As of 9/30/25, 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.
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| Top 10 Funds by Sharpe Ratio | ||||
|---|---|---|---|---|
| Name | Morningstar Category | Sharpe Ratio 10 Yr |
||
| RiverPark Short Term High Yield Instl | US Fund High Yield Bond | 1.55 | ||
| Thornburg Capital Management | US Fund Ultrashort Bond | 1.28 | ||
| JNL/Mellon Infor Tech Sect A | US Fund Technology | 1.05 | ||
| Fidelity Advisor Technology I | US Fund Technology | 1.04 | ||
| ProFunds Semiconductor UltraSector Inv | US Fund Trading--Leveraged Equity | 1.04 | ||
| Columbia Global Technology Growth Inst | US Fund Technology | 1.02 | ||
| Fidelity Select Semiconductors | US Fund Technology | 1.02 | ||
| Fidelity Advisor Semiconductors I | US Fund Technology | 1.02 | ||
| Putnam Global Technology Y | US Fund Technology | 1.02 | ||
| Janus Henderson VIT Glb Tech&Innvt Instl | US Fund Technology | 1.01 | ||
| Top 10 Funds by Sharpe Ratio | ||||
|---|---|---|---|---|
| Name | Morningstar Category | Sharpe Ratio 15 Yr |
||
| RiverPark Short Term High Yield Instl | US Fund High Yield Bond | 2.31 | ||
| T. Rowe Price Capital Appreciation | US Fund Moderate Allocation | 1.04 | ||
| Shelton Nasdaq-100 Index Investor | US Fund Large Growth | 1.04 | ||
| Voya Russell Large Cap Growth Idx Port I | US Fund Large Growth | 1.04 | ||
| Victory NASDAQ-100 Index | US Fund Large Growth | 1.03 | ||
| GMO Quality IV | US Fund Large Blend | 1.03 | ||
| JNL/Mellon Nasdaq® 100 Index A | US Fund Large Growth | 1.02 | ||
| VY® T. Rowe Price Capital Apprec S | US Fund Moderate Allocation | 1.02 | ||
| JNL/Mellon Infor Tech Sect A | US Fund Technology | 1.01 | ||
| Nuveen Large Cap Gr Idx R6 | US Fund Large Growth | 1.01 | ||
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.