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RPXIX: RiverPark Large Growth Institutional (MUTUAL FUND)
Basic Info 37.43 0.09(0.24%) September 24
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 03/30/2011 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 6.35% |
| Expenses | 1.00% |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 18.6 | 47.4 | 25.9 | 24.9 | 19.0 | 17.2 | 55.3 | 30.8 | -4.4 | 30.2 | 6.7 | -2.9 | 5.6 | 35.9 | 21.8 | 1.5 | -0.3 |
| SR | NA | 1.34 | 2.4 | 0.9 | 1.06 | 0.95 | 0.84 | 1.47 | 1.33 | -0.3 | 3.57 | 0.39 | -0.19 | 0.44 | 2.95 | 1.5 | 0.06 | -26.88 |
| DD(%) | NA | 11.6 | 11.6 | 33.6 | 33.6 | 33.6 | 33.6 | 33.6 | 10.8 | 23.0 | 2.8 | 13.5 | 14.7 | 9.9 | 6.8 | 12.3 | 17.4 | 0.3 |
| SD(%) | NA | 19.7 | 19.8 | 28.1 | 22.9 | 19.7 | 19.9 | 37.3 | 22.0 | 19.0 | 8.3 | 16.6 | 15.9 | 12.6 | 12.2 | 14.6 | 25.1 | 1.1 |
| TR | NA | 0.29 | 0.53 | 0.27 | 0.26 | 0.2 | 0.18 | 0.54 | 0.39 | -0.06 | 0.34 | 0.06 | -0.03 | 0.06 | 0.37 | 0.23 | 0.02 | -0.16 |
| Alpha(%) | NA | 0.02 | 0.04 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | 0.03 | -0.04 | -0.02 | 0.01 | 0.01 | 0.01 | 0.21 |
| Beta(%) | NA | 0.91 | 0.89 | 0.95 | 0.94 | 0.95 | 0.94 | 1.01 | 0.76 | 0.89 | 0.88 | 1.04 | 0.93 | 0.89 | 0.96 | 0.96 | 0.94 | 1.84 |
| RS | NA | 0.93 | 0.91 | 0.82 | 0.83 | 0.85 | 0.86 | 0.94 | 0.38 | 0.96 | 0.82 | 0.86 | 0.9 | 0.91 | 0.9 | 0.92 | 0.98 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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