Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWGIX (RIVERPARK/WEDGEWOOD FUND INSTITUTIONAL CLASS) | 3.67% | 11.12% | 16.71% | 9.43% | 13.75% | 12.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWGIX (RIVERPARK/WEDGEWOOD 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 | 11.12 | 16.71 | 9.43 | 13.75 | 12.69 | NA | … | … | 3.67 | -5.71 | 12.90 | 26.36 | -35.89 | 17.86 | -31.50 | 32.66 | -6.36 | 20.04 | 4.55 | -6.82 | 10.11 | 28.80 | 21.68 | 6.14 | -0.58 |
| Sharpe Ratio | NA | 0.70 | 0.89 | 0.37 | 0.49 | NA | NA | … | … | 0.41 | -0.40 | 0.32 | 1.43 | -1.14 | 0.98 | -0.43 | 0.61 | -0.39 | 2.41 | 0.30 | -0.45 | 0.92 | 2.66 | 1.56 | 0.27 | -21.92 |
| Standard Deviation(%) | NA | 12.96 | 15.46 | 18.75 | 24.88 | NA | NA | … | … | 14.97 | 21.98 | 19.93 | 15.58 | 32.81 | 18.26 | 73.63 | 50.91 | 19.79 | 8.08 | 14.56 | 15.20 | 10.98 | 10.83 | 14.02 | 22.92 | 2.38 |
| Draw Down(%) | NA | 12.05 | 19.16 | 30.62 | 47.12 | NA | NA | … | … | 11.31 | 19.16 | 16.40 | 9.76 | 37.22 | 13.88 | 48.40 | 28.82 | 22.81 | 3.53 | 11.85 | 12.96 | 6.15 | 4.79 | 10.98 | 16.40 | 0.58 |
| Yield(%) | 0.00 | 11.05 | 11.77 | 10.02 | 13.46 | 14.44 | 11.16 | … | … | 0.00 | 10.77 | 17.85 | 2.71 | 10.17 | 14.60 | 59.62 | 37.62 | 52.85 | 16.92 | 0.18 | 4.13 | 4.77 | 1.81 | 0.37 | 0.00 | 0.16 |
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 |
|---|---|---|---|---|
| RWGIX (RIVERPARK/WEDGEWOOD FUND INSTITUTIONAL CLASS) |
2.37%
Dec 2013 – Dec 2016 |
3.80%
Mar 2015 – Mar 2020 |
9.52%
Oct 2013 – Oct 2023 |
11.77%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWGIX (RIVERPARK/WEDGEWOOD FUND INSTITUTIONAL CLASS) |
32.29%
Dec 2018 – Dec 2021 |
21.08%
Dec 2016 – Dec 2021 |
15.93%
Sep 2011 – Sep 2021 |
12.49%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart