As of 3/31/26, the RiverPark Short Term High Yield Fund had the highest
10-year and 15-year Sharpe ratios of any non-money market fund at Morningstar.
For more information, please click
here
| Top 10 Funds by Sharpe Ratio | ||||
|---|---|---|---|---|
| Name | Morningstar Category | Sharpe Ratio 10 Yr |
||
| RiverPark Short Term High Yield Instl | US Fund High Yield Bond | 1.48 | ||
| Thornburg Capital Management | US Fund Ultrashort Bond | 1.45 | ||
| Fenghe Asia (USTE) Fund Ltd Series A | EAA Fund Alternative Other | 1.20 | ||
| RiverPark Short Term High Yield Retail | US Fund High Yield Bond | 1.08 | ||
| Fidelity Advisor Semiconductors Z | US Fund Technology | 1.03 | ||
| Fidelity Select Tech Hardware | US Fund Technology | 1.02 | ||
| Fidelity Select Semiconductors | US Fund Technology | 1.02 | ||
| Fidelity Advisor Semiconductors I | US Fund Technology | 1.02 | ||
| Fidelity Advisor Semiconductors A | US Fund Technology | 1.01 | ||
| Marshfield Concentrated Opportunity | US Fund Large Blend | 1.00 | ||
| Top 10 Funds by Sharpe Ratio | ||||
|---|---|---|---|---|
| Name | Morningstar Category |
Sharpe Ratio 15 Yr |
||
| RiverPark Short Term High Yield Instl | US Fund High Yield Bond | 2.20 | ||
| RiverPark Short Term High Yield Retail | US Fund High Yield Bond | 1.83 | ||
| JNL/Mellon Nasdaq® 100 Index I | US Fund Large Growth | 0.95 | ||
| Shelton Nasdaq-100 Index Institutional | US Fund Large Growth | 0.95 | ||
| Shelton Nasdaq-100 Index Investor | US Fund Large Growth | 0.95 | ||
| Vanguard Information Technology Idx Adm | US Fund Technology | 0.94 | ||
| Victory Nasdaq 100 Index R6 | US Fund Large Growth | 0.94 | ||
| Hundredfold Select Alternative Inv | US Fund Tactical Allocation | 0.94 | ||
| Victory Nasdaq 100 Index Institutional | US Fund Large Growth | 0.94 | ||
| Victory NASDAQ-100 Index | US Fund Large Growth | 0.94 | ||
Source: Morningstar Principia
The Sharpe ratio is calculated by subtracting the risk-free rate – such as that of the
3-month U.S. Treasury Bill – from the rate of return for a portfolio and dividing the result
by the standard deviation of the portfolio returns.
For performance data and portfolio holdings current to the most recent month end please
click here. Past performance does not guarantee future results.