratio (0.50 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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