Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) | 1.52% | 12.41% | 16.18% | 14.38% | 11.95% | NA | NA | 13.14% |
Data as of 07/21/2025, AR inception is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) | 12/29/2010 | 07/21/2025 |
| 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 (%) | 0.43 | 12.41 | 16.18 | 14.38 | 11.95 | NA | NA | 13.14 | 1.52 | 29.94 | 28.79 | -26.50 | 32.46 | 30.94 | 32.36 | -6.57 | 19.79 | 4.33 | -6.64 | 9.85 | 28.51 | 21.38 | 5.86 | -0.62 |
| Sharpe Ratio | NA | 0.48 | 0.79 | 0.64 | 0.41 | NA | NA | 0.51 | -0.05 | 1.92 | 1.66 | -1.01 | 2.08 | 0.89 | 0.59 | -0.40 | 2.38 | 0.28 | -0.44 | 0.90 | 2.63 | 1.54 | 0.26 | -19.44 |
| Standard Deviation(%) | NA | 19.16 | 18.35 | 19.46 | 25.42 | NA | NA | 22.69 | 22.55 | 13.69 | 15.26 | 27.86 | 15.56 | 34.51 | 52.27 | 19.79 | 8.08 | 14.60 | 15.24 | 10.96 | 10.81 | 14.01 | 22.85 | 2.80 |
| Draw Down(%) | NA | 19.17 | 19.17 | 30.68 | 47.72 | NA | NA | 47.72 | 19.17 | 8.63 | 9.81 | 30.42 | 7.27 | 31.61 | 29.56 | 22.83 | 3.55 | 11.90 | 13.05 | 6.16 | 4.76 | 10.95 | 16.43 | 0.62 |
| Yield(%) | 0.00 | 16.84 | 11.99 | 17.10 | 12.09 | 14.46 | 10.85 | 15.50 | 0.00 | 20.00 | 3.01 | 11.12 | 15.76 | 61.77 | 38.48 | 53.30 | 17.00 | 0.00 | 3.80 | 4.75 | 1.82 | 0.37 | 0.00 | 0.12 |
Data as of 07/21/2025, AR inception is 12/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) |
2.28%
Dec 2013 - Dec 2016 |
3.63%
Mar 2015 - Mar 2020 |
9.30%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) |
31.92%
Dec 2018 - Dec 2021 |
20.77%
Dec 2016 - Dec 2021 |
15.70%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart