WPSGX vs. RPXIX

In the year-to-date period, WPSGX achieves a 2.78% return, which is significantly lower than RPXIX's 3.09% return. Over the past 10 years, WPSGX has outperformed RPXIX with an annualized return of 7.52%, while RPXIX has yielded a comparatively lower 5.19% annualized return.

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WPSGX has a 0.75% expense ratio, which is lower than RPXIX's 0.91% expense ratio.

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.

The current WPSGX Sharpe Ratio is 0.23, which is lower than the RPXIX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of WPSGX 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.

WPSGX's dividend yield for the trailing twelve months is around 0.15%, while RPXIX has not paid dividends to shareholders.

The maximum WPSGX drawdown since its inception was -64.30%, which is greater than RPXIX's maximum drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for WPSGX and RPXIX. For additional features, visit the drawdowns tool.

The current volatility for AB Concentrated Growth Fund (WPSGX) is 4.26%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 4.71%. 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.