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RiverPark Strategic Income Retail (RSIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.74+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.31%
5-year average return4.75%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)11.44%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return11.44%
Worst 3-yr total return2.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSIVXCategory
YTD3.06%3.62%
1-month0.15%1.08%
3-month2.12%2.50%
1-year9.19%14.69%
3-year4.53%6.16%
5-year4.70%6.21%
10-year3.78%5.48%
Last bull market5.85%11.96%
Last bear market-3.18%-7.27%

Annual total return (%) history

Year
RSIVXCategory
2024
N/AN/A
2023
9.36%N/A
2022
-3.54%N/A
2021
11.44%N/A
2020
3.28%4.91%
2019
3.36%12.62%
2018
1.09%-2.59%
2017
4.58%6.47%
2016
9.85%13.30%
2015
-4.18%-4.01%
2014
3.90%1.11%
2013
N/A6.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.91%N/AN/AN/A
20231.92%2.36%1.65%3.13%
20220.83%-3.18%-1.42%0.24%
20215.78%1.38%1.43%2.45%
2020-12.93%9.90%3.49%4.29%
20192.00%0.99%-0.28%0.62%
20180.86%0.79%1.12%-1.66%
20172.11%1.17%0.85%0.39%
2016-0.33%5.15%3.00%1.76%
20151.38%-0.08%-2.82%-2.66%
20142.61%1.81%-0.12%-0.42%
20132.48%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month4
3-month3
1-year28
3-year1
5-year10

Load adjusted returns

1-year9.19%
3-year4.53%
5-year4.70%
10-year3.78%