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RiverPark Large Growth Institutional (RPXIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
20.47-0.49 (-2.34%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return26.28%
5-Year Average Return4.64%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Sep 20, 2023)55.32%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return55.32%
Worst 3-Yr Total Return-3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRPXIXCategory
YTD26.28%12.38%
1-Month-1.92%5.09%
3-Month-1.82%10.28%
1-Year21.85%41.70%
3-Year-2.73%22.56%
5-Year4.64%21.98%
10-Year8.52%15.99%
Last Bull Market42.05%25.99%
Last Bear Market-33.91%-17.29%

Annual Total Return (%) History

Year
RPXIXCategory
2023
N/AN/A
2022
-47.37%N/A
2021
10.68%N/A
2020
55.32%35.86%
2019
32.31%31.90%
2018
-4.39%-2.09%
2017
30.19%27.67%
2016
6.52%3.23%
2015
-3.08%3.60%
2014
4.65%10.00%
2013
36.71%33.92%
2012
21.77%15.34%
2011
1.48%-2.46%
2010
N/A15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202316.59%13.23%N/AN/A
2022-19.58%-33.91%-3.30%2.41%
20212.50%13.11%-3.23%-1.35%
2020-14.87%38.72%10.84%18.66%
201915.72%7.38%-1.01%7.55%
20182.62%5.38%6.44%-16.93%
20179.78%5.31%5.65%6.58%
2016-0.17%-2.75%8.55%1.08%
20150.98%1.19%-9.61%4.94%
20141.22%2.58%-1.98%2.83%
201310.29%2.72%7.96%11.77%
201220.09%-5.90%6.76%0.94%
20114.06%0.89%-11.34%9.02%
20108.98%N/AN/AN/A

Rank In Category (By Total Return)

YTD21
1-Month93
3-Month37
1-Year17
3-Year96
5-Year92

Load Adjusted Returns

1-Year23.60%
3-Year-3.06%
5-Year5.88%
10-Year9.86%
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