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RLSIX: RIVERPARK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.62 0.2(1.56%) April 19
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (29%) |
Start Date: | 04/03/2012 |
Last Dividend Date: | 12/30/2019 |
12-Mo. Yield | 0.00% |
Expenses | 2.00% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/03/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | 2.9 | 28.1 | -12.4 | 3.0 | 4.1 | 4.0 | 43.8 | -54.5 | 3.5 | 54.7 | 20.0 | -2.1 | 22.1 | -1.7 | 0.6 | -3.3 | 11.3 | -2.5 |
Sharpe Ratio | NA | 1.48 | 2.35 | -0.47 | 0.07 | 0.17 | 0.17 | 2.41 | -1.22 | 0.15 | 2.31 | 0.99 | -0.23 | 2.63 | -0.17 | 0.05 | -0.36 | 1.32 | -0.31 |
Draw Down(%) | NA | 2.6 | 9.2 | 60.8 | 60.8 | 60.8 | 60.8 | 11.2 | 56.4 | 15.6 | 13.3 | 10.0 | 16.2 | 3.3 | 10.1 | 12.0 | 9.6 | 6.0 | 8.7 |
Standard Deviation(%) | NA | 11.8 | 13.0 | 30.2 | 27.6 | 21.1 | 19.6 | 16.6 | 45.8 | 22.5 | 23.5 | 18.7 | 14.7 | 8.2 | 11.5 | 11.4 | 9.2 | 8.5 | 10.9 |
Treynor Ratio | NA | 0.19 | 0.32 | -0.1 | 0.02 | 0.04 | 0.04 | 0.38 | -0.36 | 0.03 | 1.2 | 0.29 | -0.04 | 0.25 | -0.03 | 0.01 | -0.05 | 0.19 | -0.06 |
Alpha | NA | -0.02 | 0.03 | -0.08 | -0.02 | -0.02 | -0.02 | 0.05 | -0.16 | -0.1 | 0.14 | 0.01 | 0.0 | 0.01 | -0.04 | 0.0 | -0.05 | -0.02 | -0.02 |
Beta | NA | 0.91 | 0.96 | 1.4 | 0.86 | 0.82 | 0.8 | 1.06 | 1.57 | 1.22 | 0.45 | 0.64 | 0.76 | 0.88 | 0.74 | 0.64 | 0.64 | 0.59 | 0.61 |
RSquared | NA | 0.77 | 0.74 | 0.64 | 0.44 | 0.48 | 0.48 | 0.7 | 0.69 | 0.51 | 0.44 | 0.18 | 0.78 | 0.51 | 0.72 | 0.77 | 0.64 | 0.59 | 0.57 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 2.3 | 2.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 12.8 | 10.1 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -2.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 9.4 | 753.3 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2012
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