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ADBYX: ALPINE FOUNDATION FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/16/2002 |
| Last Dividend Date: | 09/30/2015 |
| 12-Mo. Yield | 1.52% |
| Expenses | 1.19% |
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Performance Analytics (As of 12/31/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/16/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.6 | 3.4 | 3.6 | -0.2 | 1.3 | -9.6 | 10.9 | 10.2 | 8.8 | -0.8 | 14.2 | 13.4 | -29.4 | -13.4 | 3.9 | 1.7 | 9.6 | 26.2 | -13.0 |
| Sharpe Ratio | NA | -0.66 | 0.31 | 0.29 | -0.06 | 0.03 | -0.66 | 1.34 | 1.21 | 0.97 | -0.05 | 0.93 | 0.57 | -0.97 | -1.04 | 0.05 | -0.05 | 0.79 | 2.23 | -1.06 |
| Draw Down(%) | NA | 13.8 | 13.8 | 16.1 | 55.2 | 55.2 | 13.8 | 5.7 | 7.1 | 7.1 | 16.1 | 12.0 | 24.3 | 42.7 | 18.1 | 8.5 | 8.5 | 9.8 | 9.2 | 21.6 |
| Standard Deviation(%) | NA | 14.5 | 10.8 | 12.2 | 17.0 | 15.9 | 14.5 | 8.1 | 8.4 | 9.0 | 17.7 | 15.1 | 23.4 | 31.1 | 16.0 | 11.2 | 10.4 | 10.9 | 11.4 | 17.8 |
| Treynor Ratio | NA | -0.08 | 0.03 | 0.03 | -0.01 | 0.0 | -0.08 | 0.09 | 0.09 | 0.08 | -0.01 | 0.1 | 0.1 | -0.24 | -0.12 | 0.0 | 0.0 | 0.08 | 0.23 | -0.18 |
| Alpha | NA | -0.04 | -0.03 | -0.03 | -0.03 | -0.02 | -0.04 | 0.0 | -0.04 | -0.02 | -0.02 | -0.01 | -0.05 | -0.01 | -0.08 | -0.04 | -0.01 | -0.01 | 0.01 | -0.01 |
| Beta | NA | 1.27 | 1.21 | 1.23 | 1.3 | 1.27 | 1.27 | 1.16 | 1.15 | 1.17 | 1.27 | 1.4 | 1.38 | 1.27 | 1.37 | 1.45 | 1.45 | 1.12 | 1.13 | 1.06 |
| RSquared | NA | 0.59 | 0.7 | 0.83 | 0.87 | 0.85 | 0.59 | 0.9 | 0.87 | 0.9 | 0.96 | 0.95 | 0.94 | 0.92 | 0.63 | 0.74 | 0.83 | 0.52 | 0.86 | 0.83 |
| Yield(%) | N/A | 1.5 | 1.8 | 1.8 | 2.4 | N/A | 1.0 | 2.1 | 1.5 | 1.9 | 1.8 | 1.2 | 1.9 | 1.3 | 8.7 | 4.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -11.2 | 40.7 | -56.0 | N/A | N/A | -45.0 | 49.4 | -14.7 | 7.4 | 62.4 | -25.0 | 5.4 | -87.4 | 94.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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