Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPHIX (RIVERPARK SHORT TERM HIGH YIELD FUND INSTITUTIONAL CLASS) | 1.42% | 3.87% | 5.16% | 3.86% | 3.06% | NA | NA | 3.20% |
Data as of 07/11/2025, AR inception is 10/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPHIX (RIVERPARK SHORT TERM HIGH YIELD FUND INSTITUTIONAL CLASS) | 10/28/2010 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.87 | 5.16 | 3.86 | 3.06 | NA | NA | 3.20 | 1.42 | 5.68 | 5.88 | 2.97 | 2.06 | 1.94 | 2.76 | 2.44 | 2.51 | 3.18 | 1.22 | 3.14 | 3.64 | 4.05 | 1.11 | 0.86 |
| Sharpe Ratio | NA | 0.77 | 1.98 | 1.67 | 1.42 | NA | NA | 1.01 | -0.14 | -1.26 | 1.85 | 1.66 | 1.31 | 0.88 | 1.45 | 1.33 | 2.49 | 2.99 | 1.03 | 2.99 | 4.14 | 0.61 | 0.71 | 3.92 |
| Standard Deviation(%) | NA | 1.12 | 0.95 | 1.10 | 1.16 | NA | NA | 2.05 | 1.41 | 0.72 | 0.89 | 0.96 | 1.56 | 1.93 | 0.93 | 0.85 | 0.76 | 0.99 | 1.16 | 1.04 | 0.87 | 6.63 | 1.52 | 1.25 |
| Draw Down(%) | NA | 0.62 | 0.62 | 0.92 | 3.16 | NA | NA | 4.88 | 0.62 | 0.10 | 0.10 | 0.41 | 0.92 | 3.16 | 0.41 | 0.31 | 0.22 | 0.51 | 0.93 | 0.51 | 0.30 | 4.60 | 1.69 | 0.40 |
| Yield(%) | 0.00 | 4.21 | 4.92 | 3.78 | 3.19 | 3.10 | 2.33 | 3.32 | 1.52 | 5.44 | 5.11 | 3.45 | 2.04 | 2.42 | 2.84 | 2.83 | 2.69 | 2.64 | 3.13 | 3.89 | 3.38 | 3.79 | 1.21 | 1.15 |
Data as of 07/11/2025, AR inception is 10/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPHIX (RIVERPARK SHORT TERM HIGH YIELD FUND INSTITUTIONAL CLASS) |
1.57%
Jun 2019 - Jun 2022 |
2.12%
Jun 2017 - Jun 2022 |
2.49%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPHIX (RIVERPARK SHORT TERM HIGH YIELD FUND INSTITUTIONAL CLASS) |
5.28%
Apr 2022 - Apr 2025 |
4.05%
Mar 2020 - Mar 2025 |
3.09%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart