Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFVIX (RIVERPARK FOCUSED VALUE FUND INSTITUTIONAL CLASS SHARES) | NA | -6.39% | 2.56% | NA | NA | NA | NA | … | … |
Data as of 09/28/2018, Common starting date is 04/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFVIX (RIVERPARK FOCUSED VALUE FUND INSTITUTIONAL CLASS SHARES) | 04/01/2015 | 09/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.49 | -6.39 | 2.56 | NA | NA | NA | NA | … | … | -11.13 | 23.14 | -3.31 | -14.85 |
| Sharpe Ratio | NA | -0.41 | 0.11 | NA | NA | NA | NA | … | … | -0.83 | 2.39 | -0.18 | -1.06 |
| Standard Deviation(%) | NA | 18.29 | 17.80 | NA | NA | NA | NA | … | … | 19.19 | 9.46 | 19.86 | 18.22 |
| Draw Down(%) | NA | 15.98 | 25.69 | NA | NA | NA | NA | … | … | 15.98 | 4.54 | 18.32 | 22.33 |
| Yield(%) | 0.00 | 1.13 | 0.93 | 0.46 | 0.23 | 0.15 | 0.12 | … | … | 0.00 | 1.30 | 0.83 | 0.55 |
Data as of 09/28/2018, Common starting date is 04/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFVIX (RIVERPARK FOCUSED VALUE FUND INSTITUTIONAL CLASS SHARES) |
-1.72%
May 2015 – May 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFVIX (RIVERPARK FOCUSED VALUE FUND INSTITUTIONAL CLASS SHARES) |
2.72%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart