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RPXIX: RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 30.41 0.35(1.16%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 12/29/2010 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 7.30% |
| Expenses | 1.23% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/29/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 8.0 | 16.8 | 25.0 | 4.6 | 9.5 | 10.9 | 14.6 | 51.6 | -47.4 | -2.4 | 45.3 | 32.5 | -4.8 | 30.2 | 6.7 | -2.9 | 5.6 | 35.9 | 21.8 | 1.5 | -0.3 |
| Sharpe Ratio | NA | 0.48 | 0.58 | 0.9 | 0.09 | 0.32 | 0.44 | 0.46 | 2.39 | -1.11 | -0.1 | 1.19 | 1.37 | -0.32 | 3.57 | 0.39 | -0.19 | 0.44 | 2.95 | 1.5 | 0.06 | -26.88 |
| Draw Down(%) | NA | 21.9 | 21.9 | 23.7 | 60.0 | 60.0 | 60.0 | 11.2 | 14.0 | 50.6 | 22.5 | 33.6 | 10.8 | 23.3 | 2.8 | 13.5 | 14.7 | 9.9 | 6.8 | 12.3 | 17.4 | 0.3 |
| Standard Deviation(%) | NA | 28.3 | 23.2 | 24.1 | 27.7 | 25.3 | 22.9 | 17.3 | 20.0 | 44.1 | 23.5 | 37.7 | 22.7 | 19.0 | 8.3 | 16.6 | 15.9 | 12.6 | 12.2 | 14.6 | 25.1 | 1.1 |
| Treynor Ratio | NA | 0.15 | 0.16 | 0.22 | 0.03 | 0.08 | 0.1 | 0.11 | 0.47 | -0.42 | -0.03 | 0.45 | 0.43 | -0.07 | 0.34 | 0.06 | -0.03 | 0.06 | 0.37 | 0.23 | 0.02 | -0.16 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.03 | -0.02 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.02 | 0.01 | 0.03 | -0.04 | -0.02 | 0.01 | 0.01 | 0.01 | 0.21 |
| Beta | NA | 0.88 | 0.85 | 0.97 | 1.0 | 0.98 | 0.97 | 0.73 | 1.03 | 1.17 | 0.95 | 0.99 | 0.73 | 0.89 | 0.88 | 1.04 | 0.93 | 0.88 | 0.96 | 0.96 | 0.94 | 1.84 |
| RSquared | NA | 0.97 | 0.96 | 0.93 | 0.87 | 0.84 | 0.86 | 0.75 | 0.94 | 0.95 | 0.93 | 0.9 | 0.34 | 0.96 | 0.82 | 0.86 | 0.9 | 0.91 | 0.9 | 0.92 | 0.98 | 1.0 |
| Yield(%) | N/A | 0.0 | 7.3 | 3.9 | 1.5 | 5.2 | N/A | 8.4 | 0.0 | 0.0 | 0.0 | 0.0 | 13.9 | 12.5 | 10.7 | 0.7 | 1.8 | 3.1 | 1.2 | 0.7 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -20.4 | -73.9 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -8.4 | 40.1 | 1518.7 | -62.2 | -42.0 | 229.4 | 104.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2010
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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 |
Top Rated Funds in LARGE GROWTH
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- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.23% (99%)
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Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.95% (99%)
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- QQQQ (PowerShares QQQ) 0.98% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.88% (97%)
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- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.98% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.07% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.14% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 1.14% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.43% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.58% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.11% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.58% (97%)
- GAM (General American Investors Closed Fund) 0.75% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.32% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.06% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.09% (22%)
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