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RiverPark Long/Short Opportunity Retail (RLSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.56+0.14 (+1.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.53%
5-year average return3.26%
Number of years up7
Number of years down4
Best 1-yr total return (4 July 2024)54.31%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return54.31%
Worst 3-yr total return-12.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLSFXCategory
YTD10.46%9.18%
1-month5.05%-0.20%
3-month3.42%3.85%
1-year24.74%22.90%
3-year-12.33%7.45%
5-year3.32%7.00%
10-year4.60%4.81%
Last bull market23.99%11.80%
Last bear market-35.21%-12.04%

Annual total return (%) history

Year
RLSFXCategory
2024
N/AN/A
2023
43.62%N/A
2022
-53.98%N/A
2021
1.84%N/A
2020
54.31%7.89%
2019
19.71%11.90%
2018
-2.31%-6.29%
2017
21.89%11.18%
2016
-1.91%2.34%
2015
0.38%-2.02%
2014
-4.14%2.92%
2013
11.95%14.62%
2012
N/A5.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%3.42%N/AN/A
202315.02%10.57%-2.34%15.64%
2022-25.84%-35.21%-5.02%0.84%
2021-2.35%12.99%-2.84%-5.00%
20209.40%18.12%9.47%9.08%
201910.32%5.76%-1.58%4.24%
20182.50%4.26%4.46%-12.49%
20178.19%4.95%5.06%2.17%
2016-3.82%-4.67%6.47%0.49%
20150.86%3.14%-7.47%4.29%
2014-1.66%0.09%-2.24%-0.38%
20131.44%-1.83%4.24%7.84%
2012-3.60%5.08%-3.23%N/A

Rank in category (by total return)

YTD31
1-month3
3-month18
1-year11
3-year99
5-year86

Load adjusted returns

1-year24.74%
3-year-12.33%
5-year3.32%
10-year4.60%