Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RLSIX (RIVERPARK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) -1.88% 6.53% 12.55% -3.71% 6.44% NA NA
Data as of 06/04/2026, Common starting date is 04/03/2012
More Performance Analytics Comparison
Name Start Date End Date
RLSIX (RIVERPARK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) 04/03/2012 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -0.39 6.53 12.55 -3.71 6.44 NA NA -1.88 9.34 16.06 43.85 -54.51 3.48 54.74 20.00 -2.05 22.10 -1.71 0.57 -3.32 11.31 -2.46
Sharpe Ratio NA 0.47 0.72 -0.25 0.22 NA NA -0.43 0.38 1.00 2.45 -1.22 0.15 2.31 0.99 -0.24 2.63 -0.17 0.05 -0.36 1.32 -0.31
Standard Deviation(%) NA 11.55 14.39 25.09 21.61 NA NA 13.72 17.18 12.43 16.59 45.85 22.53 23.46 18.72 14.65 8.20 11.46 11.38 9.17 8.55 10.92
Draw Down(%) NA 14.56 17.62 60.82 60.82 NA NA 13.30 17.23 10.42 11.19 56.43 15.61 13.34 10.04 16.20 3.28 10.07 11.97 9.62 6.00 8.70
Yield(%) 0.00 0.00 0.00 0.00 2.75 1.93 1.45 0.00 0.00 0.00 0.00 0.00 0.00 0.00 12.74 10.11 1.51 0.00 0.00 0.00 0.00 0.89
Data as of 06/04/2026, Common starting date is 04/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLSIX (RIVERPARK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) -13.87%
Sep 2020 – Sep 2023
-5.00%
Feb 2021 – Feb 2026
0.66%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLSIX (RIVERPARK LONG/SHORT OPPORTUNITY FUND INSTITUTIONAL CLASS) 25.50%
Oct 2018 – Oct 2021
21.29%
Jun 2016 – Jun 2021
6.86%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return