Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPHIX (RIVERPARK SHORT TERM HIGH YIELD FUND INSTITUTIONAL CLASS) | 1.43% | 4.06% | 5.16% | 4.34% | 3.40% | 3.14% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 4.06 | 5.16 | 4.34 | 3.40 | 3.14 | NA | … | … | 1.43 | 4.75 | 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 | 1.73 | 2.25 | 1.71 | 1.59 | NA | NA | … | … | 1.12 | 1.88 | 2.85 | 2.53 | 1.61 | 1.31 | 0.87 | 1.38 | 1.25 | 2.46 | 2.98 | 1.03 | 2.99 | 4.14 | 0.61 | 0.71 | 3.91 |
| Standard Deviation(%) | NA | 0.91 | 0.88 | 1.08 | 1.11 | NA | NA | … | … | 0.93 | 1.00 | 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 | 0.21 | 0.41 | 0.92 | 3.16 | NA | NA | … | … | 0.21 | 0.41 | 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 | 3.87 | 4.84 | 4.19 | 3.37 | 3.22 | 2.53 | … | … | 1.01 | 4.75 | 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 06/04/2026, Common starting date 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 |
3.12%
Mar 2011 – Mar 2026 |
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) |
5.64%
Sep 2022 – Sep 2025 |
4.38%
Apr 2021 – Apr 2026 |
3.44%
Jan 2016 – Jan 2026 |
3.16%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart