WPVLX vs. RPXIX

Last updated Aug 1, 2026

WPVLX (Weitz Partners Value Fund) and RPXIX (RiverPark Large Growth Fund) are both mutual funds - WPVLX is a Large Cap Blend Equities fund managed by Weitz, while RPXIX is a Large Cap Growth Equities fund managed by RiverPark Funds. Over the past 10 years, WPVLX returned 7.15%/yr vs 11.35%/yr for RPXIX. Their correlation of 0.80 means they have usually moved in the same direction. WPVLX charges 1.09%/yr vs 0.91%/yr for RPXIX.

Performance

WPVLX vs. RPXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Weitz Partners Value Fund (WPVLX) and RiverPark Large Growth Fund (RPXIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WPVLX achieves a 1.61% return, which is significantly higher than RPXIX's 0.38% return. Over the past 10 years, WPVLX has underperformed RPXIX with an annualized return of 7.15%, while RPXIX has yielded a comparatively higher 11.35% annualized return.

WPVLX

• 1D: -1.15%
• 1M: 0.03%
• 6M: 1.08%
• YTD: 1.61%
• 1Y: 4.84%
• 3Y*: 8.05%
• 5Y*: 3.11%
• 10Y*: 7.15%
• ALL TIME*: 8.68%

RPXIX

• 1D: 1.17%
• 1M: -0.91%
• 6M: 2.27%
• YTD: 0.38%
• 1Y: 6.92%
• 3Y*: 14.76%
• 5Y*: -1.07%
• 10Y*: 11.35%
• ALL TIME*: 11.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RPXIX RiverPark Large Growth Fund	$0.00	$0.00	$0.00
WPVLX Weitz Partners Value Fund	$0.00	$0.00	$0.00

WPVLX vs. RPXIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WPVLX Weitz Partners Value Fund	1.61%	3.15%	15.68%	17.83%	-21.28%	23.67%	7.53%	33.31%	-11.48%	11.45%
RPXIX RiverPark Large Growth Fund	0.38%	13.18%	22.55%	51.57%	-47.37%	1.09%	55.28%	32.49%	-4.78%	30.27%

Correlation

The correlation between WPVLX and RPXIX is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.62
Correlation (3Y) Balances recent behavior with more history.	0.67
Correlation (5Y) Shows whether the relationship held over a longer period.	0.76
Correlation (10Y) Provides a long-term view across more market conditions.	0.76
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011	0.80

The correlation between WPVLX and RPXIX shifts across timeframes, from 0.62 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.

Return for Risk

WPVLX vs. RPXIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WPVLX

WPVLX Risk / Return Rank: 7
WPVLX Sharpe Ratio Rank: 7
WPVLX Sortino Ratio Rank: 7
WPVLX Omega Ratio Rank: 7
WPVLX Calmar Ratio Rank: 7
WPVLX Martin Ratio Rank: 7

RPXIX

RPXIX Risk / Return Rank: 9
RPXIX Sharpe Ratio Rank: 9
RPXIX Sortino Ratio Rank: 9
RPXIX Omega Ratio Rank: 9
RPXIX Calmar Ratio Rank: 8
RPXIX Martin Ratio Rank: 9

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WPVLX vs. RPXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) 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.

	WPVLX	RPXIX	Difference
Sharpe ratio: Return per unit of total volatility	0.21	0.30	-0.09
Sortino ratio: Return per unit of downside risk	0.40	0.51	-0.11
Omega ratio: Gain probability vs. loss probability	1.04	1.06	-0.02
Calmar ratio: Return relative to maximum drawdown	0.22	0.30	-0.08
Martin ratio: Return relative to average drawdown	0.57	0.97	-0.40

WPVLX vs. RPXIX - Sharpe Ratio Comparison

The current WPVLX Sharpe Ratio is 0.21, which is comparable to the RPXIX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of WPVLX and RPXIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WPVLX vs. RPXIX - Drawdown Comparison

The maximum WPVLX drawdown since its inception was -59.01%, roughly equal to the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for WPVLX and RPXIX.

Drawdown Indicators

	WPVLX	RPXIX	Difference
Max Drawdown Largest peak-to-trough decline	-59.01%	-58.56%	-0.45%
Max Drawdown (1Y) Largest decline over 1 year	-13.44%	-15.28%	+1.84%
Max Drawdown (3Y) Largest decline over 3 years	-14.73%	-21.93%	+7.20%
Max Drawdown (5Y) Largest decline over 5 years	-28.45%	-58.49%	+30.04%
Max Drawdown (10Y) Largest decline over 10 years	-39.62%	-58.56%	+18.94%
Current Drawdown Current decline from peak	-1.50%	-7.53%	+6.03%
Average Drawdown Average peak-to-trough decline	-7.50%	-11.59%	+4.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.08%	4.65%	+0.43%

Volatility

WPVLX vs. RPXIX - Volatility Comparison

Weitz Partners Value Fund (WPVLX) has a higher volatility of 4.96% compared to RiverPark Large Growth Fund (RPXIX) at 3.91%. This indicates that WPVLX'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.

Volatility by Period

	WPVLX	RPXIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.96%	3.91%	+1.05%
Volatility (6M) Calculated over the trailing 6-month period	10.70%	12.18%	-1.48%
Volatility (1Y) Calculated over the trailing 1-year period	13.85%	15.21%	-1.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	26.33%	-9.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.55%	24.71%	-6.16%

WPVLX vs. RPXIX - Expense Ratio Comparison

WPVLX has a 1.09% expense ratio, which is higher than RPXIX's 0.91% expense ratio.

Dividends

WPVLX vs. RPXIX - Dividend Comparison

WPVLX's dividend yield for the trailing twelve months is around 8.89%, less than RPXIX's 9.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RPXIX RiverPark Large Growth Fund	9.11%	9.15%	7.22%	0.00%	0.01%	3.79%	6.69%	11.76%	15.17%	9.01%	0.54%	1.72%
WPVLX Weitz Partners Value Fund	8.89%	9.03%	7.76%	1.80%	7.32%	6.72%	10.93%	7.09%	9.27%	2.32%	0.00%	13.92%

Frequently Asked Questions

Can I hold both WPVLX and RPXIX in my portfolio?

WPVLX and RPXIX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WPVLX or RPXIX?

WPVLX has higher volatility (4.96%) compared to RPXIX (3.91%). In terms of maximum drawdown, WPVLX dropped -59.01% vs RPXIX's -58.56%.

Which has better risk-adjusted returns?

RPXIX currently has the higher Sharpe Ratio (0.30 vs 0.21), 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.