Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPHYX (RIVERPARK SHORT TERM HIGH YIELD FUND RETAIL CLASS) | 1.56% | 3.94% | 4.92% | 4.10% | 3.14% | 2.88% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPHYX (RIVERPARK SHORT TERM HIGH YIELD FUND RETAIL CLASS) | 10/28/2010 | 06/10/2026 |
| 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 (%) | 0.00 | 3.94 | 4.92 | 4.10 | 3.14 | 2.88 | NA | … | … | 1.56 | 4.42 | 5.33 | 5.63 | 2.71 | 1.80 | 1.78 | 2.40 | 2.18 | 2.16 | 3.09 | 0.86 | 2.67 | 3.39 | 3.84 | 1.05 | 0.70 |
| Sharpe Ratio | NA | 1.52 | 1.90 | 1.43 | 1.36 | NA | NA | … | … | 1.32 | 1.58 | 2.10 | 2.24 | 1.32 | 1.12 | 0.83 | 1.11 | 0.93 | 1.89 | 2.66 | 0.75 | 2.64 | 3.80 | 0.58 | 0.74 | 3.37 |
| Standard Deviation(%) | NA | 0.85 | 0.89 | 1.09 | 1.10 | NA | NA | … | … | 0.88 | 0.98 | 0.81 | 0.89 | 0.97 | 1.58 | 1.84 | 0.83 | 0.86 | 0.80 | 1.08 | 1.11 | 1.00 | 0.88 | 6.62 | 1.38 | 1.19 |
| Draw Down(%) | NA | 0.10 | 0.43 | 0.94 | 3.20 | NA | NA | … | … | 0.10 | 0.43 | 0.10 | 0.21 | 0.42 | 0.92 | 3.20 | 0.41 | 0.31 | 0.20 | 0.41 | 0.95 | 0.60 | 0.24 | 4.60 | 1.69 | 0.40 |
| Yield(%) | 0.00 | 3.85 | 4.69 | 4.00 | 3.15 | 3.00 | 2.36 | … | … | 1.13 | 4.53 | 5.20 | 4.89 | 3.20 | 1.80 | 2.17 | 2.59 | 2.57 | 2.45 | 2.44 | 2.88 | 3.63 | 3.14 | 3.59 | 1.15 | 1.10 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RPHYX (RIVERPARK SHORT TERM HIGH YIELD FUND RETAIL CLASS) |
1.34%
Jun 2019 – Jun 2022 |
1.85%
Mar 2015 – Mar 2020 |
2.21%
Sep 2012 – Sep 2022 |
2.86%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPHYX (RIVERPARK SHORT TERM HIGH YIELD FUND RETAIL CLASS) |
5.33%
Sep 2022 – Sep 2025 |
4.12%
May 2021 – May 2026 |
3.16%
Jan 2016 – Jan 2026 |
2.89%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart