Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPXIX (RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS) | 1.06% | 12.42% | 18.72% | 0.34% | 10.49% | 10.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPXIX (RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS) | 12/29/2010 | 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 (%) | -0.20 | 12.42 | 18.72 | 0.34 | 10.49 | 10.86 | NA | … | … | 1.06 | 4.72 | 14.57 | 51.57 | -47.37 | -2.38 | 45.26 | 32.49 | -4.78 | 30.19 | 6.67 | -2.95 | 5.58 | 35.87 | 21.77 | 1.48 | -0.28 |
| Sharpe Ratio | NA | 0.84 | 0.92 | -0.08 | 0.36 | NA | NA | … | … | 0.07 | 0.08 | 0.46 | 2.39 | -1.11 | -0.10 | 1.19 | 1.37 | -0.32 | 3.57 | 0.39 | -0.19 | 0.44 | 2.95 | 1.50 | 0.06 | -26.88 |
| Standard Deviation(%) | NA | 14.23 | 18.27 | 26.50 | 24.95 | NA | NA | … | … | 16.53 | 24.16 | 17.29 | 19.97 | 44.06 | 23.46 | 37.75 | 22.70 | 19.03 | 8.33 | 16.58 | 15.95 | 12.65 | 12.16 | 14.59 | 25.09 | 1.12 |
| Draw Down(%) | NA | 15.28 | 21.93 | 59.98 | 59.98 | NA | NA | … | … | 15.15 | 21.93 | 11.20 | 13.98 | 50.58 | 22.53 | 33.58 | 10.83 | 23.30 | 2.85 | 13.50 | 14.74 | 9.94 | 6.79 | 12.30 | 17.43 | 0.28 |
| Yield(%) | 0.00 | 9.32 | 7.62 | 2.78 | 6.79 | 8.04 | 6.11 | … | … | 0.00 | 9.45 | 8.44 | 0.00 | 0.00 | 0.00 | 0.00 | 13.87 | 12.49 | 10.66 | 0.71 | 1.78 | 3.13 | 1.25 | 0.74 | 0.00 | 0.54 |
Data as of 06/04/2026, Common starting date is 12/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPXIX (RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS) |
-11.04%
Oct 2020 – Oct 2023 |
-1.20%
Dec 2017 – Dec 2022 |
5.92%
Oct 2013 – Oct 2023 |
9.81%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPXIX (RIVERPARK LARGE GROWTH FUND INSTITUTIONAL CLASS) |
28.58%
Sep 2022 – Sep 2025 |
24.86%
Jun 2016 – Jun 2021 |
18.10%
Aug 2011 – Aug 2021 |
10.67%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart