Find A Portfolio/Ticker
Comparison Box
RPXIX: RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 26.83 0.06(0.22%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (17%) |
Start Date: | 12/29/2010 |
Last Dividend Date: | 12/29/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/30/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 9.2 | 48.9 | -1.5 | 11.7 | 10.3 | 12.0 | 51.6 | -47.9 | 12.2 | 55.3 | 32.5 | -4.8 | 30.2 | 6.7 | -2.9 | 5.6 | 35.9 | 21.8 | 1.5 | -0.3 |
Sharpe Ratio | NA | 2.87 | 2.71 | -0.14 | 0.32 | 0.37 | 0.49 | 2.4 | -1.13 | 0.44 | 1.47 | 1.37 | -0.32 | 3.57 | 0.39 | -0.19 | 0.44 | 2.95 | 1.5 | 0.06 | -26.88 |
Draw Down(%) | NA | 3.3 | 14.0 | 54.9 | 54.9 | 54.9 | 54.9 | 14.0 | 50.8 | 12.8 | 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 | 16.2 | 16.9 | 31.6 | 31.6 | 24.8 | 23.3 | 19.9 | 43.9 | 27.5 | 37.3 | 22.7 | 19.0 | 8.3 | 16.6 | 15.9 | 12.6 | 12.2 | 14.6 | 25.1 | 1.1 |
Treynor Ratio | NA | 0.57 | 0.5 | -0.04 | 0.1 | 0.09 | 0.11 | 0.47 | -0.43 | 0.12 | 0.54 | 0.43 | -0.07 | 0.34 | 0.06 | -0.03 | 0.06 | 0.37 | 0.23 | 0.02 | -0.16 |
Alpha | NA | -0.02 | 0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.03 | -0.04 | -0.02 | 0.01 | 0.01 | 0.01 | 0.21 |
Beta | NA | 0.82 | 0.92 | 1.1 | 1.03 | 1.01 | 1.0 | 1.01 | 1.15 | 1.02 | 1.01 | 0.73 | 0.89 | 0.88 | 1.04 | 0.93 | 0.88 | 0.96 | 0.96 | 0.94 | 1.84 |
RSquared | NA | 0.9 | 0.9 | 0.85 | 0.81 | 0.83 | 0.85 | 0.91 | 0.93 | 0.63 | 0.94 | 0.34 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
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
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.26% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.23% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.11% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.04% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.21% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.02% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.16% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.04% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.16% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.15% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.31% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.24% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.26% (99%)
- QQQQ (PowerShares QQQ) 0.18% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.19% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.34% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.52% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.30% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.17% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.22% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.05% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.54% (98%)
- GAM (General American Investors Closed Fund) 0.28% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 2.53% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.86% (97%)
- FXBY (Foxby Corp) 0.20% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.35% (22%)