Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCRIX (RiverPark Floating Rate CMBS Fund Inst C) | 2.03% | 5.19% | 7.46% | 5.35% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCRIX (RiverPark Floating Rate CMBS Fund Inst C) | 10/03/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.19 | 7.46 | 5.35 | NA | NA | NA | … | … | 2.03 | 5.56 | 10.02 | 9.87 | -0.71 | 2.81 | -8.51 | 4.46 | 1.96 | 2.58 | 0.30 |
| Sharpe Ratio | NA | 3.28 | 3.30 | 1.82 | NA | NA | NA | … | … | 2.35 | 1.76 | 5.31 | 3.70 | -1.02 | 2.80 | -0.45 | 3.61 | 0.60 | 1.68 | 0.74 |
| Standard Deviation(%) | NA | 0.77 | 1.29 | 1.54 | NA | NA | NA | … | … | 0.86 | 1.52 | 1.20 | 1.69 | 2.11 | 1.00 | 19.36 | 0.83 | 0.96 | 1.15 | 1.26 |
| Draw Down(%) | NA | 0.19 | 1.93 | 3.75 | NA | NA | NA | … | … | 0.19 | 1.93 | 0.23 | 2.40 | 3.70 | 0.40 | 30.00 | 0.20 | 1.18 | 0.39 | 0.30 |
| Yield(%) | 0.00 | 4.95 | 6.42 | 5.30 | 3.69 | 2.46 | 1.84 | … | … | 1.89 | 5.31 | 7.03 | 8.02 | 3.64 | 2.35 | 2.81 | 3.39 | 4.33 | 1.77 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCRIX (RiverPark Floating Rate CMBS Fund Inst C) |
-5.29%
Mar 2017 – Mar 2020 |
-0.35%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCRIX (RiverPark Floating Rate CMBS Fund Inst C) |
8.82%
Sep 2022 – Sep 2025 |
7.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
