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RiverPark Strategic Income Institutional (RSIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.69+0.00 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.14%
5-year average return4.91%
Number of years up8
Number of years down2
Best 1-yr total return (29 Apr 2024)11.60%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return11.60%
Worst 3-yr total return2.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSIIXCategory
YTD2.97%3.62%
1-month0.91%1.08%
3-month2.97%2.50%
1-year10.68%14.69%
3-year4.79%6.16%
5-year5.04%6.21%
10-year4.08%5.48%
Last bull market14.06%11.96%
Last bear market-3.13%-7.27%

Annual total return (%) history

Year
RSIIXCategory
2024
N/AN/A
2023
9.62%N/A
2022
-3.30%N/A
2021
11.60%N/A
2020
3.42%4.91%
2019
3.51%12.62%
2018
1.36%-2.59%
2017
4.84%6.47%
2016
10.23%13.30%
2015
-3.83%-4.01%
2014
4.15%1.11%
2013
N/A6.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.97%N/AN/AN/A
20231.98%2.41%1.71%3.19%
20220.89%-3.13%-1.36%0.30%
20215.84%1.44%1.50%2.41%
2020-12.86%9.83%3.68%4.24%
20191.95%1.16%-0.32%0.68%
20180.81%0.96%1.20%-1.59%
20172.06%1.34%0.92%0.45%
2016-0.27%5.21%3.06%1.93%
20151.44%-0.02%-2.66%-2.59%
20142.57%1.97%-0.06%-0.36%
20132.52%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month79
3-month4
1-year40
3-year1
5-year11

Load adjusted returns

1-year10.68%
3-year4.79%
5-year5.04%
10-year4.08%