Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) | 1.90% | 8.91% | 15.82% | 8.85% | 13.30% | 12.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) | 12/29/2010 | 06/05/2026 |
| 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 (%) | -1.38 | 8.91 | 15.82 | 8.85 | 13.30 | 12.32 | NA | … | … | 1.90 | 4.09 | 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 | 0.47 | 0.81 | 0.34 | 0.47 | NA | NA | … | … | 0.13 | 0.07 | 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 | 13.21 | 15.48 | 18.70 | 25.17 | NA | NA | … | … | 14.88 | 18.39 | 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 | 12.15 | 19.17 | 30.68 | 47.72 | NA | NA | … | … | 11.32 | 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 | 12.61 | 13.12 | 10.85 | 13.52 | 14.39 | 11.11 | … | … | 0.00 | 12.31 | 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 06/05/2026, 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 |
|---|---|---|---|---|
| RWGFX (RIVERPARK/WEDGEWOOD FUND RETAIL CLASS) |
2.28%
Dec 2013 – Dec 2016 |
3.63%
Mar 2015 – Mar 2020 |
9.30%
Oct 2013 – Oct 2023 |
11.51%
Mar 2011 – Mar 2026 |
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 |
12.25%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart