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Riverparks Large Growth Fund Retail Shares: (MF: RPXFX)
(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET
$26.82 USD
-0.04 (-0.15%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.46 | 62 |
| 3 months | 6.86 | 28 |
| 6 months | 4.93 | 80 |
| 1 Year | 27.82 | 23 |
| 3 Year | -6.05 | 95 |
| 5 Year | 10.31 | 75 |
| 10 Year | 9.90 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 28.75 |
| 5 Year | 10.12 |
| 10 Year | 9.91 |
| Since Inception | 11.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.14 | 2.87 | NA | NA |
| 2023 | 16.45 | 13.19 | -4.17 | 19.66 |
| 2022 | -19.63 | -33.96 | -3.35 | 2.35 |
| 2021 | 2.41 | 13.04 | -3.29 | -1.40 |
| 2020 | -14.93 | 38.59 | 10.78 | 18.55 |
| 2019 | 15.67 | 7.27 | -1.07 | 7.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.46 | 51.15 | -47.49 | 10.38 | 54.84 | 31.93 | -4.62 | 29.82 | 6.32 | -3.32 | 4.33 |
| % Total Return Rel to Index | -6.07 | 24.90 | -29.29 | -18.30 | 36.44 | 0.44 | -0.22 | 8.03 | -5.61 | -4.71 | -9.30 |
| % Total Return Rel to Peer | -1.38 | 28.15 | -27.79 | -11.67 | 34.92 | 3.51 | 2.23 | 9.15 | -1.49 | -1.72 | -3.86 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 3.00 | 1.00 | 4.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 4.09 | 2.11 | 2.55 | 2.79 | 1.98 | 0.00 | 0.30 | 0.51 |
| Expense Ratio | 1.25 | 1.25 | 1.23 | 1.20 | 1.23 | 1.23 | 1.23 | 1.22 | 1.11 | 1.23 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%